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
551TL PRIVATE WEALTH$355,270$175,414,694$1,154,539$176,569,233
552SPOOR BEHRINS CAMPBELL & YOUNG SECURITIES CORP$1,450,316$176,938,575$176,938,575
5531776 WEALTH LLC$431,707$177,000,000$177,000,000
554SILICON HILLS WEALTH MANAGEMENT$332,270$175,251,920$1,847,829$177,099,749
555CATALINA CAPITAL GROUP, LLC$636,201$154,295,000$23,205,000$177,500,000
556BRYSPEN, INCORPORATED$2,817,811$177,522,081$177,522,081
557ARCADIA WEALTH MANAGEMENT$255,840$177,552,824$177,552,824
558PITZL FINANCIAL$169,467$177,939,930$177,939,930
559SHORELINE FINANCIAL ADVISORS, LLC$268,048$168,021,242$10,230,569$178,251,811
560SGH WEALTH MANAGEMENT$240,641$178,315,131$178,315,131
561FOCUS WEALTH ADVISORS, LLC$523,167$175,500,000$2,900,000$178,400,000
562J.F. WILLIAMS CO., INC.$394,445$178,683,528$178,683,528
563JURIKA, MILLS & KEIFER, LLC$1,069,988$178,688,000$178,688,000
564SHARPER & GRANITE LLC$510,991$178,847,000$178,847,000
565TED BUCHAN & COMPANY$202,640$152,164,222$26,766,754$178,930,976
566CHESAPEAKE FINANCIAL ADVISORS$201,749$173,199,803$5,751,362$178,951,165
567WASHINGTON WEALTH ADVISORS, LLC$170,450$165,497,000$13,475,000$178,972,000
568WEALTH MANAGEMENT CONSULTANTS COLORADO, LLC$1,297,005$178,986,693$178,986,693
569SCHULTZ FINANCIAL GROUP INCORPORATED$391,242$179,188,919$179,188,919
570DEIGHAN WEALTH ADVISORS$252,591$174,171,391$5,168,099$179,339,490
571ASSET MANAGEMENT RESOURCES, LLC$258,002$159,232,670$20,336,781$179,569,451
572MANHATTAN WEST ASSET MANAGEMENT, LLC$987,568$172,911,767$6,825,564$179,737,331
573DONALD W. NICHOLSON & ASSOCIATES LTD$374,856$179,930,728$179,930,728
574MOKOSAK ADVISORY GROUP, LLC$204,478$178,479,173$1,666,377$180,145,550
575BEACON FINANCIAL PLANNING OF CAPE COD$255,025$180,302,396$180,302,396
576VOYAGER CAPITAL MANAGEMENT, LLC$748,980$180,371,231$133,023$180,504,254
577FLAGSTONE FINANCIAL MANAGEMENT, LLC$266,374$180,601,269$180,601,269
578HASSELL WEALTH MANAGEMENT$236,273$180,748,807$180,748,807
579INTRACK INVESTMENT MANAGEMENT, INC.$882,556$180,009,252$914,685$180,923,937
580INTELLIGENT CAPITALWORKS$710,196$180,000,000$1,100,000$181,100,000
581CHARLESTON FINANCIAL ADVISORS, LLC$321,869$176,550,419$4,661,850$181,212,269
582JESS S. MORGAN & COMPANY., INC.$925,681$181,433,454$181,433,454
583MAYFAIR ADVISORY GROUP, LLC$276,258$181,087,666$690,205$181,777,871
584WOMACK WEALTH MANAGEMENT, INC.$439,584$177,846,000$4,141,621$181,987,621
585GRUNDEN FINANCIAL ADVISORY, INC.$194,604$182,538,120$182,538,120
586CORNERSTONE WEALTH MANAGEMENT$567,111$179,086,662$3,523,085$182,609,747
587AMICUS FINANCIAL ADVISORS, LLC$190,856$181,820,736$828,560$182,649,296
588CLARITY ASSET MANAGEMENT, INC.$351,436$182,746,954$182,746,954
589LESA SROUFE & COMPANY, INC.$625,914$162,224,163$20,542,695$182,766,858
590CLIENT 1ST ADVISORY GROUP$300,733$179,375,943$3,470,000$182,845,943
591KOENIG INVESTMENT ADVISORY, LLC$318,273$183,007,038$183,007,038
592KEVIN M. GIBNEY AND COMPANY, LLC$328,582$173,658,524$9,361,729$183,020,253
593LOVELESS WEALTH MANAGEMENT, LLC$288,342$183,097,350$183,097,350
594GARDEY FINANCIAL ADVISORS INC$294,392$157,360,000$25,752,000$183,112,000
595INVESTMENT PLANNING ASSOCIATES INC$305,333$93,000,000$90,200,000$183,200,000
596BAUGH & ASSOCIATES, LLC$436,338$183,254,320$7,606$183,261,926
597BEAR MOUNTAIN CAPITAL INC.$290,032$182,829,584$760,416$183,590,000
598BRIGHTWATER ADVISORY, LLC$304,202$178,382,390$5,659,645$184,042,035
599CREEGAN & NASSOURA FINANCIAL GROUP, LLC$511,310$184,071,522$184,071,522
600COVENANT WEALTH ADVISORS$267,712$165,798,373$18,387,740$184,186,113
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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.