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.

Filters

# of employees

MinMax

High-net-worth client assets

Total AUM

MinMax

Total accounts

MinMax

Discretionary AUM

MinMax

Avg. discretionary account AUM

MinMax

Non-discretionary AUM

MinMax

Non-discretionary accounts

MinMax

Average non-discretionary account AUM

MinMax

Avg. account AUM

MinMax
Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
51Pinnacle Advisory Group, Inc.$403,691$2,317,996,134$2,317,996,134
521 North Wealth Services, LLC$372,067$245,564,288$245,564,288
53Ivy League Financial Advisors LLC$358,343$125,061,537$125,061,537
54Kendall Capital Management$355,732$357,865,904$357,865,904
55Financial Services Advisory Inc$351,676$726,914,646$726,914,646
56Investment Planning Associates Inc$350,000$150,000,000$60,000,000$210,000,000
57Waypoint Wealth Management, LLC$344,399$172,199,553$172,199,553
58RCS Financial Planning, LLC$319,110$135,302,683$135,302,683
59Carmichael Hill & Associates Inc$317,429$253,625,927$253,625,927
60Macroview Investment Management LLC$305,907$137,352,200$137,352,200
61Lowe Wealth Advisors, LLC$289,259$352,557,063$9,016,736$361,573,799
62LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC$288,679$114,894,196$114,894,196
63Geier Asset Management Inc$283,299$323,299,000$30,258,000$353,557,000
64Buttonwood Financial Advisors, Inc.$236,723$120,943,025$10,201,664$131,144,689
65Divergent Planning, LLC$234,421$155,655,762$155,655,762
66Thoma Capital Management LLC$216,863$202,340,691$2,812,062$205,152,753
67PKS Investment Advisors LLC$211,709$164,812,098$3,920,197$168,732,295
68Facet Wealth, Inc$199,543$502,250,733$502,250,733
69Monumental Financial Group Inc.$184,841$114,046,661$114,046,661
70The Financial Consulate, Inc$164,257$576,805,455$8,605,887$585,411,342
« Previous Page

Showing 51 to 70 of 70 entries

Page 1 | 2

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.