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
401Cedar Wealth Management$1,166,598$212,411,948$9,241,742$221,653,690
402Persimmon Capital Management LP$2,576,279$101,737,000$119,823,000$221,560,000
403Tim Looney Investments$240,984$221,223,177$221,223,177
404Silicon Hills Wealth Management$321,695$220,683,050$220,683,050
405Whitener Capital Management, Inc$234,329$170,025,000$50,479,000$220,504,000
406Landmark Wealth Management$1,072,195$187,200,000$32,600,000$219,800,000
407MKD Wealth Coaches, LLC$215,716$203,463,325$14,840,786$218,304,111
408OFM Wealth$292,990$203,968,988$14,308,595$218,277,583
409Stone House Investment Management, LLC$195,658$218,158,447$218,158,447
410Hearthstone | Private Wealth Management$389,732$215,052,559$469,400$215,521,959
411Atwater Malick, LLC$352,125$215,500,278$215,500,278
412The Lubitz Financial Group$1,526,558$215,244,678$215,244,678
413True North Retirement Advisors, LLC$226,065$192,056,000$23,158,000$215,214,000
414Orin Green Financial, LLC$335,510$208,667,076$6,059,028$214,726,104
415Modus Advisors, LLC$307,484$204,636,319$9,679,857$214,316,176
416Zuraw Financial Advisors$392,675$214,007,931$214,007,931
417Heller Wealth Management$417,969$207,000,000$7,000,000$214,000,000
418ARQ Wealth Advisors, LLC$291,185$209,314,665$4,123,825$213,438,490
419Dent Asset Management$406,360$212,932,449$212,932,449
420McMahon Financial Advisors, LLC$141,394$207,875,610$4,922,868$212,798,478
421Winfield Associates Inc$417,487$212,343,031$157,972$212,501,003
422Bellevue Asset Management$370,701$212,040,932$212,040,932
423Enrich Financial Partners LLC$736,023$206,823,206$2,943,437$209,766,643
424Capstone Capital Group$318,636$209,343,808$209,343,808
425G&S Capital LLC$244,249$209,321,300$209,321,300
426Clark Financial Services Group, Inc.$148,531$189,327,903$19,952,347$209,280,250
427Freedom Advisory$385,876$209,144,897$209,144,897
428Core Wealth Advisors, Inc.$427,234$208,797,607$119,574$208,917,181
429Wealth Management Group$255,070$208,647,194$208,647,194
430Websterrogers Financial Advisors$415,389$208,109,947$208,109,947
431Winning Points Advisors$392,453$208,000,000$208,000,000
432Proctor Financial$227,273$207,273,037$207,273,037
433Wills Financial Group$353,430$206,403,391$206,403,391
434Marquis Wealth Management Group$255,100$33,386,855$172,989,406$206,376,261
435Lephew Financial Services, Inc.$297,337$205,460,157$205,460,157
436Stokes Capital Advisors, LLC$811,489$197,274,539$8,032,122$205,306,661
437Tingey Advisors Inc$319,021$203,179,351$1,951,157$205,130,508
438Riverview Capital Advisers$508,700$165,924,841$37,555,169$203,480,010
439Baron Financial Group$253,008$199,018,259$4,400,333$203,418,592
440Chaney Capital Management Inc.$238,824$203,000,000$203,000,000
441Integra Capital Advisors$757,417$199,400,649$3,586,989$202,987,638
442Fure Financial Corporation$170,405$200,907,925$200,907,925
443Adams Wealth Management LLC$153,472$200,741,643$200,741,643
444Midwest Financial Group LLC$140,608$200,365,922$200,365,922
445Wambolt & Associates$218,498$199,270,266$199,270,266
446Trinity Wealth Management LLC$1,792,793$198,000,000$1,000,000$199,000,000
447American Asset Management Inc.$397,318$198,659,000$198,659,000
448Jackson Financial Services$223,298$11,500,324$185,448,581$196,948,905
449Highland Financial Advisors, LLC$293,835$196,575,420$196,575,420
450Personal Financial Consultants, Inc.$930,803$196,188,618$210,817$196,399,435
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Showing 401 to 450 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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