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
1TREBUCHET CONSULTING, LLC$760,713$368,946,001$368,946,001
2KAPUSTA FINANCIAL GROUP$151,030$126,411,927$126,411,927
3MCCLARREN FINANCIAL ADVISORS$237,770$226,356,840$226,356,840
4THE ARANDA GROUP ADVISORS, LLC$406,871$145,252,852$145,252,852
5CHRISTINE MESSMER, P.C.$714,000$1,305,106$115,790,923$117,096,029
6ROBBINS WEALTH MANAGEMENT$428,963$10,125,723$137,437,556$147,563,279
7SEMUS WEALTH PARTNERS, LLC$257,768$98,053,226$10,982,791$109,036,017
846 PEAKS INVESTMENT ADVISORY GROUP$405,913$98,631,225$4,064,673$102,695,898
9ADDIS & HILL, INCORPORATED$295,374$102,790,239$102,790,239
10PERSIMMON CAPITAL MANAGEMENT LP$2,607,161$103,217,000$139,249,000$242,466,000
11FLAGSHIP CAPITAL MANAGEMENT INC$891,525$105,200,000$105,200,000
12TRINITY WEALTH MANAGEMENT, LLC$405,563$113,819,457$22,855,147$136,674,604
13WEALTH MANAGEMENT STRATEGIES, INC.$241,098$115,967,924$115,967,924
14FOREFRONT WEALTH MANAGEMENT$323,401$117,578,948$14,692,023$132,270,971
15VALLEY BROOK CAPITAL GROUP$475,286$119,950,053$9,803,035$129,753,088
16COMPREHENSIVE FINANCIAL PLANNING INC$400,579$123,182,244$35,847,646$159,029,890
17WICK CAPITAL PARTNERS, LLC$409,150$123,370,065$27,606,390$150,976,455
18BARNSTONE ADVISORS LLC$1,018,228$129,315,000$129,315,000
19ATLAS WEALTH PARTNERS LLC$184,328$131,241,540$131,241,540
20PLANNING CAPITAL MANAGEMENT CORP.$256,101$132,660,524$132,660,524
21MORTON BROWN FAMILY WEALTH LLC$382,636$139,894,750$150,076$140,044,826
22STONECROP WEALTH ADVISORS, LLC$311,728$140,589,543$140,589,543
23NORTHSTAR FINANCIAL COMPANIES, INC.$343,217$142,305,000$4,592,000$146,897,000
24HYPERION PARTNERS, LLC$264,067$155,387,550$6,749,393$162,136,943
25EWA, LLC$171,087$156,202,208$156,202,208
26CROSSGATE WEALTH ADVISORS, LLC$292,212$159,834,444$1,466,426$161,300,870
27WEALTH MANAGEMENT SOLUTIONS$236,357$160,486,208$160,486,208
28ASPIRE WEALTH ARCHITECTS$435,499$162,409,169$12,226,062$174,635,231
29ROOTSTOCK ADVISORS$1,676,329$163,077,304$209,067,638$372,144,942
30B & L ASSET MANAGEMENT, LLC$700,734$168,708,938$3,671,715$172,380,653
31PSI CAPITAL MANAGEMENT$178,817$189,894,026$1,619,024$191,513,050
32WEDGEWOOD INVESTORS INC$644,367$196,531,882$196,531,882
33FINANCIAL ADVISORY SERVICES, LLC$273,401$197,122,149$197,122,149
34MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY$374,567$198,503,827$7,133,259$205,637,086
35WRIGHT ASSOCIATES$2,130,348$200,252,721$200,252,721
36BRAUN-BOSTICH & ASSOCIATES INC.$242,961$201,962,350$1,639,183$203,601,533
37WARREN FINANCIAL SERVICE$738,277$206,727,449$3,681,540$210,408,989
38THE ESTATE PLANNERS GROUP$951,498$207,885,000$8,105,000$215,990,000
39HOEY INVESTMENTS, INC.$240,462$208,000,000$208,000,000
40GODSHALK WELSH CAPITAL MANAGEMENT, INC.$887,522$232,530,872$232,530,872
41ALLIANCE WEALTH ADVISORS, LLC$269,510$239,863,522$239,863,522
42BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC$568,729$245,122,257$245,122,257
43HOTALING INVESTMENT MANAGEMENT, LLC$538,042$247,499,327$247,499,327
44GKFO, LLC$2,826,449$256,182,374$306,281,042$562,463,416
45OBRIEN GREENE & CO INC$1,092,427$258,891,170$39,341,289$298,232,459
46PROWELL FINANCIAL MANAGEMENT, LLC$1,761,526$260,705,809$260,705,809
47SFG INVESTMENT ADVISORS, INC.$450,096$263,275,516$480,571$263,756,087
48TGS FINANCIAL ADVISORS$335,232$268,325,046$4,889,121$273,214,167
49MCMAHON FINANCIAL ADVISORS, LLC$197,200$269,067,015$5,435,745$274,502,760
50MB, LEVIS & ASSOCIATES,LLC$512,236$270,972,956$270,972,956
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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.