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
1FCI Advisors$749,954$8,747,161,548$1,116,231,613$9,863,393,161
2Ae Wealth Management, Llc$115,541$8,583,746,349$8,583,746,349
3Meritage Portfolio Management, Inc.$1,428,074$1,738,361,811$75,292,486$1,813,654,297
4Rocky Mountain Advisers, Llc$5,499,156$1,506,768,677$1,506,768,677
5The Retirement Planning Group, Inc.$257,023$927,337,499$927,337,499
6Prism Financial Group, L.L.C.$437,915$683,375,757$118,447,461$801,823,218
7Sunrise Advisors$1,199,803$706,684,116$706,684,116
8Triune Financial Partners, Llc$320,590$545,009,762$153,555,030$698,564,792
9Stepp & Rothwell Inc$409,758$668,842,695$24,057,628$692,900,323
10Mitchell Capital Management Co$1,038,523$590,919,835$590,919,835
11Clayton Wealth Partners$359,647$541,628,141$541,628,141
12Wealth Management Advisors Inc$1,487,771$504,354,312$504,354,312
13Aspyre Wealth Partners$375,909$395,080,249$395,080,249
14Legacy Financial Strategies, Llc$227,565$284,802,437$69,515,506$354,317,943
15Nova R Wealth, Inc.$384,679$320,850,069$10,358,670$331,208,739
16Mattern Wealth Management Llc$270,282$278,495,152$20,707,547$299,202,699
17Searcy Financial Services, Inc.$292,090$268,675,461$2,968,048$271,643,509
18Midwest Financial Group Llc$147,404$226,303,744$5,709,579$232,013,323
19S&A Financial Services, Inc.$164,948$217,566,073$217,566,073
20Yukon Wealth Management, Inc.$644,523$200,109,109$17,094,974$217,204,083
21Windward Private Wealth Management Inc.$276,371$211,976,859$211,976,859
22Etf Portfolio Partners, Inc.$272,579$209,481,040$405,039$209,886,079
23Fortune Financial Advisors, Llc$322,111$125,750,109$69,771,040$195,521,149
24Freestate Advisors Llc$266,912$132,308,574$43,586,134$175,894,708
25Integrity Advisory, Llc$210,742$145,238,583$19,982,860$165,221,443
26Sound Stewardship, Llc$200,611$157,880,488$157,880,488
27Legacy Investment Partners, Llc$396,006$122,192,480$27,497,918$149,690,398
28Carlson Financial$39,891$145,737,532$542,879$146,280,411
29Lumia Wealth, Llc$312,280$136,930,165$8,592,187$145,522,352
30Petrovic Financial Services$237,551$120,571,108$1,055,078$121,626,186
31The Etf Store, Inc.$176,852$95,897,906$13,220,061$109,117,967
32Everest Wealth Management$1,559,916$106,074,285$106,074,285

Showing 1 to 32 of 32 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 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.