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
651Chicago Wealth Management, Inc.$185,306$132,679,033$132,679,033
652Sound Stewardship, LLC$178,183$132,568,137$132,568,137
653AP Wealth Management$256,708$129,230,988$2,973,727$132,204,715
654My Wealth Management, Inc$470,107$108,433,000$23,667,000$132,100,000
655Clutinger Williams & Verhoye Inc$395,502$122,423,126$9,279,103$131,702,229
656Financial Advisory Services, LLC$204,769$131,052,214$131,052,214
657Lake Tahoe Wealth Management, Inc.$184,275$110,623,050$19,659,414$130,282,464
658Sterling Wealth Management, Inc.$406,619$130,118,000$130,118,000
659Hopkins Investment Management.$234,301$129,334,425$129,334,425
660Stonegate Wealth Management$239,117$127,000,230$2,123,000$129,123,230
661Callahan Capital Management$111,695$127,421,539$1,362,609$128,784,148
662CAFG Wealth Management$173,314$128,772,081$128,772,081
663Grand Central Investment Group$281,573$100,229,211$27,886,416$128,115,627
664Cornerstone Wealth Advisors, LLC$319,212$121,696,243$6,307,819$128,004,062
665Symphony Financial Planning LLC$295,234$126,491,941$1,344,207$127,836,148
666Heritage Wealth Architects, Inc.$272,972$104,332,085$23,418,820$127,750,905
667Cape Ann Capital, Inc.$643,910$126,233,748$1,260,425$127,494,173
668Hixon Zuercher Capital Management$162,927$125,421,937$1,987,005$127,408,942
669True Wealth Design, LLC$217,506$127,023,332$127,023,332
670T. Anton Investment House, Inc.$172,822$126,678,526$126,678,526
671Financial Management Concepts$229,459$126,202,465$126,202,465
672Core Wealth Management, Inc.$245,358$126,113,809$126,113,809
673Milestones Private Investment Advisors LLC$225,489$80,115,834$45,932,365$126,048,199
674Allworth Financial, L.P.$196,949$125,456,204$125,456,204
675Walker Financial Advisors Inc$437,895$103,859,969$21,377,930$125,237,899
676Thames Financial Management$301,687$51,700,000$73,500,000$125,200,000
677Hwa Financial Group$384,785$125,055,241$125,055,241
678Focus Wealth Advisors$326,538$121,909,505$2,828,091$124,737,596
679Moler Capital Management$443,655$124,667,036$124,667,036
680Atlas Wealth Partners LLC$181,349$124,586,519$124,586,519
681Kahler Financial Group, Inc.$287,688$124,569,085$124,569,085
682Mission Creek Capital Partners, Inc.$368,396$124,517,679$124,517,679
683Strauss Financial Group, Inc.$435,088$124,000,000$124,000,000
684Cedar Valley Wealth Advisors$369,620$123,822,713$123,822,713
685Ludwick & Shirman$267,320$123,769,216$123,769,216
686Petra Financial Advisors Inc$220,881$123,693,135$123,693,135
687Gasber Financial Advisors, Inc$334,107$118,307,604$5,311,886$123,619,490
688Redrock Wealth Management, LLC$698,305$116,200,000$7,400,000$123,600,000
689Sensenig Capital Advisors, Inc.$390,430$70,258,580$53,117,312$123,375,892
690Shira Ridge Wealth Management$199,423$118,038,739$5,204,864$123,243,603
691Cathy Pareto and Associates$293,360$122,917,645$122,917,645
692Callahan Financial Planning Company$253,248$122,825,038$122,825,038
693Johnson Wealth Management, LLC$382,737$108,561,894$13,913,840$122,475,734
694Mallard Advisors$306,009$122,097,646$122,097,646
6951620 Investment Advisors, Inc.$284,560$119,543,083$2,532,972$122,076,055
696Heritage Retirement Advisors, LLC$118,195$121,859,323$121,859,323
697Petrovic Weaver Financial Services$237,551$120,571,108$1,055,078$121,626,186
698First Financial Group$176,385$121,000,000$121,000,000
699Asset Strategies, Inc.$868,748$114,011,363$5,875,814$119,887,177
700R.P. Boggs & Co.$230,319$106,331,253$12,743,486$119,074,739
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Showing 651 to 700 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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