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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1HACKETT ROBERTSON TOBE GROUP$3,862,385$10,000,000$411,000,000$421,000,000
2Fortune 45, LLC.$250,635$95,982,966$5,524,104$101,507,070
3PERSONAL FINANCIAL ADVISORS, LLC$255,443$113,135,971$8,455,089$121,591,060
4Equitas Capital Advisors,LLC$8,507,928$129,076,671$287,811,811$416,888,482
5Regatta Research & Money Management L.L.C.$94,107$140,624,625$1,665,405$142,290,030
6Dumaine Investments LLC$602,641$142,223,282$142,223,282
7The Archer Consulting Group, LLC$301,688$143,000,000$143,000,000
8Crescent Sterling Ltd$408,132$155,500,000$30,200,000$185,700,000
9Meriwether Wealth & Planning, LLC$212,804$193,226,333$193,226,333
10Deane Retirement Strategies, Inc.$639,256$201,365,790$201,365,790
11Hassell Wealth Management, L.L.C.$274,094$202,829,858$202,829,858
12Asset Planning Services Inc$459,317$239,957,660$39,307,260$279,264,920
13Adkins Seale Capital Management LLC$800,412$280,325,061$23,031,067$303,356,128
14Delta Financial Advisors, L.L.C.$758,169$290,822,677$60,967,642$351,790,319
15Dentgroup, LLC$534,394$294,451,217$294,451,217
16FPL Capital Management, LLC$603,126$370,655,104$223,424,380$594,079,484
17Crescent Capital Consulting, LLC$1,428,901$1,024,152,725$178,981,807$1,203,134,532
18Stokes Family Office LLC$959,823$1,331,274,860$1,331,274,860
19Resource Management, LLC$3,165,157$1,725,010,627$1,725,010,627
20Waters, Parkerson & Co., LLC$1,233,760$1,987,832,940$120,663,528$2,108,496,468

Showing 1 to 20 of 20 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 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.