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
1Sanctuary Wealth Management, LLC$34,182$172,141,503$172,141,503
2Legacy Wealth Management, LLC$74,407$120,540,000$120,540,000
3ACCURATE WEALTH MANAGEMENT, LLC$91,284$155,000,000$155,000,000
4Triumph Capital Management$109,422$372,911,856$372,911,856
5Epic Trust Investment Advisors LLC$111,415$128,461,837$128,461,837
6HBA Advisors, LLC$113,802$109,381,760$323,023$109,704,783
7Lotusgroup Advisors, LLC$115,307$73,618,701$86,196,459$159,815,160
8Bright Financial Advisors, Inc.$116,595$347,220,520$347,220,520
9MJT & Associates Financial Advisory Group, Inc.$116,646$115,677,406$4,118,504$119,795,910
10Imus Wilkinson Investment Management, LLC$120,667$156,841,948$507,290$157,349,238
11ACap Asset Management, Inc.$124,925$113,833,411$23,084,708$136,918,119
12Cypress Point Wealth Management, LLC$125,380$514,111,530$115,545,082$629,656,612
13Marmo Financial Group, LLC$127,291$202,774,071$202,774,071
14Callahan Capital Management Inc$128,369$152,162,211$1,880,694$154,042,905
15Trinity Capital Management, LLC$130,225$108,668,075$1,893,079$110,561,154
16Boyle Capital Management, L.L.C.$130,363$234,462,158$28,480,188$262,942,346
17EWA, LLC$133,756$198,806,844$623,631$199,430,475
18J.G.Hendricks Financial Services, LLC$135,663$261,620,266$5,364,411$266,984,677
19Wealthspan Partners, LLC$136,669$180,639,155$5,231,018$185,870,173
20Applied Capital LLC$138,390$265,088,690$4,909,657$269,998,347
21Goalvest Advisory LLC$140,008$170,810,107$170,810,107
22Capasso Planning Partners LLC$140,514$140,350,000$10,000,000$150,350,000
23Hemming& Wealth Management, Inc.$144,027$151,804,161$151,804,161
24John E. Sestina And Company$146,282$447,768,194$447,768,194
25Penobscot Wealth Management$147,214$228,930,168$282,774$229,212,942
26Truefg, LLC$149,750$178,600,000$1,400,000$180,000,000
27Demming Financial Services Corp.$150,061$432,625,331$432,625,331
28Lifecycle Financial Planners Inc.$150,229$391,142,406$130,003,482$521,145,888
29Jack Keeter & Associates, Inc.$150,836$106,325,241$12,985,874$119,311,115
30Elevage Partners, LLC$150,937$185,351,045$185,351,045
31Riley Wealth Advisors, LLC$151,325$125,600,000$125,600,000
32Kure Advisory, LLC$151,511$100,300,000$100,300,000
33Basepoint Wealth, LLC$152,293$327,379,504$5,076,745$332,456,249
34Kapusta Financial Group, Inc.$154,046$133,711,750$133,711,750
35J. Team Financial, Inc.$154,132$128,302,136$6,409,482$134,711,618
36Allgen Financial Advisors, Inc.$155,041$263,570,000$263,570,000
37Morris Retirement Advisors, LLC$155,818$169,062,384$169,062,384
38Wealth Forward, LLC$157,367$128,498,127$14,076,104$142,574,231
39Phillip James Consulting Co.$158,001$110,284,896$110,284,896
40First Mason Financial, LLC$160,628$107,781,083$107,781,083
41Vickery Financial Services, Inc.$163,240$261,347,199$261,347,199
42The Financial Consulate, Inc$164,257$576,805,455$8,605,887$585,411,342
43TENBRIDGE PARTNERS LLC$164,481$117,603,812$117,603,812
44TSG Advice Partners, LLC$165,294$373,232,902$373,232,902
45Dorman Financial Management, P.A.$166,121$152,081,722$1,414,074$153,495,796
46Canty Financial Management, Inc.$166,985$125,238,389$125,238,389
47Aquire Wealth Advisors, LLC$167,054$242,728,985$242,728,985
48Lifeworks Advisors, LLC$168,864$101,518,586$20,907,698$122,426,284
49Quinn Stauffer Financial, LLC$169,410$258,857,744$258,857,744
50Cypress Financial Planning, LLC$169,618$113,871,184$84,751,394$198,622,578
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Showing 1 to 50 of 2,412 entries

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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 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.