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
1CANVAS WEALTH ADVISORS, LLC$224,108$92,556,399$8,740,193$101,296,592
2EVEREST WEALTH MANAGEMENT$1,631,189$119,076,793$119,076,793
3THE ETF STORE, INC.$190,075$106,892,113$17,987,072$124,879,185
4PETROVIC FINANCIAL SERVICES$270,148$142,214,367$1,504,111$143,718,478
5LUMIA WEALTH, LLC$312,280$136,930,165$8,592,187$145,522,352
6LEGACY INVESTMENT PARTNERS, LLC$396,006$122,192,480$27,497,918$149,690,398
7SOUND STEWARDSHIP, LLC$200,611$157,880,488$157,880,488
8INTEGRITY ADVISORY, LLC$210,742$145,238,583$19,982,860$165,221,443
9FREESTATE ADVISORS LLC$266,912$132,308,574$43,586,134$175,894,708
10FORTUNE FINANCIAL ADVISORS, LLC$322,111$125,750,109$69,771,040$195,521,149
11CARLSON FINANCIAL$46,702$200,879,297$733,083$201,612,380
12ETF PORTFOLIO PARTNERS, INC.$272,579$209,481,040$405,039$209,886,079
13WINDWARD PRIVATE WEALTH MANAGEMENT INC.$276,371$211,976,859$211,976,859
14YUKON WEALTH MANAGEMENT, INC.$644,523$200,109,109$17,094,974$217,204,083
15S&A FINANCIAL SERVICES, INC.$164,948$217,566,073$217,566,073
16MIDWEST FINANCIAL GROUP LLC$147,404$226,303,744$5,709,579$232,013,323
17SEARCY FINANCIAL SERVICES, INC.$292,090$268,675,461$2,968,048$271,643,509
18GARRETT INVESTMENT ADVISORS, LLC$261,613$248,677,937$24,707,150$273,385,087
19MATTERN WEALTH MANAGEMENT LLC$270,282$278,495,152$20,707,547$299,202,699
20PARAGON CAPITAL MANAGEMENT LLC$616,899$314,618,252$314,618,252
21NOVA R WEALTH, INC.$384,679$320,850,069$10,358,670$331,208,739
22LEGACY FINANCIAL STRATEGIES, LLC$227,565$284,802,437$69,515,506$354,317,943
23ASPYRE WEALTH PARTNERS$375,909$395,080,249$395,080,249
24CLAYTON WEALTH PARTNERS$359,647$541,628,141$541,628,141
25MITCHELL CAPITAL MANAGEMENT CO$1,038,523$590,919,835$590,919,835
26SUNESIS ADVISORS, LLC$1,797,995$490,121,119$131,985,256$622,106,375
27STEPP & ROTHWELL INC$409,758$668,842,695$24,057,628$692,900,323
28TRIUNE FINANCIAL PARTNERS, LLC$320,590$545,009,762$153,555,030$698,564,792
29PRISM FINANCIAL GROUP, L.L.C.$437,915$683,375,757$118,447,461$801,823,218
30THE RETIREMENT PLANNING GROUP, INC.$257,023$927,337,499$927,337,499
31ROCKY MOUNTAIN ADVISERS, LLC$5,499,156$1,506,768,677$1,506,768,677
32MERITAGE PORTFOLIO MANAGEMENT, INC.$1,413,814$1,742,509,115$47,378,900$1,789,888,015
33FCI ADVISORS$749,954$8,747,161,548$1,116,231,613$9,863,393,161

Showing 1 to 33 of 33 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 Sabrina Straub.

*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.