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
1Scott Snow (Financial Advisors)$927,827$426,800,556$426,800,556
2Financial Freedom$389,153$252,560,000$252,560,000
3Heritage Financial Advisors, LLC$224,729$113,263,237$113,263,237
4Purtill Financial LLC$205,429$110,520,868$110,520,868
5Fairway Wealth Management LLC$6,249,427$3,101,913$1,371,772,032$1,374,873,945
6Centricity Wealth Management$193,814$55,090,000$78,254,000$133,344,000
7Resolute Wealth Advisor, Inc.$223,731$74,644,417$46,841,699$121,486,116
8Meyer Capital Management LLC.$313,983$102,358,608$102,358,608
9International Management Advisors Ltd..$1,409,273$104,286,182$104,286,182
10Whitcomb & Hess, Inc.$83,599$109,358,841$47,890,312$157,249,153
11Lindahl & Mansager Inc$157,299$115,300,000$115,300,000
12Kovalcik & Geraghty Wealth Partners LLP$215,394$115,953,262$2,728,769$118,682,031
13Vawter Financial Ltd.$235,294$120,000,000$120,000,000
14Artifex Financial Group, LLC$138,788$121,717,155$121,717,155
15Hixon Zuercher Capital Management$162,927$125,421,937$1,987,005$127,408,942
16True Wealth Design, LLC$217,506$127,023,332$127,023,332
17Fullen Financial Group, Inc.$758,963$128,264,704$128,264,704
18Spreng Capital Management, Inc.$109,418$133,489,587$133,489,587
19Strategic Planning, Inc.$170,261$138,251,980$138,251,980
20Hickory Asset Management, Inc.$186,549$146,455,146$6,141,752$152,596,898
21Ruggaard & Associates, Inc.$401,399$152,135,750$6,818,276$158,954,026
22Walden Wealth Partners LLC$400,669$160,154,612$7,325,190$167,479,802
23Private Harbour$407,823$166,134,190$4,335,619$170,469,809
24JPS Financial$301,967$167,479,164$7,963,744$175,442,908
25Paradigm Wealth Management$519,733$167,525,000$17,500,000$185,025,000
26Berno Financial Management Inc$318,002$172,944,963$21,354,435$194,299,398
27Clear Perspectives Financial Planning, LLC$249,859$173,902,112$173,902,112
28Harvest Financial Advisors$464,238$173,906,757$158,952,242$332,858,999
29Altiora Group$615,711$176,264,145$9,064,861$185,329,006
30Ray|Theil Wealth Management$863,918$181,422,746$181,422,746
31Oxford Financial Partners$390,982$186,498,578$186,498,578
32Trinity Wealth Management LLC$1,792,793$198,000,000$1,000,000$199,000,000
33Keystone Financial Planning Inc$533,240$209,563,452$209,563,452
34Winfield Associates Inc$417,487$212,343,031$157,972$212,501,003
35Coordinated Financial Planning Corp$569,829$213,465,687$9,337,281$222,802,968
36Trinity Financial Advisors LLC$369,226$214,889,452$214,889,452
37Storey & Associates$341,152$244,417,172$2,235,855$246,653,027
38Lesjak Planning Corp$702,247$250,000,000$250,000,000
39Gries Financial Llc$12,561,817$256,167,695$57,877,737$314,045,432
40Torch Wealth Management$713,693$264,268,955$511,324$264,780,279
41Lesjak Planning, Llc$214,207$276,481,195$14,198,108$290,679,303
42Wellspring Financial Advisors$1,784,734$276,705,883$1,158,219,944$1,434,925,827
43Wealth Planning Corp$846,377$279,700,000$12,300,000$292,000,000
44Asset Advisory Group Inc$343,294$281,909,741$13,323,281$295,233,022
45Lifeplan Financial Group, Inc.$166,204$285,119,559$22,689,489$307,809,048
46Paragon Advisors, Inc.$9,088,235$309,000,000$309,000,000$618,000,000
47J.W. Coons Advisors, LLC$1,132,809$315,507,938$48,123,714$363,631,652
48Ritter Daniher Financial Advisory$335,700$317,188,212$44,024,592$361,212,804
49Altiora Financial Group, LLC$775,455$317,545,241$102,751,400$420,296,641
50John E. Sestina and Company$99,173$323,487,053$345,333,422$668,820,475
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Showing 1 to 50 of 85 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.

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