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
1Archetype Advisors, LLC$195,479$100,085,333$100,085,333
2Equita Financial Network, Inc.$195,649$107,311,632$295,190$107,606,822
3SEMUS WEALTH PARTNERS, LLC$257,768$98,053,226$10,982,791$109,036,017
4Addis & Hill, Incorporated$313,565$111,315,633$111,315,633
5Ballast Financial Advisors, LLC$233,317$4,066,557$117,025,145$121,091,702
6Flagship Capital Management Inc$1,012,131$123,480,000$123,480,000
7Covered Bridge Advisors, LLC$250,715$114,803,628$9,049,687$123,853,315
8Kapusta Financial Group, Inc.$154,046$133,711,750$133,711,750
9Convergent Financial Strategies LLC$393,199$136,046,742$136,046,742
10Valley Brook Capital Group, Inc.$502,840$127,878,432$11,408,360$139,286,792
11Christine Messmer, P.C.$302,016$1,261,227$138,572,302$139,833,529
12Forefront Wealth Management Inc.$362,870$138,042,930$18,716,807$156,759,737
13COMPREHENSIVE FINANCIAL PLANNING INC$400,579$123,182,244$35,847,646$159,029,890
1446 Peaks LLC$666,256$163,899,000$163,899,000
15Trinity Wealth Management, LLC$400,718$135,502,479$28,791,904$164,294,383
16Barnstone Advisors LLC$1,305,353$168,390,482$168,390,482
17Robbins Financial Advisory Service Inc$498,316$17,898,224$153,024,152$170,922,376
18Financial Advisory Services, LLC$263,817$173,591,728$173,591,728
19Trunorth Financial Services, Inc.$261,730$173,647,347$402,817$174,050,164
20The Aranda Group Advisors, LLC$444,604$1,397,156$174,666,075$176,063,231
21Wealth Management Solutions LLC$270,157$176,682,434$176,682,434
22Morton Brown Family Wealth LLC$399,226$179,651,667$179,651,667
23Crossgate Wealth Advisors, LLC$315,550$186,815,387$1,568,248$188,383,635
24Planning Capital Management Corp.$283,753$189,547,078$189,547,078
25Braun-Bostich & Associates Inc.$207,886$190,631,376$2,078,752$192,710,128
26Entrust Financial LLC$182,643$181,582,530$12,566,518$194,149,048
27Stonecrop Wealth Advisors, LLC$385,036$193,374,653$1,453,706$194,828,359
28EWA, LLC$133,756$198,806,844$623,631$199,430,475
29Wealth Management Strategies, Inc.$358,632$200,475,147$200,475,147
30Northstar Financial Companies, Inc.$312,322$200,032,719$5,163,018$205,195,737
31Hyperion Partners, LLC$296,779$203,684,302$6,731,867$210,416,169
32Wedgewood Investors Inc$702,230$210,203,670$465,316$210,668,986
33Wick Capital Partners, LLC$508,809$189,818,007$29,478,467$219,296,474
34Avalon Advisory Group LLC$535,063$205,202,291$15,243,706$220,445,997
35Planning Strategies, Inc.$203,069$220,733,181$1,830,497$222,563,678
36Kathleen S. Wright Associates Inc.$2,266,155$224,349,369$224,349,369
37Bouvel Investment Partners, LLC$380,997$230,523,564$3,789,336$234,312,900
38Kailasa Capital Management LLC$605,136$181,350,945$55,257,209$236,608,154
39McClarren Financial Advisors, Inc.$239,902$202,342,883$45,955,338$248,298,221
40Godshalk Welsh Capital Management, Inc.$989,094$250,240,859$250,240,859
41Mighty Oak Strong America Investment Company$465,591$245,840,829$8,837,298$254,678,127
42Persimmon Capital Management Lp$2,654,596$107,402,000$155,403,000$262,805,000
43Bishop & Company Investment Management, LLC$632,176$278,789,770$278,789,770
44Warren Financial Service & Associates, Inc.$910,271$283,886,302$3,759,272$287,645,574
45Stewardship Advisors, LLC$224,302$290,694,824$290,694,824
46The Estate Planners Group LLC$1,193,422$280,056,000$11,139,000$291,195,000
47Alliance Wealth Advisors, LLC$311,690$261,508,875$30,232,634$291,741,509
48OAK GROVE CAPITAL, LLC$1,135,323$292,913,251$292,913,251
49Hotaling Investment Management, LLC$602,766$294,752,541$294,752,541
50Lountzis Asset Management, LLC$1,342,341$303,369,154$303,369,154
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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.