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
51Inspired Financial$447,778$161,200,000$161,200,000
52Silver Oak Wealth Advisors Services, LLC$355,607$162,867,794$162,867,794
53Integral Financial Solutions, LLC$543,843$165,872,215$165,872,215
54Verity Wealth Advisors$1,124,644$168,696,606$168,696,606
55JDH Wealth Management, LLC$620,667$173,166,218$173,166,218
56Cardinal Point Wealth Management, LLC$504,550$174,944,209$134,549$175,078,758
57Boltwood Capital Management$760,556$175,892,904$39,344,367$215,237,271
58Longview Financial Advisors, LLC$457,142$177,309,564$44,404,496$221,714,060
59Bennicas & Associates$1,453,250$178,749,688$178,749,688
60Johnson Lyman Wealth Advisors$1,525,908$179,730,734$3,378,244$183,108,978
61Ward & Associates$3,566,550$183,597,734$8,995,978$192,593,712
62Empyrion Wealth Management, Inc.$583,351$188,422,344$188,422,344
63Bell & Brown Wealth Advisors, LLC$464,905$189,971,990$12,261,483$202,233,473
64Jess S. Morgan & Company., Inc.$986,984$191,474,903$191,474,903
65Park, Miller$896,031$193,540,825$1,868$193,542,693
66The Humphreys Group$1,714,214$193,706,126$193,706,126
67Guardian Investment Management$1,193,711$204,175,011$40,535,739$244,710,750
68Financial Alternatives, Inc.$284,813$204,298,206$482,639$204,780,845
69Sirius Wealth Management Strategies, LLC$2,113,407$207,113,918$207,113,918
70Aequitas Wealth Management$1,190,357$208,312,450$208,312,450
71Morling Financial Advisors, LLC$292,433$212,598,965$212,598,965
72Concord Investment Counsel$398,353$217,851,938$4,428,975$222,280,913
73Van Strum & Towne Inc$969,388$218,952,000$40,844,000$259,796,000
74NBS Financial Services, Inc.$497,674$221,244,067$2,709,427$223,953,494
75VR Advisors, LLC$712,069$226,438,000$226,438,000
76AG Asset Advisory, LLC$1,735,951$229,145,586$229,145,586
77Westshore Wealth$659,521$230,308,599$28,223,518$258,532,117
78Elm Advisors$744,599$230,545,337$66,549,612$297,094,949
79Navigoe$437,288$231,368,000$832,000$232,200,000
80Fortress Wealth Management, Inc.$406,486$235,761,682$235,761,682
81Curran & Lewis Investment Management, Inc.$460,330$236,149,152$236,149,152
82Harrington Investments, Inc.$1,117,498$239,690,464$571,550$240,262,014
83Wade Financial Advisory, Inc.$1,718,125$242,798,606$121,443,938$364,242,544
84Chamberlain Financial Planning & Wealth Management$1,523,500$243,760,000$243,760,000
85Ariadne Wealth Management, LLC$833,355$244,400,831$4,772,203$249,173,034
86Betterwealth LLC$233,025$245,417,359$6,948,749$252,366,108
87Dean Roland Russell, LLC$432,970$246,465,000$2,060,000$248,525,000
88McCarthy Asset Management, Inc.$341,845$248,521,288$248,521,288
89Brian D. Lowder, Inc.$412,592$250,856,158$250,856,158
90Clearpath Capital Partners LLC$1,079,545$253,893,425$48,379,114$302,272,539
91Chequers Financial Management LLC$944,279$259,067,434$14,773,453$273,840,887
92Asset Planning, Inc$367,010$262,247,719$1,265,747$263,513,466
93Concentric Wealth Management$405,510$263,175,796$263,175,796
94Personal Financial Management$2,191,603$263,667,367$137,395,979$401,063,346
95YellowBrickRoad Financial Advisors$243,721$265,061,951$837,221$265,899,172
96Financial Connections Group, Inc.$370,109$265,368,326$265,368,326
97Occidental Asset Management, LLC$328,896$271,339,071$271,339,071
98Salem Partners Advisors LLC Dba Salem Partners Wealth Management$1,901,739$275,752,186$275,752,186
99Wimmer Associates LLC$845,649$279,710,000$14,576,000$294,286,000
100Beta Wealth Group, Inc$776,177$280,200,000$280,200,000
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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 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.

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