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
1Lowery Asset Consulting, Llc$1,333,854$732,285,928$732,285,928
2Clayton Financial Group, Llc$347,712$728,108,686$728,108,686
3Brite Advisors Usa, Inc.$465,734$417,763,061$417,763,061
4Commonwealth Advisory Group, Ltd.$402,326$361,690,863$361,690,863
5Financial Life Focus, Llc$494,321$258,530,074$258,530,074
6Florek Financial, Llc$520,199$232,529,000$232,529,000
7Perspective Wealth Partners, Llc$1,652,338$223,065,655$223,065,655
8Tim Looney Investments, Llc$240,984$221,223,177$221,223,177
9Portfolio Advisors, Inc.$243,051$168,920,340$168,920,340
10Pathways Advisory Group, Inc.$188,049$162,662,723$162,662,723
11Altamont Wealth Management, Inc.$1,477,835$153,694,800$153,694,800
12Donald W. Nicholson & Associates Ltd$906,102$148,600,746$148,600,746
13Sound Investment Management Inc$1,381,354$142,279,481$142,279,481
14Baldwin & Associates$253,949$137,132,368$137,132,368
15Breton Co$3,587,502$136,325,085$136,325,085
16Sound Stewardship, Llc$178,183$132,568,137$132,568,137
17Burnett Financial Group$499,423$111,371,334$111,371,334
18Adc Wealth Management, Llc$465,503$110,789,665$110,789,665
19Purtill Financial Llc$205,429$110,520,868$110,520,868
20Integrated Financial Planning, P.C.$221,318$109,552,608$109,552,608
21Barry M. Corkern & Co., Inc.$1,553,116$108,718,117$108,718,117
22Heritage Financial Llc$120,859$102,125,772$102,125,772
23Katz Family Financial Advisors, LLC$209,497$75,000,000$75,000,000
24Carpenter, Claydon Advisors, Inc.$490,976$3,121,186$147,608,582$150,729,768
25Investment Planning Associates Inc$246,032$3,135,000$151,865,000$155,000,000
26Equity Advisors Of Kentucky Inc$774,160$3,300,000$101,211,617$104,511,617
27N.D. Pitman & Company, Inc.$574,149$5,257,910$129,093,015$134,350,925
28Lighthouse Financial Advisors, Inc.$210,281$7,924,157$304,764,193$312,688,350
29Financial Symmetry Inc.$155,739$7,993,310$439,444,869$447,438,179
30Robbins Wealth Management$353,895$8,416,999$104,121,533$112,538,532
31Legacy Advisory Group, LLC$122,908$11,122,000$23,661,000$34,783,000
32Precision Wealth Strategies, Llc$186,296$11,200,000$89,400,000$100,600,000
33Jackson Financial Services, Llc$223,298$11,500,324$185,448,581$196,948,905
34Berkson Asset Management, Inc.$991,785$21,778,580$134,923,463$156,702,043
35Fairfield Financial Advisors$432,512$22,857,707$151,877,159$174,734,866
36Hilton Head Financial Advisors, Inc.$284,315$26,758,056$136,723,082$163,481,138
37Marquis Wealth Management Group$255,100$33,386,855$172,989,406$206,376,261
38Halberstadt Financial Consultants Inc$314,370$50,745,000$56,455,000$107,200,000
39Integral Wealth Management$702,701$51,526,547$88,311,009$139,837,556
40Thames Financial Management$301,687$51,700,000$73,500,000$125,200,000
41Centricity Wealth Management, Llc$193,814$55,090,000$78,254,000$133,344,000
42Third Lake Partners, Llc$31,792,822$61,421,286$65,750,000$127,171,286
43Tempus Wealth Planning, Llc$222,551$62,621,000$37,527,092$100,148,092
44Rembert Pendleton Jackson$288,009$67,042,002$1,211,142,884$1,278,184,886
45Legacy Wealth Management, Llc$81,871$69,900,000$57,000,000$126,900,000
46Sensenig Capital Advisors, Inc.$390,430$70,258,580$53,117,312$123,375,892
47Cornerstone Investment Advisors, Llc$337,406$71,027,273$66,297,107$137,324,380
48Lotusgroup Advisors$200,832$74,704,187$67,886,856$142,591,043
49Bird Rock Asset Management, Lp$542,190$74,916,947$104,547,914$179,464,861
50Milestones Private Investment Advisors Llc$225,489$80,115,834$45,932,365$126,048,199
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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.