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.


# of employees


Total AUM


Total accounts


Discretionary AUM


Avg. discretionary account AUM


Non-discretionary AUM


Non-discretionary accounts


Average non-discretionary account AUM


Avg. account AUM

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
5Chadds Ford Wealth Partners, Llc$4,337,741$2,221,420$336,122,381$338,343,801
6Conifer Investments Ltd$12,696,576$35,602,172$218,329,341$253,931,513
7Raskob Kambourian Financial Advisors, Ltd.$1,613,413$53,811,000$94,623,000$148,434,000
8Krane Financial Solutions$271,107$57,601,007$51,384,124$108,985,131
9Castlekeep Investment Advisors$3,071,209$67,471,794$469,989,865$537,461,659
10Generation Capital Management Llc$2,300,476$67,925,487$486,489,218$554,414,705
11Resolute Wealth Advisor, Inc.$223,731$74,644,417$46,841,699$121,486,116
12Joy Capital Llc$2,007,273$79,400,000$31,000,000$110,400,000
13Equitas Capital Advisors,Llc$7,292,939$84,725,088$250,750,120$335,475,208
14Covered Bridge Advisors, Llc$209,488$97,330,290$4,899,723$102,230,013
15Values First Advisors, Inc.$78,448$97,767,136$2,254,114$100,021,250
16Keene & Associates, Inc.$1,646,311$99,108,514$292,713,480$391,821,994
17Sheets Smith Investment Management, Llc$462,175$101,216,394$101,216,394
18Mgm Llc$174,754$103,279,487$103,279,487
19Meixler Investment Management, Ltd.$145,279$103,584,000$103,584,000
20Kingdom Financial Group, Llc$142,572$107,071,914$107,071,914
21Macro Advisors, Inc.$101,456$107,644,934$107,644,934
22Miller, Gesko & Company Inc.$492,300$109,122,000$22,322,000$131,444,000
23True Financial Group$97,267$110,000,000$11,000,000$121,000,000
24Econ Wealth Management$123,249$112,896,342$112,896,342
25Big Investment Services$122,841$113,273,596$11,164,301$124,437,897
26Total Wealth Planning And Management, Inc.$166,244$115,664,426$1,537,518$117,201,944
27Howard Bailey Securities, Llc$47,659$116,467,766$581,719$117,049,485
28Landmark Wealth Management, Llc$248,077$117,340,331$117,340,331
29Wealthway Financial Advisors$219,360$118,235,000$118,235,000
30Cutter Financial Group Llc$142,358$118,411,885$2,734,764$121,146,649
31Tucker Financial Services, Inc.$208,804$118,837,292$181,100$119,018,392
32Kaizen Financial Advisors, Llc$1,055,903$119,779,946$1,648,883$121,428,829
33Swaine & Leidel Wealth Services, Llc$157,223$120,589,809$120,589,809
34Artifex Financial Group, Llc$138,788$121,717,155$121,717,155
35Cedarstone Advisors$747,566$124,326,852$516,637$124,843,489
36Kings Path Partners Llc$4,173,932$125,695,205$462,829,197$588,524,402
37Arin Risk Advisors Llc$7,000,000$126,000,000$126,000,000
38Invesco, Llc$676,011$126,414,028$126,414,028
39Entrust Financial Llc$203,405$126,484,271$9,796,851$136,281,122
40Marmo Financial Group, Llc$105,327$126,603,116$126,603,116
41Avenir Private Advisors, Llc$207,036$130,432,689$130,432,689
42Kiker Wealth Management, Llc$71,021$135,507,265$135,507,265
43Potomac Fund Management$120,194$136,179,372$136,179,372
44Hendricks Wealth And Estate Management$81,120$136,779,953$3,801,715$140,581,668
45Barker Financial Group, Inc.$274,099$137,597,568$137,597,568
46Professional Financial Advisors, Llc$92,750$139,621,904$3,955,290$143,577,194
47Carlson Financial$39,891$145,737,532$542,879$146,280,411
48Taylor & Morgan Asset Management, Llc$168,469$148,252,679$148,252,679
49Yukon Wealth Management, Inc.$575,392$156,363,196$18,555,848$174,919,044
50Harpswell Capital Advisors, Llc$2,427,823$157,808,492$157,808,492
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Showing 1 to 50 of 141 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.