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