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
301Chessman Wealth Strategies$162,117$175,534,187$4,739,931$180,274,118
302Highwater Wealth Management LLC$850,374$175,576,470$5,553,263$181,129,733
303Carmichael Hill & Associates Inc$265,142$175,789,126$175,789,126
304Clelland & Company Inc$1,479,024$176,258,839$131,378,119$307,636,958
305The Nalls Sherbakoff Group, LLC$202,902$176,555,732$3,824,124$180,379,856
306Virginia Capital Strategies$492,666$176,867,137$176,867,137
307Brightwater Advisory, LLC$317,549$177,108,060$6,117,690$183,225,750
308Eads & Heald Wealth Management$648,750$178,406,259$178,406,259
309Parkshore Wealth Management$196,220$178,657,185$5,985,368$184,642,553
310Manhattan West Asset Management, LLC$479,631$178,952,983$5,225,231$184,178,214
311Clark Financial Advisors$191,714$179,444,037$179,444,037
312Tull Financial Group, Inc.$224,967$180,462,258$3,110,714$183,572,972
313Wedgewood Investors Inc$566,968$180,862,882$180,862,882
314Disciplined Equity Management, Inc.$345,618$182,140,640$182,140,640
315Marrs Wealth Management$187,322$182,147,960$4,049,610$186,197,570
316Oxford Financial Partners$390,982$186,498,578$186,498,578
317Ascent Capital Management$221,464$186,694,265$186,694,265
318Windward Private Wealth Management Inc.$266,450$186,781,578$186,781,578
319Scholtz & Co$677,132$187,092,131$473,296$187,565,427
320Landmark Wealth Management$1,072,195$187,200,000$32,600,000$219,800,000
321Pennington Financial Group$306,913$187,523,917$187,523,917
322Praetorian Guard$201,478$187,979,012$187,979,012
323One Advocate Group$406,048$188,000,000$188,000,000
324Jacobson & Schmitt Advisors$322,837$188,536,710$188,536,710
325Taylor Frigon Capital Management LLC$1,390,381$189,091,859$189,091,859
326Clark Financial Services Group, Inc.$148,531$189,327,903$19,952,347$209,280,250
327Iron Gate Global Advisors$437,689$189,519,449$189,519,449
328Investors Asset Management Of Georgia Inc$432,741$189,540,655$189,540,655
329Dental Wealth Advisors, LLC$287,352$189,652,062$189,652,062
330Bishop & Company Investment Management, LLC$426,579$190,680,707$190,680,707
331Charter Research & Investment Group Inc$521,858$190,999,931$190,999,931
332NCM Capital Management, LLC$353,791$192,000,000$4,000,000$196,000,000
333True North Retirement Advisors, LLC$226,065$192,056,000$23,158,000$215,214,000
334Charter Capital Management, Inc$667,893$192,563,587$2,461,160$195,024,747
335Chicory Wealth$192,406$192,650,000$2,450,000$195,100,000
336ZRC Wealth Management, LLC$440,989$193,727,857$1,189,454$194,917,311
337Timonier$457,411$195,913,665$59,321,916$255,235,581
338Personal Financial Consultants, Inc.$930,803$196,188,618$210,817$196,399,435
339Financial Service Group Inc$233,101$196,270,860$196,270,860
340Highland Financial Advisors, LLC$293,835$196,575,420$196,575,420
341Stokes Capital Advisors, LLC$811,489$197,274,539$8,032,122$205,306,661
342Trinity Wealth Management LLC$1,792,793$198,000,000$1,000,000$199,000,000
343American Asset Management Inc.$397,318$198,659,000$198,659,000
344Baron Financial Group$253,008$199,018,259$4,400,333$203,418,592
345Wambolt & Associates$218,498$199,270,266$199,270,266
346Integra Capital Advisors$757,417$199,400,649$3,586,989$202,987,638
347Midwest Financial Group LLC$140,608$200,365,922$200,365,922
348Adams Wealth Management LLC$153,472$200,741,643$200,741,643
349Fure Financial Corporation$170,405$200,907,925$200,907,925
350Chaney Capital Management Inc.$238,824$203,000,000$203,000,000
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Showing 301 to 350 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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