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
1Financial Counseling, Inc.$106,908$100,498,478$530,000$101,028,478
2Carillon Advisors, LLC$662,124$81,422,055$21,207,125$102,629,180
3First Mason Financial, LLC$160,628$107,781,083$107,781,083
4Stan Evans Financial Planning, LLC$217,476$112,000,000$112,000,000
5Monetary Solutions, Ltd.$849,624$113,000,000$113,000,000
6T.T.G. Financial, Inc.$713,475$120,577,220$120,577,220
7Capital Asset Management, Inc.$514,655$127,975,319$1,717,811$129,693,130
8Michael Brady & Co., LLC$221,315$130,797,236$130,797,236
9Meridian Capital Management Group, Inc.$228,443$131,185,658$397,534$131,583,192
10Vela Investment Management, LLC$1,213,353$134,682,208$134,682,208
11Meyer Capital Management LLC.$403,790$136,077,070$136,077,070
12Heritage Financial Advisors, LLC$275,780$137,338,542$137,338,542
13Lighthouse Wealth Management, Inc.$190,228$138,296,008$138,296,008
14Pathfinder Wealth Advisors LLC$930,749$97,595,328$41,086,311$138,681,639
15ADAPTIVE FINANCIAL CONSULTING, LLC$578,227$138,202,121$1,150,502$139,352,623
16International Management Advisors Ltd.$2,165,418$139,397,322$10,016,495$149,413,817
17Lindahl & Mansager Inc$199,662$152,342,000$152,342,000
18Artifex Financial Group, LLC$192,741$153,614,273$153,614,273
19Centricity Wealth Management, LLC$284,940$87,223,000$68,924,000$156,147,000
20Purtill Financial LLC$275,857$158,065,817$158,065,817
21OBJECTIVE CAPITAL MANAGEMENT, LLC$396,949$136,314,277$22,862,362$159,176,639
22Birchcreek Wealth Management, LLC$343,313$159,477,957$8,745,188$168,223,145
23Vawter Financial Ltd$261,069$171,000,000$171,000,000
24Resolute Wealth Advisor, Inc.$261,576$118,077,608$52,993,284$171,070,892
25Rebel Financial, LLC.$475,375$167,247,187$5,313,779$172,560,966
26Kovalcik & Geraghty Wealth Partners LLP$289,923$172,298,322$3,974,745$176,273,067
27Private Harbour Investment Management & Counsel LLC.$460,459$184,255,644$2,230,126$186,485,770
28Spreng Capital Management, Inc.$139,982$193,174,653$193,174,653
29Fullen Financial Group, Inc.$291,644$195,401,485$195,401,485
30Shaker Investments, L.L.C.$1,233,780$196,158,487$12,564$196,171,051
31Ray|Theil Wealth Management, LLC$857,841$207,597,491$207,597,491
32Ruggaard & Associates, Inc.$454,517$209,077,889$209,077,889
33JPS Financial, LLC$352,074$200,604,124$17,329,662$217,933,786
34Hixon Zuercher, LLC$224,526$217,201,048$4,630,528$221,831,576
35Whitcomb & Hess, Inc.$112,999$180,007,612$46,554,820$226,562,432
36Walden Wealth Partners, LLC$454,227$219,873,721$7,694,083$227,567,804
37Strategic Planning, Inc.$247,581$231,487,880$231,487,880
38Siena Capital, LLC$484,618$231,647,275$231,647,275
39Trinity Wealth Management LLC$2,156,481$232,900,000$232,900,000
40Generations Wealth, LLC$915,150$245,260,329$245,260,329
41Paradigm Wealth Management, LLC$563,159$233,890,000$24,600,000$258,490,000
42Harlan G Storey, Inc$357,443$257,854,557$1,649,112$259,503,669
43Coordinated Financial Planning Corp$733,835$248,629,139$12,616,022$261,245,161
44SWS Partners, LLC$531,972$270,241,738$270,241,738
45Berno Financial Management Inc$413,147$249,026,957$25,302,389$274,329,346
46Keystone Financial Planning, Inc$667,612$276,391,341$276,391,341
47FSM Wealth Advisors, LLC$1,129,382$281,216,213$281,216,213
48Clear Perspectives Financial Planning, LLC$314,063$285,169,162$285,169,162
49Trinity Financial Advisors LLC$390,407$286,168,032$286,168,032
50Winfield Associates Inc$484,078$291,745,111$154,208$291,899,319
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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.