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
1AE Wealth Management, LLC$111,906$5,526,239,350$5,526,239,350
2The Retirement Planning Group, Inc.$256,784$792,435,908$792,435,908
3Wealth Management Advisors Inc$1,378,793$466,031,919$466,031,919
4Clayton Wealth Partners$314,173$443,926,730$443,926,730
5KHC Wealth Management$310,007$345,037,622$345,037,622
6Midwest Financial Group LLC$140,608$200,365,922$200,365,922
7S&A Financial Services, Inc.$139,808$188,321,628$188,321,628
8Windward Private Wealth Management Inc.$266,450$186,781,578$186,781,578
9Everest Wealth Management$1,559,916$106,074,285$106,074,285
10Petrovic Weaver Financial Services$237,551$120,571,108$1,055,078$121,626,186
11Legacy Advisory Group, LLC$924,528$47,000,000$2,000,000$49,000,000
12Searcy Financial Services, Inc.$234,034$226,784,221$3,271,255$230,055,476
13Cornerstone Wealth Advisors, LLC$319,212$121,696,243$6,307,819$128,004,062
14Nova R Wealth, Inc.$313,464$273,439,976$8,364,521$281,804,497
15Yukon Wealth Management, Inc.$2,006,556$984,109,000$9,136,000$993,245,000
16The ETF Store, Inc.$188,461$102,909,256$13,182,748$116,092,004
17Sunrise Advisors$1,089,135$607,156,794$13,650,000$620,806,794
18Yukon Wealth Management$575,392$156,363,196$18,555,848$174,919,044
19Integrity Advisory, LLC$195,957$123,810,730$19,434,121$143,244,851
20Legacy Investment Partners, LLC$273,115$82,360,576$21,696,141$104,056,717
21Stepp & Rothwell Inc$312,767$542,859,829$22,623,343$565,483,172
22Fortune Financial Advisors$244,745$104,777,356$22,979,489$127,756,845
23Freestate Advisors LLC$224,294$123,252,679$53,939,941$177,192,620
24Legacy Financial Strategies, LLC$187,906$202,176,744$69,158,860$271,335,604
25Sound Stewardship, LLC$178,183$132,568,137$132,568,137
26Sunesis Advisors$1,566,104$470,954,138$402,931,994$873,886,132
27FCI Advisors$694,268$7,490,447,883$1,122,635,661$8,613,083,544

Showing 1 to 27 of 27 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.

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