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 |
|---|---|---|---|---|---|
| 501 | AMERICAN FINANCIAL ADVISORS, LLC. | $349,025 | $727,368,589 | — | $727,368,589 |
| 502 | FMP WEALTH ADVISERS | $327,183 | $670,870,000 | $55,803,000 | $726,673,000 |
| 503 | CHARLES PRATT & COMPANY, L.L.C. | $1,106,109 | $565,199,158 | $159,302,391 | $724,501,549 |
| 504 | STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS | $1,511,688 | $724,098,687 | — | $724,098,687 |
| 505 | MONTICELLO WEALTH MANAGEMENT, LLC | $1,647,838 | $709,305,146 | $14,095,733 | $723,400,879 |
| 506 | HORAN CAPITAL MANAGEMENT,LLC | $527,234 | $723,364,700 | — | $723,364,700 |
| 507 | AUFMAN ASSOCIATES INC | $3,363,564 | $723,166,215 | — | $723,166,215 |
| 508 | TARBOX FAMILY OFFICE, INC. | $983,036 | $722,531,346 | — | $722,531,346 |
| 509 | STONEBRIDGE WEALTH MANAGEMENT | $2,832,453 | $722,275,595 | — | $722,275,595 |
| 510 | SHINE WEALTH PARTNERS | $462,480 | $712,850,449 | $7,693,209 | $720,543,658 |
| 511 | TRIAD FINANCIAL ADVISORS, INC. | $348,988 | $698,332,542 | $21,979,066 | $720,311,608 |
| 512 | ANODOS ADVISORS, LLC | $3,476,768 | — | $719,691,000 | $719,691,000 |
| 513 | LANDSBERG BENNETT PRIVATE WEALTH MANAGEMENT | $335,781 | $530,092,987 | $184,113,933 | $714,206,920 |
| 514 | FIERSTON FINANCIAL GROUP INC | $786,762 | $713,593,415 | — | $713,593,415 |
| 515 | LVM CAPITAL MANAGEMENT LTD | $632,694 | $690,643,664 | $22,403,006 | $713,046,670 |
| 516 | GALAPAGOS PARTNERS, L.P. | $27,399,707 | $219,322,890 | $493,069,483 | $712,392,373 |
| 517 | L & S ADVISORS, INC | $535,696 | $704,543,929 | $6,324,828 | $710,868,757 |
| 518 | PERSONAL FINANCIAL PLANNING, INC. | $1,405,941 | $710,000,000 | — | $710,000,000 |
| 519 | AUXANO ADVISORS | $568,037 | $580,443,900 | $129,033,800 | $709,477,700 |
| 520 | HCM WEALTH ADVISORS | $334,241 | $707,922,569 | — | $707,922,569 |
| 521 | M CAPITAL ADVISORS | $1,259,306 | $703,974,812 | $3,755,141 | $707,729,953 |
| 522 | ATLAS CAPITAL ADVISORS LLC | $1,936,986 | $658,000,000 | $49,000,000 | $707,000,000 |
| 523 | STILLWATER CAPITAL ADVISORS, LLC | $430,453 | $619,536,966 | $87,267,458 | $706,804,424 |
| 524 | O'BRIEN WEALTH PARTNERS LLC | $407,716 | $704,125,067 | — | $704,125,067 |
| 525 | BROOKFIELD INVESTMENT PARTNERS, LLC | $18,529,526 | $704,121,979 | — | $704,121,979 |
| 526 | HOWARD FINANCIAL SERVICES, LTD. | $464,523 | $644,850,086 | $56,579,580 | $701,429,666 |
| 527 | GREEN SQUARE CAPITAL ADVISORS, LLC | $839,697 | $597,921,578 | $103,225,760 | $701,147,338 |
| 528 | TRIUNE FINANCIAL PARTNERS, LLC | $320,590 | $545,009,762 | $153,555,030 | $698,564,792 |
| 529 | MERIDIAN WEALTH ADVISORS, LLC | $704,855 | $662,173,160 | $35,633,443 | $697,806,603 |
| 530 | DEERFIELD FINANCIAL ADVISORS, INC. | $702,258 | $605,402,886 | $91,939,703 | $697,342,589 |
| 531 | VINTAGE FINANCIAL SERVICES LLC | $1,352,039 | $696,300,000 | — | $696,300,000 |
| 532 | ISTHMUS PARTNERS, LLC | $591,038 | $696,242,577 | — | $696,242,577 |
| 533 | ROBERTS, GLORE & CO. | $664,183 | $495,798,470 | $198,937,185 | $694,735,655 |
| 534 | MARTEL WEALTH ADVISORS INC | $268,614 | $589,519,621 | $104,041,125 | $693,560,746 |
| 535 | COVENANT PARTNERS, LLC | $1,179,413 | $632,418,334 | $61,076,357 | $693,494,691 |
| 536 | STEPP & ROTHWELL INC | $409,758 | $668,842,695 | $24,057,628 | $692,900,323 |
| 537 | GOLDSTEIN MUNGER + ASSOCIATES | $2,239,314 | $586,885,250 | $105,062,624 | $691,947,874 |
| 538 | CYPRESS POINT WEALTH MANAGEMENT, LLC | $110,225 | $599,298,417 | $89,940,649 | $689,239,066 |
| 539 | SBC WEALTH MANAGEMENT | $319,537 | $688,602,742 | — | $688,602,742 |
| 540 | CAPITAL ADVANTAGE, INC. | $345,085 | $683,268,294 | — | $683,268,294 |
| 541 | FIRST PACIFIC FINANCIAL, INC. | $285,489 | $683,174,366 | — | $683,174,366 |
| 542 | PDS PLANNING INC | $270,288 | $606,503,866 | $75,703,927 | $682,207,793 |
| 543 | ST. CLAIR ADVISORS, LLC | $1,283,433 | $681,502,999 | — | $681,502,999 |
| 544 | HEADINVEST | $752,335 | $680,110,874 | — | $680,110,874 |
| 545 | FINANCIAL ADVISORY CORPORATION | $708,931 | $678,325,644 | $120,982 | $678,446,626 |
| 546 | IRONSIDES ASSET ADVISORS, LLC | $1,982,359 | $385,832,431 | $292,134,387 | $677,966,818 |
| 547 | HILL INVESTMENT GROUP | $715,108 | $677,922,107 | — | $677,922,107 |
| 548 | FUSION FAMILY WEALTH, LLC | $598,230 | $647,000,000 | $29,000,000 | $676,000,000 |
| 549 | NELSON ROBERTS INVESTMENT ADVISORS, LLC | $1,050,184 | $675,268,230 | — | $675,268,230 |
| 550 | DIASTOLE WEALTH MANAGEMENT | $553,102 | $231,893,827 | $442,890,313 | $674,784,140 |
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 Sabrina Straub.
*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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) nor one who is an insurance company or agency.
Database last updated on June, 2020.
