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

Showing 1 to 15 of 15 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 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.