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.
| Rank | Business Name | Avg. account AUM | Discretionary AUM | Non-discretionary AUM | Total AUM |
|---|---|---|---|---|---|
| 651 | ALL SEASON FINANCIAL ADVISORS, INC. | $248,035 | $192,908,145 | $2,791,110 | $195,699,255 |
| 652 | KM CAPITAL MANAGEMENT, LTD. | $858,768 | $165,149,000 | $30,650,000 | $195,799,000 |
| 653 | LOKKEN INVESTMENT GROUP, LLC | $204,044 | $195,882,536 | — | $195,882,536 |
| 654 | INSPIRED FINANCIAL | $438,479 | $196,000,000 | — | $196,000,000 |
| 655 | THE FIDUCIARY ALLIANCE | $181,834 | $194,518,750 | $1,498,557 | $196,017,307 |
| 656 | WEALTH CMT | $205,609 | $196,150,677 | — | $196,150,677 |
| 657 | WRENN FINANCIAL STRATEGIES, INC. | $413,374 | $161,201,795 | $35,150,670 | $196,352,465 |
| 658 | REGAL WEALTH GROUP INC. | $324,688 | $196,436,254 | — | $196,436,254 |
| 659 | WEDGEWOOD INVESTORS INC | $644,367 | $196,531,882 | — | $196,531,882 |
| 660 | WALDEN WEALTH PARTNERS LLC | $418,038 | $188,915,080 | $7,981,023 | $196,896,103 |
| 661 | BROWN FINANCIAL ADVISORY | $347,951 | $194,353,476 | $2,586,618 | $196,940,094 |
| 662 | FINANCIAL ADVISORY SERVICES, LLC | $273,401 | $197,122,149 | — | $197,122,149 |
| 663 | BLUESTONE WEALTH MANAGEMENT LLC | $2,465,646 | $197,251,717 | — | $197,251,717 |
| 664 | SCHLINDWEIN ASSOCIATES LLC | $426,819 | $197,617,342 | — | $197,617,342 |
| 665 | RED TORTOISE | $1,221,364 | $197,380,845 | $480,170 | $197,861,015 |
| 666 | CONCORDE INVESTMENT MANAGEMENT | $1,768,180 | $144,564,257 | $53,471,868 | $198,036,125 |
| 667 | RAY|THEIL WEALTH MANAGEMENT, LLC | $846,890 | $198,172,156 | — | $198,172,156 |
| 668 | GOEPPER BURKHARDT LLC | $461,722 | $196,922,119 | $1,618,233 | $198,540,352 |
| 669 | 1 NORTH WEALTH SERVICES, LLC | $323,569 | $198,671,581 | — | $198,671,581 |
| 670 | DETTERBECK WEALTH MANAGEMENT | $318,574 | $180,052,779 | $18,737,359 | $198,790,138 |
| 671 | CORDANT, INC. | $302,436 | $193,375,787 | $5,627,250 | $199,003,037 |
| 672 | AUCTUS ADVISORS LLC | $458,981 | $199,568,538 | $547,202 | $200,115,740 |
| 673 | CONCORD INVESTMENT COUNSEL | $377,660 | $197,292,533 | $2,867,197 | $200,159,730 |
| 674 | FIELDER CAPITAL GROUP LLC | $1,206,037 | $150,557,286 | $49,644,791 | $200,202,077 |
| 675 | WRIGHT ASSOCIATES | $2,130,348 | $200,252,721 | — | $200,252,721 |
| 676 | S. R. SCHILL & ASSOCIATES INC. | $359,009 | $199,360,783 | $966,248 | $200,327,031 |
| 677 | UNIONVIEW WEALTH PARTNERS | $535,236 | $198,369,213 | $2,879,497 | $201,248,710 |
| 678 | STEWART WEALTH MANAGEMENT, INC. | $193,988 | $170,765,629 | $30,788,055 | $201,553,684 |
| 679 | VERITY WEALTH ADVISORS, LLC | $1,215,880 | $201,836,098 | — | $201,836,098 |
| 680 | OPEROSE ADVISORS LLC | $905,194 | $197,999,542 | $3,858,831 | $201,858,373 |
| 681 | DBA STONE WEALTH MANAGEMENT | $267,920 | $200,047,088 | $2,500,691 | $202,547,779 |
| 682 | REZNY WEALTH MANAGEMENT, INC. | $535,391 | $202,727,722 | $720,730 | $203,448,452 |
| 683 | BRAUN-BOSTICH & ASSOCIATES INC. | $242,961 | $201,962,350 | $1,639,183 | $203,601,533 |
| 684 | CARTER FINANCIAL, LLC | $418,493 | $203,806,000 | — | $203,806,000 |
| 685 | SUMMA GLOBAL ADVISORS, LLC | $552,658 | $120,909,207 | $83,021,605 | $203,930,812 |
| 686 | EMPYRION WEALTH MANAGEMENT, INC. | $649,733 | $204,016,095 | — | $204,016,095 |
| 687 | HILTON HEAD FINANCIAL ADVISORS, INC. | $342,764 | $195,981,611 | $8,306,024 | $204,287,635 |
| 688 | MILLER ADVISORS, INC. | $393,969 | $189,622,657 | $14,847,254 | $204,469,911 |
| 689 | HIGH PROBABILITY ADVISORS, LLC | $957,879 | $200,004,571 | $4,981,519 | $204,986,090 |
| 690 | BLUE WATER WEALTH | $278,912 | $192,000,000 | $13,000,000 | $205,000,000 |
| 691 | WEAVER CAPITAL MANAGEMENT, LLC | $231,943 | $199,670,335 | $5,599,608 | $205,269,943 |
| 692 | COX CAPITAL MANAGEMENT LLC | $633,745 | $205,333,526 | — | $205,333,526 |
| 693 | MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY | $374,567 | $198,503,827 | $7,133,259 | $205,637,086 |
| 694 | ZRC WEALTH MANAGEMENT, LLC | $425,261 | $204,346,589 | $1,479,950 | $205,826,539 |
| 695 | O'BOYLE WEALTH MANAGEMENT, INC. | $193,652 | $188,011,160 | $17,841,104 | $205,852,264 |
| 696 | SEBOLD CAPITAL MANAGEMENT, INC | $305,515 | $176,694,984 | $29,222,292 | $205,917,276 |
| 697 | SEASCAPE CAPITAL MANAGEMENT,LLC | $417,259 | $206,125,961 | — | $206,125,961 |
| 698 | TULL FINANCIAL GROUP, INC. | $250,973 | $202,692,468 | $3,607,220 | $206,299,688 |
| 699 | THE PLANNED APPROACH | $412,844 | $206,422,156 | — | $206,422,156 |
| 700 | JACKSON SQUARE CAPITAL, LLC | $979,160 | $190,469,791 | $16,132,934 | $206,602,725 |
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.
