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.


# of employees


Total AUM


Total accounts


Discretionary AUM


Avg. discretionary account AUM


Non-discretionary AUM


Non-discretionary accounts


Average non-discretionary account AUM


Avg. account AUM

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Brick Capital Management Inc$101,666,667$2,440,000,000$2,440,000,000
2Avivar Capital, Llc$16,285,714$228,000,000$228,000,000
3Mindful Asset Planning$143,503$177,943,503$177,943,503
4Retirement Planning Specialists, Inc.$263,487$19,948,186$194,793,814$214,742,000
5Oliver Capital Management$155,011$20,786,551$187,857,767$208,644,318
6True Link Financial Advisors$3,094,118$30,800,000$74,400,000$105,200,000
7Strategic Retirement Advisors, Llc$93,750$45,000,000$73,500,000$118,500,000
8Preston Wealth Advisors, Llc.$21,843$100,717,900$13,651,300$114,369,200
9Pantheon Investment Group, Llc$522,496$105,544,233$105,544,233
10Kessler Investment Group, Llc$120,587$109,523,626$17,936,531$127,460,157
11Robustwealth Inc.$145,765$110,657,991$717,284,806$827,942,797
13Kahala Financial Advisors, Llc$264,227$113,353,515$113,353,515
142088 Advisory, Lp$118,557,498$118,557,498$118,557,498
15Gunderson Capital Management$117,417$120,000,000$120,000,000
16Casilio Leitch Investments$1,687,897$129,968,069$129,968,069
17Plan Financial$184,966$133,175,550$133,175,550
18Financially Speaking Inc$231,548$142,583,891$3,754,132$146,338,023
19The Bedminster Group$590,216$142,952,976$1,650,000$144,602,976
20Moneywatch Advisors, Inc.$443,712$145,537,604$145,537,604
211776 Wealth Llc$455,632$145,802,339$145,802,339
22Linda A. Barlow, Cfp$284,608$156,151,954$7,213,245$163,365,199
23Smart Portfolios, Llc$750,959$183,985,067$183,985,067
25Madden Funds Management$1,084,211$206,000,000$206,000,000
26Fsm Wealth Advisors, Llc$1,051,064$214,417,007$214,417,007
27Planners Alliance$80,133$230,303,366$230,303,366
28Sweeney & Michel, Llc$378,837$274,016,285$32,841,572$306,857,857
29Lexngton Research And Capital Group, Llc$1,941,033$310,565,255$310,565,255
30Mitchell Vaught & Taylor Inc$1,798,329$395,679,283$59,298,051$454,977,334
31Clearmark Partners, Llc$107,870,250$431,481,000$431,481,000
32Darrell & King, Llc$3,219,058$624,497,329$624,497,329
33CCG Asset Management, LLC$12,819,686$640,984,315$640,984,315
34Reliant Investment Management, Llc$2,263,279$713,859,149$214,085,382$927,944,531
35True North Management Group$157,196,299$785,981,493$785,981,493
36The Pacific Financial Group, Inc.$140,495$2,540,649,043$23,954,982$2,564,604,025

Showing 1 to 36 of 36 entries

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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.