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
1American Financial Advisors Inc$330,966$464,345,477$464,345,477
2Qp Global Family Offices, LLC$67,457,410$337,287,052$337,287,052
3Vickery Financial Services, Inc.$129,303$199,127,037$199,127,037
4CTB Financial Services, Ltd..$201,716$176,905,231$176,905,231
5Review Services Inc$149,454$134,060,322$134,060,322
63D Wealth Advisors, Inc.$259,075$118,138,233$118,138,233
7Comprehensive Financial Planning Inc$338,184$114,982,536$114,982,536
8Heritage Financial Advisors, LLC$224,729$113,263,237$113,263,237
9Kapusta Financial Group$134,742$110,218,720$110,218,720
10Robert Gordon & Associates Inc$113,863$6,870,000$150,830,000$157,700,000
11Cypress Financial Planning$124,166$64,362,794$49,124,853$113,487,647
12Cannon Capital Management, Inc.$867,532$69,261,262$60,000,968$129,262,230
13Premier Estate Planners$164,471$78,491,803$78,248,992$156,740,795
14Retirement Resources, LLC$100,012$94,745,253$17,368,533$112,113,786
15Paragon Wealth Management$274,431$97,739,677$2,976,396$100,716,073
16Catalyst Financial Nw Corporation$109,866$98,276,009$9,831,966$108,107,975
17Checks & Balances, Inc.$77,492$100,120,000$100,120,000
18The Rudd Company, LLC$206,358$100,818,307$12,472,111$113,290,418
19Private Wealth Management Of North Carolina LLC$165,213$101,505,511$1,917,574$103,423,085
20Life Plan Financial Advisory Group, LLC$160,630$102,000,000$102,000,000
21Guidestream Financial, Inc.$86,855$102,661,893$2,519,527$105,181,420
22The ETF Store, Inc.$188,461$102,909,256$13,182,748$116,092,004
23Chao & Company, Ltd..$6,060,499$104,069,818$17,140,166$121,209,984
24O'Boyle Wealth Management, Inc.$124,630$104,300,000$13,600,000$117,900,000
25Sightline Wealth Advisors, LLC$192,052$104,678,240$48,578,930$153,257,170
26Hallett Advisors$131,625$104,773,524$104,773,524
27Fortune Financial Advisors$244,745$104,777,356$22,979,489$127,756,845
28Everest Wealth Management$1,559,916$106,074,285$106,074,285
29Hinsdale Associates$498,450$106,668,216$106,668,216
30Allen Capital Management, LLC$605,113$107,104,920$107,104,920
31Reitz Capital Advisors LLC$159,370$108,212,051$108,212,051
32Personal Financial Advisors, LLC$202,874$109,320,051$11,390,140$120,710,191
33Whitcomb & Hess, Inc.$83,599$109,358,841$47,890,312$157,249,153
34Eubank, Hutson & Associates, LLC$206,627$109,512,142$109,512,142
35Mariaca Wealth Management, LLC$264,420$109,596,754$22,084,329$131,681,083
36Prato Capital Management$231,924$109,700,000$109,700,000
37Evolution Advisers, Inc.$260,134$110,410,769$38,646,139$149,056,908
38Cole Wealth Management, LLC$426,154$110,800,000$110,800,000
39Resource Planning Group, Ltd.$88,544$110,919,666$4,188,049$115,107,715
40The Archer Consulting Group, LLC$466,387$111,000,000$111,000,000
41Friedenthal Financial, LLC$348,602$112,250,000$112,250,000
42Imus Wilkinson & Mundinger Investment Management, LLC$116,670$112,952,827$566,618$113,519,445
43Imc Advisors, Llc$145,933$113,681,957$113,681,957
44Lindahl & Mansager Inc$157,299$115,300,000$115,300,000
45Lumina Wealth Management, LLC$305,684$117,270,432$4,697,344$121,967,776
46Springwater Wealth Management, LLC$996,667$117,282,000$32,218,000$149,500,000
47Regatta Research & Money Management$76,115$117,282,984$1,455,731$118,738,715
48Oak Wealth Advisors LLC$1,925,393$117,449,000$117,449,000
49The Personal Wealth Coach$161,347$117,944,368$117,944,368
50Miller Financial Management$396,171$119,627,186$808,735$120,435,921
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Showing 1 to 50 of 259 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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