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
201Rachor Investment Advisory Services, LLC$131,082$139,996,077$139,996,077
202Arcadia Wealth Management$218,971$140,141,498$140,141,498
203Wealth Management Solutions$214,451$140,465,302$140,465,302
204WaLPole Financial Advisors$312,199$140,489,772$140,489,772
205Wilson & Boucher Capital Management, LLC$335,529$140,922,216$140,922,216
206True Measure Wealth Management$471,800$141,068,162$141,068,162
207Balboa Wealth Partners, Inc.$221,146$141,200,000$112,000$141,312,000
208Otto & Associates, Inc.$275,886$141,253,778$141,253,778
209Haven Wealth Group$296,304$141,337,039$141,337,039
210Perspective Financial Services$205,688$141,528,129$2,864,605$144,392,734
211Halter Ferguson Financial Inc$263,607$141,570,063$514,028$142,084,091
212Oak Advisors$373,343$141,870,186$141,870,186
213Sgh Wealth Management$219,660$141,900,158$141,900,158
214Cypress Capital Advisors, LLC$193,958$142,365,431$142,365,431
215Pitzl Financial$160,951$142,441,957$142,441,957
216Beacon Financial Planning, Inc.$223,058$143,203,462$143,203,462
217Integras Partners, LLC$201,307$143,346,196$18,705,566$162,051,762
218Detterbeck Wealth Management$288,716$143,915,328$16,321,839$160,237,167
219Charleston Financial Advisors, LLC$263,795$144,200,806$3,524,200$147,725,006
220Flagstone Financial Management, LLC$225,108$144,969,846$144,969,846
221Sage Financial Advisors Inc$281,160$145,182,140$1,020,898$146,203,038
222Aljian Capital Management$253,853$145,214,237$2,527,990$147,742,227
223Bischoff Wealth Management Group, LLC$261,044$145,355,500$5,789,000$151,144,500
224Abaris Financial Group, LLC$267,987$145,517,200$145,517,200
225Mighty Oak Strong America Investment Company$302,441$146,235,972$5,589,578$151,825,550
226Baker, Brose & Mitsutome Wealth Management LLC$356,886$147,037,000$147,037,000
227Eggerss Capital Management$302,292$147,065,742$3,173,531$150,239,273
228Eliot Finkel Investment Counsel$702,493$147,523,490$147,523,490
229Longview Financial Advisors, Inc.$207,760$148,931,430$448,325$149,379,755
230Wallace Hart Capital Management$281,195$149,000,000$11,000,000$160,000,000
231Carlsbad Wealth Advisory Group, Inc.$210,924$149,123,286$149,123,286
232Integrity Capital Management$389,755$150,171,593$3,391,713$153,563,306
233Saltmarsh Financial Advisors, LLC$475,858$150,371,000$150,371,000
234Sculati Wealth Management, LLC$209,610$150,500,000$150,500,000
235American Financial & Tax Strategies, Inc.$295,086$150,789,144$150,789,144
236Reed & Ball, Inc.$341,798$151,074,847$151,074,847
237The Fiduciary Alliance$159,835$151,349,095$1,453,058$152,802,153
238Beacon Financial Strategies Corp.$317,424$152,301,999$2,918,211$155,220,210
239Clarity Asset Management, Inc.$313,125$152,491,800$152,491,800
240Koenig Investment Advisory, LLC$254,592$152,755,310$152,755,310
241Zacks Investment Management, Inc.$175,596$153,119,328$153,119,328
242Acumen Wealth Advisors, LLC$1,347,021$153,314,306$31,227,622$184,541,928
243Cambridge Capital Management, LLC$185,118$154,905,242$10,960,247$165,865,489
244Access Investment Advisors Inc$315,851$155,398,881$155,398,881
245Bonner & Smith$184,307$156,108,087$156,108,087
246Avalan, LLC$445,066$156,700,000$12,425,000$169,125,000
247Weaver Capital Management, LLC$202,802$156,831,999$5,612,392$162,444,391
248Windward Wealth Strategies, Inc.$366,569$157,258,057$157,258,057
249Leconte Wealth Management, LLC$774,990$157,323,010$157,323,010
250Intrack Investment Management, Inc.$508,933$157,384,933$893,365$158,278,298
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Showing 201 to 250 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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