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
1DANIELS & ERICKSON FINANCIAL ADVISORS, LLC$742,143$106,126,443$106,126,443
2MILLER EQUITY CAPITAL ADVISORS$3,231,911$113,116,878$113,116,878
3BIRNAM WOOD CAPITAL, LLC$687,752$117,605,527$117,605,527
4EUBANK, HUTSON & ASSOCIATES, LLC$220,644$118,485,840$118,485,840
5CORPS CAPITAL ADVISORS, LLC$1,785,518$91,387,837$28,241,849$119,629,686
6J.K. FINANCIAL, INC.$343,089$126,600,000$126,600,000
7WISDOM INDEX ADVISORS$240,051$128,427,283$128,427,283
8SADDOCK WEALTH, LLC$1,868,116$72,400,000$56,500,000$128,900,000
9THE RUDD COMPANY, LLC$238,429$115,532,566$13,457,359$128,989,925
10IMPERIUM WEALTH MANAGEMENT, LLC$218,454$126,072,366$3,034,074$129,106,440
11SCHUBERT & COMPANY, INC.$317,464$130,160,222$130,160,222
12BEST INVEST$167,340$130,525,531$130,525,531
13MURPHY & SYLVEST$310,854$129,602,314$2,821,507$132,423,821
14HERITAGE RETIREMENT ADVISORS, LLC$449,977$136,343,014$136,343,014
15MILLER GLOBAL INVESTMENTS, L.L.C.$892,672$136,578,873$136,578,873
16ASPEN WEALTH MANAGEMENT$303,932$138,050,665$2,061,985$140,112,650
17PARKSTONE WEALTH MANAGEMENT, LLC$1,838,954$141,599,460$141,599,460
18TRUE FINANCIAL GROUP$126,417$143,800,000$1,200,000$145,000,000
19THE PERSONAL WEALTH COACH$198,759$148,075,470$148,075,470
20KEENER FINANCIAL PLANNING$422,162$141,833,652$6,767,484$148,601,136
21FORTHRIGHT FAMILY WEALTH ADVISORY LLC$578,547$149,265,105$149,265,105
22EQUISTAR WEALTH MANAGEMENT LLC$603,492$158,115,003$158,115,003
23HERITAGE WEALTH MANAGEMENT$372,643$165,080,862$165,080,862
24PARKER FINANCIAL ADVISORS LLC$568,395$167,009,159$98,972$167,108,131
25TRISPERITY ADVISORS, LLC$283,049$164,647,423$3,483,743$168,131,166
26WHITEROCK WEALTH MANAGEMENT CO.$497,909$174,268,096$174,268,096
27HAVEN WEALTH GROUP$347,023$174,552,792$174,552,792
28WEALTH COVENANT GROUP LLC$596,610$176,000,000$176,000,000
29BONNER & SMITH, LLC$758,626$176,001,170$176,001,170
30TL PRIVATE WEALTH$355,270$175,414,694$1,154,539$176,569,233
31SILICON HILLS WEALTH MANAGEMENT$332,270$175,251,920$1,847,829$177,099,749
32FOCUS WEALTH ADVISORS, LLC$523,167$175,500,000$2,900,000$178,400,000
33GRUNDEN FINANCIAL ADVISORY, INC.$194,604$182,538,120$182,538,120
34AMICUS FINANCIAL ADVISORS, LLC$190,856$181,820,736$828,560$182,649,296
35HERITAGE FINANCIAL PLANNING$383,753$187,655,102$187,655,102
36STEGENT EQUITY ADVISORS INC.$495,009$187,912,066$1,676,554$189,588,620
37MCDONALD CAPITAL MANAGEMENT$601,094$189,873,030$1,875,828$191,748,858
38ENGRAVE WEALTH PARTNERS, LLC$400,834$190,138,964$2,261,240$192,400,204
39KM CAPITAL MANAGEMENT, LTD.$858,768$165,149,000$30,650,000$195,799,000
40CONCORDE INVESTMENT MANAGEMENT$1,768,180$144,564,257$53,471,868$198,036,125
41DBA STONE WEALTH MANAGEMENT$267,920$200,047,088$2,500,691$202,547,779
42CAMDEN WEALTH ADVISORS LLC$1,708,816$206,637,644$3,546,664$210,184,308
43LIFEWAY FINANCIAL CORPORATION$571,486$214,307,229$214,307,229
44CULTIVAR CAPITAL, INC.$319,446$222,334,676$222,334,676
45LUCIEN STIRLING & GRAY ADVISORY GROUP INC$176,593$154,548,275$70,607,258$225,155,533
46MILLS WEALTH ADVISORS, LLC$185,016$203,324,973$25,910,316$229,235,289
47CLARE MARKET INVESTMENTS, LLC$470,492$229,600,000$229,600,000
48THE MENARD FINANCIAL GROUP, LLC$1,012,431$229,821,830$229,821,830
49ONE ADVOCATE GROUP$430,166$230,138,581$230,138,581
50FINANCIAL LIFE ADVISORS$347,354$190,450,323$41,582,449$232,032,772
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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.