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
1ASSET DEDICATION, LLC$24,793$1,235,044,177$1,235,044,177
2ACCURATE WEALTH MANAGEMENT, LLC$91,284$155,000,000$155,000,000
3LEGACY WEALTH MANAGEMENT, LLC$102,132$173,625,000$173,625,000
4TRIUMPH CAPITAL MANAGEMENT$105,746$345,895,106$345,895,106
5CYPRESS POINT WEALTH MANAGEMENT, LLC$110,225$599,298,417$89,940,649$689,239,066
6HENDRICKS WEALTH AND ESTATE MANAGEMENT$111,697$202,005,432$6,086,262$208,091,694
7BRIGHT FINANCIAL ADVISORS, INC.$112,424$299,610,599$299,610,599
8HAYDEL, BIEL & ASSOCIATES$113,802$109,381,760$323,023$109,704,783
9CALLAHAN CAPITAL MANAGEMENT$120,101$139,612,238$1,626,373$141,238,611
10ELWOOD & GOETZ$120,283$270,876,268$270,876,268
11TRUE FINANCIAL GROUP$126,417$143,800,000$1,200,000$145,000,000
12HEMMING& WEALTH MANAGEMENT, INC.$139,052$125,980,805$125,980,805
13HARDIN CAPITAL PARTNERS, LLC$142,585$107,423,427$14,344,036$121,767,463
14MEIXLER INVESTMENT MANAGEMENT, LTD.$143,950$108,826,544$108,826,544
15BOYLE CAPITAL$144,030$273,347,064$29,547,720$302,894,784
16QUINN STAUFFER FINANCIAL, LLC$145,738$211,028,427$211,028,427
17WALKNER CONDON FINANCIAL ADVISORS LLC$145,833$137,228,929$137,228,929
18CYPRESS FINANCIAL PLANNING$146,026$78,962,713$72,028,613$150,991,326
19KACHKOVSKY & FISHER, INC.$146,387$114,598,670$8,219,633$122,818,303
20WEALTH FORWARD, LLC$146,962$116,475,756$10,205,251$126,681,007
21BRIO FINANCIAL GROUP$148,659$484,993,925$79,822$485,073,747
22DEMMING FINANCIAL SERVICES CORP.$150,061$432,625,331$432,625,331
23KAPUSTA FINANCIAL GROUP$151,030$126,411,927$126,411,927
24RACHOR INVESTMENT ADVISORY SERVICES, LLC$151,174$162,932,230$2,603,764$165,535,994
25STONEHEARTH CAPITAL MANAGEMENT$151,176$232,357,289$232,357,289
26ALLGEN FINANCIAL ADVISORS, INC.$151,804$235,296,000$235,296,000
27SMB FINANCIAL SERVICES, INC.$152,344$112,095,752$5,818,838$117,914,590
28DENTIST ADVISORS$153,487$191,398,353$191,398,353
29STRATEGIC PLANNING GROUP, INC.$156,769$150,507,749$6,417,728$156,925,477
30CLAY NORTHAM WEALTH MANAGEMENT$158,279$160,970,251$160,970,251
31THE HELMSTAR GROUP, LLC$158,376$213,332,353$213,332,353
32FINANCIAL SYMMETRY INC.$158,620$174,323,297$303,757,193$478,080,490
33BEACON WEALTH CONSULTANTS, INC.$158,862$110,558,852$167,961$110,726,813
34THE WORLEY BANKS GROUP, LLC$161,820$128,000,000$128,000,000
35DORMAN FINANCIAL MANAGEMENT, P.A.$162,154$148,120,546$898,636$149,019,182
36SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$164,317$237,673,811$5,022,611$242,696,422
37TENBRIDGE PARTNERS LLC$164,481$117,603,812$117,603,812
38LIFECYCLE FINANCIAL PLANNERS INC.$165,291$355,390,631$77,010,331$432,400,962
39FALCON WEALTH PLANNING, INC.$165,595$220,802,001$3,744,218$224,546,219
40FINANCIAL CONSULATE$166,041$450,461,372$7,479,133$457,940,505
41BEST INVEST$167,340$130,525,531$130,525,531
42WILLIAMS FINANCIAL, LLC$168,406$107,882,248$12,527,962$120,410,210
43JOHN E. SESTINA AND COMPANY$168,936$401,045,889$4,570,000$405,615,889
44PITZL FINANCIAL$169,467$177,939,930$177,939,930
45AOG WEALTH MANAGEMENT$169,740$172,811,821$60,071,084$232,882,905
46WASHINGTON WEALTH ADVISORS, LLC$170,450$165,497,000$13,475,000$178,972,000
47EWA, LLC$171,087$156,202,208$156,202,208
48CLARK FINANCIAL SERVICES GROUP, INC.$171,473$228,108,227$21,556,782$249,665,009
49HERITAGE FINANCIAL LLC$171,617$168,528,179$168,528,179
50PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC$172,939$116,936,960$1,180,672$118,117,632
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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 Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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) not one who is an insurance company or agency.

Database last updated on June 5, 2019.