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
1BURNETT FINANCIAL GROUP$455,929$57,419,061$62,946,261$120,365,322
2MELIORA CAPITAL$404,893$64,651,178$49,123,736$113,774,914
3COUNCIL OAK WEALTH ADVISORS$358,925$160,000,000$27,000,000$187,000,000
4MITCHELL & PAHL PRIVATE WEALTH$300,524$237,479,191$39,303,683$276,782,874
5JACKSON HOLE CAPITAL PARTNERS, LLC$1,813,508$257,748,662$68,682,708$326,431,370
6CASTLEVIEW WEALTH ADVISORS$410,256$262,000,000$10,000,000$272,000,000
7DISCIPLINED INVESTMENTS, LLC$472,399$276,351,500$77,947,544$354,299,044
8WARBURTON CAPITAL MANAGEMENT, LLC$445,361$343,882,259$5,281,067$349,163,326
9GIBRALTAR CAPITAL MANAGEMENT, INC.$2,939,110$575,028,139$3,976,567$579,004,706
10BRIDGECREEK INVESTMENT MANAGEMENT, LLC$11,718,750$750,000,000$750,000,000
11FULL SAIL CAPITAL, LLC$1,058,637$884,486,920$42,878,791$927,365,711
12TOM JOHNSON INVESTMENT MANAGEMENT, LLC$377,713$1,411,891,826$1,411,891,826
13EXENCIAL WEALTH ADVISORS$488,901$2,890,087,042$238,393,391$3,128,480,433

Showing 1 to 13 of 13 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 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.