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
1VELA INVESTMENT MANAGEMENT, LLC$1,215,743$103,338,151$103,338,151
2INTERNATIONAL MANAGEMENT ADVISORS LTD.$1,605,632$112,394,227$112,394,227
3MICHAEL BRADY & CO., LLC$200,159$120,095,655$120,095,655
4MEYER CAPITAL MANAGEMENT LLC.$375,327$126,485,143$126,485,143
5ADAPTIVE FINANCIAL CONSULTING, LLC$578,227$138,202,121$1,150,502$139,352,623
6LINDAHL & MANSAGER INC$193,555$139,747,000$139,747,000
7KOVALCIK & GERAGHTY WEALTH PARTNERS LLP$267,001$150,320,265$3,739,454$154,059,719
8OBJECTIVE CAPITAL MANAGEMENT, LLC$396,949$136,314,277$22,862,362$159,176,639
9TRUE WEALTH DESIGN, LLC$250,388$160,749,129$160,749,129
10FULLEN FINANCIAL GROUP, INC.$274,332$165,421,934$165,421,934
11STRATEGIC PLANNING, INC.$198,805$170,574,900$170,574,900
12PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC.$428,910$171,019,570$4,833,460$175,853,030
13JPS FINANCIAL, LLC$316,235$185,210,264$10,222,861$195,433,125
14RUGGAARD & ASSOCIATES, INC.$461,381$195,625,342$195,625,342
15WALDEN WEALTH PARTNERS LLC$418,038$188,915,080$7,981,023$196,896,103
16RAY|THEIL WEALTH MANAGEMENT, LLC$846,890$198,172,156$198,172,156
17TRINITY WEALTH MANAGEMENT LLC$2,221,053$211,000,000$211,000,000
18OXFORD FINANCIAL PARTNERS$472,059$218,091,293$218,091,293
19PARADIGM WEALTH MANAGEMENT, LLC$512,963$201,300,000$20,300,000$221,600,000
20GENERATIONS WEALTH, LLC$895,635$224,804,385$224,804,385
21CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC$281,237$229,208,263$229,208,263
22BERNO FINANCIAL MANAGEMENT INC$364,364$214,617,358$23,676,385$238,293,743
23FINANCIAL FREEDOM$365,688$249,399,000$249,399,000
24WINFIELD ASSOCIATES INC$440,271$261,350,901$169,923$261,520,824
25KEYSTONE FINANCIAL PLANNING, INC$645,285$261,985,605$261,985,605
26TRINITY FINANCIAL ADVISORS LLC$407,470$263,632,857$263,632,857
27LESJAK PLANNING, LLC$750,000$270,000,000$270,000,000
28TSG ADVICE PARTNERS, LLC$209,581$244,829,508$42,086,217$286,915,725
29STOREY & ASSOCIATES$394,682$292,225,071$2,602,265$294,827,336
30ROSS, SINCLAIRE & ASSOCIATES, LLC$390,884$318,961,211$318,961,211
31THOR WEALTH MANAGEMENT INC$258,111$336,060,988$336,060,988
32ASSET ADVISORY GROUP INC$379,702$324,186,507$14,127,965$338,314,472
33JENTNER WEALTH MANAGEMENT$470,354$401,212,374$401,212,374
34JOHN E. SESTINA AND COMPANY$168,936$401,045,889$4,570,000$405,615,889
35J.W. COONS ADVISORS, LLC$1,234,491$376,014,062$49,885,317$425,899,379
36DEMMING FINANCIAL SERVICES CORP.$150,061$432,625,331$432,625,331
37RITTER DANIHER FINANCIAL ADVISORY, LLC$399,552$391,102,957$55,995,733$447,098,690
38WALLER FINANCIAL PLANNING GROUP, INC.$258,017$404,665,528$43,767,229$448,432,757
39WEALTH DIMENSIONS FAMILY OFFICE, INC$5,049,616$449,415,796$449,415,796
40WEALTH DIMENSIONS GROUP, LTD.$1,002,354$489,547,658$1,605,808$491,153,466
41SCOTT SNOW (FINANCIAL ADVISORS) LLC$994,363$493,204,040$493,204,040
42THE JOSEPH GROUP CAPITAL MANAGEMENT$882,019$508,042,933$508,042,933
43TOTAL WEALTH PLANNING, LLC$355,956$502,532,536$56,318,460$558,850,996
44KMG FIDUCIARY PARTNERS, LLC$279,868$600,036,640$600,036,640
45LENOX WEALTH MANAGEMENT, INC.$312,445$640,333,665$3,302,331$643,635,996
46OPUS CAPITAL MANAGEMENT$2,254,894$435,803,178$231,645,480$667,448,658
47ST. CLAIR ADVISORS, LLC$1,283,433$681,502,999$681,502,999
48PDS PLANNING INC$270,288$606,503,866$75,703,927$682,207,793
49HCM WEALTH ADVISORS$334,241$707,922,569$707,922,569
50MEYERS WEALTH MANAGEMENT, LLC$1,492,505$778,400,000$38,000,000$816,400,000
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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 Sabrina Straub.

*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.