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
1Legacy Wealth Management, Llc$81,871$69,900,000$57,000,000$126,900,000
2John E. Sestina And Company$90,941$356,760,949$356,760,949
3Callahan Capital Management$111,695$127,421,539$1,362,609$128,784,148
4Quinn Stauffer Financial, Llc$117,549$161,394,646$161,394,646
5Heritage Retirement Advisors, Llc$118,195$121,859,323$121,859,323
6Money Managers Advisory$118,247$110,797,220$110,797,220
7Haydel, Biel & Associates$120,530$110,332,716$433,981$110,766,697
8Heritage Financial Llc$120,859$102,125,772$102,125,772
9Legacy Advisory Group, LLC$122,908$11,122,000$23,661,000$34,783,000
10Nikulski Financial, Inc.$123,857$125,400,000$23,600,000$149,000,000
11Wealth Forward, Llc$126,262$102,839,658$8,018,485$110,858,143
12Kachkovsky & Fisher, Inc.$129,926$89,635,990$10,796,886$100,432,876
13Rachor Investment Advisory Services, Llc$131,082$139,996,077$139,996,077
14Team Financial Strategies$131,211$113,917,426$1,810,688$115,728,114
15Boyle Capital$134,219$253,735,227$24,097,137$277,832,364
16Olio Financial Planning$137,955$127,700,370$5,840,061$133,540,431
17Tenbridge Partners Llc$138,542$110,001,955$110,001,955
18Selective Wealth Management, Inc.$140,103$136,740,971$136,740,971
19The Helmstar Group, Llc$140,225$165,746,144$165,746,144
20Midwest Financial Group Llc$140,608$200,365,922$200,365,922
21Mcmahon Financial Advisors, Llc$141,394$207,875,610$4,922,868$212,798,478
22Smb Financial Services, Inc.$147,164$94,362,234$7,327,878$101,690,112
23Stewart Wealth Management, Inc.$148,387$128,940,246$21,672,753$150,612,999
24Quad-Cities Investment Group, Llc$150,252$159,116,969$159,116,969
25Wood Tarver Financial$151,362$121,650,000$28,350,000$150,000,000
26Elwood & Goetz$151,514$224,846,962$224,846,962
27Lucien Stirling & Gray Advisory Group Inc$152,541$137,645,686$40,521,926$178,167,612
28Financial Symmetry Inc.$155,739$7,993,310$439,444,869$447,438,179
29Clark Financial Services Group, Inc.$156,045$202,301,654$19,594,149$221,895,803
30Hco Private Wealth$157,285$105,538,347$105,538,347
31Demming Financial Services Corp.$157,908$435,035,361$435,035,361
32Tradewinds Capital Management, Llc$158,400$764,279,147$764,279,147
33Planned Solutions, Inc.$159,112$225,779,547$225,779,547
34The Fiduciary Alliance$159,835$151,349,095$1,453,058$152,802,153
36Dorman Financial Management, P.A.$160,856$131,326,417$1,540,893$132,867,310
37Pitzl Financial$160,951$142,441,957$142,441,957
38Northern Capital Management, Inc.$162,014$280,842,393$576,138$281,418,531
39Chessman Wealth Strategies$162,117$175,534,187$4,739,931$180,274,118
40Hixon Zuercher Capital Management$162,927$125,421,937$1,987,005$127,408,942
41Mills Wealth Advisors, Llc$163,029$132,884,061$31,123,533$164,007,594
42Verisail Partners, Llc$163,508$122,863,000$2,384,000$125,247,000
43Personal Capital Advisors Corporation$163,548$8,558,609,158$8,558,609,158
44Regatta Capital Group, Llc$164,721$234,020,772$89,656,268$323,677,040
45Hhm Wealth Advisors, Llc$164,826$386,646,790$32,998,962$419,645,752
46Madison Park Capital Advisors$165,224$131,441,933$8,172,161$139,614,094
47Kingsmark Private Financial Advisors, Llc$166,094$163,104,000$163,104,000
48New Perspectives, Inc.$166,197$115,000,000$3,000,000$118,000,000
49Dentist Advisors$167,359$159,325,790$159,325,790
50Burkett Financial Services, Llc$168,417$229,830,979$12,689,161$242,520,140
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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.