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
1Graybill Bartz Associates, Ltd$395,863$100,240,000$705,105$100,945,105
2Covered Bridge Advisors, LLC$209,488$97,330,290$4,899,723$102,230,013
3MGM, LLC$174,754$103,279,487$103,279,487
4Meixler Investment Management, Ltd..$145,279$103,584,000$103,584,000
5Kingdom Financial Group, LLC$142,572$107,071,914$107,071,914
6Krane Financial Solutions$271,107$57,601,007$51,384,124$108,985,131
7HFH Planning Inc.$256,260$109,423,123$109,423,123
8Econ Wealth Management$123,249$112,896,342$112,896,342
9Integris Wealth Management, Llc$47,659$116,467,766$581,719$117,049,485
10Total Wealth Planning And Management, Inc.$166,244$115,664,426$1,537,518$117,201,944
11Landmark Wealth Management, LLC$248,077$117,340,331$117,340,331
12Wealthway Financial Advisors$219,360$118,235,000$118,235,000
13Tucker Financial Services, Inc.$208,804$118,837,292$181,100$119,018,392
14Swaine & Leidel Wealth Services, LLC$157,223$120,589,809$120,589,809
15True Financial Group$97,267$110,000,000$11,000,000$121,000,000
16The Welch Group, Llc$142,358$118,411,885$2,734,764$121,146,649
17Resolute Wealth Advisor, Inc.$223,731$74,644,417$46,841,699$121,486,116
18Artifex Financial Group, LLC$138,788$121,717,155$121,717,155
19Cedarstone Advisors$747,566$124,326,852$516,637$124,843,489
20Invesco, LLC$676,011$126,414,028$126,414,028
21Marmo Financial Group, LLC$105,327$126,603,116$126,603,116
22Miller, Gesko & Company Inc.$492,300$109,122,000$22,322,000$131,444,000
23Kiker Wealth Management, LLC$71,021$135,507,265$135,507,265
24Potomac Fund Management$120,194$136,179,372$136,179,372
25Entrust Financial, LLC$203,405$126,484,271$9,796,851$136,281,122
26Barker Financial Group, Inc.$274,099$137,597,568$137,597,568
27J.G. Hendricks Financial Services, LLC$81,120$136,779,953$3,801,715$140,581,668
28Taylor & Morgan Asset Management, LLC$168,469$148,252,679$148,252,679
29Raskob Kambourian Financial Advisors, Ltd..$1,613,413$53,811,000$94,623,000$148,434,000
30Stangier Wealth Management$135,811$160,529,000$160,529,000
31Private Financial Counseling$270,929$161,744,373$161,744,373
32Arbor Capital Management Inc$285,714$160,500,000$3,500,000$164,000,000
33Darrow Wealth Management$470,962$165,778,471$165,778,471
34Jenkins Wealth$159,870$166,264,533$166,264,533
35Yukon Wealth Management$575,392$156,363,196$18,555,848$174,919,044
36TL Private Wealth$413,521$168,016,934$7,729,401$175,746,335
37Dickmeyer Boyce Financial Management, Inc$183,649$177,221,677$177,221,677
38Lifeway Financial Corporation$511,690$182,161,533$182,161,533
39Lucas Capital Management, LLC$564,378$181,350,000$944,000$182,294,000
40Meridian Financial Partners LLC$284,290$182,514,175$182,514,175
41Sierra Asset Management$308,754$180,300,000$3,100,000$183,400,000
42Ironwood Financial$227,512$171,380,108$17,000,000$188,380,108
43Benemark, Inc$838,770$194,594,709$194,594,709
44Oldfather Financial Services$592,882$188,552,398$7,691,633$196,244,031
45Mullooly Asset Management, Inc.$120,238$197,946,199$1,528,880$199,475,079
46Solomon Api, LP$115,143$219,577,617$219,577,617
47Guardian Wealth Management, Inc.$963,649$226,457,614$226,457,614
48Mountain Capital Investment Advisors Inc$190,023$226,507,110$226,507,110
49Capital Square, LLC$457,509$234,326,076$833,374$235,159,450
50Millennium Advisory Services, Inc.$162,622$237,753,630$237,753,630
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Showing 1 to 50 of 121 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.


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