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
51The Millstone Evans Group, LLC$386,084$643,343,904$7,207,239$650,551,143
52Genereux Investment Management, Inc.$380,119$112,895,361$112,895,361
53Harbor Financial Group, Inc.$360,938$271,431,500$4,324,900$275,756,400
54Wealth Legacy Institute, Inc.$328,245$160,840,035$160,840,035
55Petra Financial Advisors Inc$327,237$174,090,333$174,090,333
56Rosecap Investment Advisors, LLC$318,891$200,713,062$15,495,373$216,208,435
57Boulder Wealth Advisors, LLC$317,592$156,255,111$156,255,111
58Kilterhowling LLC$314,407$151,831,023$11,974,768$163,805,791
59Rainsberger Wealth Advisors, Inc.$312,886$230,955,030$17,476,193$248,431,223
60M & A Consulting Group, LLC$310,855$189,000,000$189,000,000
61Investment Security Group, Inc.$299,974$798,230,467$798,230,467
62Alpha Capital Family Office, LLC$290,955$136,295,788$3,653,349$139,949,137
63Bonfire Financial, LLC$289,597$119,201,756$3,297,968$122,499,724
64G&S Capital LLC$289,570$259,744,612$259,744,612
65Sharkey Howes & Javer Inc$288,413$769,485,101$769,485,101
66Financially Speaking Inc$283,167$163,926,735$3,141,644$167,068,379
67All Season Financial Advisors, Inc.$273,706$204,731,971$204,731,971
68Vital Investment Management LLC$270,158$128,237,413$897,875$129,135,288
69Kozak & Tripp Private Asset Management, Inc.$266,299$406,798,739$27,268,008$434,066,747
70Wambolt & Associates, LLC$261,056$327,625,599$327,625,599
71Panoramic Investment Advisors, LLC$257,572$166,906,372$166,906,372
72SUMMIT WEALTH ADVISORS, INC.$241,576$118,142,290$5,061,430$123,203,720
73Altius Financial, Inc.$241,260$116,287,379$116,287,379
74Integrated Financial Planning, P.C.$238,455$143,073,045$143,073,045
75FFG Retirement Advisors LLC$236,658$125,665,486$125,665,486
76The Retirement Planning Specialists, LLC$234,456$186,409,500$921,197$187,330,697
77The Holben Group, LLC$229,656$127,000,000$127,000,000
78Aspen Wealth Strategies, LLC$225,630$173,120,073$10,994,139$184,114,212
79Vista Private Wealth Partners LLC$203,443$400,211,066$1,792,172$402,003,238
80Jenkins Wealth$191,290$243,892,551$384,820$244,277,371
81Pinnacle Wealth Management, Inc.$178,942$128,618,869$1,114,304$129,733,173
82Financial Security Management, Inc$172,070$332,353,365$773,913$333,127,278
83Callahan Capital Management Inc$128,369$152,162,211$1,880,694$154,042,905
84Lotusgroup Advisors, LLC$115,307$73,618,701$86,196,459$159,815,160
85Triumph Capital Management$109,422$372,911,856$372,911,856
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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 Carline Murphy.

*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.