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
3Monticello Wealth Management, LLC$1,386,152$476,836,286$476,836,286
4Devere Usa, Inc.$465,734$417,763,061$417,763,061
5Commonwealth Advisory Group, Ltd..$402,326$361,690,863$361,690,863
6Financial Life Focus$494,321$258,530,074$258,530,074
7Florek Financial, LLC$520,199$232,529,000$232,529,000
8Perspective Wealth Partners$1,652,338$223,065,655$223,065,655
9Tim Looney Investments$240,984$221,223,177$221,223,177
10Portfolio Advisors, Inc.$243,051$168,920,340$168,920,340
11Pathways Advisory Group, Inc.$188,049$162,662,723$162,662,723
12Altamont Wealth Management, Inc.$1,477,835$153,694,800$153,694,800
13Donald W. Nicholson & Associates Ltd.$906,102$148,600,746$148,600,746
14Sound Investment Management Inc$1,381,354$142,279,481$142,279,481
15Katz Family Financial Advisors, LLC$203,556$140,453,684$140,453,684
16Baldwin & Associates$253,949$137,132,368$137,132,368
17Breton Co$3,587,502$136,325,085$136,325,085
18Sound Stewardship, LLC$178,183$132,568,137$132,568,137
19ADC Wealth Management, LLC$465,503$110,789,665$110,789,665
20Purtill Financial LLC$205,429$110,520,868$110,520,868
21Barry M. Corkern & Co., Inc.$1,553,116$108,718,117$108,718,117
22Shakespeare Wealth Management, Inc.$120,859$102,125,772$102,125,772
23Burnett Financial Group$455,005$101,466,205$101,466,205
24Investment Planning Associates Inc$246,032$3,135,000$151,865,000$155,000,000
25Equity Advisors Of Kentucky Inc$774,160$3,300,000$101,211,617$104,511,617
26N.D. Pitman & Company, Inc.$574,149$5,257,910$129,093,015$134,350,925
27Financial Symmetry Inc.$149,547$6,738,064$406,909,875$413,647,939
28Lighthouse Financial Advisors, Inc.$210,281$7,924,157$304,764,193$312,688,350
29Robbins Wealth Management$353,895$8,416,999$104,121,533$112,538,532
30Jackson Financial Services$223,298$11,500,324$185,448,581$196,948,905
31Berkson Asset Management, Inc.$991,785$21,778,580$134,923,463$156,702,043
32Fairfield Financial Advisors$432,512$22,857,707$151,877,159$174,734,866
33Hilton Head Financial Advisors, Inc.$284,315$26,758,056$136,723,082$163,481,138
34Marquis Wealth Management Group$255,100$33,386,855$172,989,406$206,376,261
35Legacy Advisory Group, LLC$924,528$47,000,000$2,000,000$49,000,000
36Halberstadt Financial Consultants Inc$314,370$50,745,000$56,455,000$107,200,000
37Integral Investment Advisors, Inc.$702,701$51,526,547$88,311,009$139,837,556
38Thames Financial Management$301,687$51,700,000$73,500,000$125,200,000
39Centricity Wealth Management$193,814$55,090,000$78,254,000$133,344,000
40Tempus Wealth Planning, LLC$222,551$62,621,000$37,527,092$100,148,092
41Rembert Pendleton Jackson$288,009$67,042,002$1,211,142,884$1,278,184,886
42Sensenig Capital Advisors, Inc.$390,430$70,258,580$53,117,312$123,375,892
43Cornerstone Investment Advisors$337,406$71,027,273$66,297,107$137,324,380
44LotusGroup Advisors$200,832$74,704,187$67,886,856$142,591,043
45Bird Rock Asset Management, LP$542,190$74,916,947$104,547,914$179,464,861
46Milestones Private Investment Advisors LLC$225,489$80,115,834$45,932,365$126,048,199
47Interocean Capital - Tn, LLC$1,351,710$81,438,195$22,643,504$104,081,699
48Trinity Wealth Management, LLC$315,931$85,130,461$15,019,762$100,150,223
49Brown Wealth Management, LLC$217,778$93,599,644$14,200,306$107,799,950
50GW Financial$355,979$95,014,592$11,067,089$106,081,681
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Showing 1 to 50 of 762 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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