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$760,713$368,946,001$368,946,001
2KAPUSTA FINANCIAL GROUP$151,030$126,411,927$126,411,927
3MCCLARREN FINANCIAL ADVISORS$237,770$226,356,840$226,356,840
4THE ARANDA GROUP ADVISORS, LLC$406,871$145,252,852$145,252,852
5CHRISTINE MESSMER, P.C.$714,000$1,305,106$115,790,923$117,096,029
6ROBBINS WEALTH MANAGEMENT$428,963$10,125,723$137,437,556$147,563,279
7COVERED BRIDGE ADVISORS, LLC$214,183$93,208,162$22,665,045$115,873,207
8SEMUS WEALTH PARTNERS, LLC$257,768$98,053,226$10,982,791$109,036,017
9CHANCELLOR FINANCIAL GROUP WB LP$204,274$98,112,570$27,107,527$125,220,097
1046 PEAKS INVESTMENT ADVISORY GROUP$405,913$98,631,225$4,064,673$102,695,898
11ADDIS & HILL, INCORPORATED$295,374$102,790,239$102,790,239
12PERSIMMON CAPITAL MANAGEMENT LP$2,607,161$103,217,000$139,249,000$242,466,000
13FLAGSHIP CAPITAL MANAGEMENT INC$891,525$105,200,000$105,200,000
14ITS ASSET MANAGEMENT, L.P.$82,987$109,957,880$109,957,880
15TRINITY WEALTH MANAGEMENT, LLC$405,563$113,819,457$22,855,147$136,674,604
16WEALTH MANAGEMENT STRATEGIES, INC.$241,098$115,967,924$115,967,924
17ECON WEALTH MANAGEMENT$176,900$117,107,706$117,107,706
18FOREFRONT WEALTH MANAGEMENT$323,401$117,578,948$14,692,023$132,270,971
19VALLEY BROOK CAPITAL GROUP$475,286$119,950,053$9,803,035$129,753,088
20COMPREHENSIVE FINANCIAL PLANNING INC$400,579$123,182,244$35,847,646$159,029,890
21MACRO ADVISORS, INC.$115,585$123,252,337$2,851,073$126,103,410
22WICK CAPITAL PARTNERS, LLC$409,150$123,370,065$27,606,390$150,976,455
23BARNSTONE ADVISORS LLC$1,018,228$129,315,000$129,315,000
24ATLAS WEALTH PARTNERS LLC$184,328$131,241,540$131,241,540
25PLANNING CAPITAL MANAGEMENT CORP.$256,101$132,660,524$132,660,524
26MORTON BROWN FAMILY WEALTH LLC$382,636$139,894,750$150,076$140,044,826
27STONECROP WEALTH ADVISORS, LLC$311,728$140,589,543$140,589,543
28NORTHSTAR FINANCIAL COMPANIES, INC.$343,217$142,305,000$4,592,000$146,897,000
29INVARIANT INVESTMENT MANAGEMENT$201,776$146,965,983$1,742,937$148,708,920
30TRUNORTH FINANCIAL SERVICES, INC.$252,334$150,391,570$252,104$150,643,674
31ENTRUST FINANCIAL LLC$201,192$155,173,389$13,224,031$168,397,420
32HYPERION PARTNERS, LLC$264,067$155,387,550$6,749,393$162,136,943
33EWA, LLC$171,087$156,202,208$156,202,208
34CROSSGATE WEALTH ADVISORS, LLC$292,212$159,834,444$1,466,426$161,300,870
35WEALTH MANAGEMENT SOLUTIONS$236,357$160,486,208$160,486,208
36ASPIRE WEALTH ARCHITECTS$435,499$162,409,169$12,226,062$174,635,231
37ROOTSTOCK ADVISORS$1,676,329$163,077,304$209,067,638$372,144,942
38B & L ASSET MANAGEMENT, LLC$700,734$168,708,938$3,671,715$172,380,653
39PSI CAPITAL MANAGEMENT$178,817$189,894,026$1,619,024$191,513,050
40FINANCIAL COACH$378,192$191,743,212$191,743,212
41WEDGEWOOD INVESTORS INC$644,367$196,531,882$196,531,882
42FINANCIAL ADVISORY SERVICES, LLC$273,401$197,122,149$197,122,149
43MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY$374,567$198,503,827$7,133,259$205,637,086
44WRIGHT ASSOCIATES$2,130,348$200,252,721$200,252,721
45BRAUN-BOSTICH & ASSOCIATES INC.$242,961$201,962,350$1,639,183$203,601,533
46WARREN FINANCIAL SERVICE$738,277$206,727,449$3,681,540$210,408,989
47THE ESTATE PLANNERS GROUP$951,498$207,885,000$8,105,000$215,990,000
48HOEY INVESTMENTS, INC.$240,462$208,000,000$208,000,000
49GODSHALK WELSH CAPITAL MANAGEMENT, INC.$887,522$232,530,872$232,530,872
50STEWARDSHIP ADVISORS, LLC$191,774$237,033,201$237,033,201
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Showing 1 to 50 of 116 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 Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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) not one who is an insurance company or agency.

Database last updated on June 5, 2019.