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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1STRAUSS FINANCIAL GROUP, INC.$213,846$139,000,000$139,000,000
2TIMBERCHASE FINANCIAL, LLC$206,192$113,612,000$113,612,000
3MAINSAIL ASSET MANAGEMENT, LLC$421,142$170,141,523$170,141,523
4TUCKER FINANCIAL GROUP$16,697$121,000,000$121,000,000
5SUNBURST FINANCIAL GROUP, LLC$258,137$303,052,790$303,052,790
6CLARK FINANCIAL ADVISORS$227,554$212,307,770$212,307,770
7THE WELCH GROUP, LLC$623,887$1,758,737,229$1,758,737,229
8BMSS WESSON WEALTH SOLUTIONS$417,036$138,926,948$363,082$139,290,030
9MAYFAIR ADVISORY GROUP, LLC$276,258$181,087,666$690,205$181,777,871
10LONGVIEW FINANCIAL ADVISORS, INC.$244,273$175,187,534$933,177$176,120,711
11MONEY MANAGEMENT SERVICES INC$250,479$258,618,524$1,378,550$259,997,074
12RETIREMENT ADVISORS, INC.$335,384$127,570,284$2,223,493$129,793,777
13BROWN FINANCIAL ADVISORY$347,951$194,353,476$2,586,618$196,940,094
14SANDIFER WEALTH MANAGEMENT, INC.$316,871$158,243,699$5,578,503$163,822,202
15BCR WEALTH STRATEGIES$282,444$254,679,055$7,711,806$262,390,861
16EUGENIAS ADVISORY GROUP, LLC$437,056$123,541,269$8,449,605$131,990,874
17N.D. PITMAN & COMPANY, INC.$614,960$5,488,723$142,101,659$147,590,382
18LEAVELL INVESTMENT MANAGEMENT, INC.$1,142,080$1,753,894,888$201,345,718$1,955,240,606
19ARLINGTON PARTNERS LLC$7,668,898$1,815,976,829$3,605,934,160$5,421,910,989

Showing 1 to 19 of 19 entries

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For more information about the RIA Data Center, please contact InvestmentNews Data.

Reprints: For reprints of these rankings, please contact Sabrina Straub.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. 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) nor one who is an insurance company or agency.

Database last updated on June, 2020.