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.

Filters

# of employees

MinMax

High-net-worth client assets

Total AUM

MinMax

Total accounts

MinMax

Discretionary AUM

MinMax

Avg. discretionary account AUM

MinMax

Non-discretionary AUM

MinMax

Non-discretionary accounts

MinMax

Average non-discretionary account AUM

MinMax

Avg. account AUM

MinMax
Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
501AMERICAN FINANCIAL ADVISORS, LLC.$349,025$727,368,589$727,368,589
502FMP WEALTH ADVISERS$327,183$670,870,000$55,803,000$726,673,000
503CHARLES PRATT & COMPANY, L.L.C.$1,106,109$565,199,158$159,302,391$724,501,549
504STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS$1,511,688$724,098,687$724,098,687
505MONTICELLO WEALTH MANAGEMENT, LLC$1,647,838$709,305,146$14,095,733$723,400,879
506HORAN CAPITAL MANAGEMENT,LLC$527,234$723,364,700$723,364,700
507AUFMAN ASSOCIATES INC$3,363,564$723,166,215$723,166,215
508TARBOX FAMILY OFFICE, INC.$983,036$722,531,346$722,531,346
509STONEBRIDGE WEALTH MANAGEMENT$2,832,453$722,275,595$722,275,595
510SHINE WEALTH PARTNERS$462,480$712,850,449$7,693,209$720,543,658
511TRIAD FINANCIAL ADVISORS, INC.$348,988$698,332,542$21,979,066$720,311,608
512ANODOS ADVISORS, LLC$3,476,768$719,691,000$719,691,000
513LANDSBERG BENNETT PRIVATE WEALTH MANAGEMENT$335,781$530,092,987$184,113,933$714,206,920
514FIERSTON FINANCIAL GROUP INC$786,762$713,593,415$713,593,415
515LVM CAPITAL MANAGEMENT LTD$632,694$690,643,664$22,403,006$713,046,670
516GALAPAGOS PARTNERS, L.P.$27,399,707$219,322,890$493,069,483$712,392,373
517L & S ADVISORS, INC$535,696$704,543,929$6,324,828$710,868,757
518PERSONAL FINANCIAL PLANNING, INC.$1,405,941$710,000,000$710,000,000
519AUXANO ADVISORS$568,037$580,443,900$129,033,800$709,477,700
520HCM WEALTH ADVISORS$334,241$707,922,569$707,922,569
521M CAPITAL ADVISORS$1,259,306$703,974,812$3,755,141$707,729,953
522ATLAS CAPITAL ADVISORS LLC$1,936,986$658,000,000$49,000,000$707,000,000
523STILLWATER CAPITAL ADVISORS, LLC$430,453$619,536,966$87,267,458$706,804,424
524O'BRIEN WEALTH PARTNERS LLC$407,716$704,125,067$704,125,067
525BROOKFIELD INVESTMENT PARTNERS, LLC$18,529,526$704,121,979$704,121,979
526HOWARD FINANCIAL SERVICES, LTD.$464,523$644,850,086$56,579,580$701,429,666
527GREEN SQUARE CAPITAL ADVISORS, LLC$839,697$597,921,578$103,225,760$701,147,338
528TRIUNE FINANCIAL PARTNERS, LLC$320,590$545,009,762$153,555,030$698,564,792
529MERIDIAN WEALTH ADVISORS, LLC$704,855$662,173,160$35,633,443$697,806,603
530DEERFIELD FINANCIAL ADVISORS, INC.$702,258$605,402,886$91,939,703$697,342,589
531VINTAGE FINANCIAL SERVICES LLC$1,352,039$696,300,000$696,300,000
532ISTHMUS PARTNERS, LLC$591,038$696,242,577$696,242,577
533ROBERTS, GLORE & CO.$664,183$495,798,470$198,937,185$694,735,655
534MARTEL WEALTH ADVISORS INC$268,614$589,519,621$104,041,125$693,560,746
535COVENANT PARTNERS, LLC$1,179,413$632,418,334$61,076,357$693,494,691
536STEPP & ROTHWELL INC$409,758$668,842,695$24,057,628$692,900,323
537GOLDSTEIN MUNGER + ASSOCIATES$2,239,314$586,885,250$105,062,624$691,947,874
538CYPRESS POINT WEALTH MANAGEMENT, LLC$110,225$599,298,417$89,940,649$689,239,066
539SBC WEALTH MANAGEMENT$319,537$688,602,742$688,602,742
540CAPITAL ADVANTAGE, INC.$345,085$683,268,294$683,268,294
541FIRST PACIFIC FINANCIAL, INC.$285,489$683,174,366$683,174,366
542PDS PLANNING INC$270,288$606,503,866$75,703,927$682,207,793
543ST. CLAIR ADVISORS, LLC$1,283,433$681,502,999$681,502,999
544HEADINVEST$752,335$680,110,874$680,110,874
545FINANCIAL ADVISORY CORPORATION$708,931$678,325,644$120,982$678,446,626
546IRONSIDES ASSET ADVISORS, LLC$1,982,359$385,832,431$292,134,387$677,966,818
547HILL INVESTMENT GROUP$715,108$677,922,107$677,922,107
548FUSION FAMILY WEALTH, LLC$598,230$647,000,000$29,000,000$676,000,000
549NELSON ROBERTS INVESTMENT ADVISORS, LLC$1,050,184$675,268,230$675,268,230
550DIASTOLE WEALTH MANAGEMENT$553,102$231,893,827$442,890,313$674,784,140
« Previous PageNext Page »

Showing 501 to 550 of 2,491 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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.