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
1Purtill Financial LLC$275,857$158,065,817$158,065,817
2Heritage Financial Advisors, LLC$275,780$137,338,542$137,338,542
3Scott Snow (Financial Advisors) LLC$1,007,695$565,316,734$565,316,734
4Financial Freedom, LLC$454,731$322,859,000$322,859,000
5FAIRWAY WEALTH MANAGEMENT LLC$6,796,038$2,640,977$1,614,816,121$1,617,457,098
6Carillon Advisors, LLC$662,124$81,422,055$21,207,125$102,629,180
7Centricity Wealth Management, LLC$284,940$87,223,000$68,924,000$156,147,000
8Pathfinder Wealth Advisors LLC$930,749$97,595,328$41,086,311$138,681,639
9Financial Counseling, Inc.$106,908$100,498,478$530,000$101,028,478
10First Mason Financial, LLC$160,628$107,781,083$107,781,083
11Stan Evans Financial Planning, LLC$217,476$112,000,000$112,000,000
12Monetary Solutions, Ltd.$849,624$113,000,000$113,000,000
13Resolute Wealth Advisor, Inc.$261,576$118,077,608$52,993,284$171,070,892
14T.T.G. Financial, Inc.$713,475$120,577,220$120,577,220
15Capital Asset Management, Inc.$514,655$127,975,319$1,717,811$129,693,130
16Michael Brady & Co., LLC$221,315$130,797,236$130,797,236
17Meridian Capital Management Group, Inc.$228,443$131,185,658$397,534$131,583,192
18Vela Investment Management, LLC$1,213,353$134,682,208$134,682,208
19Meyer Capital Management LLC.$403,790$136,077,070$136,077,070
20OBJECTIVE CAPITAL MANAGEMENT, LLC$396,949$136,314,277$22,862,362$159,176,639
21ADAPTIVE FINANCIAL CONSULTING, LLC$578,227$138,202,121$1,150,502$139,352,623
22Lighthouse Wealth Management, Inc.$190,228$138,296,008$138,296,008
23International Management Advisors Ltd.$2,165,418$139,397,322$10,016,495$149,413,817
24Lindahl & Mansager Inc$199,662$152,342,000$152,342,000
25Artifex Financial Group, LLC$192,741$153,614,273$153,614,273
26Birchcreek Wealth Management, LLC$343,313$159,477,957$8,745,188$168,223,145
27Rebel Financial, LLC.$475,375$167,247,187$5,313,779$172,560,966
28Vawter Financial Ltd$261,069$171,000,000$171,000,000
29Kovalcik & Geraghty Wealth Partners LLP$289,923$172,298,322$3,974,745$176,273,067
30Whitcomb & Hess, Inc.$112,999$180,007,612$46,554,820$226,562,432
31Private Harbour Investment Management & Counsel LLC.$460,459$184,255,644$2,230,126$186,485,770
32Spreng Capital Management, Inc.$139,982$193,174,653$193,174,653
33Fullen Financial Group, Inc.$291,644$195,401,485$195,401,485
34Shaker Investments, L.L.C.$1,233,780$196,158,487$12,564$196,171,051
35JPS Financial, LLC$352,074$200,604,124$17,329,662$217,933,786
36Ray|Theil Wealth Management, LLC$857,841$207,597,491$207,597,491
37Ruggaard & Associates, Inc.$454,517$209,077,889$209,077,889
38Hixon Zuercher, LLC$224,526$217,201,048$4,630,528$221,831,576
39Walden Wealth Partners, LLC$454,227$219,873,721$7,694,083$227,567,804
40Strategic Planning, Inc.$247,581$231,487,880$231,487,880
41Siena Capital, LLC$484,618$231,647,275$231,647,275
42Trinity Wealth Management LLC$2,156,481$232,900,000$232,900,000
43Paradigm Wealth Management, LLC$563,159$233,890,000$24,600,000$258,490,000
44Generations Wealth, LLC$915,150$245,260,329$245,260,329
45Coordinated Financial Planning Corp$733,835$248,629,139$12,616,022$261,245,161
46Berno Financial Management Inc$413,147$249,026,957$25,302,389$274,329,346
47Yarger Wealth Strategies, LLC$624,812$249,310,947$64,969,678$314,280,625
48Harlan G Storey, Inc$357,443$257,854,557$1,649,112$259,503,669
49SWS Partners, LLC$531,972$270,241,738$270,241,738
50Keystone Financial Planning, Inc$667,612$276,391,341$276,391,341
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Showing 1 to 50 of 102 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 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.