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.

Filters

# of employees

MinMax

High-net-worth client assets

Total AUM

MinMax

Total accounts

MinMax

Discretionary AUM

MinMax

Avg. discretionary account AUM

MinMax

Non-discretionary AUM

MinMax

Non-discretionary accounts

MinMax

Average non-discretionary account AUM

MinMax

Avg. account AUM

MinMax
Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Capital Management Consultants, Inc.$337,322$101,293,653$1,589,406$102,883,059
2Three Sixty Wealth Management, LLC$218,750$105,000,000$105,000,000
3Benchmark Capital Group Ltd.$323,007$108,804,014$2,956,530$111,760,544
4Focus Wealth Planning Inc$276,254$115,474,005$115,474,005
5INTEROCEAN CAPITAL - TN, LLC$1,434,570$97,616,846$18,583,340$116,200,186
6Arlington Capital Management, Inc.$222,778$116,958,262$116,958,262
7MONEY MANAGERS ADVISORY$92,461$117,147,881$117,147,881
8Redmont Wealth Advisors LLC$2,788,364$122,688,000$122,688,000
9Meyer Financial Services, Inc.$338,811$91,937,464$31,050,780$122,988,244
10Hinsdale Associates, Inc.$653,981$124,910,323$124,910,323
11PRISM PLANNING PARTNERS$647,357$127,529,414$127,529,414
12Forest Asset Management LLC$334,646$130,511,895$130,511,895
13Mark Bell Advisory Services, Inc.$969,569$130,891,860$130,891,860
14Mentor Capital Management Inc.$143,989$105,689,242$27,932,361$133,621,603
15North Shore Investment Consulting LLC$430,625$135,216,368$135,216,368
16Patrick M. Sweeney & Associates, Inc$715,503$129,149,327$7,511,740$136,661,067
17Model Wealth , Inc.$429,920$136,714,715$136,714,715
18Oak Wealth Advisors LLC$2,151,515$142,000,000$142,000,000
19River Street Advisors, LLC$333,294$138,786,401$3,530,133$142,316,534
20Holder Wealth Management, Inc.$253,433$163,211,000$163,211,000
21South Georgia Capital, LLC$578,288$164,812,072$164,812,072
22Cogent Strategic Wealth LLC$529,982$169,594,099$169,594,099
23Estate & Trust Advisors, Inc.$355,013$169,696,312$169,696,312
24CAFG Wealth Management, Inc.$235,977$174,151,236$174,151,236
25Chicago Wealth Management, Inc.$244,752$174,997,758$174,997,758
26Coe Capital Management, LLC$905,128$176,500,000$176,500,000
27Invesco, LLC$940,774$177,806,293$177,806,293
28TPG Advisors LLC$343,233$174,140,768$14,294,183$188,434,951
29RPC Private Wealth, LLC$202,093$188,175,931$1,993,927$190,169,858
30Creekmur Asset Management, LLC$263,602$197,438,169$197,438,169
31Madden Funds Management Ltd.$1,068,421$203,000,000$203,000,000
32Mendel Money Management Inc$1,238,240$205,547,915$205,547,915
33Alex Green Investment Management LLC$1,212,216$206,076,774$206,076,774
34Siligmueller & Norvid Wealth Advisors LLC$2,410,477$207,301,000$207,301,000
35ADVISORY PARTNERS, LLC$1,181,585$207,958,889$207,958,889
36TRINITY FINANCIAL ADVISORS LLC$334,029$212,108,419$212,108,419
37Schlindwein Associates LLC$468,725$214,676,269$214,676,269
38Sterling Wealth Management, Inc.$503,185$216,872,924$216,872,924
39Bluestem Financial Advisors, LLC$293,901$215,113,410$6,194,323$221,307,733
40DWM Financial Group, Inc.$344,516$208,002,426$18,689,261$226,691,687
41Dibenedetto & Associates Ltd$422,605$218,922,257$17,313,735$236,235,992
42Robert Gordon & Associates, Inc.$333,341$63,336,830$174,668,623$238,005,453
43Cambridge Capital Management, LLC$284,801$211,488,929$32,300,368$243,789,297
44Piershale Financial Group, Inc.$211,961$226,295,024$21,063,413$247,358,437
45Rezny Wealth Management, Inc.$994,306$250,866,900$1,686,743$252,553,643
46AHC ADVISORS, INC.$1,147,453$102,250,612$153,631,472$255,882,084
47Investment Center, Inc.$331,890$248,328,866$7,890,216$256,219,082
48Sebold Capital Management, Inc$336,487$196,267,857$60,134,892$256,402,749
49Crumly And Associates, Incorporated$747,475$263,858,688$263,858,688
50Graybill Bartz Associates, Ltd$562,550$251,142,175$14,943,945$266,086,120
Next Page »

Showing 1 to 50 of 107 entries

Page 1 | 2 | 3

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.