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
1Callahan Capital Management$111,695$127,421,539$1,362,609$128,784,148
2Quinn Stauffer Financial, LLC$117,549$161,394,646$161,394,646
3Heritage Retirement Advisors, LLC$118,195$121,859,323$121,859,323
4Shakespeare Wealth Management, Inc.$120,859$102,125,772$102,125,772
5Nikulski Financial, Inc.$123,857$125,400,000$23,600,000$149,000,000
6Ranstrom Berg Wealth Management, LLC$126,262$102,839,658$8,018,485$110,858,143
7Rachor Investment Advisory Services, LLC$131,082$139,996,077$139,996,077
8Boyle Capital$134,219$253,735,227$24,097,137$277,832,364
9Olio Financial Planning$137,955$127,700,370$5,840,061$133,540,431
10Tenbridge Partners LLC$138,542$110,001,955$110,001,955
11Selective Wealth Management LLC$140,103$136,740,971$136,740,971
12The Helmstar Group, LLC$140,225$165,746,144$165,746,144
13Midwest Financial Group LLC$140,608$200,365,922$200,365,922
14McMahon Financial Advisors, LLC$141,394$207,875,610$4,922,868$212,798,478
15Stewart Wealth Management, Inc.$148,387$128,940,246$21,672,753$150,612,999
16Clark Financial Services Group, Inc.$148,531$189,327,903$19,952,347$209,280,250
17Financial Symmetry Inc.$149,547$6,738,064$406,909,875$413,647,939
18Quad-Cities Investment Group$150,252$159,116,969$159,116,969
19Elwood & Goetz$151,514$224,846,962$224,846,962
20Lucien Stirling & Gray Advisory Group Inc$152,541$137,645,686$40,521,926$178,167,612
21Adams Wealth Management LLC$153,472$200,741,643$200,741,643
22Demming Financial Services Corp.$156,701$418,706,131$418,706,131
23Harrison & Company Wealth Management, LLC$157,285$105,538,347$105,538,347
24Tradewinds Capital Management$158,400$764,279,147$764,279,147
25The Fiduciary Alliance$159,835$151,349,095$1,453,058$152,802,153
27Dorman Financial Management, P.A.$160,856$131,326,417$1,540,893$132,867,310
28Pitzl Financial$160,951$142,441,957$142,441,957
29Northern Capital Management, Inc.$162,014$280,842,393$576,138$281,418,531
30Chessman Wealth Strategies$162,117$175,534,187$4,739,931$180,274,118
31Hixon Zuercher Capital Management$162,927$125,421,937$1,987,005$127,408,942
32Mills Wealth Advisors, LLC$163,029$132,884,061$31,123,533$164,007,594
33Personal Capital Advisors Corporation$163,548$8,558,609,158$8,558,609,158
34Regatta Capital Group$164,721$234,020,772$89,656,268$323,677,040
35HHM Wealth Advisors$164,826$386,646,790$32,998,962$419,645,752
36Madison Park Capital Advisors$165,224$131,441,933$8,172,161$139,614,094
37Foster Victor Wealth Advisors, LLC$166,077$314,050,996$13,784,363$327,835,359
38Kingsmark Private Financial Advisors$166,094$163,104,000$163,104,000
39New Perspectives, Inc.$166,197$115,000,000$3,000,000$118,000,000
40Burkett Financial Services, LLC$168,417$229,830,979$12,689,161$242,520,140
41Brio Financial Group$169,499$306,098,857$63,070,312$369,169,169
42Natural Investments$169,853$521,418,489$2,748,334$524,166,823
43Strategic Planning, Inc.$170,261$138,251,980$138,251,980
44Fure Financial Corporation$170,405$200,907,925$200,907,925
45HSC Wealth Advisors$172,484$245,100,000$245,100,000
46T. Anton Investment House, Inc.$172,822$126,678,526$126,678,526
47CAFG Wealth Management$173,314$128,772,081$128,772,081
48Eley Financial Management, Inc.$173,481$231,077,341$231,077,341
49Global View Investment Advisors$173,555$264,167,189$677,181$264,844,370
50Zacks Investment Management, Inc.$175,596$153,119,328$153,119,328
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Showing 1 to 50 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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