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
1True North Management Group$157,196,299$785,981,493$785,981,493
2Casco Capital Management, LP$118,557,498$118,557,498$118,557,498
3Clearmark Partners, LLC$107,870,250$431,481,000$431,481,000
4Brick Capital Management Inc$101,666,667$2,440,000,000$2,440,000,000
5Avivar Capital, LLC$16,285,714$228,000,000$228,000,000
6CCG Asset Management, LLC$12,819,686$640,984,315$640,984,315
7Darrell & King, LLC$3,219,058$624,497,329$624,497,329
8Reliant Investment Management, LLC$2,263,279$713,859,149$214,085,382$927,944,531
9Lexngton Research and Capital Group$1,941,033$310,565,255$310,565,255
10Mitchell Vaught & Taylor Inc$1,798,329$395,679,283$59,298,051$454,977,334
11Casilio Leitch Investments$1,687,897$129,968,069$129,968,069
12Madden Funds Management$1,084,211$206,000,000$206,000,000
13Je Wilson Advisors, Llc$1,051,064$214,417,007$214,417,007
14Silveroak Wealth Management Llc$750,959$183,985,067$183,985,067
15The Bedminster Group$590,216$142,952,976$1,650,000$144,602,976
16Pantheon Investment Group, LLC$522,496$105,544,233$105,544,233
171776 Wealth LLC$455,632$145,802,339$145,802,339
18Money Watch Advisors Inc$443,712$145,537,604$145,537,604
19Linda A. Barlow, CFP$284,608$156,151,954$7,213,245$163,365,199
20Kahala Financial Advisors, LLC$264,227$113,353,515$113,353,515
21Financially Speaking Inc$231,548$142,583,891$3,754,132$146,338,023
22Burrus$226,756$185,486,232$185,486,232
23Holder Wealth Management$219,264$113,797,760$113,797,760
24Plan Financial$184,966$133,175,550$133,175,550
25AdviserSource.com$161,431$111,363,178$21,978,683$133,341,861
26Oliver Capital Management$155,011$20,786,551$187,857,767$208,644,318
27Robustwealth Inc.$145,765$110,657,991$717,284,806$827,942,797
28Mindful Asset Planning$143,503$177,943,503$177,943,503
29The Pacific Financial Group, Inc.$140,495$2,540,649,043$23,954,982$2,564,604,025
30Kessler Investment Group$120,587$109,523,626$17,936,531$127,460,157
31Gunderson Capital Management$117,417$120,000,000$120,000,000
32Planners Alliance$80,133$230,303,366$230,303,366
33Preston Wealth Advisors$21,843$100,717,900$13,651,300$114,369,200

Showing 1 to 33 of 33 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 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.

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