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
51Dibenedetto & Associates Ltd$422,605$218,922,257$17,313,735$236,235,992
52Sterling Wealth Management, Inc.$503,185$216,872,924$216,872,924
53Bluestem Financial Advisors, LLC$293,901$215,113,410$6,194,323$221,307,733
54Schlindwein Associates LLC$468,725$214,676,269$214,676,269
55TRINITY FINANCIAL ADVISORS LLC$334,029$212,108,419$212,108,419
56Cambridge Capital Management, LLC$284,801$211,488,929$32,300,368$243,789,297
57DWM Financial Group, Inc.$344,516$208,002,426$18,689,261$226,691,687
58ADVISORY PARTNERS, LLC$1,181,585$207,958,889$207,958,889
59Siligmueller & Norvid Wealth Advisors LLC$2,410,477$207,301,000$207,301,000
60Alex Green Investment Management LLC$1,212,216$206,076,774$206,076,774
61Mendel Money Management Inc$1,238,240$205,547,915$205,547,915
62Sebold Capital Management, Inc$336,487$196,267,857$60,134,892$256,402,749
63RPC Private Wealth, LLC$202,093$188,175,931$1,993,927$190,169,858
64Coe Capital Management, LLC$905,128$176,500,000$176,500,000
65Chicago Wealth Management, Inc.$244,752$174,997,758$174,997,758
66CAFG Wealth Management, Inc.$235,977$174,151,236$174,151,236
67Cogent Strategic Wealth LLC$529,982$169,594,099$169,594,099
68South Georgia Capital, LLC$578,288$164,812,072$164,812,072
69Holder Wealth Management, Inc.$253,433$163,211,000$163,211,000
70Oak Wealth Advisors LLC$2,151,515$142,000,000$142,000,000
71Model Wealth , Inc.$429,920$136,714,715$136,714,715
72Mark Bell Advisory Services, Inc.$969,569$130,891,860$130,891,860
73Forest Asset Management LLC$334,646$130,511,895$130,511,895
74Patrick M. Sweeney & Associates, Inc$715,503$129,149,327$7,511,740$136,661,067
75PRISM PLANNING PARTNERS$647,357$127,529,414$127,529,414
76Redmont Wealth Advisors LLC$2,788,364$122,688,000$122,688,000
77Arlington Capital Management, Inc.$222,778$116,958,262$116,958,262
78Focus Wealth Planning Inc$276,254$115,474,005$115,474,005
79Benchmark Capital Group Ltd.$323,007$108,804,014$2,956,530$111,760,544
80Capital Management Consultants, Inc.$337,322$101,293,653$1,589,406$102,883,059
81INTEROCEAN CAPITAL - TN, LLC$1,434,570$97,616,846$18,583,340$116,200,186
82Meyer Financial Services, Inc.$338,811$91,937,464$31,050,780$122,988,244
83Clune & Associates$591,150$369,469,018$369,469,018
84Brownson, Rehmus & Foxworth, Inc.$2,390,783$6,024,774,223$6,024,774,223
85Lowery Asset Consulting, LLC$1,763,465$917,001,771$917,001,771
86Fountainhead Financial, LLC$3,185,227$280,300,000$280,300,000
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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.