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
101ALAMAR CAPITAL MANAGEMENT, LLC$761,332$116,483,726$116,483,726
102IRONRIDGE WEALTH MANAGEMENT, LLC$302,153$116,631,214$116,631,214
103CAMDEN FINANCIAL MANAGEMENT, INC.$607,658$116,670,353$116,670,353
104CORDIS FINANCIAL, LLC$264,991$116,861,108$116,861,108
105BLUE SUMMIT WEALTH MANAGEMENT$243,045$116,904,690$116,904,690
106BROWN WEALTH MANAGEMENT, LLC$256,518$99,425,256$17,547,000$116,972,256
107FORT VANCOUVER INVESTMENT MANAGEMENT, LLC$247,383$117,012,129$117,012,129
108CHRISTINE MESSMER, P.C.$714,000$1,305,106$115,790,923$117,096,029
109FINANCIALLY IN TUNE$204,919$108,491,175$8,722,346$117,213,521
110ASSET PLANNING & MANAGEMENT, INC.$1,465,827$117,266,150$117,266,150
111CANTER WEALTH$815,166$117,383,901$117,383,901
112GASBER FINANCIAL ADVISORS, INC$778,653$112,009,626$5,566,967$117,576,593
113TENBRIDGE PARTNERS LLC$164,481$117,603,812$117,603,812
114BIRNAM WOOD CAPITAL, LLC$687,752$117,605,527$117,605,527
115KANE COMPANY, P.C.$270,141$117,781,308$117,781,308
116BARRY M. CORKERN & CO., INC.$1,684,090$117,886,287$117,886,287
117SMB FINANCIAL SERVICES, INC.$152,344$112,095,752$5,818,838$117,914,590
118ORION CAPITAL MANAGEMENT LLC$529,101$117,949,045$40,574$117,989,619
119PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC$172,939$116,936,960$1,180,672$118,117,632
120CALVARY WEALTH, LLC$358,278$118,231,742$118,231,742
121STAKEHOLDERS CAPITAL$876,277$118,297,354$118,297,354
122JE WILSON ADVISORS, LLC$416,901$118,400,000$118,400,000
123RCS FINANCIAL PLANNING, LLC$296,790$118,419,254$118,419,254
124EUBANK, HUTSON & ASSOCIATES, LLC$220,644$118,485,840$118,485,840
125ACCRETIVE WEALTH PARTNERS, LLC$491,914$115,291,688$3,259,496$118,551,184
126SCOTTSDALE WEALTH PLANNING, INC.$298,080$118,635,900$118,635,900
127GORDIAN ADVISORS, LLC$447,913$80,751,677$37,945,395$118,697,072
128MILLENNIUM INVESTMENT SERVICES$516,857$115,974,931$2,902,243$118,877,174
129BULL CITY ADVISORS, LLC$2,202,546$118,937,492$118,937,492
130SCHNALL ADVISORY SERVICES, INC$617,040$119,088,788$119,088,788
131ALIGN IMPACT, LLC$8,520,408$119,285,708$119,285,708
132HARMONY ASSET MANAGEMENT LLC$360,525$99,058,729$20,274,952$119,333,681
133MERIT FINANCIAL PARTNERS LLC$409,258$119,503,212$119,503,212
134CORPS CAPITAL ADVISORS, LLC$1,785,518$91,387,837$28,241,849$119,629,686
135CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC$260,683$119,653,268$119,653,268
136HOLLINGSWORTH AVENT AVERRE & PURVIS, PA$1,246,809$119,693,644$119,693,644
137EQUITY ADVISORS OF KENTUCKY INC$855,880$5,248,724$114,574,433$119,823,157
138WASHINGTON AVENUE ADVISORS$341,880$120,000,000$120,000,000
139ATWATER WEALTH MANAGEMENT$476,323$117,125,968$2,907,538$120,033,506
140MICHAEL BRADY & CO., LLC$200,159$120,095,655$120,095,655
141KENNEDY WEALTH AND TAX MANAGEMENT, INC.$418,575$112,009,000$8,122,000$120,131,000
142NIA IMPACT CAPITAL$1,166,814$109,556,001$10,625,839$120,181,840
143COHEN INVESTMENT ADVISORS, LLC$818,369$119,251,500$1,048,800$120,300,300
144BURNETT FINANCIAL GROUP$455,929$57,419,061$62,946,261$120,365,322
145WILLIAMS FINANCIAL, LLC$168,406$107,882,248$12,527,962$120,410,210
146RFM FINANCIAL SOLUTIONS, LLC$211,677$91,538,136$29,117,626$120,655,762
147SOLITUDE FINANCIAL SERVICES, INC.$278,739$120,693,923$120,693,923
148KILTERHOWLING LLC$282,841$120,773,032$120,773,032
149HCO PRIVATE WEALTH$207,595$121,027,983$121,027,983
150CHRONICLE ADVISORS LLC$1,781,443$121,138,114$121,138,114
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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.