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
651Peddock Capital Advisors, LLC$1,437,545$363,684,074$41,703,531$405,387,605
652Capital West Partners, LLC$385,068$122,023,093$41,630,754$163,653,847
653Venturi Wealth Management, LLC$681,442$1,735,590,000$41,610,000$1,777,200,000
654Financial Management Professionals Inc$377,045$767,962,203$41,177,000$809,139,203
655Tumwater Wealth Management, LLC$463,376$198,882,427$41,146,520$240,028,947
656Paces Ferry Wealth Advisors, LLC$516,451$241,368,306$41,130,361$282,498,667
657Pathfinder Wealth Advisors LLC$930,749$97,595,328$41,086,311$138,681,639
658Kings Point Capital Management LLC$1,166,334$1,329,608,497$40,833,975$1,370,442,472
659FJY Financial, LLC$353,168$606,904,894$40,805,772$647,710,666
660Sovereign Wealth Advisors, Inc.$401,505$239,057,678$40,791,209$279,848,887
661Francis Financial, Inc.$499,470$340,308,038$40,787,428$381,095,466
662Grand Wealth Management, LLC$799,196$446,815,317$40,694,399$487,509,716
663Amara Financial, LLC$265,373$66,516,613$40,428,669$106,945,282
664Claro Advisors, LLC$339,494$548,092,861$40,249,686$588,342,547
665HFG Wealth Management, LLC$1,317,515$409,044,003$40,228,782$449,272,785
666Robinson, Tigue, Sponcil & Associates, LLC$422,946$316,896,031$40,070,762$356,966,793
667Palladium Partners, LLC$1,152,754$2,748,493,741$40,017,470$2,788,511,211
668Wallace Hart LLC$300,699$175,000,000$40,000,000$215,000,000
669FORTRESS WEALTH GROUP, LLC$370,000$145,000,000$40,000,000$185,000,000
670FOUNDATIONS ASSET MANAGEMENT, LLC$250,000$145,000,000$40,000,000$185,000,000
671Wealth Management Partners, LLC$366,972$400,000,000$40,000,000$440,000,000
672Whitener Capital Management, Inc$302,277$275,189,229$39,783,869$314,973,098
673Strategiq Financial Group, LLC$266,571$708,550,040$39,713,435$748,263,475
674Rede Wealth, LLC$540,913$154,022,000$39,625,000$193,647,000
675Rayburn West Financial Services LLC$894,020$76,800,058$39,422,527$116,222,585
676Sirius Wealth Management Strategies, LLC$3,465,208$275,958,965$39,375,000$315,333,965
677Asset Planning Services Inc$459,317$239,957,660$39,307,260$279,264,920
678Brand Asset Management Group, Inc.$605,303$668,472,563$39,126,673$707,599,236
679Cottonwood Capital Advisors, LLC$400,286$183,433,189$39,125,603$222,558,792
680Alchemi Wealth, LLC$218,367$67,944,791$39,054,880$106,999,671
681Walkner Condon Financial Advisors LLC$239,378$297,052,214$39,033,803$336,086,017
682Galvin, Gaustad & Stein, LLC$562,134$1,090,314,319$39,012,102$1,129,326,421
683MA Private Wealth, LLC$437,286$504,584,726$38,962,011$543,546,737
684Pure Financial Advisors, Inc.$315,989$3,252,712,647$38,940,547$3,291,653,194
685Acumen Wealth Advisors, LLC$1,569,151$237,396,740$38,773,793$276,170,533
686HART CAPITAL MANAGEMENT, INC.$431,870$394,927,629$38,669,882$433,597,511
687BCGM Wealth Management, LLC$187,715$201,491,361$38,595,611$240,086,972
688Cairn Investment Group, Inc.$319,543$179,038,921$38,569,522$217,608,443
689Springwater Wealth Management, LLC$1,054,312$127,050,000$38,477,000$165,527,000
690Freestate Advisors LLC$258,045$96,546,459$38,411,058$134,957,517
691Wrenn Financial Strategies, Inc.$477,531$186,988,231$38,406,313$225,394,544
692Versant Capital Management, Inc.$662,587$758,036,583$38,392,896$796,429,479
693Compass Capital Management Inc$1,421,864$1,695,090,490$38,161,347$1,733,251,837
694Thrive Wealth Management, LLC$324,638$518,330,582$38,098,990$556,429,572
695Andina Capital Management, LLC$1,623,010$220,010,158$38,048,510$258,058,668
696Robinson Smith Wealth Advisors, LLC$418,414$306,765,007$38,007,717$344,772,724
697GUARDIAN WEALTH ADVISORS, LLC$274,967$110,820,000$37,937,000$148,757,000
698Frisch Financial Group, Inc.$410,860$527,044,715$37,887,211$564,931,926
699Quantum Financial Planning Services, Inc.$199,026$348,632,815$37,876,520$386,509,335
700Hamel Associates Inc$2,131,466$424,659,918$37,868,259$462,528,177
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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.