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
1SCOTT SNOW (FINANCIAL ADVISORS) LLC$994,363$493,204,040$493,204,040
2FINANCIAL FREEDOM$365,688$249,399,000$249,399,000
3FAIRWAY WEALTH MANAGEMENT LLC$6,796,038$2,640,977$1,614,816,121$1,617,457,098
4VELA INVESTMENT MANAGEMENT, LLC$1,215,743$103,338,151$103,338,151
5INTERNATIONAL MANAGEMENT ADVISORS LTD.$1,605,632$112,394,227$112,394,227
6MICHAEL BRADY & CO., LLC$200,159$120,095,655$120,095,655
7MEYER CAPITAL MANAGEMENT LLC.$375,327$126,485,143$126,485,143
8OBJECTIVE CAPITAL MANAGEMENT, LLC$396,949$136,314,277$22,862,362$159,176,639
9ADAPTIVE FINANCIAL CONSULTING, LLC$578,227$138,202,121$1,150,502$139,352,623
10LINDAHL & MANSAGER INC$193,555$139,747,000$139,747,000
11KOVALCIK & GERAGHTY WEALTH PARTNERS LLP$267,001$150,320,265$3,739,454$154,059,719
12TRUE WEALTH DESIGN, LLC$250,388$160,749,129$160,749,129
13FULLEN FINANCIAL GROUP, INC.$274,332$165,421,934$165,421,934
14STRATEGIC PLANNING, INC.$198,805$170,574,900$170,574,900
15PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC.$428,910$171,019,570$4,833,460$175,853,030
16JPS FINANCIAL, LLC$316,235$185,210,264$10,222,861$195,433,125
17WALDEN WEALTH PARTNERS LLC$418,038$188,915,080$7,981,023$196,896,103
18RUGGAARD & ASSOCIATES, INC.$461,381$195,625,342$195,625,342
19RAY|THEIL WEALTH MANAGEMENT, LLC$846,890$198,172,156$198,172,156
20PARADIGM WEALTH MANAGEMENT, LLC$512,963$201,300,000$20,300,000$221,600,000
21TRINITY WEALTH MANAGEMENT LLC$2,221,053$211,000,000$211,000,000
22BERNO FINANCIAL MANAGEMENT INC$364,364$214,617,358$23,676,385$238,293,743
23OXFORD FINANCIAL PARTNERS$472,059$218,091,293$218,091,293
24GENERATIONS WEALTH, LLC$895,635$224,804,385$224,804,385
25CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC$281,237$229,208,263$229,208,263
26TSG ADVICE PARTNERS, LLC$209,581$244,829,508$42,086,217$286,915,725
27WINFIELD ASSOCIATES INC$440,271$261,350,901$169,923$261,520,824
28KEYSTONE FINANCIAL PLANNING, INC$645,285$261,985,605$261,985,605
29TRINITY FINANCIAL ADVISORS LLC$407,470$263,632,857$263,632,857
30LESJAK PLANNING, LLC$750,000$270,000,000$270,000,000
31STOREY & ASSOCIATES$394,682$292,225,071$2,602,265$294,827,336
32ROSS, SINCLAIRE & ASSOCIATES, LLC$390,884$318,961,211$318,961,211
33ASSET ADVISORY GROUP INC$379,702$324,186,507$14,127,965$338,314,472
34THOR WEALTH MANAGEMENT INC$258,111$336,060,988$336,060,988
35J.W. COONS ADVISORS, LLC$1,234,491$376,014,062$49,885,317$425,899,379
36RITTER DANIHER FINANCIAL ADVISORY, LLC$399,552$391,102,957$55,995,733$447,098,690
37JOHN E. SESTINA AND COMPANY$168,936$401,045,889$4,570,000$405,615,889
38JENTNER WEALTH MANAGEMENT$470,354$401,212,374$401,212,374
39WALLER FINANCIAL PLANNING GROUP, INC.$258,017$404,665,528$43,767,229$448,432,757
40DEMMING FINANCIAL SERVICES CORP.$150,061$432,625,331$432,625,331
41OPUS CAPITAL MANAGEMENT$2,254,894$435,803,178$231,645,480$667,448,658
42WEALTH DIMENSIONS FAMILY OFFICE, INC$5,049,616$449,415,796$449,415,796
43WEALTH DIMENSIONS GROUP, LTD.$1,002,354$489,547,658$1,605,808$491,153,466
44TOTAL WEALTH PLANNING, LLC$355,956$502,532,536$56,318,460$558,850,996
45THE JOSEPH GROUP CAPITAL MANAGEMENT$882,019$508,042,933$508,042,933
46WELLSPRING FINANCIAL ADVISORS, LLC$2,046,787$519,837,993$1,232,211,277$1,752,049,270
47PARAGON ADVISORS, INC.$12,772,973$577,600,000$367,600,000$945,200,000
48KMG FIDUCIARY PARTNERS, LLC$279,868$600,036,640$600,036,640
49PDS PLANNING INC$270,288$606,503,866$75,703,927$682,207,793
50LENOX WEALTH MANAGEMENT, INC.$312,445$640,333,665$3,302,331$643,635,996
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Showing 1 to 50 of 66 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 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.