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
1Carillon Advisors, LLC$662,124$81,422,055$21,207,125$102,629,180
2First Mason Financial, LLC$160,628$107,781,083$107,781,083
3Monetary Solutions, Ltd.$849,624$113,000,000$113,000,000
4T.T.G. Financial, Inc.$713,475$120,577,220$120,577,220
5Capital Asset Management, Inc.$514,655$127,975,319$1,717,811$129,693,130
6Michael Brady & Co., LLC$221,315$130,797,236$130,797,236
7Vela Investment Management, LLC$1,213,353$134,682,208$134,682,208
8Meyer Capital Management LLC.$403,790$136,077,070$136,077,070
9Pathfinder Wealth Advisors LLC$930,749$97,595,328$41,086,311$138,681,639
10ADAPTIVE FINANCIAL CONSULTING, LLC$578,227$138,202,121$1,150,502$139,352,623
11International Management Advisors Ltd.$2,165,418$139,397,322$10,016,495$149,413,817
12Lindahl & Mansager Inc$199,662$152,342,000$152,342,000
13Artifex Financial Group, LLC$192,741$153,614,273$153,614,273
14Centricity Wealth Management, LLC$284,940$87,223,000$68,924,000$156,147,000
15Purtill Financial LLC$275,857$158,065,817$158,065,817
16OBJECTIVE CAPITAL MANAGEMENT, LLC$396,949$136,314,277$22,862,362$159,176,639
17Birchcreek Wealth Management, LLC$343,313$159,477,957$8,745,188$168,223,145
18Kovalcik & Geraghty Wealth Partners LLP$289,923$172,298,322$3,974,745$176,273,067
19Private Harbour Investment Management & Counsel LLC.$460,459$184,255,644$2,230,126$186,485,770
20Fullen Financial Group, Inc.$291,644$195,401,485$195,401,485
21Ray|Theil Wealth Management, LLC$857,841$207,597,491$207,597,491
22Ruggaard & Associates, Inc.$454,517$209,077,889$209,077,889
23JPS Financial, LLC$352,074$200,604,124$17,329,662$217,933,786
24Hixon Zuercher, LLC$224,526$217,201,048$4,630,528$221,831,576
25Walden Wealth Partners, LLC$454,227$219,873,721$7,694,083$227,567,804
26Strategic Planning, Inc.$247,581$231,487,880$231,487,880
27Siena Capital, LLC$484,618$231,647,275$231,647,275
28Trinity Wealth Management LLC$2,156,481$232,900,000$232,900,000
29Generations Wealth, LLC$915,150$245,260,329$245,260,329
30Paradigm Wealth Management, LLC$563,159$233,890,000$24,600,000$258,490,000
31Harlan G Storey, Inc$357,443$257,854,557$1,649,112$259,503,669
32Coordinated Financial Planning Corp$733,835$248,629,139$12,616,022$261,245,161
33SWS Partners, LLC$531,972$270,241,738$270,241,738
34Berno Financial Management Inc$413,147$249,026,957$25,302,389$274,329,346
35Keystone Financial Planning, Inc$667,612$276,391,341$276,391,341
36FSM Wealth Advisors, LLC$1,129,382$281,216,213$281,216,213
37Clear Perspectives Financial Planning, LLC$314,063$285,169,162$285,169,162
38Trinity Financial Advisors LLC$390,407$286,168,032$286,168,032
39Winfield Associates Inc$484,078$291,745,111$154,208$291,899,319
40Lesjak Planning, LLC$830,811$301,300,000$6,100,000$307,400,000
41Yarger Wealth Strategies, LLC$624,812$249,310,947$64,969,678$314,280,625
42Financial Freedom, LLC$454,731$322,859,000$322,859,000
43True Wealth Design, LLC$345,854$341,703,339$341,703,339
44Asset Advisory Group Inc$417,609$332,575,930$16,127,264$348,703,194
45Ross, Sinclaire & Associates, LLC$437,577$353,561,865$353,561,865
46Thor Investment Management Inc$278,419$359,717,964$359,717,964
47TSG Advice Partners, LLC$165,294$373,232,902$373,232,902
48Demming Financial Services Corp.$150,061$432,625,331$432,625,331
49Ritter Daniher Financial Advisory, LLC$375,315$435,426,785$1,815,632$437,242,417
50John E. Sestina And Company$146,282$447,768,194$447,768,194
Next Page »

Showing 1 to 50 of 84 entries

Page 1 | 2

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 Carline Murphy.

*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.