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
1Meyer Capital Management LLC.$313,983$102,358,608$102,358,608
2International Management Advisors Ltd..$1,409,273$104,286,182$104,286,182
3Purtill Financial LLC$205,429$110,520,868$110,520,868
4Heritage Financial Advisors, LLC$224,729$113,263,237$113,263,237
5Lindahl & Mansager Inc$157,299$115,300,000$115,300,000
6Kovalcik & Geraghty Wealth Partners LLP$215,394$115,953,262$2,728,769$118,682,031
7Vawter Financial Ltd.$235,294$120,000,000$120,000,000
8Resolute Wealth Advisor, Inc.$223,731$74,644,417$46,841,699$121,486,116
9Artifex Financial Group, LLC$138,788$121,717,155$121,717,155
10True Wealth Design, LLC$217,506$127,023,332$127,023,332
11Hixon Zuercher Capital Management$162,927$125,421,937$1,987,005$127,408,942
12Fullen Financial Group, Inc.$758,963$128,264,704$128,264,704
13Centricity Wealth Management$193,814$55,090,000$78,254,000$133,344,000
14Spreng Capital Management, Inc.$109,418$133,489,587$133,489,587
15Strategic Planning, Inc.$170,261$138,251,980$138,251,980
16Hickory Asset Management, Inc.$186,549$146,455,146$6,141,752$152,596,898
17Whitcomb & Hess, Inc.$83,599$109,358,841$47,890,312$157,249,153
18Ruggaard & Associates, Inc.$401,399$152,135,750$6,818,276$158,954,026
19Walden Wealth Partners LLC$400,669$160,154,612$7,325,190$167,479,802
20Private Harbour$407,823$166,134,190$4,335,619$170,469,809
21Clear Perspectives Financial Planning, LLC$249,859$173,902,112$173,902,112
22JPS Financial$301,967$167,479,164$7,963,744$175,442,908
23Ray|Theil Wealth Management$863,918$181,422,746$181,422,746
24Paradigm Wealth Management$519,733$167,525,000$17,500,000$185,025,000
25Altiora Group$615,711$176,264,145$9,064,861$185,329,006
26Oxford Financial Partners$390,982$186,498,578$186,498,578
27Berno Financial Management Inc$318,002$172,944,963$21,354,435$194,299,398
28Trinity Wealth Management LLC$1,792,793$198,000,000$1,000,000$199,000,000
29Keystone Financial Planning Inc$533,240$209,563,452$209,563,452
30Winfield Associates Inc$417,487$212,343,031$157,972$212,501,003
31Trinity Financial Advisors LLC$369,226$214,889,452$214,889,452
32Coordinated Financial Planning Corp$569,829$213,465,687$9,337,281$222,802,968
33Storey & Associates$341,152$244,417,172$2,235,855$246,653,027
34Lesjak Planning Corp$702,247$250,000,000$250,000,000
35Financial Freedom$389,153$252,560,000$252,560,000
36Torch Wealth Management$713,693$264,268,955$511,324$264,780,279
37Lesjak Planning, Llc$214,207$276,481,195$14,198,108$290,679,303
38Wealth Planning Corp$846,377$279,700,000$12,300,000$292,000,000
39Asset Advisory Group Inc$343,294$281,909,741$13,323,281$295,233,022
40Lifeplan Financial Group, Inc.$166,204$285,119,559$22,689,489$307,809,048
41Gries Financial Llc$12,561,817$256,167,695$57,877,737$314,045,432
42Harvest Financial Advisors$464,238$173,906,757$158,952,242$332,858,999
43Thor Investment Management Inc$235,100$326,083,836$11,754,157$337,837,993
44Jentner Wealth Management$426,830$345,305,151$345,305,151
45Wealth Dimensions Family Office, Inc$9,346,148$345,807,462$345,807,462
46Ritter Daniher Financial Advisory$335,700$317,188,212$44,024,592$361,212,804
47J.W. Coons Advisors, LLC$1,132,809$315,507,938$48,123,714$363,631,652
48Waller Financial Planning Group, Inc.$223,196$339,116,280$36,745,565$375,861,845
49The Joseph Group Capital Management$791,719$417,236,134$417,236,134
50Demming Financial Services Corp.$156,701$418,706,131$418,706,131
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Showing 1 to 50 of 85 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 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.

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