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 | VELA INVESTMENT MANAGEMENT, LLC | $1,215,743 | $103,338,151 | — | $103,338,151 |
| 2 | INTERNATIONAL MANAGEMENT ADVISORS LTD. | $1,605,632 | $112,394,227 | — | $112,394,227 |
| 3 | MICHAEL BRADY & CO., LLC | $200,159 | $120,095,655 | — | $120,095,655 |
| 4 | MEYER CAPITAL MANAGEMENT LLC. | $375,327 | $126,485,143 | — | $126,485,143 |
| 5 | ADAPTIVE FINANCIAL CONSULTING, LLC | $578,227 | $138,202,121 | $1,150,502 | $139,352,623 |
| 6 | LINDAHL & MANSAGER INC | $193,555 | $139,747,000 | — | $139,747,000 |
| 7 | KOVALCIK & GERAGHTY WEALTH PARTNERS LLP | $267,001 | $150,320,265 | $3,739,454 | $154,059,719 |
| 8 | OBJECTIVE CAPITAL MANAGEMENT, LLC | $396,949 | $136,314,277 | $22,862,362 | $159,176,639 |
| 9 | TRUE WEALTH DESIGN, LLC | $250,388 | $160,749,129 | — | $160,749,129 |
| 10 | FULLEN FINANCIAL GROUP, INC. | $274,332 | $165,421,934 | — | $165,421,934 |
| 11 | STRATEGIC PLANNING, INC. | $198,805 | $170,574,900 | — | $170,574,900 |
| 12 | PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC. | $428,910 | $171,019,570 | $4,833,460 | $175,853,030 |
| 13 | JPS FINANCIAL, LLC | $316,235 | $185,210,264 | $10,222,861 | $195,433,125 |
| 14 | RUGGAARD & ASSOCIATES, INC. | $461,381 | $195,625,342 | — | $195,625,342 |
| 15 | WALDEN WEALTH PARTNERS LLC | $418,038 | $188,915,080 | $7,981,023 | $196,896,103 |
| 16 | RAY|THEIL WEALTH MANAGEMENT, LLC | $846,890 | $198,172,156 | — | $198,172,156 |
| 17 | TRINITY WEALTH MANAGEMENT LLC | $2,221,053 | $211,000,000 | — | $211,000,000 |
| 18 | OXFORD FINANCIAL PARTNERS | $472,059 | $218,091,293 | — | $218,091,293 |
| 19 | PARADIGM WEALTH MANAGEMENT, LLC | $512,963 | $201,300,000 | $20,300,000 | $221,600,000 |
| 20 | GENERATIONS WEALTH, LLC | $895,635 | $224,804,385 | — | $224,804,385 |
| 21 | CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC | $281,237 | $229,208,263 | — | $229,208,263 |
| 22 | BERNO FINANCIAL MANAGEMENT INC | $364,364 | $214,617,358 | $23,676,385 | $238,293,743 |
| 23 | FINANCIAL FREEDOM | $365,688 | — | $249,399,000 | $249,399,000 |
| 24 | WINFIELD ASSOCIATES INC | $440,271 | $261,350,901 | $169,923 | $261,520,824 |
| 25 | KEYSTONE FINANCIAL PLANNING, INC | $645,285 | $261,985,605 | — | $261,985,605 |
| 26 | TRINITY FINANCIAL ADVISORS LLC | $407,470 | $263,632,857 | — | $263,632,857 |
| 27 | LESJAK PLANNING, LLC | $750,000 | $270,000,000 | — | $270,000,000 |
| 28 | TSG ADVICE PARTNERS, LLC | $209,581 | $244,829,508 | $42,086,217 | $286,915,725 |
| 29 | STOREY & ASSOCIATES | $394,682 | $292,225,071 | $2,602,265 | $294,827,336 |
| 30 | ROSS, SINCLAIRE & ASSOCIATES, LLC | $390,884 | $318,961,211 | — | $318,961,211 |
| 31 | THOR WEALTH MANAGEMENT INC | $258,111 | $336,060,988 | — | $336,060,988 |
| 32 | ASSET ADVISORY GROUP INC | $379,702 | $324,186,507 | $14,127,965 | $338,314,472 |
| 33 | JENTNER WEALTH MANAGEMENT | $470,354 | $401,212,374 | — | $401,212,374 |
| 34 | JOHN E. SESTINA AND COMPANY | $168,936 | $401,045,889 | $4,570,000 | $405,615,889 |
| 35 | J.W. COONS ADVISORS, LLC | $1,234,491 | $376,014,062 | $49,885,317 | $425,899,379 |
| 36 | DEMMING FINANCIAL SERVICES CORP. | $150,061 | $432,625,331 | — | $432,625,331 |
| 37 | RITTER DANIHER FINANCIAL ADVISORY, LLC | $399,552 | $391,102,957 | $55,995,733 | $447,098,690 |
| 38 | WALLER FINANCIAL PLANNING GROUP, INC. | $258,017 | $404,665,528 | $43,767,229 | $448,432,757 |
| 39 | WEALTH DIMENSIONS FAMILY OFFICE, INC | $5,049,616 | $449,415,796 | — | $449,415,796 |
| 40 | WEALTH DIMENSIONS GROUP, LTD. | $1,002,354 | $489,547,658 | $1,605,808 | $491,153,466 |
| 41 | SCOTT SNOW (FINANCIAL ADVISORS) LLC | $994,363 | — | $493,204,040 | $493,204,040 |
| 42 | THE JOSEPH GROUP CAPITAL MANAGEMENT | $882,019 | $508,042,933 | — | $508,042,933 |
| 43 | TOTAL WEALTH PLANNING, LLC | $355,956 | $502,532,536 | $56,318,460 | $558,850,996 |
| 44 | KMG FIDUCIARY PARTNERS, LLC | $279,868 | $600,036,640 | — | $600,036,640 |
| 45 | LENOX WEALTH MANAGEMENT, INC. | $312,445 | $640,333,665 | $3,302,331 | $643,635,996 |
| 46 | OPUS CAPITAL MANAGEMENT | $2,254,894 | $435,803,178 | $231,645,480 | $667,448,658 |
| 47 | ST. CLAIR ADVISORS, LLC | $1,283,433 | $681,502,999 | — | $681,502,999 |
| 48 | PDS PLANNING INC | $270,288 | $606,503,866 | $75,703,927 | $682,207,793 |
| 49 | HCM WEALTH ADVISORS | $334,241 | $707,922,569 | — | $707,922,569 |
| 50 | MEYERS WEALTH MANAGEMENT, LLC | $1,492,505 | $778,400,000 | $38,000,000 | $816,400,000 |
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.
