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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Trebuchet Consulting, LLC$563,484$532,492,074$532,492,074
2Kapusta Financial Group, Inc.$154,046$133,711,750$133,711,750
3Convergent Financial Strategies LLC$393,199$136,046,742$136,046,742
4Christine Messmer, P.C.$302,016$1,261,227$138,572,302$139,833,529
5The Aranda Group Advisors, LLC$444,604$1,397,156$174,666,075$176,063,231
6Ballast Financial Advisors, LLC$233,317$4,066,557$117,025,145$121,091,702
7Robbins Financial Advisory Service Inc$498,316$17,898,224$153,024,152$170,922,376
8SEMUS WEALTH PARTNERS, LLC$257,768$98,053,226$10,982,791$109,036,017
9Archetype Advisors, LLC$195,479$100,085,333$100,085,333
10Equita Financial Network, Inc.$195,649$107,311,632$295,190$107,606,822
11Persimmon Capital Management Lp$2,654,596$107,402,000$155,403,000$262,805,000
12ITS ASSET MANAGEMENT, L.P.$82,987$109,957,880$109,957,880
13Addis & Hill, Incorporated$313,565$111,315,633$111,315,633
14Erickson Financial Group, LLC$170,504$113,985,498$1,274,928$115,260,426
15Covered Bridge Advisors, LLC$250,715$114,803,628$9,049,687$123,853,315
16Chancellor Financial Group Lp$219,583$118,181,227$41,894,680$160,075,907
17COMPREHENSIVE FINANCIAL PLANNING INC$400,579$123,182,244$35,847,646$159,029,890
18Flagship Capital Management Inc$1,012,131$123,480,000$123,480,000
19Econ Financial Services Corporation$218,541$126,430,582$9,720,705$136,151,287
20Valley Brook Capital Group, Inc.$502,840$127,878,432$11,408,360$139,286,792
21Trinity Wealth Management, LLC$400,718$135,502,479$28,791,904$164,294,383
22Forefront Wealth Management Inc.$362,870$138,042,930$18,716,807$156,759,737
23Macro Advisors, Inc.$133,092$153,364,519$5,281,125$158,645,644
24Atlas Wealth Partners LLC$219,765$157,132,299$157,132,299
2546 Peaks LLC$666,256$163,899,000$163,899,000
26Barnstone Advisors LLC$1,305,353$168,390,482$168,390,482
27Financial Advisory Services, LLC$263,817$173,591,728$173,591,728
28Trunorth Financial Services, Inc.$261,730$173,647,347$402,817$174,050,164
29Wealth Management Solutions LLC$270,157$176,682,434$176,682,434
30Morton Brown Family Wealth LLC$399,226$179,651,667$179,651,667
31Invariant Investment Management LLC$217,188$180,294,498$1,492,027$181,786,525
32Kailasa Capital Management LLC$605,136$181,350,945$55,257,209$236,608,154
33Entrust Financial LLC$182,643$181,582,530$12,566,518$194,149,048
34Crossgate Wealth Advisors, LLC$315,550$186,815,387$1,568,248$188,383,635
35Planning Capital Management Corp.$283,753$189,547,078$189,547,078
36Wick Capital Partners, LLC$508,809$189,818,007$29,478,467$219,296,474
37Braun-Bostich & Associates Inc.$207,886$190,631,376$2,078,752$192,710,128
38Stonecrop Wealth Advisors, LLC$385,036$193,374,653$1,453,706$194,828,359
39B & L Asset Management, LLC$812,233$197,965,417$1,031,763$198,997,180
40EWA, LLC$133,756$198,806,844$623,631$199,430,475
41Northstar Financial Companies, Inc.$312,322$200,032,719$5,163,018$205,195,737
42Wealth Management Strategies, Inc.$358,632$200,475,147$200,475,147
43McClarren Financial Advisors, Inc.$239,902$202,342,883$45,955,338$248,298,221
44Hyperion Partners, LLC$296,779$203,684,302$6,731,867$210,416,169
45Avalon Advisory Group LLC$535,063$205,202,291$15,243,706$220,445,997
46CMG Capital Management Group, Inc.$271,461$206,575,079$25,524,140$232,099,219
47Wedgewood Investors Inc$702,230$210,203,670$465,316$210,668,986
48Arin Risk Advisors LLC$3,257,576$215,000,000$215,000,000
49Rootstock Investment Management, LLC.$2,169,043$215,856,940$250,487,348$466,344,288
50Planning Strategies, Inc.$203,069$220,733,181$1,830,497$222,563,678
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Showing 1 to 50 of 127 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 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.