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
351Tingey Advisors Inc$319,021$203,179,351$1,951,157$205,130,508
352MKD Wealth Coaches, LLC$215,716$203,463,325$14,840,786$218,304,111
353OFM Wealth$292,990$203,968,988$14,308,595$218,277,583
354Cw Does Business Under The Dba The O'Donnell Group$401,862$204,033,663$19,000,000$223,033,663
355Modus Advisors, LLC$307,484$204,636,319$9,679,857$214,316,176
356Cornerstone Wealth Advisors, Inc.$225,867$205,200,000$35,800,000$241,000,000
357Lephew Financial Services, Inc.$297,337$205,460,157$205,460,157
358Planning Alternatives Ltd$376,817$206,136,579$40,678,879$246,815,458
359Wills Financial Group$353,430$206,403,391$206,403,391
360Enrich Financial Partners LLC$736,023$206,823,206$2,943,437$209,766,643
361Heller Wealth Management$417,969$207,000,000$7,000,000$214,000,000
362Proctor Financial$227,273$207,273,037$207,273,037
363McMahon Financial Advisors, LLC$141,394$207,875,610$4,922,868$212,798,478
364Winning Points Advisors$392,453$208,000,000$208,000,000
365Websterrogers Financial Advisors$415,389$208,109,947$208,109,947
366Wealth Management Group$255,070$208,647,194$208,647,194
367Orin Green Financial, LLC$335,510$208,667,076$6,059,028$214,726,104
368Core Wealth Advisors, Inc.$427,234$208,797,607$119,574$208,917,181
369Freedom Advisory$385,876$209,144,897$209,144,897
370ARQ Wealth Advisors, LLC$291,185$209,314,665$4,123,825$213,438,490
371G&S Capital LLC$244,249$209,321,300$209,321,300
372Capstone Capital Group$318,636$209,343,808$209,343,808
373Abound Wealth Management, LLC$213,695$209,827,658$19,466,710$229,294,368
374Bellevue Asset Management$370,701$212,040,932$212,040,932
375Payne Capital Management, LLC$185,284$212,300,664$426,187,876$638,488,540
376Winfield Associates Inc$417,487$212,343,031$157,972$212,501,003
377Cedar Wealth Management$1,166,598$212,411,948$9,241,742$221,653,690
378Dent Asset Management$406,360$212,932,449$212,932,449
379D. Scott Neal, Inc.$178,435$213,058,352$12,839,719$225,898,071
380Treybourne Wealth Planners$233,041$213,143,953$23,392,416$236,536,369
381Zuraw Financial Advisors$392,675$214,007,931$214,007,931
382Hearthstone | Private Wealth Management$389,732$215,052,559$469,400$215,521,959
383The Lubitz Financial Group$1,526,558$215,244,678$215,244,678
384Atwater Malick, LLC$352,125$215,500,278$215,500,278
385Financial Advisory Corporation$282,093$215,526,623$19,456,647$234,983,270
386Stone House Investment Management, LLC$195,658$218,158,447$218,158,447
387Spence Asset Management$234,111$218,225,170$17,759,029$235,984,199
388WP Advisors$292,367$219,204,964$10,887,786$230,092,750
389Asset Planning Services Inc$383,172$219,655,357$30,556,130$250,211,487
390Hurlow Wealth Management Group, Inc.$247,122$220,387,068$48,481,131$268,868,199
391Silicon Hills Wealth Management$321,695$220,683,050$220,683,050
392R.W. Roge & Company, Inc$834,077$223,706,543$9,834,975$233,541,518
393Ruedi Wealth Management, Inc.$280,941$224,298,852$12,815,616$237,114,468
394Elwood & Goetz$151,514$224,846,962$224,846,962
395Shone Asset Management LLC$269,840$224,930,304$4,433,616$229,363,920
396Arbor Wealth Management$258,824$226,212,310$226,212,310
397Searcy Financial Services, Inc.$234,034$226,784,221$3,271,255$230,055,476
398Lincoln Capital Corporation$313,447$228,259,825$1,810,143$230,069,968
399Fortune Wealth Management, LLC$1,121,160$228,259,998$3,820,098$232,080,096
400Monte Financial Group$848,580$228,268,117$228,268,117
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Showing 351 to 400 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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