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