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.


# of employees


High-net-worth client assets

Total AUM


Total accounts


Discretionary AUM


Avg. discretionary account AUM


Non-discretionary AUM


Non-discretionary accounts


Average non-discretionary account AUM


Avg. account AUM

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Commonwealth Advisory Group, Ltd.$469,951$435,644,719$435,644,719
2Trebuchet Consulting, Llc$760,713$368,946,001$368,946,001
3The Aranda Group Advisors, Llc$406,871$145,252,852$145,252,852
4Kapusta Financial Group$151,030$126,411,927$126,411,927
5Robbins Wealth Management$428,963$10,125,723$137,437,556$147,563,279
6Bluesphere Advisors Llc$238,095$80,000,000$45,000,000$125,000,000
7Covered Bridge Advisors, Llc$214,183$93,208,162$22,665,045$115,873,207
846 Peaks Investment Advisory Group$405,913$98,631,225$4,064,673$102,695,898
9Addis & Hill, Incorporated$295,374$102,790,239$102,790,239
10Persimmon Capital Management Lp$2,607,161$103,217,000$139,249,000$242,466,000
11Flagship Capital Management Inc$891,525$105,200,000$105,200,000
12Its Asset Management, L.P.$82,987$109,957,880$109,957,880
13Trinity Wealth Management, Llc$405,563$113,819,457$22,855,147$136,674,604
14Planning Capital Management Corp.$246,975$115,337,186$115,337,186
15Comprehensive Financial Planning Inc$358,703$115,451,526$6,866,173$122,317,699
16Wealth Management Strategies, Inc.$241,098$115,967,924$115,967,924
17Econ Wealth Management$176,900$117,107,706$117,107,706
18Econ Wealth Management$176,900$117,107,706$117,107,706
19Forefront Wealth Management$323,401$117,578,948$14,692,023$132,270,971
20Macro Advisors, Inc.$115,585$123,252,337$2,851,073$126,103,410
21Wick Capital Partners, Llc$409,150$123,370,065$27,606,390$150,976,455
22Barnstone Advisors Llc$1,018,228$129,315,000$129,315,000
23Atlas Wealth Partners Llc$184,328$131,241,540$131,241,540
24Morton Brown Family Wealth Llc$382,636$139,894,750$150,076$140,044,826
25Invariant Investment Management$201,776$146,965,983$1,742,937$148,708,920
26Trunorth Financial Services, Inc.$252,334$150,391,570$252,104$150,643,674
27Entrust Financial Llc$201,192$155,173,389$13,224,031$168,397,420
28Hyperion Partners, Llc$264,067$155,387,550$6,749,393$162,136,943
29Crossgate Wealth Advisors, Llc$292,212$159,834,444$1,466,426$161,300,870
30Wealth Management Solutions$236,357$160,486,208$160,486,208
31Aspire Wealth Architects$435,499$162,409,169$12,226,062$174,635,231
32B & L Asset Management, Llc$700,734$168,708,938$3,671,715$172,380,653
33Psi Capital Management$178,817$189,894,026$1,619,024$191,513,050
34Financial Coach$378,192$191,743,212$191,743,212
35Wedgewood Investors Inc$644,367$196,531,882$196,531,882
36Financial Advisory Services, Llc$273,401$197,122,149$197,122,149
37Mighty Oak Strong America Investment Company$374,567$198,503,827$7,133,259$205,637,086
38Wright Associates$2,130,348$200,252,721$200,252,721
39Braun-Bostich & Associates Inc.$242,961$201,962,350$1,639,183$203,601,533
40Warren Financial Service$738,277$206,727,449$3,681,540$210,408,989
41Hoey Investments, Inc.$240,462$208,000,000$208,000,000
42Godshalk Welsh Capital Management, Inc.$887,522$232,530,872$232,530,872
43Stewardship Advisors, Llc$191,774$237,033,201$237,033,201
44Alliance Wealth Advisors, Llc$269,510$239,863,522$239,863,522
45Legend Financial Advisors Inc$238,529$246,953,594$17,575,377$264,528,971
46Hotaling Investment Management, Llc$538,042$247,499,327$247,499,327
47Cmg Capital Management Group, Inc.$195,818$249,613,300$53,121,047$302,734,347
48Gkfo, Llc$2,826,449$256,182,374$306,281,042$562,463,416
49Obrien Greene & Co Inc$1,092,427$258,891,170$39,341,289$298,232,459
50Prowell Financial Management, Llc$1,761,526$260,705,809$260,705,809
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Showing 1 to 50 of 108 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.