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$563,484$532,492,074$532,492,074
2Kapusta Financial Group, Inc.$154,046$133,711,750$133,711,750
3Convergent Financial Strategies LLC$393,199$136,046,742$136,046,742
4Christine Messmer, P.C.$302,016$1,261,227$138,572,302$139,833,529
5The Aranda Group Advisors, LLC$444,604$1,397,156$174,666,075$176,063,231
6Ballast Financial Advisors, LLC$233,317$4,066,557$117,025,145$121,091,702
7Robbins Financial Advisory Service Inc$498,316$17,898,224$153,024,152$170,922,376
8SEMUS WEALTH PARTNERS, LLC$257,768$98,053,226$10,982,791$109,036,017
9Archetype Advisors, LLC$195,479$100,085,333$100,085,333
10Equita Financial Network, Inc.$195,649$107,311,632$295,190$107,606,822
11Persimmon Capital Management Lp$2,654,596$107,402,000$155,403,000$262,805,000
12Addis & Hill, Incorporated$313,565$111,315,633$111,315,633
13Covered Bridge Advisors, LLC$250,715$114,803,628$9,049,687$123,853,315
14COMPREHENSIVE FINANCIAL PLANNING INC$400,579$123,182,244$35,847,646$159,029,890
15Flagship Capital Management Inc$1,012,131$123,480,000$123,480,000
16Valley Brook Capital Group, Inc.$502,840$127,878,432$11,408,360$139,286,792
17Trinity Wealth Management, LLC$400,718$135,502,479$28,791,904$164,294,383
18Forefront Wealth Management Inc.$362,870$138,042,930$18,716,807$156,759,737
1946 Peaks LLC$666,256$163,899,000$163,899,000
20Barnstone Advisors LLC$1,305,353$168,390,482$168,390,482
21Financial Advisory Services, LLC$263,817$173,591,728$173,591,728
22Trunorth Financial Services, Inc.$261,730$173,647,347$402,817$174,050,164
23Wealth Management Solutions LLC$270,157$176,682,434$176,682,434
24Morton Brown Family Wealth LLC$399,226$179,651,667$179,651,667
25Kailasa Capital Management LLC$605,136$181,350,945$55,257,209$236,608,154
26Entrust Financial LLC$182,643$181,582,530$12,566,518$194,149,048
27Crossgate Wealth Advisors, LLC$315,550$186,815,387$1,568,248$188,383,635
28Planning Capital Management Corp.$283,753$189,547,078$189,547,078
29Wick Capital Partners, LLC$508,809$189,818,007$29,478,467$219,296,474
30Braun-Bostich & Associates Inc.$207,886$190,631,376$2,078,752$192,710,128
31Stonecrop Wealth Advisors, LLC$385,036$193,374,653$1,453,706$194,828,359
32EWA, LLC$133,756$198,806,844$623,631$199,430,475
33Northstar Financial Companies, Inc.$312,322$200,032,719$5,163,018$205,195,737
34Wealth Management Strategies, Inc.$358,632$200,475,147$200,475,147
35McClarren Financial Advisors, Inc.$239,902$202,342,883$45,955,338$248,298,221
36Hyperion Partners, LLC$296,779$203,684,302$6,731,867$210,416,169
37Avalon Advisory Group LLC$535,063$205,202,291$15,243,706$220,445,997
38Wedgewood Investors Inc$702,230$210,203,670$465,316$210,668,986
39Rootstock Investment Management, LLC.$2,169,043$215,856,940$250,487,348$466,344,288
40Planning Strategies, Inc.$203,069$220,733,181$1,830,497$222,563,678
41Kathleen S. Wright Associates Inc.$2,266,155$224,349,369$224,349,369
42Bouvel Investment Partners, LLC$380,997$230,523,564$3,789,336$234,312,900
43Mighty Oak Strong America Investment Company$465,591$245,840,829$8,837,298$254,678,127
44Godshalk Welsh Capital Management, Inc.$989,094$250,240,859$250,240,859
45FFT Wealth Management LLC$9,098,447$255,012,676$1,191,640,472$1,446,653,148
46Alliance Wealth Advisors, LLC$311,690$261,508,875$30,232,634$291,741,509
47Gkfo, LLC$2,840,973$262,442,904$308,592,586$571,035,490
48Bishop & Company Investment Management, LLC$632,176$278,789,770$278,789,770
49The Estate Planners Group LLC$1,193,422$280,056,000$11,139,000$291,195,000
50Warren Financial Service & Associates, Inc.$910,271$283,886,302$3,759,272$287,645,574
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Showing 1 to 50 of 106 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 Carline Murphy.

*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.