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
1Sound Stewardship, Llc$200,611$157,880,488$157,880,488
2Petrovic Financial Services$237,551$120,571,108$1,055,078$121,626,186
3Legacy Investment Partners, Llc$396,006$122,192,480$27,497,918$149,690,398
4Fortune Financial Advisors, Llc$322,111$125,750,109$69,771,040$195,521,149
5Freestate Advisors Llc$266,912$132,308,574$43,586,134$175,894,708
6Lumia Wealth, Llc$312,280$136,930,165$8,592,187$145,522,352
7Yukon Wealth Management, Inc.$644,523$200,109,109$17,094,974$217,204,083
8Etf Portfolio Partners, Inc.$272,579$209,481,040$405,039$209,886,079
9Windward Private Wealth Management Inc.$276,371$211,976,859$211,976,859
10Searcy Financial Services, Inc.$292,090$268,675,461$2,968,048$271,643,509
11Mattern Wealth Management Llc$270,282$278,495,152$20,707,547$299,202,699
12Nova R Wealth, Inc.$384,679$320,850,069$10,358,670$331,208,739
13Aspyre Wealth Partners$375,909$395,080,249$395,080,249
14Wealth Management Advisors Inc$1,487,771$504,354,312$504,354,312
15Clayton Wealth Partners$359,647$541,628,141$541,628,141
16Triune Financial Partners, Llc$320,590$545,009,762$153,555,030$698,564,792
17Mitchell Capital Management Co$1,038,523$590,919,835$590,919,835
18Stepp & Rothwell Inc$409,758$668,842,695$24,057,628$692,900,323
19Prism Financial Group, L.L.C.$437,915$683,375,757$118,447,461$801,823,218
20Sunrise Advisors$1,199,803$706,684,116$706,684,116
21The Retirement Planning Group, Inc.$257,023$927,337,499$927,337,499
22Meritage Portfolio Management, Inc.$1,428,074$1,738,361,811$75,292,486$1,813,654,297

Showing 1 to 22 of 22 entries

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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.