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.

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

Showing 1 to 26 of 26 entries

Page 1

Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.

For more information about the RIA Data Center, please contact InvestmentNews Research.

Reprints: For reprints of these rankings, please contact Caroline Murphy.

*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.