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
1Brownson, Rehmus & Foxworth, Inc.$1,461,933$10,892,864,000$10,892,864,000
2We Family Offices$101,406,847$7,402,699,857$7,402,699,857
3Mozaic, Llc$25,199,281$1,915,145,364$1,915,145,364
4Andersen$5,668,948$1,865,084,000$1,865,084,000
5Zemenick & Walker Inc$8,123,773$1,746,611,249$1,746,611,249
6Financial Clarity, Inc.$47,919,467$1,437,584,000$1,437,584,000
7Anodos Advisors, Llc$2,798,905$649,346,000$649,346,000
8Private Wealth Management, Inc.$1,103,990$590,634,796$590,634,796
9Schaefer Financial Management, Inc.$358,997$554,290,947$554,290,947
10Aequitas Investment Advisors, Llc$562,902$547,703,215$547,703,215
11Aspen Capital Management$664,733$497,220,386$497,220,386
12Thun Financial Advisors$1,069,472$434,205,627$434,205,627
13Scott Snow (Financial Advisors) Llc$927,827$426,800,556$426,800,556
14Optima Asset Management Inc$1,876,442$407,187,850$407,187,850
15Cda Group$336,806$398,778,793$398,778,793
16David M. Lee, P.C.$1,623,143$397,669,969$397,669,969
17Fitzroy Investment Advisors Llc$15,728,200$393,204,990$393,204,990
18Kutscher Benner Barsness & Stevens, Inc.$541,361$325,357,941$325,357,941
19Clune & Associates$529,187$300,578,426$300,578,426
20Trebuchet Consulting, Llc$686,184$288,883,503$288,883,503
21Financial Freedom$389,153$252,560,000$252,560,000
22Havenshare Financial, LLC$22,714,562$249,860,178$249,860,178
23The Junk Investment Group$282,999$246,491,709$246,491,709
24Schultz Financial Group Incorporated$460,392$216,384,306$216,384,306
25Old Peak Finance$561,714$204,463,975$204,463,975
26Quantum Financial Services Inc.$533,663$196,387,928$196,387,928
27Fountainhead Financial, Llc$2,239,341$192,583,331$192,583,331
28Atrato Asset Management Llc$8,593,006$180,453,131$180,453,131
29Bryspen, Incorporated$2,742,099$167,268,009$167,268,009
30J.F. Williams Co., Inc.$344,746$149,619,602$149,619,602
31Spoor Behrins Campbell & Young Securities Corp$1,267,504$148,297,946$148,297,946
32Sfc Financial Llc$821,330$143,732,747$143,732,747
33South Bay Financial Partners$496,585$143,512,941$143,512,941
34Raylign Advisory, Llc$1,710,475$141,969,449$141,969,449
35Ifc Personal Money Managers, Inc.$685,000$137,000,000$137,000,000
36Geller & Lehmann, Llc$971,392$117,538,452$117,538,452
37Sechrest Financial Services$2,721,429$114,300,000$114,300,000
38Stephenson And Company, Inc.$766,204$108,034,697$108,034,697
39Cambridge Cape Cod Advisors$288,135$107,186,161$107,186,161
40Heritage Financial Counselors, Llc$837,795$106,400,000$106,400,000
41Birks Financial Corp.$407,949$103,211,000$103,211,000
42Asset Advisory Group Inc$550,649$1,565,032$252,834,810$254,399,842
43Compass Financial Planning, Llc$9,326,131$2,163,040$100,424,398$102,587,438
44Tred Avon Family Wealth, Llc$2,146,997$2,663,050$222,771,605$225,434,655
45Fairway Wealth Management Llc$6,249,427$3,101,913$1,371,772,032$1,374,873,945
46Stirling Wealth Advisors Llc$707,730$4,146,824$109,797,725$113,944,549
47Hemsley Advisors, Ltd.$548,487$4,983,971$335,626,583$340,610,554
48Paul Comstock Partners$16,548,711$5,975,723$2,178,454,129$2,184,429,852
49Aston Capital Management$49,965,690$21,526,820$228,301,630$249,828,450
50Emm Wealth$17,536,439$26,158,037$2,288,651,961$2,314,809,998
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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.