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
1The Pacific Financial Group, Inc.$140,495$2,540,649,043$23,954,982$2,564,604,025
2True North Management Group$157,196,299$785,981,493$785,981,493
3Reliant Investment Management, Llc$2,263,279$713,859,149$214,085,382$927,944,531
4CCG Asset Management, LLC$12,819,686$640,984,315$640,984,315
5Darrell & King, Llc$3,219,058$624,497,329$624,497,329
6Clearmark Partners, Llc$107,870,250$431,481,000$431,481,000
7Mitchell Vaught & Taylor Inc$1,798,329$395,679,283$59,298,051$454,977,334
8Lexngton Research And Capital Group, Llc$1,941,033$310,565,255$310,565,255
9Sweeney & Michel, Llc$378,837$274,016,285$32,841,572$306,857,857
10Planners Alliance$80,133$230,303,366$230,303,366
11Fsm Wealth Advisors, Llc$1,051,064$214,417,007$214,417,007
12Madden Funds Management$1,084,211$206,000,000$206,000,000
14Smart Portfolios, Llc$750,959$183,985,067$183,985,067
15Linda A. Barlow, Cfp$284,608$156,151,954$7,213,245$163,365,199
161776 Wealth Llc$455,632$145,802,339$145,802,339
17Moneywatch Advisors, Inc.$443,712$145,537,604$145,537,604
18The Bedminster Group$590,216$142,952,976$1,650,000$144,602,976
19Financially Speaking Inc$231,548$142,583,891$3,754,132$146,338,023
20Plan Financial$184,966$133,175,550$133,175,550
21Casilio Leitch Investments$1,687,897$129,968,069$129,968,069
22Gunderson Capital Management$117,417$120,000,000$120,000,000
232088 Advisory, Lp$118,557,498$118,557,498$118,557,498
24Kahala Financial Advisors, Llc$264,227$113,353,515$113,353,515
26Robustwealth Inc.$145,765$110,657,991$717,284,806$827,942,797
27Kessler Investment Group, Llc$120,587$109,523,626$17,936,531$127,460,157
28Pantheon Investment Group, Llc$522,496$105,544,233$105,544,233
29Preston Wealth Advisors, Llc.$21,843$100,717,900$13,651,300$114,369,200
30Strategic Retirement Advisors, Llc$93,750$45,000,000$73,500,000$118,500,000
31True Link Financial Advisors$3,094,118$30,800,000$74,400,000$105,200,000
32Oliver Capital Management$155,011$20,786,551$187,857,767$208,644,318
33Retirement Planning Specialists, Inc.$263,487$19,948,186$194,793,814$214,742,000
34Brick Capital Management Inc$101,666,667$2,440,000,000$2,440,000,000
35Avivar Capital, Llc$16,285,714$228,000,000$228,000,000
36Mindful Asset Planning$143,503$177,943,503$177,943,503

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.