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
1SPOOR BEHRINS CAMPBELL & YOUNG SECURITIES CORP$1,450,316$176,938,575$176,938,575
2HERITAGE FINANCIAL COUNSELORS, LLC$370,797$127,925,000$127,925,000
3SOUTH BAY FINANCIAL PARTNERS$652,364$156,567,337$156,567,337
4PORTOLA PARTNERS$3,062,630$4,468,377,318$4,468,377,318
5WASHINGTON AVENUE ADVISORS$341,880$120,000,000$120,000,000
6FITZROY INVESTMENT ADVISORS LLC$11,959,212$442,490,860$442,490,860
7WE FAMILY OFFICES$111,832,256$8,834,748,220$8,834,748,220
8IFC PERSONAL MONEY MANAGERS, INC.$745,000$149,000,000$149,000,000
9BIRNAM WOOD CAPITAL, LLC$687,752$117,605,527$117,605,527
10ASPEN CAPITAL MANAGEMENT$557,596$458,901,330$458,901,330
11SFC FINANCIAL LLC$905,304$159,333,520$159,333,520
12TREBUCHET CONSULTING, LLC$760,713$368,946,001$368,946,001
13OLD PEAK FINANCE$628,382$266,433,825$266,433,825
14KUTSCHER BENNER BARSNESS & STEVENS, INC.$630,744$385,384,487$385,384,487
15ALTAMONT WEALTH MANAGEMENT, INC.$2,018,636$159,472,253$159,472,253
16QP GLOBAL FAMILY OFFICES, LLC$48,143,403$577,720,838$577,720,838
17SECHREST FINANCIAL SERVICES$434,482$135,558,529$135,558,529
18KAPUSTA FINANCIAL GROUP$151,030$126,411,927$126,411,927
19TIM LOONEY INVESTMENTS, LLC$277,073$266,267,278$266,267,278
20TOUCHSTONE ADVISORY, LLC$498,547$106,689,027$106,689,027
21CTB FINANCIAL SERVICES, LTD.$207,850$193,508,407$193,508,407
22GLOBAL FINANCIAL ADVISORY SERVICES, INC.$296,140$110,164,052$110,164,052
23ANODOS ADVISORS, LLC$3,476,768$719,691,000$719,691,000
24ADC WEALTH MANAGEMENT, LLC$593,107$139,973,229$139,973,229
25OPTIMA ASSET MANAGEMENT INC$2,186,892$478,929,419$478,929,419
26J.F. WILLIAMS CO., INC.$394,445$178,683,528$178,683,528
27THE JUNK INVESTMENT GROUP$354,248$335,472,721$335,472,721
28BT FAMILY OFFICE, LLC$21,384,615$278,000,000$278,000,000
29CAMBRIDGE CAPE COD ADVISORS$406,371$131,664,082$131,664,082
30AEQUITAS INVESTMENT ADVISORS, LLC$563,021$623,827,690$623,827,690
31PATHWAYS ADVISORY GROUP, INC.$222,860$192,773,890$192,773,890
32PORTFOLIO ADVISORS, INC.$255,730$190,518,544$190,518,544
33SOUND INVESTMENT MANAGEMENT INC$1,545,417$156,087,132$156,087,132
34AMERICAN FINANCIAL ADVISORS INC$345,506$558,682,841$558,682,841
35MCCLARREN FINANCIAL ADVISORS$237,770$226,356,840$226,356,840
36SCHAEFER FINANCIAL MANAGEMENT, INC.$414,881$658,001,811$658,001,811
37MOZAIC, LLC$49,653,303$3,326,771,303$3,326,771,303
38SCOTT SNOW (FINANCIAL ADVISORS) LLC$994,363$493,204,040$493,204,040
39BALDWIN & ASSOCIATES$280,842$154,744,210$154,744,210
40BARRY M. CORKERN & CO., INC.$1,684,090$117,886,287$117,886,287
41INTEGRATED FINANCIAL PLANNING, P.C.$242,761$121,865,835$121,865,835
42CLUNE & ASSOCIATES$571,938$338,015,280$338,015,280
43CDA GROUP$480,522$480,521,690$480,521,690
44QUANTUM FINANCIAL SERVICES INC.$2,498,894$222,401,550$222,401,550
45HERITAGE FINANCIAL LLC$171,617$168,528,179$168,528,179
46ANDERSEN$6,070,387$2,088,213,000$2,088,213,000
47BROWNSON, REHMUS & FOXWORTH, INC.$1,402,150$5,570,743,864$5,570,743,864
48SECURITY FIRST ADVISORS$234,873$297,349,257$297,349,257
49BRYSPEN, INCORPORATED$2,817,811$177,522,081$177,522,081
50FINANCIAL LIFE FOCUS, LLC$446,980$242,710,000$242,710,000
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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 Sabrina Straub.

*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.