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

Showing 1 to 22 of 22 entries

Page 1

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.