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
1Rocky Mountain Advisers, LLC$5,377,836$1,694,018,241$1,694,018,241
2Yukon Wealth Management, Inc.$2,957,211$222,732,913$16,801,157$239,534,070
3Everest Wealth Management, LLC$1,905,205$142,890,354$142,890,354
4Sunesis Advisors, LLC$1,793,643$516,577,507$105,816,584$622,394,091
5Meritage Portfolio Management, Inc.$1,475,504$1,866,137,155$81,527,555$1,947,664,710
6Mitchell Capital Management Co$1,120,718$665,706,281$665,706,281
7Financial Counselors Inc$975,405$11,314,380,325$1,089,840,960$12,404,221,285
8Paragon Capital Management LLC$859,611$361,036,551$361,036,551
9Prism Financial Group, L.L.C.$497,509$831,254,205$133,913,674$965,167,879
10Legacy Investment Partners, LLC$495,682$171,179,645$13,709,841$184,889,486
11Stepp & Rothwell Inc$459,935$803,750,879$27,811,862$831,562,741
12Koesten Hirschmann & Crabtree, Inc.$402,862$451,607,944$451,607,944
13Clayton Financial Services Inc$400,642$616,989,201$616,989,201
14Nova R Wealth, Inc.$383,370$346,283,397$1,050,243$347,333,640
15Triune Financial Partners, LLC$362,561$647,608,099$184,832,042$832,440,141
16Lumia Wealth, LLC$340,193$154,020,548$7,911,290$161,931,838
17Fortune Financial Advisors, LLC$330,557$155,209,289$83,452,961$238,662,250
18Canvas Wealth Advisors, LLC$320,802$293,854,851$293,854,851
19ETF Portfolio Partners, Inc.$308,400$244,003,944$557,456$244,561,400
20Searcy Financial Services, Inc.$308,105$306,000,118$3,645,737$309,645,855
21Petrovic Financial Solutions LLC$300,929$152,650,718$9,550,170$162,200,888
22The Retirement Planning Group, Inc.$297,480$1,124,177,216$1,124,177,216
23Mattern Wealth Management LLC$283,721$327,314,068$8,328,284$335,642,352
24Garrett Investment Advisors, LLC$281,965$435,543,003$30,545,475$466,088,478
25Windward Private Wealth Management Inc.$280,878$234,533,071$234,533,071
26Waterfront Wealth Inc.$271,429$570,000,000$570,000,000
27Legacy Financial Strategies, LLC$269,546$347,595,298$81,521,814$429,117,112
28Freestate Advisors LLC$258,045$96,546,459$38,411,058$134,957,517
29Integrity Advisory, LLC$235,094$174,846,324$21,221,987$196,068,311
30Sound Stewardship, LLC$226,812$174,872,000$174,872,000
31The Etf Store, Inc.$222,206$135,773,203$26,214,816$161,988,019
32S&A Financial Services, Inc.$182,750$234,474,785$18,086,390$252,561,175
33Midwest Financial Group LLC$171,957$311,164,875$9,535,299$320,700,174
34Carlson & Company Financial Services, LLC$72,192$271,947,924$271,947,924

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.