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$1,941,033$310,565,255$310,565,255
11Planners Alliance$80,133$230,303,366$230,303,366
12Avivar Capital, LLC$16,285,714$228,000,000$228,000,000
13Je Wilson Advisors, Llc$1,051,064$214,417,007$214,417,007
14Oliver Capital Management$155,011$20,786,551$187,857,767$208,644,318
15Madden Funds Management$1,084,211$206,000,000$206,000,000
16Burrus$226,756$185,486,232$185,486,232
17Silveroak Wealth Management Llc$750,959$183,985,067$183,985,067
18Mindful Asset Planning$143,503$177,943,503$177,943,503
19Linda A. Barlow, CFP$284,608$156,151,954$7,213,245$163,365,199
20Financially Speaking Inc$231,548$142,583,891$3,754,132$146,338,023
211776 Wealth LLC$455,632$145,802,339$145,802,339
22Money Watch Advisors Inc$443,712$145,537,604$145,537,604
23The Bedminster Group$590,216$142,952,976$1,650,000$144,602,976
24AdviserSource.com$161,431$111,363,178$21,978,683$133,341,861
25Plan Financial$184,966$133,175,550$133,175,550
26Casilio Leitch Investments$1,687,897$129,968,069$129,968,069
27Kessler Investment Group$120,587$109,523,626$17,936,531$127,460,157
28Gunderson Capital Management$117,417$120,000,000$120,000,000
29Casco Capital Management, LP$118,557,498$118,557,498$118,557,498
30Preston Wealth Advisors$21,843$100,717,900$13,651,300$114,369,200
31Holder Wealth Management$219,264$113,797,760$113,797,760
32Kahala Financial Advisors, LLC$264,227$113,353,515$113,353,515
33Pantheon Investment Group, LLC$522,496$105,544,233$105,544,233

Showing 1 to 33 of 33 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.

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