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
1Fci Advisors$694,268$7,490,447,883$1,122,635,661$8,613,083,544
2AE Wealth Management, LLC$111,906$5,526,239,350$5,526,239,350
3Meritage Portfolio Management, Inc.$1,246,281$1,476,376,241$54,056,804$1,530,433,045
4Rocky Mountain Advisers, Llc$5,440,614$1,376,255,531$219,915$1,376,475,446
5The Retirement Planning Group, Inc.$265,197$861,888,786$861,888,786
6Sunrise Advisors$1,134,911$660,518,107$660,518,107
7Prism Financial Group, L.L.C.$404,187$568,176,451$98,328,459$666,504,910
8Stepp & Rothwell Inc$312,767$542,859,829$22,623,343$565,483,172
9Mitchell Capital Management Co$965,442$519,407,855$519,407,855
10Sunesis Advisors, Llc$1,566,104$470,954,138$402,931,994$873,886,132
11Wealth Management Advisors Inc$1,378,793$466,031,919$466,031,919
12Clayton Wealth Partners$314,173$443,926,730$443,926,730
13Aspyre Wealth Partners$310,007$345,037,622$345,037,622
14Paragon Capital Management Llc$639,467$312,699,145$312,699,145
15Nova R Wealth, Inc.$313,464$273,439,976$8,364,521$281,804,497
16Searcy Financial Services, Inc.$234,034$226,784,221$3,271,255$230,055,476
17Legacy Financial Strategies, LLC$187,906$202,176,744$69,158,860$271,335,604
18Midwest Financial Group Llc$140,608$200,365,922$200,365,922
19S&A Financial Services, Inc.$139,808$188,321,628$188,321,628
20Windward Private Wealth Management Inc.$266,450$186,781,578$186,781,578
21Etf Portfolio Partners, Inc.$228,768$167,986,537$844,050$168,830,587
22Yukon Wealth Management, Inc.$575,392$156,363,196$18,555,848$174,919,044
23Carlson Financial$39,891$145,737,532$542,879$146,280,411
24Integrity Advisory, Llc$195,957$123,810,730$19,434,121$143,244,851
25Freestate Advisors Llc$224,294$123,252,679$53,939,941$177,192,620
26Lumia Wealth, Llc$319,212$121,696,243$6,307,819$128,004,062
27Petrovic Financial Services$237,551$120,571,108$1,055,078$121,626,186
28Everest Wealth Management$1,559,916$106,074,285$106,074,285
29Fortune Financial Advisors, Llc$244,745$104,777,356$22,979,489$127,756,845
30The Etf Store, Inc.$188,461$102,909,256$13,182,748$116,092,004
31Garrett Investment Advisors, Llc$219,053$85,789,696$22,860,748$108,650,444
32Legacy Investment Partners, Llc$273,115$82,360,576$21,696,141$104,056,717
33Legacy Advisory Group, LLC$122,908$11,122,000$23,661,000$34,783,000
34Sound Stewardship, Llc$178,183$132,568,137$132,568,137

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 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.