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
1Clune & Associates$591,150$369,469,018$369,469,018
2Brownson, Rehmus & Foxworth, Inc.$2,390,783$6,024,774,223$6,024,774,223
3Lowery Asset Consulting, LLC$1,763,465$917,001,771$917,001,771
4Fountainhead Financial, LLC$3,185,227$280,300,000$280,300,000
5Meyer Financial Services, Inc.$338,811$91,937,464$31,050,780$122,988,244
6INTEROCEAN CAPITAL - TN, LLC$1,434,570$97,616,846$18,583,340$116,200,186
7Capital Management Consultants, Inc.$337,322$101,293,653$1,589,406$102,883,059
8Benchmark Capital Group Ltd.$323,007$108,804,014$2,956,530$111,760,544
9Focus Wealth Planning Inc$276,254$115,474,005$115,474,005
10Arlington Capital Management, Inc.$222,778$116,958,262$116,958,262
11Redmont Wealth Advisors LLC$2,788,364$122,688,000$122,688,000
12PRISM PLANNING PARTNERS$647,357$127,529,414$127,529,414
13Patrick M. Sweeney & Associates, Inc$715,503$129,149,327$7,511,740$136,661,067
14Forest Asset Management LLC$334,646$130,511,895$130,511,895
15Mark Bell Advisory Services, Inc.$969,569$130,891,860$130,891,860
16Model Wealth , Inc.$429,920$136,714,715$136,714,715
17Oak Wealth Advisors LLC$2,151,515$142,000,000$142,000,000
18Holder Wealth Management, Inc.$253,433$163,211,000$163,211,000
19South Georgia Capital, LLC$578,288$164,812,072$164,812,072
20Cogent Strategic Wealth LLC$529,982$169,594,099$169,594,099
21CAFG Wealth Management, Inc.$235,977$174,151,236$174,151,236
22Chicago Wealth Management, Inc.$244,752$174,997,758$174,997,758
23Coe Capital Management, LLC$905,128$176,500,000$176,500,000
24RPC Private Wealth, LLC$202,093$188,175,931$1,993,927$190,169,858
25Sebold Capital Management, Inc$336,487$196,267,857$60,134,892$256,402,749
26Mendel Money Management Inc$1,238,240$205,547,915$205,547,915
27Alex Green Investment Management LLC$1,212,216$206,076,774$206,076,774
28Siligmueller & Norvid Wealth Advisors LLC$2,410,477$207,301,000$207,301,000
29ADVISORY PARTNERS, LLC$1,181,585$207,958,889$207,958,889
30DWM Financial Group, Inc.$344,516$208,002,426$18,689,261$226,691,687
31Cambridge Capital Management, LLC$284,801$211,488,929$32,300,368$243,789,297
32TRINITY FINANCIAL ADVISORS LLC$334,029$212,108,419$212,108,419
33Schlindwein Associates LLC$468,725$214,676,269$214,676,269
34Bluestem Financial Advisors, LLC$293,901$215,113,410$6,194,323$221,307,733
35Sterling Wealth Management, Inc.$503,185$216,872,924$216,872,924
36Dibenedetto & Associates Ltd$422,605$218,922,257$17,313,735$236,235,992
37Piershale Financial Group, Inc.$211,961$226,295,024$21,063,413$247,358,437
38Oak Family Advisors, LLC$598,073$243,200,000$67,200,000$310,400,000
39Investment Center, Inc.$331,890$248,328,866$7,890,216$256,219,082
40Graybill Bartz Associates, Ltd$562,550$251,142,175$14,943,945$266,086,120
41J.G.Hendricks Financial Services, LLC$135,663$261,620,266$5,364,411$266,984,677
42Miramar Capital LLC$706,371$264,925,762$60,711,377$325,637,139
43Edge Financial Advisors, LLC$410,104$269,186,170$3,123,206$272,309,376
44GRYPHON ADVISORS, LLC$271,234$271,497,614$78,664,850$350,162,464
45Insight 2811 Inc$385,290$275,463,215$6,183,462$281,646,677
46Ruedi Wealth Management, Inc.$311,562$283,609,474$7,077,799$290,687,273
47Zimmerman Wealth Management, LLC$2,154,595$303,797,935$303,797,935
48Sage Private Wealth Group, LLC$333,475$341,884,166$595,134$342,479,300
49Hemsley Advisors, Ltd.$644,626$358,737,976$24,170,028$382,908,004
50Pinnacle Financial Group LLC$427,696$363,845,547$21,935,798$385,781,345
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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.