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
401Strategic Family Wealth Counselors, L.L.C.$314,381$813,000,000$127,000,000$940,000,000
402Asset Planning Services Ltd.$649,881$811,180,307$4,420,676$815,600,983
403Minot Wealth Management LLC$1,559,423$810,838,511$4,739,790$815,578,301
404Signet Financial Management, LLC$468,518$809,599,511$809,599,511
405Stepp & Rothwell Inc$459,935$803,750,879$27,811,862$831,562,741
406Medley & Brown,LLC$1,507,172$803,322,506$803,322,506
407SBK Financial, Inc.$733,741$803,111,543$61,235,553$864,347,096
408Sanford Advisory Services, LLC$322,089$800,943,270$20,383,559$821,326,829
409Schoolcraft Capital LLC$5,681,426$798,605,836$70,652,372$869,258,208
410Investment Security Group, Inc.$299,974$798,230,467$798,230,467
411Resonant Capital Advisors, LLC$390,570$797,866,143$42,249,025$840,115,168
412Fusion Family Wealth, LLC$764,486$796,000,000$22,000,000$818,000,000
413PRIVATE CAPITAL MANAGEMENT$2,353,596$793,161,990$793,161,990
414Steigerwald, Gordon & Koch Inc.$1,505,211$790,236,000$790,236,000
415MCLEAN ASSET MANAGEMENT CORP.$406,260$789,876,863$55,550,316$845,427,179
416The Financial Advisors, LLC$398,705$788,697,468$31,040,026$819,737,494
417Lyell Wealth Management Lp$3,723,525$785,663,753$785,663,753
418J. L. Bainbridge & Co., Inc.$454,366$783,326,590$783,326,590
419PRINCIPLE WEALTH PARTNERS LLC$767,157$783,267,081$783,267,081
420Headinvest, LLC$821,011$782,423,323$782,423,323
421Triad Financial Advisors, Inc.$379,526$782,406,629$19,911,829$802,318,458
422Destiny Wealth Partners, LLC$338,325$780,801,015$4,450,934$785,251,949
423Insight Wealth Strategies, LLC$372,671$780,373,193$780,373,193
424Janiczek Wealth Management, LLC$716,253$780,000,000$780,000,000
425Isthmus Partners, LLC$655,146$779,624,047$779,624,047
426Fierston Financial Group Inc$855,862$776,266,438$776,266,438
427Eclectic Associates, Inc.$334,664$774,972,448$146,021,897$920,994,345
428NEXT CAPITAL MANAGEMENT LLC$1,119,994$772,963,661$189,111,357$962,075,018
429CONFLUENCE WEALTH MANAGEMENT LLC$569,718$772,279,810$9,943,485$782,223,295
430Wealthgate Family Office LLC$7,329,031$769,548,212$769,548,212
431Sharkey Howes & Javer Inc$288,413$769,485,101$769,485,101
432Green Square Capital Advisors, LLC$1,065,299$768,770,204$144,190,835$912,961,039
433Auxano Advisors, LLC$628,301$768,343,200$139,551,200$907,894,400
434Financial Management Professionals Inc$377,045$767,962,203$41,177,000$809,139,203
435Hengehold Capital Management LLC$347,941$767,904,803$767,904,803
436The Planning Center, Inc.$293,609$765,785,061$77,167,430$842,952,491
437Aufman Associates Inc$3,473,100$764,081,967$764,081,967
438Ten Capital Wealth Advisors, LLC$354,842$762,866,935$35,173,747$798,040,682
439Rossmore Private Capital, LLC$1,660,660$761,577,922$93,662,196$855,240,118
440Roble, Belko And Company, Inc.$988,541$761,176,655$761,176,655
441TBH Global Asset Management, LLC$383,003$761,111,405$19,831,842$780,943,247
442Stillwater Capital Advisors, LLC$499,965$760,606,154$84,834,975$845,441,129
443Landsberg, Bennett, & Dubbaneh LLC$381,480$760,022,048$117,381,359$877,403,407
444Versant Capital Management, Inc.$662,587$758,036,583$38,392,896$796,429,479
445Burton Enright Welch$622,859$757,068,453$112,442,181$869,510,634
446Hemington Wealth Management, LLC$586,878$755,898,708$755,898,708
447Sage Mountain Advisors, LLC$10,754,632$752,824,239$752,824,239
448New England Investment & Retirement Group, Inc.$349,446$750,743,376$15,241,258$765,984,634
449JGP Wealth Management, LLC$411,355$747,021,315$747,021,315
450Howard Financial Services, Ltd.$710,052$746,128,761$16,467,244$762,596,005
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Showing 401 to 450 of 2,412 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 Carline Murphy.

*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.