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
1Jack Point Advisors, LLC$1,296,326$67,408,971$67,408,971
2Keystone Global Partners LLC$708,108$76,200,000$2,400,000$78,600,000
3Semita Asset Management$404,858$100,000,000$100,000,000
4Yoder Wealth Management$374,767$100,062,694$100,062,694
5Gordian Advisors, Llc$1,168,391$62,900,375$37,581,221$100,481,596
6Integrated Wealth Advisors, Llc$276,191$99,675,025$858,565$100,533,590
7Resource Advisory Services, Inc.$226,155$88,515,185$13,254,605$101,769,790
8Forteris Wealth Management, Inc.$271,038$101,443,485$466,967$101,910,452
9The Wealth Conservancy, Inc.$355,161$77,486,272$24,444,887$101,931,159
10Spectra Investment Management, Llc$1,380,737$95,572,322$6,602,202$102,174,524
11Enspyre Wealth Advisors, Inc.$452,273$102,213,699$102,213,699
12Compass Financial Planning, Llc$9,326,131$2,163,040$100,424,398$102,587,438
13Birks Financial Corp.$407,949$103,211,000$103,211,000
14Camelotta Advisors$581,717$103,125,764$419,852$103,545,616
15Macroclimate Llc$4,708,289$103,582,351$103,582,351
16Summit Portfolio Management LLC$1,069,005$89,751,875$13,941,615$103,693,490
17Legacy Investment Partners, Llc$273,115$82,360,576$21,696,141$104,056,717
18International Management Advisors Ltd.$1,409,273$104,286,182$104,286,182
19Dudley Capital Management Llc$431,598$104,878,272$104,878,272
20Asset Planning & Management, Inc.$1,329,275$105,012,694$105,012,694
21Knickerbocker Advisors Inc.$974,426$105,238,019$105,238,019
22High Pines Wealth Management Llc$1,065,109$101,865,873$3,579,910$105,445,783
23Barnstone Advisors Llc$851,292$105,560,171$105,560,171
24Oceaniq Capital, Llc$2,112,633$84,505,313$21,126,328$105,631,641
25Divergent Planning$173,283$105,702,586$105,702,586
26Bull City Advisors, Llc$1,887,909$105,722,902$105,722,902
27Ivy League Financial Advisors Llc$268,481$105,781,511$105,781,511
28Legacy Wealth Management, Llc$1,118,510$106,258,495$106,258,495
29Bluekey Wealth Advisors, Llc$290,364$98,607,404$7,665,707$106,273,111
30Schnall Advisory Services, Inc$545,097$106,294,000$106,294,000
31Heritage Financial Counselors, Llc$837,795$106,400,000$106,400,000
32Triad Investment Management, Llc$1,239,365$106,585,401$106,585,401
33Seldon Capital Llc$8,203,759$106,648,865$106,648,865
34Cambridge Cape Cod Advisors$288,135$107,186,161$107,186,161
35Matthias Private Wealth, Llc$305,676$79,237,248$28,054,919$107,292,167
36Je Wilson Advisors, Llc$394,647$105,272,823$2,071,281$107,344,104
37Signify Wealth Llc$469,142$96,773,143$10,660,436$107,433,579
38Garnet Group Llc$605,385$107,758,606$107,758,606
39Personal Business Management Group Ltd$1,135,830$107,903,885$107,903,885
40Matrix Planning Inc$892,812$62,120,217$45,909,989$108,030,206
41Stephenson And Company, Inc.$766,204$108,034,697$108,034,697
42The Keystone Financial Alliance, Llc$248,534$105,819,988$2,292,393$108,112,381
43Fiduciary Wealth Advisors, Llc$2,516,869$108,225,367$108,225,367
44Family Cfo, Llc$657,171$103,199,962$5,233,184$108,433,146
45Hillegas Advisory Services, Inc.$334,150$98,845,504$9,753,133$108,598,637
46Summit Place Financial Advisors, Llc$666,515$108,641,993$108,641,993
47Addington Financial Group$363,685$108,741,690$108,741,690
48Noyes Capital Management, Llc$461,619$109,865,351$109,865,351
49Camden Financial Management, Inc.$590,029$110,335,502$110,335,502
50Helmsman Financial Group, Llc$406,600$43,046,748$67,548,344$110,595,092
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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 2,298 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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 January 15, 2020.