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.

Filters

# of employees

MinMax

High-net-worth client assets

Total AUM

MinMax

Total accounts

MinMax

Discretionary AUM

MinMax

Avg. discretionary account AUM

MinMax

Non-discretionary AUM

MinMax

Non-discretionary accounts

MinMax

Average non-discretionary account AUM

MinMax

Avg. account AUM

MinMax
Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Archetype Advisors, LLC$195,479$100,085,333$100,085,333
2Taylor And Taylor Financial Services Usa LLC$690,474$100,118,658$100,118,658
3Kure Advisory, LLC$151,511$100,300,000$100,300,000
4Oceaniq Capital, LLC$478,320$77,862,077$22,585,208$100,447,285
5Armory Capital Management, LLC$389,477$82,658,413$18,216,111$100,874,524
6Fortune 45, LLC.$250,635$95,982,966$5,524,104$101,507,070
7Waypoint Strategic Advisors, LLC$175,475$101,600,000$101,600,000
8Keystone Global Partners LLC$482,464$97,500,000$4,300,000$101,800,000
9YHB Wealth Advisors, LLC$471,312$101,803,457$101,803,457
10Rockhill Advisors LLC$1,958,026$101,817,346$101,817,346
11Lumina Financial Consultants, LLC$680,432$94,359,732$7,705,050$102,064,782
12Clark Asset Management, LLC$479,230$98,181,814$4,373,404$102,555,218
13Carillon Advisors, LLC$662,124$81,422,055$21,207,125$102,629,180
14Bauerle Financial, Inc$199,129$95,761,933$6,988,778$102,750,711
15Capital Management Consultants, Inc.$337,322$101,293,653$1,589,406$102,883,059
16Eagle Bluffs Wealth Management LLC$526,249$103,144,744$103,144,744
17Triad Investment Management, LLC$1,521,537$103,464,506$103,464,506
18Omega Capital Management,LLC$189,130$104,400,000$104,400,000
19FALCON CAPITAL MANAGEMENT INC$1,219,581$99,716,000$5,168,000$104,884,000
20Dedicated Capital Advisors, LLC$1,082,106$91,133,764$13,830,536$104,964,300
21Napatree Capital LLC$533,271$91,714,800$13,339,532$105,054,332
22Oxley, Harry Keir$1,167,525$105,077,252$105,077,252
23Safran Wealth Advisors, LLC$260,749$97,851,844$7,229,914$105,081,758
24Goldman Financial Planning, LLC$385,943$105,362,385$105,362,385
25Wealthplans, LLC$462,426$105,433,025$105,433,025
26Clear Sky Financial, Lp$366,122$105,443,079$105,443,079
27Kastel Capital Advisors, LLC$713,426$70,180,070$36,120,388$106,300,458
28Kairos Private Wealth, Inc.$208,531$99,666,710$6,892,413$106,559,123
29Wealth Quest Partners, Inc.$358,889$106,590,112$106,590,112
30TOUCHSTONE ADVISORY, LLC$498,547$106,689,027$106,689,027
31Amara Financial, LLC$265,373$66,516,613$40,428,669$106,945,282
32Roserock Wealth Management, LLC$414,729$98,000,000$9,000,000$107,000,000
33Figure 8 Investment Strategies LLC$453,622$107,054,862$107,054,862
34Sea Hunter Capital LLC$1,409,919$107,153,851$107,153,851
35Saratoga Wealth Advisors, LLC$358,406$106,496,951$1,024,973$107,521,924
36Equita Financial Network, Inc.$195,649$107,311,632$295,190$107,606,822
37First Mason Financial, LLC$160,628$107,781,083$107,781,083
38CDKV Holdings LLC$436,498$107,324,771$490,271$107,815,042
39PERSONAL BUSINESS MANAGEMENT GROUP LTD$1,135,830$107,903,885$107,903,885
40Ironridge Wealth Management, LLC$282,526$107,924,874$107,924,874
41McCartney Wealth Management LLC$367,908$108,164,872$108,164,872
42Taylor Wealth Management, LLC$585,474$4,286,779$104,025,902$108,312,681
43Foundry Wealth Advisors, LLC$544,749$100,642,281$7,762,671$108,404,952
44Bright Investments, LLC$1,468,871$106,954,727$1,741,744$108,696,471
45Citrine Capital, LLC$467,906$109,022,110$109,022,110
46SEMUS WEALTH PARTNERS, LLC$257,768$98,053,226$10,982,791$109,036,017
47Daniels & Erickson Financial Advisors, LLC$802,218$109,101,659$109,101,659
48Integrated Wealth Advisors, LLC$356,802$108,487,334$1,050,889$109,538,223
49Tembion Capital Management, LLC$730,834$109,625,040$109,625,040
50HBA Advisors, LLC$113,802$109,381,760$323,023$109,704,783
Next Page »

Showing 1 to 50 of 2,412 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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.