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 | SCOTT SNOW (FINANCIAL ADVISORS) LLC | $994,363 | — | $493,204,040 | $493,204,040 |
| 2 | FINANCIAL FREEDOM | $365,688 | — | $249,399,000 | $249,399,000 |
| 3 | FAIRWAY WEALTH MANAGEMENT LLC | $6,796,038 | $2,640,977 | $1,614,816,121 | $1,617,457,098 |
| 4 | VELA INVESTMENT MANAGEMENT, LLC | $1,215,743 | $103,338,151 | — | $103,338,151 |
| 5 | INTERNATIONAL MANAGEMENT ADVISORS LTD. | $1,605,632 | $112,394,227 | — | $112,394,227 |
| 6 | MICHAEL BRADY & CO., LLC | $200,159 | $120,095,655 | — | $120,095,655 |
| 7 | MEYER CAPITAL MANAGEMENT LLC. | $375,327 | $126,485,143 | — | $126,485,143 |
| 8 | OBJECTIVE CAPITAL MANAGEMENT, LLC | $396,949 | $136,314,277 | $22,862,362 | $159,176,639 |
| 9 | ADAPTIVE FINANCIAL CONSULTING, LLC | $578,227 | $138,202,121 | $1,150,502 | $139,352,623 |
| 10 | LINDAHL & MANSAGER INC | $193,555 | $139,747,000 | — | $139,747,000 |
| 11 | KOVALCIK & GERAGHTY WEALTH PARTNERS LLP | $267,001 | $150,320,265 | $3,739,454 | $154,059,719 |
| 12 | TRUE WEALTH DESIGN, LLC | $250,388 | $160,749,129 | — | $160,749,129 |
| 13 | FULLEN FINANCIAL GROUP, INC. | $274,332 | $165,421,934 | — | $165,421,934 |
| 14 | STRATEGIC PLANNING, INC. | $198,805 | $170,574,900 | — | $170,574,900 |
| 15 | PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC. | $428,910 | $171,019,570 | $4,833,460 | $175,853,030 |
| 16 | JPS FINANCIAL, LLC | $316,235 | $185,210,264 | $10,222,861 | $195,433,125 |
| 17 | WALDEN WEALTH PARTNERS LLC | $418,038 | $188,915,080 | $7,981,023 | $196,896,103 |
| 18 | RUGGAARD & ASSOCIATES, INC. | $461,381 | $195,625,342 | — | $195,625,342 |
| 19 | RAY|THEIL WEALTH MANAGEMENT, LLC | $846,890 | $198,172,156 | — | $198,172,156 |
| 20 | PARADIGM WEALTH MANAGEMENT, LLC | $512,963 | $201,300,000 | $20,300,000 | $221,600,000 |
| 21 | TRINITY WEALTH MANAGEMENT LLC | $2,221,053 | $211,000,000 | — | $211,000,000 |
| 22 | BERNO FINANCIAL MANAGEMENT INC | $364,364 | $214,617,358 | $23,676,385 | $238,293,743 |
| 23 | OXFORD FINANCIAL PARTNERS | $472,059 | $218,091,293 | — | $218,091,293 |
| 24 | GENERATIONS WEALTH, LLC | $895,635 | $224,804,385 | — | $224,804,385 |
| 25 | CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC | $281,237 | $229,208,263 | — | $229,208,263 |
| 26 | TSG ADVICE PARTNERS, LLC | $209,581 | $244,829,508 | $42,086,217 | $286,915,725 |
| 27 | WINFIELD ASSOCIATES INC | $440,271 | $261,350,901 | $169,923 | $261,520,824 |
| 28 | KEYSTONE FINANCIAL PLANNING, INC | $645,285 | $261,985,605 | — | $261,985,605 |
| 29 | TRINITY FINANCIAL ADVISORS LLC | $407,470 | $263,632,857 | — | $263,632,857 |
| 30 | LESJAK PLANNING, LLC | $750,000 | $270,000,000 | — | $270,000,000 |
| 31 | STOREY & ASSOCIATES | $394,682 | $292,225,071 | $2,602,265 | $294,827,336 |
| 32 | ROSS, SINCLAIRE & ASSOCIATES, LLC | $390,884 | $318,961,211 | — | $318,961,211 |
| 33 | ASSET ADVISORY GROUP INC | $379,702 | $324,186,507 | $14,127,965 | $338,314,472 |
| 34 | THOR WEALTH MANAGEMENT INC | $258,111 | $336,060,988 | — | $336,060,988 |
| 35 | J.W. COONS ADVISORS, LLC | $1,234,491 | $376,014,062 | $49,885,317 | $425,899,379 |
| 36 | RITTER DANIHER FINANCIAL ADVISORY, LLC | $399,552 | $391,102,957 | $55,995,733 | $447,098,690 |
| 37 | JOHN E. SESTINA AND COMPANY | $168,936 | $401,045,889 | $4,570,000 | $405,615,889 |
| 38 | JENTNER WEALTH MANAGEMENT | $470,354 | $401,212,374 | — | $401,212,374 |
| 39 | WALLER FINANCIAL PLANNING GROUP, INC. | $258,017 | $404,665,528 | $43,767,229 | $448,432,757 |
| 40 | DEMMING FINANCIAL SERVICES CORP. | $150,061 | $432,625,331 | — | $432,625,331 |
| 41 | OPUS CAPITAL MANAGEMENT | $2,254,894 | $435,803,178 | $231,645,480 | $667,448,658 |
| 42 | WEALTH DIMENSIONS FAMILY OFFICE, INC | $5,049,616 | $449,415,796 | — | $449,415,796 |
| 43 | WEALTH DIMENSIONS GROUP, LTD. | $1,002,354 | $489,547,658 | $1,605,808 | $491,153,466 |
| 44 | TOTAL WEALTH PLANNING, LLC | $355,956 | $502,532,536 | $56,318,460 | $558,850,996 |
| 45 | THE JOSEPH GROUP CAPITAL MANAGEMENT | $882,019 | $508,042,933 | — | $508,042,933 |
| 46 | WELLSPRING FINANCIAL ADVISORS, LLC | $2,046,787 | $519,837,993 | $1,232,211,277 | $1,752,049,270 |
| 47 | PARAGON ADVISORS, INC. | $12,772,973 | $577,600,000 | $367,600,000 | $945,200,000 |
| 48 | KMG FIDUCIARY PARTNERS, LLC | $279,868 | $600,036,640 | — | $600,036,640 |
| 49 | PDS PLANNING INC | $270,288 | $606,503,866 | $75,703,927 | $682,207,793 |
| 50 | LENOX WEALTH MANAGEMENT, INC. | $312,445 | $640,333,665 | $3,302,331 | $643,635,996 |
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 Sabrina Straub.
*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.
