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
501Asset Management And Planning, LLC$272,719$172,157,963$472,919$172,630,882
502The Martin Worley Group$281,793$166,247,395$5,928,019$172,175,414
503Client 1St Advisory Group$308,463$168,719,720$3,094,000$171,813,720
504Ferguson-Johnson Wealth Management, Inc.$903,184$170,654,976$950,000$171,604,976
505Fairbanks Capital Management$2,067,218$171,579,075$171,579,075
506Schlindwein Associates$373,638$170,752,729$170,752,729
507Private Harbour$407,823$166,134,190$4,335,619$170,469,809
508Stone Asset Management, Inc.$289,897$169,066,050$1,393,131$170,459,181
509Level Financial Advisors, Inc.$228,255$170,278,398$170,278,398
510Trinity Legacy Partners, LLC$334,921$169,346,880$458,291$169,805,171
511Mallard Financial Partners Inc$256,058$169,254,316$169,254,316
512Checks & Balances$4,701,002$169,236,056$169,236,056
513Warren Financial Service$617,312$166,113,039$3,030,379$169,143,418
514Avalan, LLC$445,066$156,700,000$12,425,000$169,125,000
515Portfolio Advisors, Inc.$243,051$168,920,340$168,920,340
516All Season Financial Advisors, Inc.$223,792$168,738,867$168,738,867
517Deighan Wealth Advisors$268,767$163,638,641$4,072,084$167,710,725
518Voisard Asset Management Group$230,813$166,621,779$487,006$167,108,785
519Voyager Capital Management$242,705$164,212,685$2,768,342$166,981,027
520Braun-Bostich & Associates Inc.$187,903$165,430,000$1,240,245$166,670,245
5211 North Wealth Services$271,974$166,447,917$166,447,917
522Cambridge Capital Management, LLC$185,118$154,905,242$10,960,247$165,865,489
523The Helmstar Group, LLC$140,225$165,746,144$165,746,144
524Greencourse Financial Advisors, LLC$234,830$158,874,904$6,210,735$165,085,639
525Onyx Financial Advisors, LLC$249,312$165,044,824$165,044,824
526Samalin Investment Counsel$301,851$137,849,135$26,961,562$164,810,697
527Mills Wealth Advisors, LLC$163,029$132,884,061$31,123,533$164,007,594
528Hilton Head Financial Advisors, Inc.$284,315$26,758,056$136,723,082$163,481,138
529Brown Financial Advisory$308,192$160,627,919$2,713,637$163,341,556
530Regal Wealth Group Inc.$278,596$163,257,072$163,257,072
531Kingsmark Private Financial Advisors$166,094$163,104,000$163,104,000
532Pathways Advisory Group, Inc.$188,049$162,662,723$162,662,723
533Weaver Capital Management, LLC$202,802$156,831,999$5,612,392$162,444,391
534Integras Partners, LLC$201,307$143,346,196$18,705,566$162,051,762
535Mtm Investment Management, LLC$374,059$129,343,894$32,249,590$161,593,484
536Quinn Stauffer Financial, LLC$117,549$161,394,646$161,394,646
537WealthPoint Advisors$458,319$161,328,330$161,328,330
538Creegan & Nassoura Financial Group$441,981$160,881,224$160,881,224
539Adam Financial Associates Inc$254,438$160,804,820$160,804,820
540Defender Capital$416,062$159,900,000$700,000$160,600,000
541Detterbeck Wealth Management$288,716$143,915,328$16,321,839$160,237,167
542Deseranno Wealth Management$586,692$160,167,000$160,167,000
543Wallace Hart Capital Management$281,195$149,000,000$11,000,000$160,000,000
544Summa Global Advisors$503,810$104,831,730$54,876,151$159,707,881
545Quad-Cities Investment Group$150,252$159,116,969$159,116,969
546Cox Capital Management LLC$561,869$159,008,899$159,008,899
547Portfolio Wealth Advisors$278,465$158,724,841$158,724,841
548Geometric Wealth Advisors, LLC$254,435$158,513,000$158,513,000
549Intrack Investment Management, Inc.$508,933$157,384,933$893,365$158,278,298
550Leconte Wealth Management, LLC$774,990$157,323,010$157,323,010
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Showing 501 to 550 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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