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 | Scott Snow (Financial Advisors) Llc | $927,827 | — | $426,800,556 | $426,800,556 |
| 2 | Financial Freedom | $389,153 | — | $252,560,000 | $252,560,000 |
| 3 | Heritage Financial Advisors, Llc | $224,729 | — | $113,263,237 | $113,263,237 |
| 4 | Purtill Financial Llc | $205,429 | — | $110,520,868 | $110,520,868 |
| 5 | Fairway Wealth Management Llc | $6,249,427 | $3,101,913 | $1,371,772,032 | $1,374,873,945 |
| 6 | Centricity Wealth Management, Llc | $193,814 | $55,090,000 | $78,254,000 | $133,344,000 |
| 7 | Resolute Wealth Advisor, Inc. | $223,731 | $74,644,417 | $46,841,699 | $121,486,116 |
| 8 | Meyer Capital Management Llc. | $313,983 | $102,358,608 | — | $102,358,608 |
| 9 | International Management Advisors Ltd. | $1,409,273 | $104,286,182 | — | $104,286,182 |
| 10 | Objective Capital Management, Llc | $521,395 | $108,600,000 | $3,500,000 | $112,100,000 |
| 11 | Whitcomb & Hess, Inc. | $83,599 | $109,358,841 | $47,890,312 | $157,249,153 |
| 12 | Lindahl & Mansager Inc | $157,299 | $115,300,000 | — | $115,300,000 |
| 13 | Financial Counseling, Inc. | $92,439 | $115,804,486 | $668,985 | $116,473,471 |
| 14 | Kovalcik & Geraghty Wealth Partners Llp | $215,394 | $115,953,262 | $2,728,769 | $118,682,031 |
| 15 | Vawter Financial Ltd | $235,294 | $120,000,000 | — | $120,000,000 |
| 16 | Artifex Financial Group, Llc | $138,788 | $121,717,155 | — | $121,717,155 |
| 17 | Hixon Zuercher Capital Management | $162,927 | $125,421,937 | $1,987,005 | $127,408,942 |
| 18 | True Wealth Design, Llc | $217,506 | $127,023,332 | — | $127,023,332 |
| 19 | Fullen Financial Group, Inc. | $758,963 | $128,264,704 | — | $128,264,704 |
| 20 | Spreng Capital Management, Inc. | $109,418 | $133,489,587 | — | $133,489,587 |
| 21 | Strategic Planning, Inc. | $170,261 | $138,251,980 | — | $138,251,980 |
| 22 | Hickory Asset Management, Inc. | $186,549 | $146,455,146 | $6,141,752 | $152,596,898 |
| 23 | Ruggaard & Associates, Inc. | $401,399 | $152,135,750 | $6,818,276 | $158,954,026 |
| 24 | Alan B. Lancz & Associates, Inc. | $1,323,644 | $152,219,088 | — | $152,219,088 |
| 25 | Walden Wealth Partners Llc | $400,669 | $160,154,612 | $7,325,190 | $167,479,802 |
| 26 | Private Harbour Investment Management & Counsel Llc. | $407,823 | $166,134,190 | $4,335,619 | $170,469,809 |
| 27 | Jps Financial, Llc | $301,967 | $167,479,164 | $7,963,744 | $175,442,908 |
| 28 | Paradigm Wealth Management, Llc | $519,733 | $167,525,000 | $17,500,000 | $185,025,000 |
| 29 | Berno Financial Management Inc | $318,002 | $172,944,963 | $21,354,435 | $194,299,398 |
| 30 | Clear Perspectives Financial Planning, Llc | $249,859 | $173,902,112 | — | $173,902,112 |
| 31 | Harvest Financial Advisors, Llc | $464,238 | $173,906,757 | $158,952,242 | $332,858,999 |
| 32 | Generations Wealth, Llc | $615,711 | $176,264,145 | $9,064,861 | $185,329,006 |
| 33 | Ray|Theil Wealth Management, Llc | $863,918 | $181,422,746 | — | $181,422,746 |
| 34 | Sws Partners, Llc | $272,418 | $184,427,147 | — | $184,427,147 |
| 35 | Oxford Financial Partners | $390,982 | $186,498,578 | — | $186,498,578 |
| 36 | Trinity Wealth Management Llc | $1,792,793 | $198,000,000 | $1,000,000 | $199,000,000 |
| 37 | Keystone Financial Planning, Inc | $533,240 | $209,563,452 | — | $209,563,452 |
| 38 | Winfield Associates Inc | $417,487 | $212,343,031 | $157,972 | $212,501,003 |
| 39 | Coordinated Financial Planning Corp | $569,829 | $213,465,687 | $9,337,281 | $222,802,968 |
| 40 | Fsm Wealth Advisors, Llc | $1,051,064 | $214,417,007 | — | $214,417,007 |
| 41 | Trinity Financial Advisors Llc | $369,226 | $214,889,452 | — | $214,889,452 |
| 42 | Storey & Associates | $341,152 | $244,417,172 | $2,235,855 | $246,653,027 |
| 43 | Lesjak Planning, Llc | $702,247 | $250,000,000 | — | $250,000,000 |
| 44 | Torch Wealth Management Llc | $713,693 | $264,268,955 | $511,324 | $264,780,279 |
| 45 | Wellspring Financial Advisors, Llc | $1,784,734 | $276,705,883 | $1,158,219,944 | $1,434,925,827 |
| 46 | Wealth Planning Corp | $846,377 | $279,700,000 | $12,300,000 | $292,000,000 |
| 47 | Asset Advisory Group Inc | $343,294 | $281,909,741 | $13,323,281 | $295,233,022 |
| 48 | Lifeplan Financial Group, Inc. | $166,204 | $285,119,559 | $22,689,489 | $307,809,048 |
| 49 | Paragon Advisors, Inc. | $9,088,235 | $309,000,000 | $309,000,000 | $618,000,000 |
| 50 | J.W. Coons Advisors, Llc | $1,132,809 | $315,507,938 | $48,123,714 | $363,631,652 |
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.
