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
1Welch Hornsby, Inc.$1,033,518$1,817,958,121$1,817,958,121
2The Welch Group, Llc$1,428,705$1,431,562,472$1,431,562,472
3Arlington Partners Llc$2,265,906$1,272,374,109$152,880,823$1,425,254,932
4Mitchell, McLeod, Pugh & Williams, Inc.$808,301$750,271,001$297,287,226$1,047,558,227
5Sunburst Financial Group, Llc$260,743$237,797,272$237,797,272
6Bcr Wealth Strategies$252,211$236,431,334$395,047$236,826,381
7Money Management Services Inc$235,973$234,320,947$234,320,947
8Clark Financial Advisors$191,714$179,444,037$179,444,037
9Brown Financial Advisory$308,192$160,627,919$2,713,637$163,341,556
10Longview Financial Advisors, Inc.$207,760$148,931,430$448,325$149,379,755
11Mainsail Asset Management, Llc$374,679$140,504,606$140,504,606
12N.D. Pitman & Company, Inc.$574,149$5,257,910$129,093,015$134,350,925
13Sandifer & Associates$264,250$128,423,677$4,494,122$132,917,799
14Strauss Financial Group, Inc.$435,088$124,000,000$124,000,000
15Eugenias Advisory Group, Llc$306,414$116,168,769$7,316,252$123,485,021

Showing 1 to 15 of 15 entries

Page 1

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.