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
1Cambridge Financial Group, Llc$132,013$234,455,054$234,455,054
2Beck Bode Llc$142,451$254,702,000$254,702,000
3Financial Planning Solutions, Llc$149,588$105,042,263$13,880,568$118,922,831
4Wealth Cmt$160,789$145,835,675$145,835,675
5Jeffrey N. Mehler, Cfp Llc$160,842$100,714,965$80,071,985$180,786,950
6Rfm Financial Solutions, Llc$166,478$90,123,839$32,070,977$122,194,816
7The Legacy Financial Group, Inc.$170,077$254,000,000$12,000,000$266,000,000
8Divergent Planning$173,283$105,702,586$105,702,586
9Net Worth Advisory Group, Llc$173,498$196,895,459$129,106,835$326,002,294
10Caplan Financial Group, Llc$175,979$176,380,936$1,709,762$178,090,698
11Wealthstar Advisors, Llc$176,731$355,758,816$355,758,816
12Hoey Investments, Inc.$181,579$158,700,000$158,700,000
13Long Island Wealth Management, Inc.$182,845$102,088,849$8,715,097$110,803,946
14Schulmerich & Associates Asset Management$188,811$135,000,000$135,000,000
15Welch Investment Group, Llc$191,147$123,672,029$123,672,029
16Resolute Financial, Llc$191,826$226,553,615$43,153,069$269,706,684
17Republic Wealth Advisors$192,693$180,001,558$24,059,910$204,061,468
18Evoke Wealth, Llc$202,182$3,545,509,215$223,156,725$3,768,665,940
19Macke Financial Advisory Group$203,271$142,492,645$142,492,645
20Veripax Wealth Management, Llc$207,951$146,397,307$146,397,307
21Lenox Wealth Management, Inc.$211,891$537,771,377$3,399,481$541,170,858
22Galecki Financial Management Inc$212,186$434,768,404$434,768,404
23Monument Wealth Management$214,207$276,481,195$14,198,108$290,679,303
24Heron Wealth$218,030$182,364,000$131,817,000$314,181,000
25Isto Advisors, Llc$218,611$328,631,788$15,680,685$344,312,473
26Sgh Wealth Management$223,867$158,945,482$158,945,482
27Resource Advisory Services, Inc.$226,155$88,515,185$13,254,605$101,769,790
28Soundview Advisors$227,223$205,500,000$4,000,000$209,500,000
29Affinity Capital Advisors Llc$230,949$177,448,998$43,107,568$220,556,566
30Burns Matteson Capital Management, Llc$231,788$221,589,361$221,589,361
31Maltin Wealth Management, Inc.$231,964$203,146,000$1,910,000$205,056,000
32Grunden Financial Advisory, Inc.$232,735$199,221,316$199,221,316
33Bluestem Financial Advisors, Llc$232,768$139,142,656$10,992,944$150,135,600
34Betterwealth Llc$233,025$245,417,359$6,948,749$252,366,108
35Legend Financial Advisors Inc$238,529$246,953,594$17,575,377$264,528,971
36Mendota Financial Group, Llc$239,150$185,341,397$185,341,397
37Tgs Financial Advisors$239,310$274,488,624$274,488,624
38Gryphon Advisors, Llc$241,283$225,219,167$63,838,226$289,057,393
39Eq Wealth Management$241,514$187,808,682$15,546,322$203,355,004
40Cannon Beach Financial Advisors$243,237$100,242,238$60,050,678$160,292,916
41Yellowbrickroad Financial Advisors, Llc$243,721$265,061,951$837,221$265,899,172
42Crossgate Wealth Advisors, Llc$245,966$140,238,771$1,191,721$141,430,492
43The Keystone Financial Alliance, Llc$248,534$105,819,988$2,292,393$108,112,381
44Briggs Wealth Management, Inc.$249,371$95,774,392$49,110,223$144,884,615
45Clear Perspectives Financial Planning, Llc$249,859$173,902,112$173,902,112
46Laurel Wealth Planning$250,356$152,153,031$9,326,712$161,479,743
47Moseley Investment Management, Inc.$252,069$172,301,487$3,642,826$175,944,313
48Marble Trail Advisors$254,851$115,663,088$2,332,900$117,995,988
49Wealth Legacy Institute, Inc.$257,050$113,101,940$113,101,940
50Pure Financial Advisors, Inc.$261,316$2,253,636,916$25,042,576$2,278,679,492
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Showing 1 to 50 of 1,112 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 2,298 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.


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