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

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.