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 | Meyer Capital Management LLC. | $313,983 | $102,358,608 | — | $102,358,608 |
| 2 | International Management Advisors Ltd.. | $1,409,273 | $104,286,182 | — | $104,286,182 |
| 3 | Purtill Financial LLC | $205,429 | — | $110,520,868 | $110,520,868 |
| 4 | Heritage Financial Advisors, LLC | $224,729 | — | $113,263,237 | $113,263,237 |
| 5 | Lindahl & Mansager Inc | $157,299 | $115,300,000 | — | $115,300,000 |
| 6 | Kovalcik & Geraghty Wealth Partners LLP | $215,394 | $115,953,262 | $2,728,769 | $118,682,031 |
| 7 | Vawter Financial Ltd. | $235,294 | $120,000,000 | — | $120,000,000 |
| 8 | Resolute Wealth Advisor, Inc. | $223,731 | $74,644,417 | $46,841,699 | $121,486,116 |
| 9 | Artifex Financial Group, LLC | $138,788 | $121,717,155 | — | $121,717,155 |
| 10 | True Wealth Design, LLC | $217,506 | $127,023,332 | — | $127,023,332 |
| 11 | Hixon Zuercher Capital Management | $162,927 | $125,421,937 | $1,987,005 | $127,408,942 |
| 12 | Fullen Financial Group, Inc. | $758,963 | $128,264,704 | — | $128,264,704 |
| 13 | Centricity Wealth Management | $193,814 | $55,090,000 | $78,254,000 | $133,344,000 |
| 14 | Spreng Capital Management, Inc. | $109,418 | $133,489,587 | — | $133,489,587 |
| 15 | Strategic Planning, Inc. | $170,261 | $138,251,980 | — | $138,251,980 |
| 16 | Hickory Asset Management, Inc. | $186,549 | $146,455,146 | $6,141,752 | $152,596,898 |
| 17 | Whitcomb & Hess, Inc. | $83,599 | $109,358,841 | $47,890,312 | $157,249,153 |
| 18 | Ruggaard & Associates, Inc. | $401,399 | $152,135,750 | $6,818,276 | $158,954,026 |
| 19 | Walden Wealth Partners LLC | $400,669 | $160,154,612 | $7,325,190 | $167,479,802 |
| 20 | Private Harbour | $407,823 | $166,134,190 | $4,335,619 | $170,469,809 |
| 21 | Clear Perspectives Financial Planning, LLC | $249,859 | $173,902,112 | — | $173,902,112 |
| 22 | JPS Financial | $301,967 | $167,479,164 | $7,963,744 | $175,442,908 |
| 23 | Ray|Theil Wealth Management | $863,918 | $181,422,746 | — | $181,422,746 |
| 24 | Paradigm Wealth Management | $519,733 | $167,525,000 | $17,500,000 | $185,025,000 |
| 25 | Altiora Group | $615,711 | $176,264,145 | $9,064,861 | $185,329,006 |
| 26 | Oxford Financial Partners | $390,982 | $186,498,578 | — | $186,498,578 |
| 27 | Berno Financial Management Inc | $318,002 | $172,944,963 | $21,354,435 | $194,299,398 |
| 28 | Trinity Wealth Management LLC | $1,792,793 | $198,000,000 | $1,000,000 | $199,000,000 |
| 29 | Keystone Financial Planning Inc | $533,240 | $209,563,452 | — | $209,563,452 |
| 30 | Winfield Associates Inc | $417,487 | $212,343,031 | $157,972 | $212,501,003 |
| 31 | Trinity Financial Advisors LLC | $369,226 | $214,889,452 | — | $214,889,452 |
| 32 | Coordinated Financial Planning Corp | $569,829 | $213,465,687 | $9,337,281 | $222,802,968 |
| 33 | Storey & Associates | $341,152 | $244,417,172 | $2,235,855 | $246,653,027 |
| 34 | Lesjak Planning Corp | $702,247 | $250,000,000 | — | $250,000,000 |
| 35 | Financial Freedom | $389,153 | — | $252,560,000 | $252,560,000 |
| 36 | Torch Wealth Management | $713,693 | $264,268,955 | $511,324 | $264,780,279 |
| 37 | Lesjak Planning, Llc | $214,207 | $276,481,195 | $14,198,108 | $290,679,303 |
| 38 | Wealth Planning Corp | $846,377 | $279,700,000 | $12,300,000 | $292,000,000 |
| 39 | Asset Advisory Group Inc | $343,294 | $281,909,741 | $13,323,281 | $295,233,022 |
| 40 | Lifeplan Financial Group, Inc. | $166,204 | $285,119,559 | $22,689,489 | $307,809,048 |
| 41 | Gries Financial Llc | $12,561,817 | $256,167,695 | $57,877,737 | $314,045,432 |
| 42 | Harvest Financial Advisors | $464,238 | $173,906,757 | $158,952,242 | $332,858,999 |
| 43 | Thor Investment Management Inc | $235,100 | $326,083,836 | $11,754,157 | $337,837,993 |
| 44 | Jentner Wealth Management | $426,830 | $345,305,151 | — | $345,305,151 |
| 45 | Wealth Dimensions Family Office, Inc | $9,346,148 | $345,807,462 | — | $345,807,462 |
| 46 | Ritter Daniher Financial Advisory | $335,700 | $317,188,212 | $44,024,592 | $361,212,804 |
| 47 | J.W. Coons Advisors, LLC | $1,132,809 | $315,507,938 | $48,123,714 | $363,631,652 |
| 48 | Waller Financial Planning Group, Inc. | $223,196 | $339,116,280 | $36,745,565 | $375,861,845 |
| 49 | The Joseph Group Capital Management | $791,719 | $417,236,134 | — | $417,236,134 |
| 50 | Demming Financial Services Corp. | $156,701 | $418,706,131 | — | $418,706,131 |
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.
