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
1T.T.G. Financial, Inc.$707,685$108,983,498$108,983,498
2Lighthouse Wealth Management, Inc.$160,993$110,280,259$110,280,259
3International Management Advisors Ltd.$1,605,632$112,394,227$112,394,227
4Meyer Capital Management Llc.$375,327$126,485,143$126,485,143
5Artifex Financial Group, Llc$128,709$126,649,768$126,649,768
6Centricity Wealth Management, Llc$236,043$65,363,159$63,280,350$128,643,509
7Rebel Financial, Llc$403,674$132,210,271$4,231,590$136,441,861
8Vawter Financial Ltd$232,598$137,000,000$137,000,000
9Adaptive Financial Consulting, Llc$578,227$138,202,121$1,150,502$139,352,623
10Lindahl & Mansager Inc$193,555$139,747,000$139,747,000
11Financial Counseling, Inc.$118,163$147,288,839$532,756$147,821,595
12Kovalcik & Geraghty Wealth Partners Llp$267,001$150,320,265$3,739,454$154,059,719
13True Wealth Design, Llc$250,388$160,749,129$160,749,129
14Fullen Financial Group, Inc.$274,332$165,421,934$165,421,934
15Strategic Planning, Inc.$198,805$170,574,900$170,574,900
16Spreng Capital Management, Inc.$135,018$175,387,805$175,387,805
17Hixon Zuercher Capital Management$212,807$172,677,482$2,888,159$175,565,641
18Private Harbour Investment Management & Counsel Llc.$428,910$171,019,570$4,833,460$175,853,030
19Shaker Investments$1,184,021$176,419,129$176,419,129
20Whitcomb & Hess, Inc.$93,297$147,038,976$32,930,596$179,969,572
21Jps Financial, Llc$316,235$185,210,264$10,222,861$195,433,125
22Ruggaard & Associates, Inc.$461,381$195,625,342$195,625,342
23Walden Wealth Partners Llc$418,038$188,915,080$7,981,023$196,896,103
24Ray|Theil Wealth Management, Llc$846,890$198,172,156$198,172,156
25Trinity Wealth Management Llc$2,221,053$211,000,000$211,000,000
26Sws Partners, Llc$355,818$211,000,000$211,000,000
27Paradigm Wealth Management, Llc$512,963$201,300,000$20,300,000$221,600,000
28Clear Perspectives Financial Planning, Llc$281,237$229,208,263$229,208,263
29Berno Financial Management Inc$364,364$214,617,358$23,676,385$238,293,743
30Fsm Wealth Advisors, Llc$1,097,944$245,939,522$245,939,522
31Financial Freedom$365,688$249,399,000$249,399,000
32Coordinated Financial Planning Corp$656,570$236,230,949$13,265,509$249,496,458
33Winfield Associates Inc$440,271$261,350,901$169,923$261,520,824
34Keystone Financial Planning, Inc$645,285$261,985,605$261,985,605
35Trinity Financial Advisors Llc$407,470$263,632,857$263,632,857
36Wealth Planning Corp$795,266$257,100,000$11,700,000$268,800,000
37Lesjak Planning, Llc$750,000$270,000,000$270,000,000
38Harvest Financial Advisors, Llc$431,077$235,124,233$94,218,444$329,342,677
39Thor Wealth Management Inc$257,663$336,060,988$446,260$336,507,248
40Asset Advisory Group Inc$379,702$324,186,507$14,127,965$338,314,472
41Lifeplan Financial Group, Inc.$195,652$340,613,866$27,212,302$367,826,168
42Wealth Dimensions Family Office, Inc$5,167,678$382,408,160$382,408,160
43Jentner Wealth Management$470,354$401,212,374$401,212,374
44J.W. Coons Advisors, Llc$1,234,491$376,014,062$49,885,317$425,899,379
45Demming Financial Services Corp.$157,908$435,035,361$435,035,361
46Ritter Daniher Financial Advisory, Llc$399,552$391,102,957$55,995,733$447,098,690
47Waller Financial Planning Group, Inc.$258,017$404,665,528$43,767,229$448,432,757
48Scott Snow (Financial Advisors) Llc$994,363$493,204,040$493,204,040
49The Joseph Group Capital Management$882,019$508,042,933$508,042,933
50Total Wealth Planning, Llc$355,956$502,532,536$56,318,460$558,850,996
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Showing 1 to 50 of 79 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.