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
101Cypress Capital Management, LLC$314,595$114,827,080$114,827,080
102New Perspectives, Inc.$166,197$115,000,000$3,000,000$118,000,000
103Capstone Wealth Management Group$564,007$115,029,132$23,716,469$138,745,601
104Bear Mountain Capital Inc.$223,525$115,097,000$689,000$115,786,000
105Kovalcik & Geraghty Wealth Partners LLP$215,394$115,953,262$2,728,769$118,682,031
106Longview Asset Management, LLC$328,169$116,171,753$116,171,753
107Redrock Wealth Management, LLC$698,305$116,200,000$7,400,000$123,600,000
108Blue Spark Capital Advisors$505,217$116,200,000$116,200,000
109Johnston & Associates Inc$1,888,310$116,412,013$153,616,269$270,028,282
110Capital Management Consultants, Inc.$242,812$116,776,367$1,473,302$118,249,669
111Shira Ridge Wealth Management$199,423$118,038,739$5,204,864$123,243,603
112Lighthouse Financial Management, LLC$280,022$118,239,077$490,062$118,729,139
113Sanchez & Zures, LLC$208,542$118,243,359$118,243,359
114Gasber Financial Advisors, Inc$334,107$118,307,604$5,311,886$123,619,490
115Garner Financial Management, Inc.$309,232$119,054,383$119,054,383
117Ted Buchan & Company$190,396$119,540,688$31,062,457$150,603,145
1181620 Investment Advisors, Inc.$284,560$119,543,083$2,532,972$122,076,055
119Wrenn Financial Strategies, Inc.$307,574$120,286,080$30,424,938$150,711,018
120Concordia Wealth Management, LLC$1,232,314$120,483,820$23,696,946$144,180,766
121Petrovic Weaver Financial Services$237,551$120,571,108$1,055,078$121,626,186
122First Financial Group$176,385$121,000,000$121,000,000
123Cornerstone Wealth Advisors, LLC$319,212$121,696,243$6,307,819$128,004,062
124Heritage Retirement Advisors, LLC$118,195$121,859,323$121,859,323
125Focus Wealth Advisors$326,538$121,909,505$2,828,091$124,737,596
126Mallard Advisors$306,009$122,097,646$122,097,646
127Clutinger Williams & Verhoye Inc$395,502$122,423,126$9,279,103$131,702,229
128Callahan Financial Planning Company$253,248$122,825,038$122,825,038
129Cathy Pareto and Associates$293,360$122,917,645$122,917,645
130Colley Asset Management, Inc.$314,740$123,045,997$17,642,775$140,688,772
131Freestate Advisors LLC$224,294$123,252,679$53,939,941$177,192,620
132Petra Financial Advisors Inc$220,881$123,693,135$123,693,135
133Ludwick & Shirman$267,320$123,769,216$123,769,216
134Cedar Valley Wealth Advisors$369,620$123,822,713$123,822,713
135Strauss Financial Group, Inc.$435,088$124,000,000$124,000,000
136Mission Creek Capital Partners, Inc.$368,396$124,517,679$124,517,679
137Kahler Financial Group, Inc.$287,688$124,569,085$124,569,085
138Atlas Wealth Partners LLC$181,349$124,586,519$124,586,519
139Moler Capital Management$443,655$124,667,036$124,667,036
140Hwa Financial Group$384,785$125,055,241$125,055,241
141Nikulski Financial, Inc.$123,857$125,400,000$23,600,000$149,000,000
142Hixon Zuercher Capital Management$162,927$125,421,937$1,987,005$127,408,942
143Allworth Financial, L.P.$196,949$125,456,204$125,456,204
144Pauley Financial$302,750$125,469,461$22,877,851$148,347,312
145The Money Advisor Group, LLC$299,873$125,677,195$26,058,412$151,735,607
146Braeburn Wealth Management, LLC$208,114$126,090,081$30,827,999$156,918,080
147Core Wealth Management, Inc.$245,358$126,113,809$126,113,809
148Financial Management Concepts$229,459$126,202,465$126,202,465
149Cape Ann Capital, Inc.$643,910$126,233,748$1,260,425$127,494,173
150Asset Management Resources, LLC$233,181$126,343,340$16,363,642$142,706,982
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Showing 101 to 150 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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