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.

Filters

# of employees

MinMax

Total AUM

MinMax

Total accounts

MinMax

Discretionary AUM

MinMax

Avg. discretionary account AUM

MinMax

Non-discretionary AUM

MinMax

Non-discretionary accounts

MinMax

Average non-discretionary account AUM

MinMax

Avg. account AUM

MinMax
Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Finaccess Advisors$31,711,405$4,185,905,500$4,185,905,500
2Cambridge Associates Ltd. LLC$263,854,570$2,374,691,130$2,374,691,130
3Benemark, Inc$838,770$194,594,709$194,594,709
4HFH Planning Inc.$256,260$109,423,123$109,423,123
5Conifer Investments Ltd.$12,696,576$35,602,172$218,329,341$253,931,513
6Raskob Kambourian Financial Advisors, Ltd..$1,613,413$53,811,000$94,623,000$148,434,000
7Krane Financial Solutions$271,107$57,601,007$51,384,124$108,985,131
8Castlekeep Investment Advisors$3,071,209$67,471,794$469,989,865$537,461,659
9Generation Capital Management LLC$2,300,476$67,925,487$486,489,218$554,414,705
10Resolute Wealth Advisor, Inc.$223,731$74,644,417$46,841,699$121,486,116
11Equitas Capital Advisors,LLC$7,292,939$84,725,088$250,750,120$335,475,208
12Covered Bridge Advisors, LLC$209,488$97,330,290$4,899,723$102,230,013
13Graybill Bartz Associates, Ltd$395,863$100,240,000$705,105$100,945,105
14MGM, LLC$174,754$103,279,487$103,279,487
15Meixler Investment Management, Ltd..$145,279$103,584,000$103,584,000
16Kingdom Financial Group, LLC$142,572$107,071,914$107,071,914
17Miller, Gesko & Company Inc.$492,300$109,122,000$22,322,000$131,444,000
18True Financial Group$97,267$110,000,000$11,000,000$121,000,000
19Econ Wealth Management$123,249$112,896,342$112,896,342
20Total Wealth Planning And Management, Inc.$166,244$115,664,426$1,537,518$117,201,944
21Integris Wealth Management, Llc$47,659$116,467,766$581,719$117,049,485
22Landmark Wealth Management, LLC$248,077$117,340,331$117,340,331
23Wealthway Financial Advisors$219,360$118,235,000$118,235,000
24The Welch Group, Llc$142,358$118,411,885$2,734,764$121,146,649
25Tucker Financial Services, Inc.$208,804$118,837,292$181,100$119,018,392
26Swaine & Leidel Wealth Services, LLC$157,223$120,589,809$120,589,809
27Artifex Financial Group, LLC$138,788$121,717,155$121,717,155
28Cedarstone Advisors$747,566$124,326,852$516,637$124,843,489
29Invesco, LLC$676,011$126,414,028$126,414,028
30Entrust Financial, LLC$203,405$126,484,271$9,796,851$136,281,122
31Marmo Financial Group, LLC$105,327$126,603,116$126,603,116
32Kiker Wealth Management, LLC$71,021$135,507,265$135,507,265
33Potomac Fund Management$120,194$136,179,372$136,179,372
34J.G. Hendricks Financial Services, LLC$81,120$136,779,953$3,801,715$140,581,668
35Barker Financial Group, Inc.$274,099$137,597,568$137,597,568
36Taylor & Morgan Asset Management, LLC$168,469$148,252,679$148,252,679
37Yukon Wealth Management$575,392$156,363,196$18,555,848$174,919,044
38Arbor Capital Management Inc$285,714$160,500,000$3,500,000$164,000,000
39Stangier Wealth Management$135,811$160,529,000$160,529,000
40Private Financial Counseling$270,929$161,744,373$161,744,373
41Darrow Wealth Management$470,962$165,778,471$165,778,471
42Jenkins Wealth$159,870$166,264,533$166,264,533
43TL Private Wealth$413,521$168,016,934$7,729,401$175,746,335
44Ironwood Financial$227,512$171,380,108$17,000,000$188,380,108
45Dickmeyer Boyce Financial Management, Inc$183,649$177,221,677$177,221,677
46Sierra Asset Management$308,754$180,300,000$3,100,000$183,400,000
47Lucas Capital Management, LLC$564,378$181,350,000$944,000$182,294,000
48Lifeway Financial Corporation$511,690$182,161,533$182,161,533
49Meridian Financial Partners LLC$284,290$182,514,175$182,514,175
50Oldfather Financial Services$592,882$188,552,398$7,691,633$196,244,031
Next Page »

Showing 1 to 50 of 121 entries

Page 1 | 2 | 3

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.