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$25,199,281$1,915,145,364$1,915,145,364
4Andersen Tax LLC$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
7Dan Goldie Financial Services$631,010$858,173,291$858,173,291
8Anodos Advisors$2,798,905$649,346,000$649,346,000
9Private Wealth Management, Inc.$1,103,990$590,634,796$590,634,796
10Schaefer Financial Management, Inc.$358,997$554,290,947$554,290,947
11Aequitas Investment Advisors, LLC$562,902$547,703,215$547,703,215
12Aspen Capital Management$664,733$497,220,386$497,220,386
13Optima Asset Management Inc$1,841,208$452,937,101$452,937,101
14Thun Financial Advisors$1,069,472$434,205,627$434,205,627
15Scott Snow (Financial Advisors)$927,827$426,800,556$426,800,556
16CDA Group$336,806$398,778,793$398,778,793
17David M. Lee, P.C.$1,623,143$397,669,969$397,669,969
18Fitzroy Investment Advisors LLC$15,728,200$393,204,990$393,204,990
19Kutscher Benner Barsness & Stevens, Inc.$541,361$325,357,941$325,357,941
20Clune & Associates$529,187$300,578,426$300,578,426
21Trebuchet Consulting$686,184$288,883,503$288,883,503
22Financial Freedom$389,153$252,560,000$252,560,000
23Havenshare Financial, LLC$22,714,562$249,860,178$249,860,178
24The Junk Investment Group$282,999$246,491,709$246,491,709
25Schultz Financial Group Incorporated$460,392$216,384,306$216,384,306
26Old Peak Finance$561,714$204,463,975$204,463,975
27Quantum Financial Services Inc.$533,663$196,387,928$196,387,928
28Fountainhead Financial$2,239,341$192,583,331$192,583,331
29Atrato Asset Management LLC$8,593,006$180,453,131$180,453,131
30Bryspen, Incorporated$2,742,099$167,268,009$167,268,009
31J.F. Williams Co., Inc.$344,746$149,619,602$149,619,602
32Spoor Behrins Campbell & Young Securities Corp$1,267,504$148,297,946$148,297,946
33SFC Financial LLC$821,330$143,732,747$143,732,747
34South Bay Financial Partners$496,585$143,512,941$143,512,941
35Raylign Advisory$1,710,475$141,969,449$141,969,449
36Sechrest Financial Services$2,721,429$114,300,000$114,300,000
37Cambridge Cape Cod Advisors$288,135$107,186,161$107,186,161
38Heritage Financial Counselors, LLC$837,795$106,400,000$106,400,000
39Monument Group Wealth Advisors, Llc$407,949$103,211,000$103,211,000
40Asset Advisory Group Inc$550,649$1,565,032$252,834,810$254,399,842
41Compass Financial Planning, LLC$9,326,131$2,163,040$100,424,398$102,587,438
42Tred Avon Family Wealth, LLC$2,146,997$2,663,050$222,771,605$225,434,655
43Fairway Wealth Management LLC$6,249,427$3,101,913$1,371,772,032$1,374,873,945
44Hemsley Advisors, Ltd..$548,487$4,983,971$335,626,583$340,610,554
45Paul Comstock Partners$16,548,711$5,975,723$2,178,454,129$2,184,429,852
46Aston Capital Management$49,965,690$21,526,820$228,301,630$249,828,450
47Luma Capital$2,276,577$25,773,266$92,608,714$118,381,980
48EMM Wealth$17,536,439$26,158,037$2,288,651,961$2,314,809,998
49Premis Advisors, LLC$1,075,636$28,834,508$88,409,814$117,244,322
50Helmsman Financial Group, LLC$406,600$43,046,748$67,548,344$110,595,092
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Showing 1 to 50 of 1,030 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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