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.


# of employees


High-net-worth client assets

Total AUM


Total accounts


Discretionary AUM


Avg. discretionary account AUM


Non-discretionary AUM


Non-discretionary accounts


Average non-discretionary account AUM


Avg. account AUM

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1VELA INVESTMENT MANAGEMENT, LLC$1,215,743$103,338,151$103,338,151
2LIGHTHOUSE WEALTH MANAGEMENT, INC.$152,698$106,430,832$106,430,832
3T.T.G. FINANCIAL, INC.$707,685$108,983,498$108,983,498
4INTERNATIONAL MANAGEMENT ADVISORS LTD.$1,605,632$112,394,227$112,394,227
5MERIDIAN CAPITAL MANAGEMENT GROUP, INC.$214,598$117,339,432$904,245$118,243,677
6MICHAEL BRADY & CO., LLC$200,159$120,095,655$120,095,655
7MEYER CAPITAL MANAGEMENT LLC.$375,327$126,485,143$126,485,143
8ARTIFEX FINANCIAL GROUP, LLC$128,709$126,649,768$126,649,768
9CENTRICITY WEALTH MANAGEMENT, LLC$236,043$65,363,159$63,280,350$128,643,509
10HERITAGE FINANCIAL ADVISORS, LLC$223,860$130,734,267$130,734,267
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
15FINANCIAL COUNSELING, INC.$118,163$147,288,839$532,756$147,821,595
16KOVALCIK & GERAGHTY WEALTH PARTNERS LLP$267,001$150,320,265$3,739,454$154,059,719
17OBJECTIVE CAPITAL MANAGEMENT, LLC$396,949$136,314,277$22,862,362$159,176,639
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
21SPRENG CAPITAL MANAGEMENT, INC.$135,018$175,387,805$175,387,805
22HIXON ZUERCHER CAPITAL MANAGEMENT$212,807$172,677,482$2,888,159$175,565,641
23PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC.$428,910$171,019,570$4,833,460$175,853,030
24SHAKER INVESTMENTS$1,184,021$176,419,129$176,419,129
25WHITCOMB & HESS, INC.$93,297$147,038,976$32,930,596$179,969,572
26JPS FINANCIAL, LLC$316,235$185,210,264$10,222,861$195,433,125
27RUGGAARD & ASSOCIATES, INC.$461,381$195,625,342$195,625,342
28WALDEN WEALTH PARTNERS LLC$418,038$188,915,080$7,981,023$196,896,103
29RAY|THEIL WEALTH MANAGEMENT, LLC$846,890$198,172,156$198,172,156
30SWS PARTNERS, LLC$355,818$211,000,000$211,000,000
31TRINITY WEALTH MANAGEMENT LLC$2,221,053$211,000,000$211,000,000
32OXFORD FINANCIAL PARTNERS$472,059$218,091,293$218,091,293
33PARADIGM WEALTH MANAGEMENT, LLC$512,963$201,300,000$20,300,000$221,600,000
34GENERATIONS WEALTH, LLC$895,635$224,804,385$224,804,385
35CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC$281,237$229,208,263$229,208,263
36BERNO FINANCIAL MANAGEMENT INC$364,364$214,617,358$23,676,385$238,293,743
37FSM WEALTH ADVISORS, LLC$1,097,944$245,939,522$245,939,522
38FINANCIAL FREEDOM$365,688$249,399,000$249,399,000
39COORDINATED FINANCIAL PLANNING CORP$656,570$236,230,949$13,265,509$249,496,458
40WINFIELD ASSOCIATES INC$440,271$261,350,901$169,923$261,520,824
41KEYSTONE FINANCIAL PLANNING, INC$645,285$261,985,605$261,985,605
42TRINITY FINANCIAL ADVISORS LLC$407,470$263,632,857$263,632,857
43WEALTH PLANNING CORP$795,266$257,100,000$11,700,000$268,800,000
44LESJAK PLANNING, LLC$750,000$270,000,000$270,000,000
45TSG ADVICE PARTNERS, LLC$209,581$244,829,508$42,086,217$286,915,725
46STOREY & ASSOCIATES$394,682$292,225,071$2,602,265$294,827,336
47ROSS, SINCLAIRE & ASSOCIATES, LLC$390,884$318,961,211$318,961,211
48HARVEST FINANCIAL ADVISORS, LLC$431,077$235,124,233$94,218,444$329,342,677
49THOR WEALTH MANAGEMENT INC$258,111$336,060,988$336,060,988
50ASSET ADVISORY GROUP INC$379,702$324,186,507$14,127,965$338,314,472
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Showing 1 to 50 of 90 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 Sabrina Straub.

*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.