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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Empyrion Wealth Management, Inc.$2,676,073$222,114,022$222,114,022
2Wealthpoint Advisors LLC$491,019$235,689,234$235,689,234
3Epsilon Financial Group, Inc.$355,017$415,369,766$415,369,766
4Helm Investment Management, LLC$470,125$247,285,624$247,285,624
5Fourthought Financial, LLC$363,624$950,514,383$950,514,383
6Kraematon Investment Advisors, Inc$363,368$171,146,308$171,146,308
7Litton Financial, LLC$317,789$279,972,495$279,972,495
8TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC.$735,878$146,439,802$146,439,802
9Triumph Capital Management$109,422$372,911,856$372,911,856
10Vela Investment Management, LLC$1,213,353$134,682,208$134,682,208
11The H Group, Inc.$311,866$712,614,862$712,614,862
12Crumly And Associates, Incorporated$747,475$263,858,688$263,858,688
13Kore Private Wealth, LLC$1,235,903$4,189,712,433$4,189,712,433
14ISI Financial Group Inc$316,403$610,025,923$610,025,923
15Kirkwood Financial Services, LLC$478,025$110,901,830$110,901,830
16Bontempo Ohly Capital Management, LLC$532,399$298,143,236$298,143,236
17South Georgia Capital, LLC$578,288$164,812,072$164,812,072
18Enspyre Wealth Advisors, Inc.$518,458$129,614,486$129,614,486
19JE Wilson Advisors, LLC$556,395$120,181,383$120,181,383
20Archer Investment Management, LLC$218,991$125,481,719$125,481,719
21Eaton-Cambridge Inc.$218,947$132,025,270$132,025,270
22Asset Management Strategies, Inc.$86,588$141,657,332$141,657,332
23Arlington Capital Management, Inc.$222,778$116,958,262$116,958,262
24Wealth Advisors, Inc.$1,192,448$256,376,242$256,376,242
25Asset Dedication, LLC$908,970$1,437,081,527$1,437,081,527
26Pillar Financial Advisors, LLC$346,370$209,207,370$209,207,370
27Ashfield Capital Partners, LLC$2,412,430$1,483,644,160$1,483,644,160
28Horrell Capital Management, Inc.$2,519,444$352,722,183$352,722,183
29Allodium Investment Consultants, LLC$587,465$340,141,956$340,141,956
30Private Capital Group, LLC$544,788$1,223,593,499$1,223,593,499
31Intrinsic Value Partners, LLC$789,097$154,662,971$154,662,971
32Verdence Capital Advisors, LLC$602,297$2,472,428,702$2,472,428,702
33Roble, Belko And Company, Inc.$988,541$761,176,655$761,176,655
34Apella Capital, LLC$338,976$1,662,000,000$1,662,000,000
35Merit Financial Partners LLC$391,947$149,723,851$149,723,851
36Sherclar, Inc$296,086$124,356,000$124,356,000
37Emerson Wealth, LLC$802,831$539,502,549$539,502,549
38Robasciotti & Associates , Inc.$288,931$154,000,000$154,000,000
39Canter Strategic Wealth Management, LLC$992,842$163,818,948$163,818,948
40Rock Point Advisors, LLC$785,035$446,684,895$446,684,895
41Tom Johnson Investment Management, LLC$328,725$1,642,967,252$1,642,967,252
42Mark Sheptoff Financial Planning LLC$440,547$353,318,972$353,318,972
43Allgen Financial Advisors, Inc.$155,041$263,570,000$263,570,000
44Clay Northam Wealth Management, LLC$200,913$209,551,845$209,551,845
45Matrix Asset Advisors Inc$680,056$790,905,683$790,905,683
46Berkeley, Inc$359,732$268,000,000$268,000,000
47Kades & Cheifetz, LLC$432,032$378,027,638$378,027,638
48Cook Wealth Management Group, LLC$447,918$405,365,714$405,365,714
49Rosenblum Silverman Sutton Sf Inc$2,759,574$482,925,503$482,925,503
50T.O.S. Advisors, LLC$1,125,324$226,190,077$226,190,077
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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 Carline Murphy.

*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.