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
1ALPha & Omega$4,097$326,414,000$10,531,000$336,945,000
3Q3 Asset Management Corporation$42,880$310,623,985$0$310,623,985
4Atlas Wealth Advisors LLC$43,447$214,024,217$27,803,732$241,827,949
5John E. Sestina and Company$46,885$248,107,934$387,322,885$635,430,819
6Kiker Wealth Management, LLC$71,581$137,436,012$0$137,436,012
7Planners Alliance$80,601$165,366,769$11,794,880$177,161,649
8Regatta Research & Money Management$83,465$128,882,305$6,414,325$135,296,630
9Allen Capital Group, LLC$90,869$449,074,991$0$449,074,991
10Potomac Fund Management$90,931$163,039,655$0$163,039,655
11Clear Creek Financial Management, LLC$91,675$190,500,000$0$190,500,000
12Guidestream Financial, Inc.$95,771$106,594,678$2,200,947$108,795,625
13Whitcomb & Hess, Inc.$96,166$113,168,033$42,717,630$155,885,663
14Cabana Asset Management$96,840$469,145,854$27,351,940$496,497,794
15AE Wealth Management, LLC$96,867$2,759,050,999$0$2,759,050,999
16Retirement Resources, LLC$99,273$103,956,164$20,333,604$124,289,768
17Global Financial Private Capital, LLC$99,725$5,790,555,183$0$5,790,555,183
18True Financial Group$102,902$104,000,000$13,000,000$117,000,000
19McAdam LLC$103,726$333,790,254$0$333,790,254
20J.G. Hendricks Financial Services, LLC$104,545$126,500,000$0$126,500,000
21Solomon Api, LP$104,648$143,900,000$200,000$144,100,000
22Imus Wilkinson & Mundinger Investment Management, LLC$107,162$148,653,561$516,000$149,169,561
23Kingdom Financial Group, LLC$110,307$100,047,996$0$100,047,996
24Boston Standard Wealth Management$113,874$171,949,187$0$171,949,187
25Advisors Management Group Inc$114,049$378,131,380$35,297,669$413,429,049
26Welch Hornsby, Inc.$114,825$1,929,182,721$0$1,929,182,721
27Nepsis Capital Management, Inc.$115,109$262,794,268$0$262,794,268
28J2 Capital Management, Inc.$115,776$123,533,485$0$123,533,485
29Clay Northam Wealth Management$115,976$118,790,960$1,940,000$120,730,960
30Callahan Capital Management$118,013$128,633,510$1,298,481$129,931,991
31Truadvice LLC$118,047$103,309,047$808,309$104,117,356
32Cypress Financial Planning$118,718$53,054,184$47,024,849$100,079,033
33Marmo Financial Group, LLC$119,459$135,467,015$0$135,467,015
34Hallett Advisors$119,573$123,758,020$0$123,758,020
35Richmond Brothers, Inc.$119,679$244,128,663$103,779,411$347,908,074
36Basepoint Wealth, LLC$120,293$208,670,512$3,166,130$211,836,642
37Lifeguide Financial Advisors, LLC$120,401$154,564,566$4,726,346$159,290,912
38Spreng Capital Management, Inc.$120,542$140,914,046$0$140,914,046
39Vickery Financial Services, Inc.$122,771$0$194,345,921$194,345,921
40Quinn Stauffer Financial, LLC$123,064$156,863,848$3,119,834$159,983,682
41Plan Financial$123,147$133,368,268$0$133,368,268
42Catalyst Financial Nw Corporation$123,873$103,805,524$0$103,805,524
43NextCapital Advisers$125,107$113,346,722$0$113,346,722
44Mullooly Asset Management, Inc.$126,296$191,803,949$1,680,886$193,484,835
45O'Boyle Wealth Management, Inc.$127,755$108,500,000$14,400,000$122,900,000
46Mbe Wealth Management, LLC$127,770$172,490,086$0$172,490,086
47Wealth Advisory Solutions, LLC$128,444$149,775,033$2,302,994$152,078,027
48Nikulski Financial, Inc.$129,422$122,300,000$25,500,000$147,800,000
49Ranstrom Berg Wealth Management, LLC$129,459$104,500,000$8,000,000$112,500,000
50Dorman Financial Management, P.A.$129,584$139,819,745$3,241,032$143,060,777
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Showing 1 to 50 of 2,314 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 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (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 11, 2018.


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