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 |
|---|---|---|---|---|---|
| 1 | EMPYRION WEALTH MANAGEMENT, INC. | $649,733 | $204,016,095 | — | $204,016,095 |
| 2 | WEALTHPOINT ADVISORS LLC | $455,903 | $195,582,282 | — | $195,582,282 |
| 3 | EPSILON FINANCIAL GROUP, INC. | $999,352 | $382,751,993 | — | $382,751,993 |
| 4 | IMPACT INVESTORS | $441,981 | $156,903,425 | — | $156,903,425 |
| 5 | GREY STREET CAPITAL, LLC | $1,790,763 | $741,375,929 | — | $741,375,929 |
| 6 | HELM INVESTMENT MANAGEMENT, LLC | $466,315 | $226,162,791 | — | $226,162,791 |
| 7 | FOURTHOUGHT PRIVATE WEALTH | $322,663 | $732,122,156 | — | $732,122,156 |
| 8 | LITTON FINANCIAL | $353,242 | $246,916,000 | — | $246,916,000 |
| 9 | TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. | $735,878 | $146,439,802 | — | $146,439,802 |
| 10 | TRIUMPH CAPITAL MANAGEMENT | $105,746 | $345,895,106 | — | $345,895,106 |
| 11 | WEBSTERROGERS FINANCIAL ADVISORS, LLC | $415,456 | $208,143,307 | — | $208,143,307 |
| 12 | VELA INVESTMENT MANAGEMENT, LLC | $1,215,743 | $103,338,151 | — | $103,338,151 |
| 13 | THE H GROUP, INC. | $315,198 | $654,036,123 | — | $654,036,123 |
| 14 | KORE PRIVATE WEALTH, LLC | $1,172,034 | $3,571,188,631 | — | $3,571,188,631 |
| 15 | ISI FINANCIAL GROUP INC | $265,129 | $512,493,993 | — | $512,493,993 |
| 16 | BONTEMPO OHLY CAPITAL MANAGEMENT, LLC | $469,880 | $273,000,000 | — | $273,000,000 |
| 17 | STONE ISLAND FINANCIAL PLANNING | $475,363 | $131,675,568 | — | $131,675,568 |
| 18 | ENSPYRE WEALTH ADVISORS, INC. | $455,443 | $112,494,389 | — | $112,494,389 |
| 19 | JE WILSON ADVISORS, LLC | $416,901 | $118,400,000 | — | $118,400,000 |
| 20 | EATON-CAMBRIDGE INC. | $237,209 | $129,516,131 | — | $129,516,131 |
| 21 | SHEPPARD WEALTH MANAGEMENT, LLC | $1,058,632 | $129,153,099 | — | $129,153,099 |
| 22 | ASSET MANAGEMENT STRATEGIES, INC. | $70,021 | $123,237,165 | — | $123,237,165 |
| 23 | ARLINGTON CAPITAL MANAGEMENT, INC. | $239,835 | $174,359,765 | — | $174,359,765 |
| 24 | ASSET DEDICATION, LLC | $24,793 | $1,235,044,177 | — | $1,235,044,177 |
| 25 | PILLAR FINANCIAL ADVISORS, LLC | $334,304 | $192,893,636 | — | $192,893,636 |
| 26 | ASHFIELD CAPITAL PARTNERS | $2,080,609 | $1,208,833,649 | — | $1,208,833,649 |
| 27 | HORRELL CAPITAL MANAGEMENT, INC. | $2,466,364 | $323,093,655 | — | $323,093,655 |
| 28 | HFH PLANNING INC. | $312,610 | $129,108,017 | — | $129,108,017 |
| 29 | ALLODIUM INVESTMENT CONSULTANTS, LLC | $543,265 | $312,920,885 | — | $312,920,885 |
| 30 | INTRINSIC VALUE PARTNERS, LLC | $717,367 | $142,038,670 | — | $142,038,670 |
| 31 | VERDENCE CAPITAL ADVISORS, LLC | $530,649 | $2,072,183,805 | — | $2,072,183,805 |
| 32 | ROBLE, BELKO AND COMPANY, INC. | $1,040,897 | $747,364,080 | — | $747,364,080 |
| 33 | APELLA CAPITAL | $323,891 | $869,000,000 | — | $869,000,000 |
| 34 | KAIZEN FINANCIAL STRATEGIES, LLC | $260,738 | $116,549,853 | — | $116,549,853 |
| 35 | MERIT FINANCIAL PARTNERS LLC | $409,258 | $119,503,212 | — | $119,503,212 |
| 36 | CLEARVIEW WEALTH MANAGEMENT | $309,629 | $111,776,000 | — | $111,776,000 |
| 37 | ROBASCIOTTI & PHILIPSON | $289,157 | $144,000,000 | — | $144,000,000 |
| 38 | CANTER WEALTH | $815,166 | $117,383,901 | — | $117,383,901 |
| 39 | ROCK POINT ADVISORS, LLC | $713,974 | $391,257,550 | — | $391,257,550 |
| 40 | TOM JOHNSON INVESTMENT MANAGEMENT, LLC | $377,713 | $1,411,891,826 | — | $1,411,891,826 |
| 41 | MARK SHEPTOFF FINANCIAL PLANNING LLC | $437,858 | $363,860,050 | — | $363,860,050 |
| 42 | ALLGEN FINANCIAL ADVISORS, INC. | $151,804 | $235,296,000 | — | $235,296,000 |
| 43 | CLAY NORTHAM WEALTH MANAGEMENT | $158,279 | $160,970,251 | — | $160,970,251 |
| 44 | MATRIX ASSET ADVISORS INC | $1,654,750 | $814,137,000 | — | $814,137,000 |
| 45 | BERKELEY, INC | $1,240,741 | $268,000,000 | — | $268,000,000 |
| 46 | KADES & CHEIFETZ, LLC | $387,948 | $335,186,700 | — | $335,186,700 |
| 47 | MENDOTA FINANCIAL GROUP, LLC | $233,416 | $229,214,102 | — | $229,214,102 |
| 48 | COOK WEALTH MANAGEMENT GROUP LLC | $443,853 | $375,943,131 | — | $375,943,131 |
| 49 | MILESTONE WEALTH | $239,244 | $113,162,243 | — | $113,162,243 |
| 50 | T.O.S. ADVISORS, LLC | $2,773,864 | $524,260,203 | — | $524,260,203 |
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.
