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
1Capital Management Consultants, Inc.$337,322$101,293,653$1,589,406$102,883,059
2Benchmark Capital Group Ltd.$323,007$108,804,014$2,956,530$111,760,544
3Focus Wealth Planning Inc$276,254$115,474,005$115,474,005
4INTEROCEAN CAPITAL - TN, LLC$1,434,570$97,616,846$18,583,340$116,200,186
5Arlington Capital Management, Inc.$222,778$116,958,262$116,958,262
6Redmont Wealth Advisors LLC$2,788,364$122,688,000$122,688,000
7Meyer Financial Services, Inc.$338,811$91,937,464$31,050,780$122,988,244
8PRISM PLANNING PARTNERS$647,357$127,529,414$127,529,414
9Forest Asset Management LLC$334,646$130,511,895$130,511,895
10Mark Bell Advisory Services, Inc.$969,569$130,891,860$130,891,860
11Patrick M. Sweeney & Associates, Inc$715,503$129,149,327$7,511,740$136,661,067
12Model Wealth , Inc.$429,920$136,714,715$136,714,715
13Oak Wealth Advisors LLC$2,151,515$142,000,000$142,000,000
14Holder Wealth Management, Inc.$253,433$163,211,000$163,211,000
15South Georgia Capital, LLC$578,288$164,812,072$164,812,072
16Cogent Strategic Wealth LLC$529,982$169,594,099$169,594,099
17CAFG Wealth Management, Inc.$235,977$174,151,236$174,151,236
18Chicago Wealth Management, Inc.$244,752$174,997,758$174,997,758
19Coe Capital Management, LLC$905,128$176,500,000$176,500,000
20RPC Private Wealth, LLC$202,093$188,175,931$1,993,927$190,169,858
21Mendel Money Management Inc$1,238,240$205,547,915$205,547,915
22Alex Green Investment Management LLC$1,212,216$206,076,774$206,076,774
23Siligmueller & Norvid Wealth Advisors LLC$2,410,477$207,301,000$207,301,000
24ADVISORY PARTNERS, LLC$1,181,585$207,958,889$207,958,889
25TRINITY FINANCIAL ADVISORS LLC$334,029$212,108,419$212,108,419
26Schlindwein Associates LLC$468,725$214,676,269$214,676,269
27Sterling Wealth Management, Inc.$503,185$216,872,924$216,872,924
28Bluestem Financial Advisors, LLC$293,901$215,113,410$6,194,323$221,307,733
29DWM Financial Group, Inc.$344,516$208,002,426$18,689,261$226,691,687
30Dibenedetto & Associates Ltd$422,605$218,922,257$17,313,735$236,235,992
31Cambridge Capital Management, LLC$284,801$211,488,929$32,300,368$243,789,297
32Piershale Financial Group, Inc.$211,961$226,295,024$21,063,413$247,358,437
33Investment Center, Inc.$331,890$248,328,866$7,890,216$256,219,082
34Sebold Capital Management, Inc$336,487$196,267,857$60,134,892$256,402,749
35Graybill Bartz Associates, Ltd$562,550$251,142,175$14,943,945$266,086,120
36J.G.Hendricks Financial Services, LLC$135,663$261,620,266$5,364,411$266,984,677
37Edge Financial Advisors, LLC$410,104$269,186,170$3,123,206$272,309,376
38Fountainhead Financial, LLC$3,185,227$280,300,000$280,300,000
39Insight 2811 Inc$385,290$275,463,215$6,183,462$281,646,677
40Ruedi Wealth Management, Inc.$311,562$283,609,474$7,077,799$290,687,273
41Zimmerman Wealth Management, LLC$2,154,595$303,797,935$303,797,935
42Oak Family Advisors, LLC$598,073$243,200,000$67,200,000$310,400,000
43Miramar Capital LLC$706,371$264,925,762$60,711,377$325,637,139
44Sage Private Wealth Group, LLC$333,475$341,884,166$595,134$342,479,300
45GRYPHON ADVISORS, LLC$271,234$271,497,614$78,664,850$350,162,464
46Heritage Way Advisors, L.L.C.$735,511$368,490,866$368,490,866
47Clune & Associates$591,150$369,469,018$369,469,018
48Shankervalleau Wealth Advisors, Inc.$666,683$366,220,784$6,455,268$372,676,052
49Hemsley Advisors, Ltd.$644,626$358,737,976$24,170,028$382,908,004
50Pinnacle Financial Group LLC$427,696$363,845,547$21,935,798$385,781,345
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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.