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
601Hopkins Investment Management.$234,301$129,334,425$129,334,425
602AP Wealth Management$256,708$129,230,988$2,973,727$132,204,715
603Stewart Wealth Management, Inc.$148,387$128,940,246$21,672,753$150,612,999
604CAFG Wealth Management$173,314$128,772,081$128,772,081
605Sandifer & Associates$264,250$128,423,677$4,494,122$132,917,799
606Olio Financial Planning$137,955$127,700,370$5,840,061$133,540,431
607Callahan Capital Management$111,695$127,421,539$1,362,609$128,784,148
608Pring Turner Capital Group$455,822$127,231,006$15,441,307$142,672,313
609True Wealth Design, LLC$217,506$127,023,332$127,023,332
610Stonegate Wealth Management$239,117$127,000,230$2,123,000$129,123,230
611T. Anton Investment House, Inc.$172,822$126,678,526$126,678,526
612Symphony Financial Planning LLC$295,234$126,491,941$1,344,207$127,836,148
613Asset Management Resources, LLC$233,181$126,343,340$16,363,642$142,706,982
614Cape Ann Capital, Inc.$643,910$126,233,748$1,260,425$127,494,173
615Financial Management Concepts$229,459$126,202,465$126,202,465
616Core Wealth Management, Inc.$245,358$126,113,809$126,113,809
617Braeburn Wealth Management, LLC$208,114$126,090,081$30,827,999$156,918,080
618The Money Advisor Group, LLC$299,873$125,677,195$26,058,412$151,735,607
619Pauley Financial$302,750$125,469,461$22,877,851$148,347,312
620Allworth Financial, L.P.$196,949$125,456,204$125,456,204
621Hixon Zuercher Capital Management$162,927$125,421,937$1,987,005$127,408,942
622Nikulski Financial, Inc.$123,857$125,400,000$23,600,000$149,000,000
623Hwa Financial Group$384,785$125,055,241$125,055,241
624Moler Capital Management$443,655$124,667,036$124,667,036
625Atlas Wealth Partners LLC$181,349$124,586,519$124,586,519
626Kahler Financial Group, Inc.$287,688$124,569,085$124,569,085
627Mission Creek Capital Partners, Inc.$368,396$124,517,679$124,517,679
628Strauss Financial Group, Inc.$435,088$124,000,000$124,000,000
629Cedar Valley Wealth Advisors$369,620$123,822,713$123,822,713
630Ludwick & Shirman$267,320$123,769,216$123,769,216
631Petra Financial Advisors Inc$220,881$123,693,135$123,693,135
632Freestate Advisors LLC$224,294$123,252,679$53,939,941$177,192,620
633Colley Asset Management, Inc.$314,740$123,045,997$17,642,775$140,688,772
634Cathy Pareto and Associates$293,360$122,917,645$122,917,645
635Callahan Financial Planning Company$253,248$122,825,038$122,825,038
636Clutinger Williams & Verhoye Inc$395,502$122,423,126$9,279,103$131,702,229
637Mallard Advisors$306,009$122,097,646$122,097,646
638Focus Wealth Advisors$326,538$121,909,505$2,828,091$124,737,596
639Heritage Retirement Advisors, LLC$118,195$121,859,323$121,859,323
640Cornerstone Wealth Advisors, LLC$319,212$121,696,243$6,307,819$128,004,062
641First Financial Group$176,385$121,000,000$121,000,000
642Petrovic Weaver Financial Services$237,551$120,571,108$1,055,078$121,626,186
643Concordia Wealth Management, LLC$1,232,314$120,483,820$23,696,946$144,180,766
644Wrenn Financial Strategies, Inc.$307,574$120,286,080$30,424,938$150,711,018
6451620 Investment Advisors, Inc.$284,560$119,543,083$2,532,972$122,076,055
646Ted Buchan & Company$190,396$119,540,688$31,062,457$150,603,145
647AVL/Wealthcare$447,582$119,056,930$119,056,930
648Garner Financial Management, Inc.$309,232$119,054,383$119,054,383
649Gasber Financial Advisors, Inc$334,107$118,307,604$5,311,886$123,619,490
650Sanchez & Zures, LLC$208,542$118,243,359$118,243,359
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Showing 601 to 650 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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