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
651Leonetti & Associates$708,378$712,627,868$712,627,868
652United Income, Inc.$1,083,503$716,863,532$4,749,574$721,613,106
653Signet Financial Management, LLC$402,419$718,720,365$718,720,365
654Endurance Wealth Management, Inc.$1,135,325$750,233,120$86,501,227$836,734,347
655Mitchell, McLeod, Pugh & Williams, Inc.$808,301$750,271,001$297,287,226$1,047,558,227
656Forte Capital$404,967$758,111,922$39,672,725$797,784,647
657Galvin, Gaustad & Stein, LLC$454,436$761,445,664$17,911,828$779,357,492
658Tradewinds Capital Management$158,400$764,279,147$764,279,147
659Atlas Private Wealth Management, LLC$255,934$765,500,038$765,500,038
660LJPR Financial Advisors$249,700$776,068,953$776,068,953
661Ensemble Capital Management$1,465,006$778,855,000$1,993,000$780,848,000
662Meyer Capital Group$428,728$779,051,172$68,115,858$847,167,030
663Oakmont Corporation$20,085,385$783,330,016$783,330,016
664Oakwood Capital Management LLC$954,429$783,586,079$783,586,079
665Team Hewins, LLC$1,587,064$800,374,292$950,156,989$1,750,531,281
666McKinley Carter Wealth Services, Inc.$426,800$808,708,268$195,126,106$1,003,834,374
667Palisade Asset Management$1,877,747$809,133,457$48,997,031$858,130,488
668Diversified Portfolios, Inc.$533,512$810,747,637$31,134,615$841,882,252
669Sax Wealth Advisors, LLC$456,984$818,495,257$34,694,781$853,190,038
670Godsey & Gibb Wealth Management$609,164$819,802,662$1,959,151$821,761,813
671Wacker Wealth Partners, LLC$1,346,142$826,482,075$5,433,821$831,915,896
672Versant Capital Management, Inc.$641,056$833,816,292$37,378,144$871,194,436
673Doyle Wealth Management, Inc.$427,513$843,731,100$9,584,100$853,315,200
674Sheaff Brock Investment Advisors, LLC$821,319$845,255,730$702,793$845,958,523
675Lutz Financial$611,305$852,760,081$110,656,632$963,416,713
677JNBA Financial Advocates$276,380$859,342,186$25,903,671$885,245,857
678Rodgers & Associates$285,155$862,593,459$862,593,459
679Albion Financial Group$535,913$898,314,947$80,262,692$978,577,639
680Maple Capital Management, Inc.$565,611$909,380,835$13,129,942$922,510,777
681Equius Partners, Inc.$630,898$916,248,707$25,681,584$941,930,291
682Cornerstone Advisory$501,383$933,217,499$123,697,749$1,056,915,248
683Willow Creek Wealth Management, Inc.$480,255$949,904,747$73,039,382$1,022,944,129
684Ashfield Capital Partners$1,623,046$967,335,408$967,335,408
685Ritholtz Wealth Management$385,554$983,738,474$20,242,961$1,003,981,435
686Yukon Wealth Management, Inc.$2,006,556$984,109,000$9,136,000$993,245,000
687Asset Dedication, LLC$313,455$990,831,486$990,831,486
688Veris Wealth Partners$655,159$991,467,567$142,613,067$1,134,080,634
689Private Capital Management, LLC$370,330$1,001,371,294$1,001,371,294
690RKL Wealth Management LLC$1,005,718$1,001,514,564$2,192,140$1,003,706,704
691Planning Alternatives Ltd.$486,423$1,017,110,504$1,017,110,504
692Southeast Asset Advisors Inc$2,122,172$1,028,214,054$1,009,070,829$2,037,284,883
693Captrust Financial Advisors$496,176$1,031,549,991$1,031,549,991
694North American Management Corp$1,420,220$1,098,235,160$198,425,743$1,296,660,903
695ALPha Cubed Investments, LLC$347,597$1,104,381,781$39,211,580$1,143,593,361
696Legacy Wealth Management Inc$400,131$1,146,423,843$78,776,547$1,225,200,390
697Howe And Rusling, Inc.$681,215$1,175,820,197$2,001,287$1,177,821,484
698Arcus Capital Partners, LLC$528,575$1,178,886,173$8,822,861$1,187,709,034
699SFMG Wealth Advisors$430,871$1,181,086,297$131,347,617$1,312,433,914
700Tom Johnson Investment Management$364,034$1,191,482,234$1,191,482,234
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Showing 651 to 700 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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