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

Showing 1 to 16 of 16 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 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.