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
1STRAUSS FINANCIAL GROUP, INC.$213,846$139,000,000$139,000,000
2Strauss Wealth Advising, Inc.$265,340$160,000,000$160,000,000
3Timberchase Financial, LLC$216,912$139,040,440$139,040,440
4Mainsail Asset Management, LLC$495,069$227,236,643$227,236,643
5BCR Wealth Strategies, LLC$297,604$295,223,233$295,223,233
6B, B, H, & B Inc.$258,540$233,720,210$233,720,210
7The Welch Group, LLC$618,513$1,910,586,230$1,910,586,230
8Longview Financial Advisors, Inc.$264,061$184,766,850$75,842$184,842,692
9Mayfair Advisory Group, LLC$308,987$234,110,000$720,000$234,830,000
10Retirement Advisors, Inc.$353,484$139,445,380$1,241,322$140,686,702
11Bright Investments, LLC$1,468,871$106,954,727$1,741,744$108,696,471
12BMSS Wesson Wealth Solutions, LLC$506,308$186,690,683$2,162,307$188,852,990
13Brown Mcleod, Inc$393,308$228,889,226$2,769,003$231,658,229
14Money Management Services, Inc.$270,231$290,310,642$4,511,166$294,821,808
15Eugenias Advisory Group, LLC$498,404$142,246,110$5,281,420$147,527,530
16Sandifer Wealth Management, Inc.$338,732$176,556,804$5,680,889$182,237,693
17WFG Capital Advisors, LLC$193,767$187,412,739$8,873,247$196,285,986
18Sunburst Financial Group, LLC$313,355$364,535,127$28,411,915$392,947,042
19N.D. Pitman & Company, Inc.$597,250$5,781,471$142,933,902$148,715,373
20Leavell Investment Management, Inc.$1,007,327$1,641,551,189$247,187,047$1,888,738,236
21Arlington Partners LLC$6,813,442$2,315,286,033$2,999,199,006$5,314,485,039

Showing 1 to 21 of 21 entries

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

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*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.