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
1Canvas Wealth Advisors, LLC$320,802$293,854,851$293,854,851
2Clayton Financial Services Inc$400,642$616,989,201$616,989,201
3ETF Portfolio Partners, Inc.$308,400$244,003,944$557,456$244,561,400
4Fortune Financial Advisors, LLC$330,557$155,209,289$83,452,961$238,662,250
5Freestate Advisors LLC$258,045$96,546,459$38,411,058$134,957,517
6Garrett Investment Advisors, LLC$281,965$435,543,003$30,545,475$466,088,478
7Integrity Advisory, LLC$235,094$174,846,324$21,221,987$196,068,311
8Legacy Investment Partners, LLC$495,682$171,179,645$13,709,841$184,889,486
9Lumia Wealth, LLC$340,193$154,020,548$7,911,290$161,931,838
10Mattern Wealth Management LLC$283,721$327,314,068$8,328,284$335,642,352
11Meritage Portfolio Management, Inc.$1,475,504$1,866,137,155$81,527,555$1,947,664,710
12Midwest Financial Group LLC$171,957$311,164,875$9,535,299$320,700,174
13Mitchell Capital Management Co$1,120,718$665,706,281$665,706,281
14Nova R Wealth, Inc.$383,370$346,283,397$1,050,243$347,333,640
15Paragon Capital Management LLC$859,611$361,036,551$361,036,551
16Petrovic Financial Solutions LLC$300,929$152,650,718$9,550,170$162,200,888
17Prism Financial Group, L.L.C.$497,509$831,254,205$133,913,674$965,167,879
18Searcy Financial Services, Inc.$308,105$306,000,118$3,645,737$309,645,855
19Sound Stewardship, LLC$226,812$174,872,000$174,872,000
20Stepp & Rothwell Inc$459,935$803,750,879$27,811,862$831,562,741
21Sunesis Advisors, LLC$1,793,643$516,577,507$105,816,584$622,394,091
22The Retirement Planning Group, Inc.$297,480$1,124,177,216$1,124,177,216
23Triune Financial Partners, LLC$362,561$647,608,099$184,832,042$832,440,141
24Waterfront Wealth Inc.$271,429$570,000,000$570,000,000
25Windward Private Wealth Management Inc.$280,878$234,533,071$234,533,071
26Yukon Wealth Management, Inc.$2,957,211$222,732,913$16,801,157$239,534,070

Showing 1 to 26 of 26 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 Research.

Reprints: For reprints of these rankings, please contact Caroline Murphy.

*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.