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

Showing 1 to 34 of 34 entries

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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.