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
601Ellis Investment Partners, LLC$399,717$602,690,173$49,648,029$652,338,202
602Arkfeld Wealth Strategies, L.L.C.$202,696$221,017,900$49,175,600$270,193,500
603MELIORA CAPITAL$404,893$64,651,178$49,123,736$113,774,914
604Noesis Capital Management Corp$660,370$501,745,999$49,002,932$550,748,931
605Shikiar Asset Management Inc$2,229,730$446,000,000$49,000,000$495,000,000
606Heritage Wealth Architects, Inc.$359,907$136,855,781$48,856,119$185,711,900
607Financial Asset Management Corp$375,130$234,002,039$48,845,843$282,847,882
608Clearlogic Financial, Inc.$416,911$328,044,142$48,843,613$376,887,755
609Lucien Stirling & Gray Advisory Group Inc$175,039$124,893,764$48,569,797$173,463,561
610Fi3 Financial Advisors, LLC$502,765$288,317,640$48,534,606$336,852,246
611Gordian Advisors, LLC$933,666$97,338,647$48,313,314$145,651,961
612Meyers Wealth Management, LLC$1,759,034$935,000,000$48,300,000$983,300,000
613WATTERS FINANCIAL SERVICES, LLC$387,318$84,309,281$48,153,511$132,462,792
614Sensible Financial Planning And Management, LLC$436,590$568,369,571$48,095,195$616,464,766
615Erts Wealth Advisors, LLC$212,227$379,000,000$48,000,000$427,000,000
616Fermata Advisors, LLC$155,421$148,760,000$47,847,079$196,607,079
617Corda Investment Management, LLC$497,195$1,195,187,987$47,800,000$1,242,987,987
618Fulcrum Capital, LLC$1,852,750$647,424,375$47,356,754$694,781,129
619Owen Larue, LLC$327,153$187,131,606$47,110,224$234,241,830
620Griffin Family Partners, LLC$1,658,951$154,117,380$46,615,635$200,733,015
621Whitcomb & Hess, Inc.$112,999$180,007,612$46,554,820$226,562,432
622Element Wealth, LLC$397,866$272,670,328$46,020,351$318,690,679
623McClarren Financial Advisors, Inc.$239,902$202,342,883$45,955,338$248,298,221
624Resolute Financial, LLC$248,507$329,225,483$45,523,608$374,749,091
625Baldrige Asset Management LLC$616,708$529,266,825$45,504,761$574,771,586
626Mascoma Wealth Management LLC$282,058$259,132,759$45,207,933$304,340,692
627Armbruster Capital Management, Inc.$1,588,966$476,138,927$45,042,017$521,180,944
628Lenk Ladner Investment Solutions LLC$507,795$129,228,994$44,944,793$174,173,787
629Sax Wealth Advisors, LLC$526,356$1,048,331,966$44,910,020$1,093,241,986
630Kaizen Financial Advisors, LLC$347,617$157,462,863$44,502,872$201,965,735
631Pachira Investments, Inc.$363,142$167,378,789$44,332,807$211,711,596
632EPIQ Partners, LLC$1,150,766$365,788,799$43,884,062$409,672,861
633Integral Investment Advisors, Inc.$386,540$140,121,476$43,871,354$183,992,830
634CJM Wealth Advisers, Ltd.$1,200,027$901,779,530$43,841,682$945,621,212
635Foster Victor Wealth Advisors, LLC$251,266$697,464,849$43,770,748$741,235,597
636Impact Investors, Inc.$269,314$177,954,966$43,690,534$221,645,500
637JBJ Investment Partners, LLC$518,599$602,986,278$43,187,689$646,173,967
638Van Strum & Towne Inc$1,277,539$301,769,225$43,166,175$344,935,400
639Tempus Wealth Planning, LLC$216,392$119,662,565$43,064,167$162,726,732
640Ascent Wealth Partners, LLC$597,800$853,248,091$42,854,559$896,102,650
641The Luts & Greenleigh Group, Inc.$675,694$383,635,530$42,727,480$426,363,010
642Hartford Financial Management Inc$3,773,924$723,606,972$42,499,556$766,106,528
643Foster & Motley, Inc.$2,369,203$1,684,660,825$42,488,399$1,727,149,224
644KM Capital Management, Ltd.$891,130$202,742,961$42,317,653$245,060,614
645Resonant Capital Advisors, LLC$390,570$797,866,143$42,249,025$840,115,168
646Advance Capital Management Inc$306,000$3,408,838,972$42,233,861$3,451,072,833
647Colony Family Offices, LLC$7,132,859$1,940,821,644$42,113,128$1,982,934,772
648Collegiate Capital Management, Inc.$259,441$397,259,516$41,974,475$439,233,991
649Chancellor Financial Group Lp$219,583$118,181,227$41,894,680$160,075,907
650Catalina Capital Group, LLC$722,726$181,549,900$41,772,495$223,322,395
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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.