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

Showing 1 to 26 of 26 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.