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
1Albion Financial Group$609,686$1,106,515,932$90,296,909$1,196,812,841
2Jacobsen Capital Management$881,532$307,654,750$307,654,750
3Adams Wealth Advisors$227,531$280,090,662$280,090,662
4Narus Financial Partners, Llc$864,754$272,801,739$9,108,163$281,909,902
5Peterson Wealth Advisors, Llc$280,879$272,733,712$272,733,712
6Tingey Advisors Inc$368,676$249,035,582$4,244,630$253,280,212
7Net Worth Advisory Group, Llc$199,610$248,669,011$161,729,475$410,398,486
8Coign Capital Advisors Llc$279,097$218,253,507$218,253,507
9The Martin Worley Group$306,241$213,980,097$7,431,833$221,411,930
11Slayton Lewis Inc$873,328$201,308,455$6,543,548$207,852,003
12Parker Advisory Group, Inc$456,507$160,233,928$160,233,928
13Diamond Wealth Management, Llc$320,031$155,934,502$1,840,670$157,775,172
14Blue Barn Wealth$328,461$125,471,994$125,471,994
15Truenorth Wealth$325,501$459,282,352$459,282,352

Showing 1 to 15 of 15 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 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.