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

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 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.