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
1HILEY HUNT WEALTH MANAGEMENT, INC.$184,938$108,373,532$108,373,532
2NABITY-JENSEN INVESTMENT MANAGEMENT, INC.$651,138$121,762,813$121,762,813
3BAZIS YOUNG INVESTMENT GROUP, LLC$278,089$129,135,509$15,748,999$144,884,508
4TRUE MEASURE WEALTH MANAGEMENT$525,777$150,372,292$150,372,292
5CALLAHAN FINANCIAL PLANNING COMPANY$243,479$171,721,601$2,122,731$173,844,332
6FLAGSTONE FINANCIAL MANAGEMENT, LLC$266,374$180,601,269$180,601,269
7R2 WEALTH MANAGEMENT PARTNERS$131,217$186,700,000$12,750,000$199,450,000
8ARKFELD WEALTH STRATEGIES, L.L.C.$198,197$188,551,000$47,898,000$236,449,000
9PROFESSIONAL FINANCIAL ADVISORS, LLC$103,683$196,789,683$196,789,683
10OLDFATHER FINANCIAL SERVICES LLC$407,167$199,526,190$14,643,398$214,169,588
11AMERICA FIRST INVESTMENT ADVISORS LLC$686,025$399,266,374$399,266,374
12CAMBRIDGE ADVISORS INC$621,937$459,155,337$27,821,259$486,976,596
13NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC$1,096,788$970,984,962$350,644,999$1,321,629,961
14LUTZ FINANCIAL$709,616$1,064,654,249$124,662,359$1,189,316,608
15BRIDGES INVESTMENT MANAGEMENT INC$2,931,027$4,564,521,962$268,741,696$4,833,263,658

Showing 1 to 15 of 15 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.