RIA Data Center

Use this interactive rankings tool to find key information on fee-only registered investment advisory firms*.

Sort by business name or assets under management, or use the filters offered to tailor the entire RIA universe to your liking.

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Legacy Advisory Group, LLC$924,528$47,000,000$2,000,000$49,000,000
2Keystone Global Partners LLC$708,108$76,200,000$2,400,000$78,600,000
3Jack Point Advisors, LLC$1,979,167$95,000,000$95,000,000
4Genereux Investment Management, Inc.$380,332$100,027,185$100,027,185
5Checks & Balances, Inc.$77,492$100,120,000$100,120,000
6Tempus Wealth Planning, LLC$222,551$62,621,000$37,527,092$100,148,092
7Trinity Wealth Management, LLC$315,931$85,130,461$15,019,762$100,150,223
8RHS Financial, LLC$243,692$95,140,839$5,016,767$100,157,606
9Integrated Wealth Advisors, LLC$276,191$99,675,025$858,565$100,533,590
10Lucas Capital Management, L.L.C.$252,094$100,585,356$100,585,356
11Paragon Wealth Management$274,431$97,739,677$2,976,396$100,716,073
12Graybill Bartz Associates, Ltd$395,863$100,240,000$705,105$100,945,105
13Burnett Financial Group$455,005$101,466,205$101,466,205
14Resource Advisory Services, Inc.$226,155$88,515,185$13,254,605$101,769,790
15Millennium Investment Services$409,128$98,484,987$3,387,935$101,872,922
16Forteris Wealth Management, Inc.$271,038$101,443,485$466,967$101,910,452
17The Wealth Conservancy, Inc.$355,161$77,486,272$24,444,887$101,931,159
18Hollingsworth Avent Averre & Purvis, Pa$374,801$101,945,833$101,945,833
19Life Plan Financial Advisory Group, LLC$160,630$102,000,000$102,000,000
20Shakespeare Wealth Management, Inc.$120,859$102,125,772$102,125,772
21Covered Bridge Advisors, LLC$209,488$97,330,290$4,899,723$102,230,013
22Trail Ridge Investment Advisors, LLC$786,452$102,238,760$102,238,760
23Meyer Capital Management LLC.$313,983$102,358,608$102,358,608
24Compass Financial Planning, LLC$9,326,131$2,163,040$100,424,398$102,587,438
25Monument Group Wealth Advisors, Llc$407,949$103,211,000$103,211,000
26MGM, LLC$174,754$103,279,487$103,279,487
27Gold Medal Waters, Inc.$227,725$95,789,526$7,597,692$103,387,218
28Private Wealth Management Of North Carolina LLC$165,213$101,505,511$1,917,574$103,423,085
29Camelotta Advisors$581,717$103,125,764$419,852$103,545,616
30Meixler Investment Management, Ltd..$145,279$103,584,000$103,584,000
31Summit Portfolio Management LLC$1,069,005$89,751,875$13,941,615$103,693,490
32Park Ridge Asset Management$262,208$99,191,202$4,643,013$103,834,215
33Legacy Investment Partners, LLC$273,115$82,360,576$21,696,141$104,056,717
34Interocean Capital - Tn, LLC$1,351,710$81,438,195$22,643,504$104,081,699
35International Management Advisors Ltd..$1,409,273$104,286,182$104,286,182
36Principium Investments LLC$238,387$103,211,292$1,202,382$104,413,674
37Equity Advisors Of Kentucky Inc$774,160$3,300,000$101,211,617$104,511,617
38Hallett Advisors$131,625$104,773,524$104,773,524
39Minerva Planning Group$253,237$104,840,291$104,840,291
40Dudley Capital Management LLC$431,598$104,878,272$104,878,272
41Haverdink Financial Management, LLC$232,584$104,895,314$104,895,314
42Asset Planning & Management, Inc.$1,329,275$105,012,694$105,012,694
43Guidestream Financial, Inc.$86,855$102,661,893$2,519,527$105,181,420
44Westfield Financial Planning$268,326$103,249,787$1,934,159$105,183,946
45Knickerbocker Advisors Inc.$974,426$105,238,019$105,238,019
46Harrison & Company Wealth Management, LLC$157,285$105,538,347$105,538,347
47Pantheon Investment Group, LLC$522,496$105,544,233$105,544,233
48Barnstone Advisors LLC$851,292$105,560,171$105,560,171
49Bull City Advisors, LLC$1,887,909$105,722,902$105,722,902
50Ivy League Financial Advisors$268,481$105,781,511$105,781,511
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Showing 1 to 50 of 2,205 entries

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Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.

For more information about the RIA Data Center, please contact InvestmentNews Data.

Reprints: For reprints of these rankings, please contact Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.

Database last updated on June 5, 2019.

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