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
1Financial Counselors Inc$975,405$11,314,380,325$1,089,840,960$12,404,221,285
2Meritage Portfolio Management, Inc.$1,475,504$1,866,137,155$81,527,555$1,947,664,710
3Rocky Mountain Advisers, LLC$5,377,836$1,694,018,241$1,694,018,241
4The Retirement Planning Group, Inc.$297,480$1,124,177,216$1,124,177,216
5Prism Financial Group, L.L.C.$497,509$831,254,205$133,913,674$965,167,879
6Stepp & Rothwell Inc$459,935$803,750,879$27,811,862$831,562,741
7Mitchell Capital Management Co$1,120,718$665,706,281$665,706,281
8Triune Financial Partners, LLC$362,561$647,608,099$184,832,042$832,440,141
9Clayton Financial Services Inc$400,642$616,989,201$616,989,201
10Waterfront Wealth Inc.$271,429$570,000,000$570,000,000
11Sunesis Advisors, LLC$1,793,643$516,577,507$105,816,584$622,394,091
12Koesten Hirschmann & Crabtree, Inc.$402,862$451,607,944$451,607,944
13Garrett Investment Advisors, LLC$281,965$435,543,003$30,545,475$466,088,478
14Paragon Capital Management LLC$859,611$361,036,551$361,036,551
15Legacy Financial Strategies, LLC$269,546$347,595,298$81,521,814$429,117,112
16Nova R Wealth, Inc.$383,370$346,283,397$1,050,243$347,333,640
17Mattern Wealth Management LLC$283,721$327,314,068$8,328,284$335,642,352
18Midwest Financial Group LLC$171,957$311,164,875$9,535,299$320,700,174
19Searcy Financial Services, Inc.$308,105$306,000,118$3,645,737$309,645,855
20Canvas Wealth Advisors, LLC$320,802$293,854,851$293,854,851
21Carlson & Company Financial Services, LLC$72,192$271,947,924$271,947,924
22ETF Portfolio Partners, Inc.$308,400$244,003,944$557,456$244,561,400
23Windward Private Wealth Management Inc.$280,878$234,533,071$234,533,071
24S&A Financial Services, Inc.$182,750$234,474,785$18,086,390$252,561,175
25Yukon Wealth Management, Inc.$2,957,211$222,732,913$16,801,157$239,534,070
26Integrity Advisory, LLC$235,094$174,846,324$21,221,987$196,068,311
27Legacy Investment Partners, LLC$495,682$171,179,645$13,709,841$184,889,486
28Fortune Financial Advisors, LLC$330,557$155,209,289$83,452,961$238,662,250
29Lumia Wealth, LLC$340,193$154,020,548$7,911,290$161,931,838
30Petrovic Financial Solutions LLC$300,929$152,650,718$9,550,170$162,200,888
31Everest Wealth Management, LLC$1,905,205$142,890,354$142,890,354
32The Etf Store, Inc.$222,206$135,773,203$26,214,816$161,988,019
33Freestate Advisors LLC$258,045$96,546,459$38,411,058$134,957,517
34Sound Stewardship, LLC$226,812$174,872,000$174,872,000

Showing 1 to 34 of 34 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 Research.

Reprints: For reprints of these rankings, please contact Caroline Murphy.

*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.