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 |
|---|---|---|---|---|---|
| 1 | HERITAGE FINANCIAL ADVISORS, LLC | $223,860 | — | $130,734,267 | $130,734,267 |
| 2 | SCOTT SNOW (FINANCIAL ADVISORS) LLC | $994,363 | — | $493,204,040 | $493,204,040 |
| 3 | FINANCIAL FREEDOM | $365,688 | — | $249,399,000 | $249,399,000 |
| 4 | FAIRWAY WEALTH MANAGEMENT LLC | $6,796,038 | $2,640,977 | $1,614,816,121 | $1,617,457,098 |
| 5 | CENTRICITY WEALTH MANAGEMENT, LLC | $236,043 | $65,363,159 | $63,280,350 | $128,643,509 |
| 6 | VELA INVESTMENT MANAGEMENT, LLC | $1,215,743 | $103,338,151 | — | $103,338,151 |
| 7 | LIGHTHOUSE WEALTH MANAGEMENT, INC. | $152,698 | $106,430,832 | — | $106,430,832 |
| 8 | T.T.G. FINANCIAL, INC. | $707,685 | $108,983,498 | — | $108,983,498 |
| 9 | INTERNATIONAL MANAGEMENT ADVISORS LTD. | $1,605,632 | $112,394,227 | — | $112,394,227 |
| 10 | MERIDIAN CAPITAL MANAGEMENT GROUP, INC. | $214,598 | $117,339,432 | $904,245 | $118,243,677 |
| 11 | MICHAEL BRADY & CO., LLC | $200,159 | $120,095,655 | — | $120,095,655 |
| 12 | MEYER CAPITAL MANAGEMENT LLC. | $375,327 | $126,485,143 | — | $126,485,143 |
| 13 | ARTIFEX FINANCIAL GROUP, LLC | $128,709 | $126,649,768 | — | $126,649,768 |
| 14 | REBEL FINANCIAL, LLC | $403,674 | $132,210,271 | $4,231,590 | $136,441,861 |
| 15 | OBJECTIVE CAPITAL MANAGEMENT, LLC | $396,949 | $136,314,277 | $22,862,362 | $159,176,639 |
| 16 | VAWTER FINANCIAL LTD | $232,598 | $137,000,000 | — | $137,000,000 |
| 17 | ADAPTIVE FINANCIAL CONSULTING, LLC | $578,227 | $138,202,121 | $1,150,502 | $139,352,623 |
| 18 | LINDAHL & MANSAGER INC | $193,555 | $139,747,000 | — | $139,747,000 |
| 19 | WHITCOMB & HESS, INC. | $93,297 | $147,038,976 | $32,930,596 | $179,969,572 |
| 20 | FINANCIAL COUNSELING, INC. | $118,163 | $147,288,839 | $532,756 | $147,821,595 |
| 21 | KOVALCIK & GERAGHTY WEALTH PARTNERS LLP | $267,001 | $150,320,265 | $3,739,454 | $154,059,719 |
| 22 | TRUE WEALTH DESIGN, LLC | $250,388 | $160,749,129 | — | $160,749,129 |
| 23 | FULLEN FINANCIAL GROUP, INC. | $274,332 | $165,421,934 | — | $165,421,934 |
| 24 | STRATEGIC PLANNING, INC. | $198,805 | $170,574,900 | — | $170,574,900 |
| 25 | PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC. | $428,910 | $171,019,570 | $4,833,460 | $175,853,030 |
| 26 | HIXON ZUERCHER CAPITAL MANAGEMENT | $212,807 | $172,677,482 | $2,888,159 | $175,565,641 |
| 27 | SPRENG CAPITAL MANAGEMENT, INC. | $135,018 | $175,387,805 | — | $175,387,805 |
| 28 | SHAKER INVESTMENTS | $1,184,021 | $176,419,129 | — | $176,419,129 |
| 29 | JPS FINANCIAL, LLC | $316,235 | $185,210,264 | $10,222,861 | $195,433,125 |
| 30 | WALDEN WEALTH PARTNERS LLC | $418,038 | $188,915,080 | $7,981,023 | $196,896,103 |
| 31 | RUGGAARD & ASSOCIATES, INC. | $461,381 | $195,625,342 | — | $195,625,342 |
| 32 | RAY|THEIL WEALTH MANAGEMENT, LLC | $846,890 | $198,172,156 | — | $198,172,156 |
| 33 | PARADIGM WEALTH MANAGEMENT, LLC | $512,963 | $201,300,000 | $20,300,000 | $221,600,000 |
| 34 | SWS PARTNERS, LLC | $355,818 | $211,000,000 | — | $211,000,000 |
| 35 | TRINITY WEALTH MANAGEMENT LLC | $2,221,053 | $211,000,000 | — | $211,000,000 |
| 36 | BERNO FINANCIAL MANAGEMENT INC | $364,364 | $214,617,358 | $23,676,385 | $238,293,743 |
| 37 | OXFORD FINANCIAL PARTNERS | $472,059 | $218,091,293 | — | $218,091,293 |
| 38 | GENERATIONS WEALTH, LLC | $895,635 | $224,804,385 | — | $224,804,385 |
| 39 | CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC | $281,237 | $229,208,263 | — | $229,208,263 |
| 40 | HARVEST FINANCIAL ADVISORS, LLC | $431,077 | $235,124,233 | $94,218,444 | $329,342,677 |
| 41 | COORDINATED FINANCIAL PLANNING CORP | $656,570 | $236,230,949 | $13,265,509 | $249,496,458 |
| 42 | TSG ADVICE PARTNERS, LLC | $209,581 | $244,829,508 | $42,086,217 | $286,915,725 |
| 43 | FSM WEALTH ADVISORS, LLC | $1,097,944 | $245,939,522 | — | $245,939,522 |
| 44 | WEALTH PLANNING CORP | $795,266 | $257,100,000 | $11,700,000 | $268,800,000 |
| 45 | WINFIELD ASSOCIATES INC | $440,271 | $261,350,901 | $169,923 | $261,520,824 |
| 46 | KEYSTONE FINANCIAL PLANNING, INC | $645,285 | $261,985,605 | — | $261,985,605 |
| 47 | TRINITY FINANCIAL ADVISORS LLC | $407,470 | $263,632,857 | — | $263,632,857 |
| 48 | LESJAK PLANNING, LLC | $750,000 | $270,000,000 | — | $270,000,000 |
| 49 | STOREY & ASSOCIATES | $394,682 | $292,225,071 | $2,602,265 | $294,827,336 |
| 50 | ROSS, SINCLAIRE & ASSOCIATES, LLC | $390,884 | $318,961,211 | — | $318,961,211 |
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 Sabrina Straub.
*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.
