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.


# of employees


High-net-worth client assets

Total AUM


Total accounts


Discretionary AUM


Avg. discretionary account AUM


Non-discretionary AUM


Non-discretionary accounts


Average non-discretionary account AUM


Avg. account AUM

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1WE Family Offices$109,455,964$8,537,565,208$8,537,565,208
2Brownson, Rehmus & Foxworth, Inc.$1,402,150$5,570,743,864$5,570,743,864
3Finaccess Advisors, Llc$30,396,693$4,711,487,444$4,711,487,444
4Portola Partners$3,062,630$4,468,377,318$4,468,377,318
5Mozaic, Llc$49,653,303$3,326,771,303$3,326,771,303
6Brick Capital Management Inc$122,333,333$2,569,000,000$2,569,000,000
8Zemenick & Walker Inc$9,266,984$2,029,469,485$2,029,469,485
9Lowery Asset Consulting, Llc$2,077,340$806,007,956$806,007,956
10Anodos Advisors, Llc$3,476,768$719,691,000$719,691,000
11Schaefer Financial Management, Inc.$414,881$658,001,811$658,001,811
12Private Wealth Management, Inc.$1,152,761$623,643,433$623,643,433
13Qp Global Family Offices, Llc$48,143,403$577,720,838$577,720,838
14American Financial Advisors Inc$345,506$558,682,841$558,682,841
15Scott Snow (Financial Advisors) Llc$994,363$493,204,040$493,204,040
16Optima Asset Management Inc$2,186,892$478,929,419$478,929,419
17Truenorth Wealth$325,501$459,282,352$459,282,352
18Aspen Capital Management$557,596$458,901,330$458,901,330
19Fitzroy Investment Advisors Llc$11,959,212$442,490,860$442,490,860
20Havenshare Financial, Llc$31,467,958$440,551,414$440,551,414
21Commonwealth Advisory Group, Ltd.$469,951$435,644,719$435,644,719
22Kutscher Benner Barsness & Stevens, Inc.$630,744$385,384,487$385,384,487
23Trebuchet Consulting, Llc$760,713$368,946,001$368,946,001
24Clune & Associates$571,938$338,015,280$338,015,280
25The Junk Investment Group$354,248$335,472,721$335,472,721
26Perspective Wealth Partners, Llc$1,848,713$306,886,319$306,886,319
27Perspective Wealth Partners, Llc$1,848,713$306,886,319$306,886,319
28Florek Financial, Llc$613,718$298,267,000$298,267,000
29Security First Advisors$234,873$297,349,257$297,349,257
30Old Peak Finance$628,382$266,433,825$266,433,825
31Tim Looney Investments, Llc$277,073$266,267,278$266,267,278
32Financial Freedom$365,688$249,399,000$249,399,000
33Fountainhead Financial, Llc$2,896,512$249,100,000$249,100,000
34Financial Life Focus, Llc$446,980$242,710,000$242,710,000
35Vickery Financial Services, Inc.$146,636$234,031,701$234,031,701
36Mindful Asset Planning$166,724$226,411,666$226,411,666
37Avivar Capital, Llc$13,088,235$222,500,000$222,500,000
38Pathways Advisory Group, Inc.$222,860$192,773,890$192,773,890
39Connecticut Capital Management Group, Llc$787,351$180,303,344$180,303,344
40Donald W. Nicholson & Associates Ltd$374,856$179,930,728$179,930,728
41Schultz Financial Group Incorporated$391,242$179,188,919$179,188,919
42J.F. Williams Co., Inc.$394,445$178,683,528$178,683,528
43Bryspen, Incorporated$2,817,811$177,522,081$177,522,081
44Spoor Behrins Campbell & Young Securities Corp$1,450,316$176,938,575$176,938,575
45Heritage Financial Llc$171,617$168,528,179$168,528,179
46Altamont Wealth Management, Inc.$2,018,636$159,472,253$159,472,253
47Sfc Financial Llc$905,304$159,333,520$159,333,520
48Sound Stewardship, Llc$200,611$157,880,488$157,880,488
49South Bay Financial Partners$652,364$156,567,337$156,567,337
50Sound Investment Management Inc$1,545,417$156,087,132$156,087,132
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Showing 1 to 50 of 2,336 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.