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
146 PEAKS INVESTMENT ADVISORY GROUP$405,913$98,631,225$4,064,673$102,695,898
2ADDIS & HILL, INCORPORATED$295,374$102,790,239$102,790,239
3FLAGSHIP CAPITAL MANAGEMENT INC$891,525$105,200,000$105,200,000
4SEMUS WEALTH PARTNERS, LLC$257,768$98,053,226$10,982,791$109,036,017
5WEALTH MANAGEMENT STRATEGIES, INC.$241,098$115,967,924$115,967,924
6CHRISTINE MESSMER, P.C.$714,000$1,305,106$115,790,923$117,096,029
7KAPUSTA FINANCIAL GROUP$151,030$126,411,927$126,411,927
8BARNSTONE ADVISORS LLC$1,018,228$129,315,000$129,315,000
9VALLEY BROOK CAPITAL GROUP$475,286$119,950,053$9,803,035$129,753,088
10ATLAS WEALTH PARTNERS LLC$184,328$131,241,540$131,241,540
11FOREFRONT WEALTH MANAGEMENT$323,401$117,578,948$14,692,023$132,270,971
12PLANNING CAPITAL MANAGEMENT CORP.$256,101$132,660,524$132,660,524
13TRINITY WEALTH MANAGEMENT, LLC$405,563$113,819,457$22,855,147$136,674,604
14MORTON BROWN FAMILY WEALTH LLC$382,636$139,894,750$150,076$140,044,826
15STONECROP WEALTH ADVISORS, LLC$311,728$140,589,543$140,589,543
16THE ARANDA GROUP ADVISORS, LLC$406,871$145,252,852$145,252,852
17NORTHSTAR FINANCIAL COMPANIES, INC.$343,217$142,305,000$4,592,000$146,897,000
18ROBBINS WEALTH MANAGEMENT$428,963$10,125,723$137,437,556$147,563,279
19WICK CAPITAL PARTNERS, LLC$409,150$123,370,065$27,606,390$150,976,455
20EWA, LLC$171,087$156,202,208$156,202,208
21COMPREHENSIVE FINANCIAL PLANNING INC$400,579$123,182,244$35,847,646$159,029,890
22WEALTH MANAGEMENT SOLUTIONS$236,357$160,486,208$160,486,208
23CROSSGATE WEALTH ADVISORS, LLC$292,212$159,834,444$1,466,426$161,300,870
24HYPERION PARTNERS, LLC$264,067$155,387,550$6,749,393$162,136,943
25B & L ASSET MANAGEMENT, LLC$700,734$168,708,938$3,671,715$172,380,653
26ASPIRE WEALTH ARCHITECTS$435,499$162,409,169$12,226,062$174,635,231
27PSI CAPITAL MANAGEMENT$178,817$189,894,026$1,619,024$191,513,050
28WEDGEWOOD INVESTORS INC$644,367$196,531,882$196,531,882
29FINANCIAL ADVISORY SERVICES, LLC$273,401$197,122,149$197,122,149
30WRIGHT ASSOCIATES$2,130,348$200,252,721$200,252,721
31BRAUN-BOSTICH & ASSOCIATES INC.$242,961$201,962,350$1,639,183$203,601,533
32MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY$374,567$198,503,827$7,133,259$205,637,086
33HOEY INVESTMENTS, INC.$240,462$208,000,000$208,000,000
34WARREN FINANCIAL SERVICE$738,277$206,727,449$3,681,540$210,408,989
35THE ESTATE PLANNERS GROUP$951,498$207,885,000$8,105,000$215,990,000
36MCCLARREN FINANCIAL ADVISORS$237,770$226,356,840$226,356,840
37GODSHALK WELSH CAPITAL MANAGEMENT, INC.$887,522$232,530,872$232,530,872
38ALLIANCE WEALTH ADVISORS, LLC$269,510$239,863,522$239,863,522
39PERSIMMON CAPITAL MANAGEMENT LP$2,607,161$103,217,000$139,249,000$242,466,000
40BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC$568,729$245,122,257$245,122,257
41HOTALING INVESTMENT MANAGEMENT, LLC$538,042$247,499,327$247,499,327
42PROWELL FINANCIAL MANAGEMENT, LLC$1,761,526$260,705,809$260,705,809
43SFG INVESTMENT ADVISORS, INC.$450,096$263,275,516$480,571$263,756,087
44MB, LEVIS & ASSOCIATES,LLC$512,236$270,972,956$270,972,956
45TGS FINANCIAL ADVISORS$335,232$268,325,046$4,889,121$273,214,167
46MCMAHON FINANCIAL ADVISORS, LLC$197,200$269,067,015$5,435,745$274,502,760
47ATWATER MALICK$392,982$282,947,287$282,947,287
48OAK GROVE CAPITAL, LLC$1,135,323$292,913,251$292,913,251
49OBRIEN GREENE & CO INC$1,092,427$258,891,170$39,341,289$298,232,459
50LEGEND FINANCIAL ADVISORS INC$310,232$292,253,494$12,084,160$304,337,654
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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.