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
551Oak Advisors$373,343$141,870,186$141,870,186
552Halter Ferguson Financial Inc$263,607$141,570,063$514,028$142,084,091
553Perspective Financial Services$205,688$141,528,129$2,864,605$144,392,734
554Haven Wealth Group$296,304$141,337,039$141,337,039
555Otto & Associates, Inc.$275,886$141,253,778$141,253,778
556Balboa Wealth Partners, Inc.$221,146$141,200,000$112,000$141,312,000
557True Measure Wealth Management$471,800$141,068,162$141,068,162
558Wilson & Boucher Capital Management, LLC$335,529$140,922,216$140,922,216
559WaLPole Financial Advisors$312,199$140,489,772$140,489,772
560Wealth Management Solutions$214,451$140,465,302$140,465,302
561Arcadia Wealth Management$218,971$140,141,498$140,141,498
562Rachor Investment Advisory Services, LLC$131,082$139,996,077$139,996,077
563Carswell Investments$503,931$139,328,026$55,693,461$195,021,487
564Loveless Wealth Management, LLC$244,996$139,157,511$139,157,511
565Lvm Capital Management Ltd$374,713$139,018,559$139,018,559
566Seneschal Advisors, LLC$281,528$138,511,768$138,511,768
567Clearview Investment Partners$199,068$138,402,736$1,740,853$140,143,589
568Strategic Planning, Inc.$170,261$138,251,980$138,251,980
569Samalin Investment Counsel$301,851$137,849,135$26,961,562$164,810,697
570Lucien Stirling & Gray Advisory Group Inc$152,541$137,645,686$40,521,926$178,167,612
571Arista Wealth Advisors, Ltd.$276,131$137,633,320$155,919$137,789,239
572The Retirement Planning Specialists, LLC$194,308$137,570,313$137,570,313
573Fort Henry Capital, LLC$435,873$137,468,823$2,446,397$139,915,220
574Capital Formation Strategies Inc$291,837$137,455,376$137,455,376
575Equistar Wealth Management LLC$559,531$137,085,190$137,085,190
576Selective Wealth Management LLC$140,103$136,740,971$136,740,971
577Capital Management$482,129$136,195,850$52,316,403$188,512,253
578Nicholson Capital Management, Inc.$322,990$135,978,641$135,978,641
579Treasure Coast Financial Planning, Inc.$250,690$135,873,716$135,873,716
580TABR Capital Management$221,566$135,819,911$135,819,911
581Castle Wealth Planning$1,222,770$135,727,424$135,727,424
582Napa Wealth Management$278,311$135,537,443$135,537,443
583Spectrum Financial Management$1,113,132$135,275,630$4,978,941$140,254,571
584Westbourne Investments, Inc.$613,667$135,006,810$135,006,810
585Davis & Seiley Wealth Management, Inc.$218,343$134,767,875$10,867,056$145,634,931
586Trisperity Advisors, LLC$267,891$133,471,984$11,992,794$145,464,778
587Mills Wealth Advisors, LLC$163,029$132,884,061$31,123,533$164,007,594
588Valiant Wealth, LLC$201,894$132,802,472$21,646,698$154,449,170
589Chicago Wealth Management, Inc.$185,306$132,679,033$132,679,033
590Fortress Retirement, Inc.$279,723$132,410,278$458,189$132,868,467
591Sebold Capital Management, Inc$228,953$131,448,731$15,996,714$147,445,445
592Madison Park Capital Advisors$165,224$131,441,933$8,172,161$139,614,094
593Dorman Financial Management, P.A.$160,856$131,326,417$1,540,893$132,867,310
594Financial Harvest Wealth Advisors$246,668$131,091,659$3,835,522$134,927,181
595Financial Advisory Services, LLC$204,769$131,052,214$131,052,214
596Capital Fiduciary Advisors, LLC$411,257$130,899,603$16,330,511$147,230,114
597Dobson Asset Management$383,583$130,644,489$3,226,028$133,870,517
598Professional Financial Solutions, LLC$201,825$130,227,577$9,839,036$140,066,613
599Sterling Wealth Management, Inc.$406,619$130,118,000$130,118,000
600Mtm Investment Management, LLC$374,059$129,343,894$32,249,590$161,593,484
« Previous PageNext Page »

Showing 551 to 600 of 762 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.