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
1Mcf Advisors, LLC$923,812$1,003,656,238$545,577,156$1,549,233,394
2Meridian Wealth Management, LLC$415,668$554,371,815$3,870,571$558,242,386
3ALPhaMark Advisors, LLC$393,928$363,989,306$0$363,989,306
4Landmark Financial Advisors$317,096$283,900,000$24,000,000$307,900,000
5D. Scott Neal, Inc.$200,403$226,168,639$27,340,856$253,509,495
6Saling Wealth Advisors$364,238$216,194,559$3,805,441$220,000,000
7Spectrum Financial Alliance, Ltd.., LLC$213,395$185,653,283$0$185,653,283
8Pillar Financial Advisors$573,607$157,134,603$5,769,813$162,904,416
9Money Watch Advisors Inc$498,111$151,923,765$0$151,923,765
10Joule Financial$136,399$137,010,409$2,525,257$139,535,666
11Wallace Hart Capital Management$285,428$128,094,830$9,195,813$137,290,643
12Altus Wealth Management, LLC$452,942$134,523,650$0$134,523,650
13Equity Advisors Of Kentucky Inc$182,756$3,300,000$122,070,560$125,370,560

Showing 1 to 13 of 13 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 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (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 11, 2018.


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