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
1Blue Barn Wealth, LLC$338,457$147,571,482$3,042,055$150,613,537
2Parker Advisory Group, Inc$424,323$170,153,566$170,153,566
3Ailsa Capital, Inc.$203,250$175,811,581$175,811,581
4Diamond Wealth Management, LLC$337,373$146,331,628$71,948,456$218,280,084
5Cottonwood Capital Advisors, LLC$400,286$183,433,189$39,125,603$222,558,792
6Slayton Lewis Inc$724,046$229,843,824$7,643,408$237,487,232
7The Martin Worley Group$406,275$233,083,263$7,838,026$240,921,289
8Aquire Wealth Advisors, LLC$167,054$242,728,985$242,728,985
9Burrus Financial Services, Inc.$299,957$243,565,227$243,565,227
10Squire Investment Management Company, LLC$273,034$243,495,356$3,054,295$246,549,651
11Coign Capital Advisors LLC$313,747$248,487,614$248,487,614
12Riggs Capital Management, LLC$698,863$259,976,961$259,976,961
13Cannon Tingey Investment Advisors Inc$869,162$296,027,267$2,095,354$298,122,621
14Adams Wealth Management LLC$258,879$322,045,162$322,045,162
15Narus Financial Partners, LLC$938,589$319,932,584$12,327,767$332,260,351
16Jacobsen Capital Management, LLC$1,153,377$336,785,984$336,785,984
17Peterson Wealth Advisors, LLC$313,837$349,614,386$349,614,386
18Amussen, Hunsaker & Associates, LLC$209,948$368,038,169$368,038,169
19Association Financial Services Inc.$304,546$493,363,966$493,363,966
20Net Worth Advisory Group, LLC$224,315$293,497,459$205,379,654$498,877,113
21Albion Management Group$673,879$1,328,670,255$98,606,074$1,427,276,329

Showing 1 to 21 of 21 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.