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
1Financial Freedom$365,688$249,399,000$249,399,000
2Scott Snow (Financial Advisors) Llc$994,363$493,204,040$493,204,040
3Fairway Wealth Management Llc$6,796,038$2,640,977$1,614,816,121$1,617,457,098
4Fairway Wealth Management Llc$6,796,038$2,640,977$1,614,816,121$1,617,457,098
5Centricity Wealth Management, Llc$236,043$65,363,159$63,280,350$128,643,509
6T.T.G. Financial, Inc.$707,685$108,983,498$108,983,498
7Lighthouse Wealth Management, Inc.$160,993$110,280,259$110,280,259
8International Management Advisors Ltd.$1,605,632$112,394,227$112,394,227
9Meyer Capital Management Llc.$375,327$126,485,143$126,485,143
10Artifex Financial Group, Llc$128,709$126,649,768$126,649,768
11Rebel Financial, Llc$403,674$132,210,271$4,231,590$136,441,861
12Vawter Financial Ltd$232,598$137,000,000$137,000,000
13Adaptive Financial Consulting, Llc$578,227$138,202,121$1,150,502$139,352,623
14Lindahl & Mansager Inc$193,555$139,747,000$139,747,000
15Whitcomb & Hess, Inc.$93,297$147,038,976$32,930,596$179,969,572
16Financial Counseling, Inc.$118,163$147,288,839$532,756$147,821,595
17Kovalcik & Geraghty Wealth Partners Llp$267,001$150,320,265$3,739,454$154,059,719
18True Wealth Design, Llc$250,388$160,749,129$160,749,129
19Fullen Financial Group, Inc.$274,332$165,421,934$165,421,934
20Strategic Planning, Inc.$198,805$170,574,900$170,574,900
21Private Harbour Investment Management & Counsel Llc.$428,910$171,019,570$4,833,460$175,853,030
22Hixon Zuercher Capital Management$212,807$172,677,482$2,888,159$175,565,641
23Spreng Capital Management, Inc.$135,018$175,387,805$175,387,805
24Shaker Investments$1,184,021$176,419,129$176,419,129
25Jps Financial, Llc$316,235$185,210,264$10,222,861$195,433,125
26Walden Wealth Partners Llc$418,038$188,915,080$7,981,023$196,896,103
27Ruggaard & Associates, Inc.$461,381$195,625,342$195,625,342
28Ray|Theil Wealth Management, Llc$846,890$198,172,156$198,172,156
29Paradigm Wealth Management, Llc$512,963$201,300,000$20,300,000$221,600,000
30Trinity Wealth Management Llc$2,221,053$211,000,000$211,000,000
31Sws Partners, Llc$355,818$211,000,000$211,000,000
32Berno Financial Management Inc$364,364$214,617,358$23,676,385$238,293,743
33Clear Perspectives Financial Planning, Llc$281,237$229,208,263$229,208,263
34Harvest Financial Advisors, Llc$431,077$235,124,233$94,218,444$329,342,677
35Coordinated Financial Planning Corp$656,570$236,230,949$13,265,509$249,496,458
36Fsm Wealth Advisors, Llc$1,097,944$245,939,522$245,939,522
37Wealth Planning Corp$795,266$257,100,000$11,700,000$268,800,000
38Winfield Associates Inc$440,271$261,350,901$169,923$261,520,824
39Keystone Financial Planning, Inc$645,285$261,985,605$261,985,605
40Trinity Financial Advisors Llc$407,470$263,632,857$263,632,857
41Lesjak Planning, Llc$750,000$270,000,000$270,000,000
42Asset Advisory Group Inc$379,702$324,186,507$14,127,965$338,314,472
43Thor Wealth Management Inc$257,663$336,060,988$446,260$336,507,248
44Lifeplan Financial Group, Inc.$195,652$340,613,866$27,212,302$367,826,168
45J.W. Coons Advisors, Llc$1,234,491$376,014,062$49,885,317$425,899,379
46Wealth Dimensions Family Office, Inc$5,167,678$382,408,160$382,408,160
47Ritter Daniher Financial Advisory, Llc$399,552$391,102,957$55,995,733$447,098,690
48Jentner Wealth Management$470,354$401,212,374$401,212,374
49Waller Financial Planning Group, Inc.$258,017$404,665,528$43,767,229$448,432,757
50Demming Financial Services Corp.$157,908$435,035,361$435,035,361
Next Page »

Showing 1 to 50 of 79 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 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.