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
551Windward Wealth Strategies, Inc.$366,569$157,258,057$157,258,057
552Braeburn Wealth Management, LLC$208,114$126,090,081$30,827,999$156,918,080
553Berkson Asset Management, Inc.$991,785$21,778,580$134,923,463$156,702,043
554Bonner & Smith$184,307$156,108,087$156,108,087
555Access Investment Advisors Inc$315,851$155,398,881$155,398,881
556Beacon Financial Strategies Corp.$317,424$152,301,999$2,918,211$155,220,210
557Investment Planning Associates Inc$246,032$3,135,000$151,865,000$155,000,000
558Valiant Wealth, LLC$201,894$132,802,472$21,646,698$154,449,170
559Altamont Wealth Management, Inc.$1,477,835$153,694,800$153,694,800
560Integrity Capital Management$389,755$150,171,593$3,391,713$153,563,306
561Zacks Investment Management, Inc.$175,596$153,119,328$153,119,328
562The Fiduciary Alliance$159,835$151,349,095$1,453,058$152,802,153
563Koenig Investment Advisory, LLC$254,592$152,755,310$152,755,310
564Clarity Asset Management, Inc.$313,125$152,491,800$152,491,800
565Mighty Oak Strong America Investment Company$302,441$146,235,972$5,589,578$151,825,550
566The Money Advisor Group, LLC$299,873$125,677,195$26,058,412$151,735,607
567Bischoff Wealth Management Group, LLC$261,044$145,355,500$5,789,000$151,144,500
568Reed & Ball, Inc.$341,798$151,074,847$151,074,847
569American Financial & Tax Strategies, Inc.$295,086$150,789,144$150,789,144
570Wrenn Financial Strategies, Inc.$307,574$120,286,080$30,424,938$150,711,018
571Stewart Wealth Management, Inc.$148,387$128,940,246$21,672,753$150,612,999
572Ted Buchan & Company$190,396$119,540,688$31,062,457$150,603,145
573Sculati Wealth Management, LLC$209,610$150,500,000$150,500,000
574Saltmarsh Financial Advisors, LLC$475,858$150,371,000$150,371,000
575Eggerss Capital Management$302,292$147,065,742$3,173,531$150,239,273
576Longview Financial Advisors, Inc.$207,760$148,931,430$448,325$149,379,755
577Carlsbad Wealth Advisory Group, Inc.$210,924$149,123,286$149,123,286
578Nikulski Financial, Inc.$123,857$125,400,000$23,600,000$149,000,000
579Donald W. Nicholson & Associates Ltd.$906,102$148,600,746$148,600,746
580Pauley Financial$302,750$125,469,461$22,877,851$148,347,312
581Aljian Capital Management$253,853$145,214,237$2,527,990$147,742,227
582Charleston Financial Advisors, LLC$263,795$144,200,806$3,524,200$147,725,006
583Eliot Finkel Investment Counsel$702,493$147,523,490$147,523,490
584Sebold Capital Management, Inc$228,953$131,448,731$15,996,714$147,445,445
585Capital Fiduciary Advisors, LLC$411,257$130,899,603$16,330,511$147,230,114
586Griffin Family Partners, LLC$1,074,366$114,132,615$33,055,477$147,188,092
587Baker, Brose & Mitsutome Wealth Management LLC$356,886$147,037,000$147,037,000
588Sage Financial Advisors Inc$281,160$145,182,140$1,020,898$146,203,038
589Davis & Seiley Wealth Management, Inc.$218,343$134,767,875$10,867,056$145,634,931
590Abaris Financial Group, LLC$267,987$145,517,200$145,517,200
591Trisperity Advisors, LLC$267,891$133,471,984$11,992,794$145,464,778
592Flagstone Financial Management, LLC$225,108$144,969,846$144,969,846
593Perspective Financial Services$205,688$141,528,129$2,864,605$144,392,734
594Concordia Wealth Management, LLC$1,232,314$120,483,820$23,696,946$144,180,766
595Beacon Financial Planning, Inc.$223,058$143,203,462$143,203,462
596Asset Management Resources, LLC$233,181$126,343,340$16,363,642$142,706,982
597Pring Turner Capital Group$455,822$127,231,006$15,441,307$142,672,313
598LotusGroup Advisors$200,832$74,704,187$67,886,856$142,591,043
599Pitzl Financial$160,951$142,441,957$142,441,957
600Cypress Capital Advisors, LLC$193,958$142,365,431$142,365,431
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Showing 551 to 600 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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