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
1The Pacific Financial Group, Inc.$140,495$2,540,649,043$23,954,982$2,564,604,025
2Brick Capital Management Inc$101,666,667$2,440,000,000$2,440,000,000
3Reliant Investment Management, Llc$2,263,279$713,859,149$214,085,382$927,944,531
4Robustwealth Inc.$145,765$110,657,991$717,284,806$827,942,797
5True North Management Group$157,196,299$785,981,493$785,981,493
6CCG Asset Management, LLC$12,819,686$640,984,315$640,984,315
7Darrell & King, Llc$3,219,058$624,497,329$624,497,329
8Mitchell Vaught & Taylor Inc$1,798,329$395,679,283$59,298,051$454,977,334
9Clearmark Partners, Llc$107,870,250$431,481,000$431,481,000
10Lexngton Research And Capital Group, Llc$1,941,033$310,565,255$310,565,255
11Sweeney & Michel, Llc$378,837$274,016,285$32,841,572$306,857,857
12Planners Alliance$80,133$230,303,366$230,303,366
13Avivar Capital, Llc$16,285,714$228,000,000$228,000,000
14Retirement Planning Specialists, Inc.$263,487$19,948,186$194,793,814$214,742,000
15Fsm Wealth Advisors, Llc$1,051,064$214,417,007$214,417,007
16Oliver Capital Management$155,011$20,786,551$187,857,767$208,644,318
17Madden Funds Management$1,084,211$206,000,000$206,000,000
18Burrus$226,756$185,486,232$185,486,232
19Smart Portfolios, Llc$750,959$183,985,067$183,985,067
20Mindful Asset Planning$143,503$177,943,503$177,943,503
21Linda A. Barlow, Cfp$284,608$156,151,954$7,213,245$163,365,199
22Financially Speaking Inc$231,548$142,583,891$3,754,132$146,338,023
231776 Wealth Llc$455,632$145,802,339$145,802,339
24Moneywatch Advisors, Inc.$443,712$145,537,604$145,537,604
25The Bedminster Group$590,216$142,952,976$1,650,000$144,602,976
26AdviserSource.com$161,431$111,363,178$21,978,683$133,341,861
27Plan Financial$184,966$133,175,550$133,175,550
28Casilio Leitch Investments$1,687,897$129,968,069$129,968,069
29Kessler Investment Group, Llc$120,587$109,523,626$17,936,531$127,460,157
30Gunderson Capital Management$117,417$120,000,000$120,000,000
312088 Advisory, Lp$118,557,498$118,557,498$118,557,498
32Strategic Retirement Advisors, Llc$93,750$45,000,000$73,500,000$118,500,000
33Preston Wealth Advisors, Llc.$21,843$100,717,900$13,651,300$114,369,200
34Kahala Financial Advisors, Llc$264,227$113,353,515$113,353,515
35Pantheon Investment Group, Llc$522,496$105,544,233$105,544,233
36True Link Financial Advisors$3,094,118$30,800,000$74,400,000$105,200,000

Showing 1 to 36 of 36 entries

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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 Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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) not one who is an insurance company or agency.

Database last updated on June 5, 2019.