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
401Proctor Financial$227,273$207,273,037$207,273,037
402Heller Wealth Management$417,969$207,000,000$7,000,000$214,000,000
403Enrich Financial Partners LLC$736,023$206,823,206$2,943,437$209,766,643
404Wills Financial Group$353,430$206,403,391$206,403,391
405Planning Alternatives Ltd$376,817$206,136,579$40,678,879$246,815,458
406Lephew Financial Services, Inc.$297,337$205,460,157$205,460,157
407Cornerstone Wealth Advisors, Inc.$225,867$205,200,000$35,800,000$241,000,000
408Modus Advisors, LLC$307,484$204,636,319$9,679,857$214,316,176
409Cw Does Business Under The Dba The O'Donnell Group$401,862$204,033,663$19,000,000$223,033,663
410OFM Wealth$292,990$203,968,988$14,308,595$218,277,583
411MKD Wealth Coaches, LLC$215,716$203,463,325$14,840,786$218,304,111
412Tingey Advisors Inc$319,021$203,179,351$1,951,157$205,130,508
413Chaney Capital Management Inc.$238,824$203,000,000$203,000,000
414Fure Financial Corporation$170,405$200,907,925$200,907,925
415Adams Wealth Management LLC$153,472$200,741,643$200,741,643
416Midwest Financial Group LLC$140,608$200,365,922$200,365,922
417Integra Capital Advisors$757,417$199,400,649$3,586,989$202,987,638
418Wambolt & Associates$218,498$199,270,266$199,270,266
419Baron Financial Group$253,008$199,018,259$4,400,333$203,418,592
420American Asset Management Inc.$397,318$198,659,000$198,659,000
421Trinity Wealth Management LLC$1,792,793$198,000,000$1,000,000$199,000,000
422Stokes Capital Advisors, LLC$811,489$197,274,539$8,032,122$205,306,661
423Highland Financial Advisors, LLC$293,835$196,575,420$196,575,420
424Financial Service Group Inc$233,101$196,270,860$196,270,860
425Personal Financial Consultants, Inc.$930,803$196,188,618$210,817$196,399,435
427ZRC Wealth Management, LLC$440,989$193,727,857$1,189,454$194,917,311
428Chicory Wealth$192,406$192,650,000$2,450,000$195,100,000
429Charter Capital Management, Inc$667,893$192,563,587$2,461,160$195,024,747
430True North Retirement Advisors, LLC$226,065$192,056,000$23,158,000$215,214,000
431NCM Capital Management, LLC$353,791$192,000,000$4,000,000$196,000,000
432Charter Research & Investment Group Inc$521,858$190,999,931$190,999,931
433Bishop & Company Investment Management, LLC$426,579$190,680,707$190,680,707
434Dental Wealth Advisors, LLC$287,352$189,652,062$189,652,062
435Investors Asset Management Of Georgia Inc$432,741$189,540,655$189,540,655
436Iron Gate Global Advisors$437,689$189,519,449$189,519,449
437Clark Financial Services Group, Inc.$148,531$189,327,903$19,952,347$209,280,250
438Taylor Frigon Capital Management LLC$1,390,381$189,091,859$189,091,859
439Jacobson & Schmitt Advisors$322,837$188,536,710$188,536,710
440One Advocate Group$406,048$188,000,000$188,000,000
441Praetorian Guard$201,478$187,979,012$187,979,012
442Pennington Financial Group$306,913$187,523,917$187,523,917
443Landmark Wealth Management$1,072,195$187,200,000$32,600,000$219,800,000
444Scholtz & Co$677,132$187,092,131$473,296$187,565,427
445Windward Private Wealth Management Inc.$266,450$186,781,578$186,781,578
446Ascent Capital Management$221,464$186,694,265$186,694,265
447Oxford Financial Partners$390,982$186,498,578$186,498,578
448Marrs Wealth Management$187,322$182,147,960$4,049,610$186,197,570
449Disciplined Equity Management, Inc.$345,618$182,140,640$182,140,640
450Wedgewood Investors Inc$566,968$180,862,882$180,862,882
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Showing 401 to 450 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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