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
1EMPYRION WEALTH MANAGEMENT, INC.$649,733$204,016,095$204,016,095
2WEALTHPOINT ADVISORS LLC$455,903$195,582,282$195,582,282
3IMPACT INVESTORS$441,981$156,903,425$156,903,425
4GREY STREET CAPITAL, LLC$1,790,763$741,375,929$741,375,929
5HELM INVESTMENT MANAGEMENT, LLC$466,315$226,162,791$226,162,791
6LITTON FINANCIAL$353,242$246,916,000$246,916,000
7TRIUMPH CAPITAL MANAGEMENT$105,746$345,895,106$345,895,106
8WEBSTERROGERS FINANCIAL ADVISORS, LLC$415,456$208,143,307$208,143,307
9VELA INVESTMENT MANAGEMENT, LLC$1,215,743$103,338,151$103,338,151
10KORE PRIVATE WEALTH, LLC$1,172,034$3,571,188,631$3,571,188,631
11ISI FINANCIAL GROUP INC$265,129$512,493,993$512,493,993
12BONTEMPO OHLY CAPITAL MANAGEMENT, LLC$469,880$273,000,000$273,000,000
13STONE ISLAND FINANCIAL PLANNING$475,363$131,675,568$131,675,568
14ENSPYRE WEALTH ADVISORS, INC.$455,443$112,494,389$112,494,389
15JE WILSON ADVISORS, LLC$416,901$118,400,000$118,400,000
16EATON-CAMBRIDGE INC.$237,209$129,516,131$129,516,131
17SHEPPARD WEALTH MANAGEMENT, LLC$1,058,632$129,153,099$129,153,099
18ARLINGTON CAPITAL MANAGEMENT, INC.$239,835$174,359,765$174,359,765
19ASSET DEDICATION, LLC$24,793$1,235,044,177$1,235,044,177
20PILLAR FINANCIAL ADVISORS, LLC$334,304$192,893,636$192,893,636
21ASHFIELD CAPITAL PARTNERS$2,080,609$1,208,833,649$1,208,833,649
22HORRELL CAPITAL MANAGEMENT, INC.$2,466,364$323,093,655$323,093,655
23ALLODIUM INVESTMENT CONSULTANTS, LLC$543,265$312,920,885$312,920,885
24INTRINSIC VALUE PARTNERS, LLC$717,367$142,038,670$142,038,670
25VERDENCE CAPITAL ADVISORS, LLC$530,649$2,072,183,805$2,072,183,805
26ROBLE, BELKO AND COMPANY, INC.$1,040,897$747,364,080$747,364,080
27MERIT FINANCIAL PARTNERS LLC$409,258$119,503,212$119,503,212
28CLEARVIEW WEALTH MANAGEMENT$309,629$111,776,000$111,776,000
29ROBASCIOTTI & PHILIPSON$289,157$144,000,000$144,000,000
30CANTER WEALTH$815,166$117,383,901$117,383,901
31ROCK POINT ADVISORS, LLC$713,974$391,257,550$391,257,550
32TOM JOHNSON INVESTMENT MANAGEMENT, LLC$377,713$1,411,891,826$1,411,891,826
33MARK SHEPTOFF FINANCIAL PLANNING LLC$437,858$363,860,050$363,860,050
34ALLGEN FINANCIAL ADVISORS, INC.$151,804$235,296,000$235,296,000
35CLAY NORTHAM WEALTH MANAGEMENT$158,279$160,970,251$160,970,251
36BERKELEY, INC$1,240,741$268,000,000$268,000,000
37KADES & CHEIFETZ, LLC$387,948$335,186,700$335,186,700
38MENDOTA FINANCIAL GROUP, LLC$233,416$229,214,102$229,214,102
39COOK WEALTH MANAGEMENT GROUP LLC$443,853$375,943,131$375,943,131
40T.O.S. ADVISORS, LLC$2,773,864$524,260,203$524,260,203
41HAROLD DAVIDSON & ASSOCIATES INC$953,461$294,619,355$294,619,355
42STERLING INVESTMENT MANAGEMENT, INC.$756,797$304,989,052$304,989,052
43BEST INVEST$167,340$130,525,531$130,525,531
44MARK BELL ADVISORY SERVICES, INC.$901,653$124,428,155$124,428,155
45DEMMING FINANCIAL SERVICES CORP.$150,061$432,625,331$432,625,331
46RM PRIVATE WEALTH MANAGEMENT INC.$1,066,242$167,400,000$167,400,000
47KANE COMPANY, P.C.$270,141$117,781,308$117,781,308
48STONEHEARTH CAPITAL MANAGEMENT$151,176$232,357,289$232,357,289
49DEANE RETIREMENT STRATEGIES, INC.$493,801$155,053,525$155,053,525
50BENNICAS & ASSOCIATES, INC.$1,693,699$211,712,328$211,712,328
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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.