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
151Symphony Financial Planning LLC$295,234$126,491,941$1,344,207$127,836,148
152T. Anton Investment House, Inc.$172,822$126,678,526$126,678,526
153Stonegate Wealth Management$239,117$127,000,230$2,123,000$129,123,230
154True Wealth Design, LLC$217,506$127,023,332$127,023,332
155Pring Turner Capital Group$455,822$127,231,006$15,441,307$142,672,313
156Callahan Capital Management$111,695$127,421,539$1,362,609$128,784,148
157Olio Financial Planning$137,955$127,700,370$5,840,061$133,540,431
158Sandifer & Associates$264,250$128,423,677$4,494,122$132,917,799
159CAFG Wealth Management$173,314$128,772,081$128,772,081
160Stewart Wealth Management, Inc.$148,387$128,940,246$21,672,753$150,612,999
161AP Wealth Management$256,708$129,230,988$2,973,727$132,204,715
162Hopkins Investment Management.$234,301$129,334,425$129,334,425
163Mtm Investment Management, LLC$374,059$129,343,894$32,249,590$161,593,484
164Sterling Wealth Management, Inc.$406,619$130,118,000$130,118,000
165Professional Financial Solutions, LLC$201,825$130,227,577$9,839,036$140,066,613
166Dobson Asset Management$383,583$130,644,489$3,226,028$133,870,517
167Capital Fiduciary Advisors, LLC$411,257$130,899,603$16,330,511$147,230,114
168Financial Advisory Services, LLC$204,769$131,052,214$131,052,214
169Financial Harvest Wealth Advisors$246,668$131,091,659$3,835,522$134,927,181
170Dorman Financial Management, P.A.$160,856$131,326,417$1,540,893$132,867,310
171Madison Park Capital Advisors$165,224$131,441,933$8,172,161$139,614,094
172Sebold Capital Management, Inc$228,953$131,448,731$15,996,714$147,445,445
173Fortress Retirement, Inc.$279,723$132,410,278$458,189$132,868,467
174Chicago Wealth Management, Inc.$185,306$132,679,033$132,679,033
175Valiant Wealth, LLC$201,894$132,802,472$21,646,698$154,449,170
176Mills Wealth Advisors, LLC$163,029$132,884,061$31,123,533$164,007,594
177Trisperity Advisors, LLC$267,891$133,471,984$11,992,794$145,464,778
178Davis & Seiley Wealth Management, Inc.$218,343$134,767,875$10,867,056$145,634,931
179Westbourne Investments, Inc.$613,667$135,006,810$135,006,810
180Spectrum Financial Management$1,113,132$135,275,630$4,978,941$140,254,571
181Napa Wealth Management$278,311$135,537,443$135,537,443
182Castle Wealth Planning$1,222,770$135,727,424$135,727,424
183TABR Capital Management$221,566$135,819,911$135,819,911
184Treasure Coast Financial Planning, Inc.$250,690$135,873,716$135,873,716
185Nicholson Capital Management, Inc.$322,990$135,978,641$135,978,641
186Capital Management$482,129$136,195,850$52,316,403$188,512,253
187Selective Wealth Management LLC$140,103$136,740,971$136,740,971
188Equistar Wealth Management LLC$559,531$137,085,190$137,085,190
189Capital Formation Strategies Inc$291,837$137,455,376$137,455,376
190Fort Henry Capital, LLC$435,873$137,468,823$2,446,397$139,915,220
191The Retirement Planning Specialists, LLC$194,308$137,570,313$137,570,313
192Arista Wealth Advisors, Ltd.$276,131$137,633,320$155,919$137,789,239
193Lucien Stirling & Gray Advisory Group Inc$152,541$137,645,686$40,521,926$178,167,612
194Samalin Investment Counsel$301,851$137,849,135$26,961,562$164,810,697
195Strategic Planning, Inc.$170,261$138,251,980$138,251,980
196Clearview Investment Partners$199,068$138,402,736$1,740,853$140,143,589
197Seneschal Advisors, LLC$281,528$138,511,768$138,511,768
198Lvm Capital Management Ltd$374,713$139,018,559$139,018,559
199Loveless Wealth Management, LLC$244,996$139,157,511$139,157,511
200Carswell Investments$503,931$139,328,026$55,693,461$195,021,487
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Showing 151 to 200 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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