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
1SOUND STEWARDSHIP, LLC$200,611$157,880,488$157,880,488
2TRIUNE FINANCIAL PARTNERS, LLC$320,590$545,009,762$153,555,030$698,564,792
3SUNESIS ADVISORS, LLC$1,797,995$490,121,119$131,985,256$622,106,375
4PRISM FINANCIAL GROUP, L.L.C.$437,915$683,375,757$118,447,461$801,823,218
5FORTUNE FINANCIAL ADVISORS, LLC$322,111$125,750,109$69,771,040$195,521,149
6MERITAGE PORTFOLIO MANAGEMENT, INC.$1,413,814$1,742,509,115$47,378,900$1,789,888,015
7FREESTATE ADVISORS LLC$266,912$132,308,574$43,586,134$175,894,708
8LEGACY INVESTMENT PARTNERS, LLC$396,006$122,192,480$27,497,918$149,690,398
9GARRETT INVESTMENT ADVISORS, LLC$261,613$248,677,937$24,707,150$273,385,087
10STEPP & ROTHWELL INC$409,758$668,842,695$24,057,628$692,900,323
11MATTERN WEALTH MANAGEMENT LLC$270,282$278,495,152$20,707,547$299,202,699
12YUKON WEALTH MANAGEMENT, INC.$644,523$200,109,109$17,094,974$217,204,083
13NOVA R WEALTH, INC.$384,679$320,850,069$10,358,670$331,208,739
14CANVAS WEALTH ADVISORS, LLC$224,108$92,556,399$8,740,193$101,296,592
15LUMIA WEALTH, LLC$312,280$136,930,165$8,592,187$145,522,352
16SEARCY FINANCIAL SERVICES, INC.$292,090$268,675,461$2,968,048$271,643,509
17PETROVIC FINANCIAL SERVICES$270,148$142,214,367$1,504,111$143,718,478
18ETF PORTFOLIO PARTNERS, INC.$272,579$209,481,040$405,039$209,886,079
19MITCHELL CAPITAL MANAGEMENT CO$1,038,523$590,919,835$590,919,835
20ASPYRE WEALTH PARTNERS$375,909$395,080,249$395,080,249
21CLAYTON WEALTH PARTNERS$359,647$541,628,141$541,628,141
22THE RETIREMENT PLANNING GROUP, INC.$257,023$927,337,499$927,337,499
23PARAGON CAPITAL MANAGEMENT LLC$616,899$314,618,252$314,618,252
24WINDWARD PRIVATE WEALTH MANAGEMENT INC.$276,371$211,976,859$211,976,859

Showing 1 to 24 of 24 entries

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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 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.