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
301WAYPOINT WEALTH COUNSEL LLC$1,496,504$332,846,216$152,021,196$484,867,412
302Compton Wealth Advisory Group, LLC$1,500,252$379,929,454$151,159,890$531,089,344
303Washington Avenue Advisors, LLC$492,308$10,000,000$150,000,000$160,000,000
304Comprehensive Financial Planning Inc$445,338$149,188,170$149,188,170
305Coyle Financial Counsel, LLC$348,632$590,110,674$148,989,793$739,100,467
306CM Wealth Advisors LLC$6,748,858$2,888,381,432$148,604,563$3,036,985,995
307Abbrea Capital, LLC$1,404,654$830,709,581$148,334,413$979,043,994
308JMG Financial Group Ltd$1,017,245$3,640,644,000$147,575,000$3,788,219,000
309Veris Wealth Partners, LLC$914,543$1,533,452,919$147,476,748$1,680,929,667
310HFH Planning Inc.$342,586$147,312,143$147,312,143
311Luma Capital LLC$3,180,867$44,584,064$146,267,926$190,851,990
312Eclectic Associates, Inc.$334,664$774,972,448$146,021,897$920,994,345
313Sechrest Financial Services LLC$457,131$145,824,644$145,824,644
314RGT Wealth Advisors, LLC$1,168,347$4,714,561,153$145,762,623$4,860,323,776
315RKL Wealth Management LLC$1,469,687$1,081,997,708$145,190,550$1,227,188,258
316WATER OAK ADVISORS, LLC$1,111,937$2,101,164,206$144,948,809$2,246,113,015
317Green Square Capital Advisors, LLC$1,065,299$768,770,204$144,190,835$912,961,039
318Omega Wealth Management LLC$293,135$19,777,573$143,498,599$163,276,172
319ADC Wealth Management, LLC$623,500$143,405,000$143,405,000
320Integrated Financial Planning, P.C.$238,455$143,073,045$143,073,045
321N.D. Pitman & Company, Inc.$597,250$5,781,471$142,933,902$148,715,373
322Birks Financial Corp.$494,444$142,400,000$142,400,000
323Premier Financial Group Inc$542,407$455,043,361$141,604,208$596,647,569
324Investor Advisory Group, LLC$323,956$141,568,794$141,568,794
325Heritage Financial Counselors, LLC$386,703$140,760,000$140,760,000
326ARGENT WEALTH MANAGEMENT, LLC$923,664$1,653,948,483$140,730,753$1,794,679,236
327Auxano Advisors, LLC$628,301$768,343,200$139,551,200$907,894,400
328Ropes Wealth Advisors LLC$2,120,336$6,192,191,495$139,131,803$6,331,323,298
329Syverson Strege & Company$334,289$441,910,321$139,084,477$580,994,798
330Premis Advisors, LLC$1,298,930$26,239,191$138,724,914$164,964,105
331Christine Messmer, P.C.$302,016$1,261,227$138,572,302$139,833,529
332Heritage Financial Advisors, LLC$275,780$137,338,542$137,338,542
333Walter & Keenan Financial Consulting Co$2,651,237$467,370,029$137,111,939$604,481,968
334ROUND TABLE WEALTH MANAGEMENT$1,062,530$993,753,493$136,778,401$1,130,531,894
335Convergent Financial Strategies LLC$393,199$136,046,742$136,046,742
336North Shore Investment Consulting LLC$430,625$135,216,368$135,216,368
337Sundvold Capital Management LLC$322,196$135,000,000$135,000,000
338RICHARD P. SLAUGHTER ASSOCIATES, INC.$534,688$622,756,284$134,896,419$757,652,703
339Black Coral Financial Advisors, LLC$364,187$458,091,000$134,805,000$592,896,000
340Burleson & Company, LLC$981,507$645,504,267$134,793,423$780,297,690
341Cahill Financial Advisors, Inc.$275,545$832,895,467$134,267,025$967,162,492
342Prism Financial Group, L.L.C.$497,509$831,254,205$133,913,674$965,167,879
343Kapusta Financial Group, Inc.$154,046$133,711,750$133,711,750
344John T. Mccarthy, LLC$1,231,481$133,000,000$133,000,000
345Wade Financial Advisory, Inc.$2,021,604$428,618,710$131,365,557$559,984,267
346Blacktower Financial Management (Us) LLC$568,364$131,291,982$131,291,982
347Arista Wealth Management, LLC$456,102$314,801,298$131,266,367$446,067,665
348Accredited Investors Inc$651,689$2,545,432,965$130,400,589$2,675,833,554
349Lifecycle Financial Planners Inc.$150,229$391,142,406$130,003,482$521,145,888
350Diesslin Group, Inc.$526,727$597,114,028$129,769,812$726,883,840
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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.