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
51Financial Freedom$389,153$252,560,000$252,560,000
52Lesjak Planning Corp$702,247$250,000,000$250,000,000
53Storey & Associates$341,152$244,417,172$2,235,855$246,653,027
54Coordinated Financial Planning Corp$569,829$213,465,687$9,337,281$222,802,968
55Trinity Financial Advisors LLC$369,226$214,889,452$214,889,452
56Winfield Associates Inc$417,487$212,343,031$157,972$212,501,003
57Keystone Financial Planning Inc$533,240$209,563,452$209,563,452
58Trinity Wealth Management LLC$1,792,793$198,000,000$1,000,000$199,000,000
59Berno Financial Management Inc$318,002$172,944,963$21,354,435$194,299,398
60Oxford Financial Partners$390,982$186,498,578$186,498,578
61Altiora Group$615,711$176,264,145$9,064,861$185,329,006
62Paradigm Wealth Management$519,733$167,525,000$17,500,000$185,025,000
63Ray|Theil Wealth Management$863,918$181,422,746$181,422,746
64JPS Financial$301,967$167,479,164$7,963,744$175,442,908
65Clear Perspectives Financial Planning, LLC$249,859$173,902,112$173,902,112
66Private Harbour$407,823$166,134,190$4,335,619$170,469,809
67Walden Wealth Partners LLC$400,669$160,154,612$7,325,190$167,479,802
68Ruggaard & Associates, Inc.$401,399$152,135,750$6,818,276$158,954,026
69Whitcomb & Hess, Inc.$83,599$109,358,841$47,890,312$157,249,153
70Hickory Asset Management, Inc.$186,549$146,455,146$6,141,752$152,596,898
71Strategic Planning, Inc.$170,261$138,251,980$138,251,980
72Spreng Capital Management, Inc.$109,418$133,489,587$133,489,587
73Centricity Wealth Management$193,814$55,090,000$78,254,000$133,344,000
74Fullen Financial Group, Inc.$758,963$128,264,704$128,264,704
75Hixon Zuercher Capital Management$162,927$125,421,937$1,987,005$127,408,942
76True Wealth Design, LLC$217,506$127,023,332$127,023,332
77Artifex Financial Group, LLC$138,788$121,717,155$121,717,155
78Resolute Wealth Advisor, Inc.$223,731$74,644,417$46,841,699$121,486,116
79Vawter Financial Ltd.$235,294$120,000,000$120,000,000
80Kovalcik & Geraghty Wealth Partners LLP$215,394$115,953,262$2,728,769$118,682,031
81Lindahl & Mansager Inc$157,299$115,300,000$115,300,000
82Heritage Financial Advisors, LLC$224,729$113,263,237$113,263,237
83Purtill Financial LLC$205,429$110,520,868$110,520,868
84International Management Advisors Ltd..$1,409,273$104,286,182$104,286,182
85Meyer Capital Management LLC.$313,983$102,358,608$102,358,608
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Showing 51 to 85 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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