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
1Archetype Advisors, LLC$195,479$100,085,333$100,085,333
2Equita Financial Network, Inc.$195,649$107,311,632$295,190$107,606,822
3SEMUS WEALTH PARTNERS, LLC$257,768$98,053,226$10,982,791$109,036,017
4ITS ASSET MANAGEMENT, L.P.$82,987$109,957,880$109,957,880
5Addis & Hill, Incorporated$313,565$111,315,633$111,315,633
6Erickson Financial Group, LLC$170,504$113,985,498$1,274,928$115,260,426
7Ballast Financial Advisors, LLC$233,317$4,066,557$117,025,145$121,091,702
8Flagship Capital Management Inc$1,012,131$123,480,000$123,480,000
9Covered Bridge Advisors, LLC$250,715$114,803,628$9,049,687$123,853,315
10Kapusta Financial Group, Inc.$154,046$133,711,750$133,711,750
11Convergent Financial Strategies LLC$393,199$136,046,742$136,046,742
12Econ Financial Services Corporation$218,541$126,430,582$9,720,705$136,151,287
13Valley Brook Capital Group, Inc.$502,840$127,878,432$11,408,360$139,286,792
14Christine Messmer, P.C.$302,016$1,261,227$138,572,302$139,833,529
15Forefront Wealth Management Inc.$362,870$138,042,930$18,716,807$156,759,737
16Atlas Wealth Partners LLC$219,765$157,132,299$157,132,299
17Macro Advisors, Inc.$133,092$153,364,519$5,281,125$158,645,644
18COMPREHENSIVE FINANCIAL PLANNING INC$400,579$123,182,244$35,847,646$159,029,890
19Chancellor Financial Group Lp$219,583$118,181,227$41,894,680$160,075,907
2046 Peaks LLC$666,256$163,899,000$163,899,000
21Trinity Wealth Management, LLC$400,718$135,502,479$28,791,904$164,294,383
22Barnstone Advisors LLC$1,305,353$168,390,482$168,390,482
23Robbins Financial Advisory Service Inc$498,316$17,898,224$153,024,152$170,922,376
24Financial Advisory Services, LLC$263,817$173,591,728$173,591,728
25Trunorth Financial Services, Inc.$261,730$173,647,347$402,817$174,050,164
26The Aranda Group Advisors, LLC$444,604$1,397,156$174,666,075$176,063,231
27Wealth Management Solutions LLC$270,157$176,682,434$176,682,434
28Morton Brown Family Wealth LLC$399,226$179,651,667$179,651,667
29Invariant Investment Management LLC$217,188$180,294,498$1,492,027$181,786,525
30Crossgate Wealth Advisors, LLC$315,550$186,815,387$1,568,248$188,383,635
31Planning Capital Management Corp.$283,753$189,547,078$189,547,078
32Braun-Bostich & Associates Inc.$207,886$190,631,376$2,078,752$192,710,128
33Entrust Financial LLC$182,643$181,582,530$12,566,518$194,149,048
34Stonecrop Wealth Advisors, LLC$385,036$193,374,653$1,453,706$194,828,359
35B & L Asset Management, LLC$812,233$197,965,417$1,031,763$198,997,180
36EWA, LLC$133,756$198,806,844$623,631$199,430,475
37Wealth Management Strategies, Inc.$358,632$200,475,147$200,475,147
38Northstar Financial Companies, Inc.$312,322$200,032,719$5,163,018$205,195,737
39Hyperion Partners, LLC$296,779$203,684,302$6,731,867$210,416,169
40Wedgewood Investors Inc$702,230$210,203,670$465,316$210,668,986
41Arin Risk Advisors LLC$3,257,576$215,000,000$215,000,000
42Wick Capital Partners, LLC$508,809$189,818,007$29,478,467$219,296,474
43Avalon Advisory Group LLC$535,063$205,202,291$15,243,706$220,445,997
44Planning Strategies, Inc.$203,069$220,733,181$1,830,497$222,563,678
45FC Advisory, LLC$415,224$222,975,352$222,975,352
46Kathleen S. Wright Associates Inc.$2,266,155$224,349,369$224,349,369
47CMG Capital Management Group, Inc.$271,461$206,575,079$25,524,140$232,099,219
48Bouvel Investment Partners, LLC$380,997$230,523,564$3,789,336$234,312,900
49Kailasa Capital Management LLC$605,136$181,350,945$55,257,209$236,608,154
50McClarren Financial Advisors, Inc.$239,902$202,342,883$45,955,338$248,298,221
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Showing 1 to 50 of 127 entries

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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.