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
701Penland Legacy Advisors$253,649$100,720,042$12,914,916$113,634,958
702Lucas Capital Management, L.L.C.$252,094$100,585,356$100,585,356
703Grand Central Investment Group$281,573$100,229,211$27,886,416$128,115,627
704Rede Wealth, LLC$289,260$100,134,000$39,000,000$139,134,000
705Genereux Investment Management, Inc.$380,332$100,027,185$100,027,185
706Haydel, Biel & Associates$399,329$100,000,000$19,000,000$119,000,000
707Bluestone Wealth Advisors, Inc.$431,389$99,293,126$7,260,042$106,553,168
708Park Ridge Asset Management$262,208$99,191,202$4,643,013$103,834,215
709Millennium Investment Services$409,128$98,484,987$3,387,935$101,872,922
710Imperium Wealth Management, LLC$217,547$97,198,284$11,792,857$108,991,141
711Gold Medal Waters, Inc.$227,725$95,789,526$7,597,692$103,387,218
712RHS Financial, LLC$243,692$95,140,839$5,016,767$100,157,606
713GW Financial$355,979$95,014,592$11,067,089$106,081,681
714Brown Wealth Management, LLC$217,778$93,599,644$14,200,306$107,799,950
715Trinity Wealth Management, LLC$315,931$85,130,461$15,019,762$100,150,223
716Interocean Capital - Tn, LLC$1,351,710$81,438,195$22,643,504$104,081,699
717Milestones Private Investment Advisors LLC$225,489$80,115,834$45,932,365$126,048,199
718Bird Rock Asset Management, LP$542,190$74,916,947$104,547,914$179,464,861
719LotusGroup Advisors$200,832$74,704,187$67,886,856$142,591,043
720Cornerstone Investment Advisors$337,406$71,027,273$66,297,107$137,324,380
721Sensenig Capital Advisors, Inc.$390,430$70,258,580$53,117,312$123,375,892
722Rembert Pendleton Jackson$288,009$67,042,002$1,211,142,884$1,278,184,886
723Tempus Wealth Planning, LLC$222,551$62,621,000$37,527,092$100,148,092
724Centricity Wealth Management$193,814$55,090,000$78,254,000$133,344,000
725Thames Financial Management$301,687$51,700,000$73,500,000$125,200,000
726Integral Investment Advisors, Inc.$702,701$51,526,547$88,311,009$139,837,556
727Halberstadt Financial Consultants Inc$314,370$50,745,000$56,455,000$107,200,000
728Legacy Advisory Group, LLC$924,528$47,000,000$2,000,000$49,000,000
729Marquis Wealth Management Group$255,100$33,386,855$172,989,406$206,376,261
730Hilton Head Financial Advisors, Inc.$284,315$26,758,056$136,723,082$163,481,138
731Fairfield Financial Advisors$432,512$22,857,707$151,877,159$174,734,866
732Berkson Asset Management, Inc.$991,785$21,778,580$134,923,463$156,702,043
733Jackson Financial Services$223,298$11,500,324$185,448,581$196,948,905
734Robbins Wealth Management$353,895$8,416,999$104,121,533$112,538,532
735Lighthouse Financial Advisors, Inc.$210,281$7,924,157$304,764,193$312,688,350
736Financial Symmetry Inc.$149,547$6,738,064$406,909,875$413,647,939
737N.D. Pitman & Company, Inc.$574,149$5,257,910$129,093,015$134,350,925
738Equity Advisors Of Kentucky Inc$774,160$3,300,000$101,211,617$104,511,617
739Investment Planning Associates Inc$246,032$3,135,000$151,865,000$155,000,000
740Lowery Asset Consulting, LLC$1,333,854$732,285,928$732,285,928
741Clayton Financial Group, LLC$347,712$728,108,686$728,108,686
742Monticello Wealth Management, LLC$1,386,152$476,836,286$476,836,286
743Devere Usa, Inc.$465,734$417,763,061$417,763,061
744Commonwealth Advisory Group, Ltd..$402,326$361,690,863$361,690,863
745Financial Life Focus$494,321$258,530,074$258,530,074
746Florek Financial, LLC$520,199$232,529,000$232,529,000
747Perspective Wealth Partners$1,652,338$223,065,655$223,065,655
748Tim Looney Investments$240,984$221,223,177$221,223,177
749Portfolio Advisors, Inc.$243,051$168,920,340$168,920,340
750Pathways Advisory Group, Inc.$188,049$162,662,723$162,662,723
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Showing 701 to 750 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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