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 |
|---|---|---|---|---|---|
| 1 | 46 PEAKS INVESTMENT ADVISORY GROUP | $405,913 | $98,631,225 | $4,064,673 | $102,695,898 |
| 2 | ADDIS & HILL, INCORPORATED | $295,374 | $102,790,239 | — | $102,790,239 |
| 3 | FLAGSHIP CAPITAL MANAGEMENT INC | $891,525 | $105,200,000 | — | $105,200,000 |
| 4 | SEMUS WEALTH PARTNERS, LLC | $257,768 | $98,053,226 | $10,982,791 | $109,036,017 |
| 5 | ITS ASSET MANAGEMENT, L.P. | $82,987 | $109,957,880 | — | $109,957,880 |
| 6 | COVERED BRIDGE ADVISORS, LLC | $214,183 | $93,208,162 | $22,665,045 | $115,873,207 |
| 7 | WEALTH MANAGEMENT STRATEGIES, INC. | $241,098 | $115,967,924 | — | $115,967,924 |
| 8 | CHRISTINE MESSMER, P.C. | $714,000 | $1,305,106 | $115,790,923 | $117,096,029 |
| 9 | ECON WEALTH MANAGEMENT | $176,900 | $117,107,706 | — | $117,107,706 |
| 10 | CHANCELLOR FINANCIAL GROUP WB LP | $204,274 | $98,112,570 | $27,107,527 | $125,220,097 |
| 11 | MACRO ADVISORS, INC. | $115,585 | $123,252,337 | $2,851,073 | $126,103,410 |
| 12 | KAPUSTA FINANCIAL GROUP | $151,030 | — | $126,411,927 | $126,411,927 |
| 13 | BARNSTONE ADVISORS LLC | $1,018,228 | $129,315,000 | — | $129,315,000 |
| 14 | VALLEY BROOK CAPITAL GROUP | $475,286 | $119,950,053 | $9,803,035 | $129,753,088 |
| 15 | ATLAS WEALTH PARTNERS LLC | $184,328 | $131,241,540 | — | $131,241,540 |
| 16 | FOREFRONT WEALTH MANAGEMENT | $323,401 | $117,578,948 | $14,692,023 | $132,270,971 |
| 17 | PLANNING CAPITAL MANAGEMENT CORP. | $256,101 | $132,660,524 | — | $132,660,524 |
| 18 | TRINITY WEALTH MANAGEMENT, LLC | $405,563 | $113,819,457 | $22,855,147 | $136,674,604 |
| 19 | MORTON BROWN FAMILY WEALTH LLC | $382,636 | $139,894,750 | $150,076 | $140,044,826 |
| 20 | STONECROP WEALTH ADVISORS, LLC | $311,728 | $140,589,543 | — | $140,589,543 |
| 21 | THE ARANDA GROUP ADVISORS, LLC | $406,871 | — | $145,252,852 | $145,252,852 |
| 22 | NORTHSTAR FINANCIAL COMPANIES, INC. | $343,217 | $142,305,000 | $4,592,000 | $146,897,000 |
| 23 | ROBBINS WEALTH MANAGEMENT | $428,963 | $10,125,723 | $137,437,556 | $147,563,279 |
| 24 | INVARIANT INVESTMENT MANAGEMENT | $201,776 | $146,965,983 | $1,742,937 | $148,708,920 |
| 25 | TRUNORTH FINANCIAL SERVICES, INC. | $252,334 | $150,391,570 | $252,104 | $150,643,674 |
| 26 | WICK CAPITAL PARTNERS, LLC | $409,150 | $123,370,065 | $27,606,390 | $150,976,455 |
| 27 | EWA, LLC | $171,087 | $156,202,208 | — | $156,202,208 |
| 28 | COMPREHENSIVE FINANCIAL PLANNING INC | $400,579 | $123,182,244 | $35,847,646 | $159,029,890 |
| 29 | WEALTH MANAGEMENT SOLUTIONS | $236,357 | $160,486,208 | — | $160,486,208 |
| 30 | CROSSGATE WEALTH ADVISORS, LLC | $292,212 | $159,834,444 | $1,466,426 | $161,300,870 |
| 31 | HYPERION PARTNERS, LLC | $264,067 | $155,387,550 | $6,749,393 | $162,136,943 |
| 32 | ENTRUST FINANCIAL LLC | $201,192 | $155,173,389 | $13,224,031 | $168,397,420 |
| 33 | B & L ASSET MANAGEMENT, LLC | $700,734 | $168,708,938 | $3,671,715 | $172,380,653 |
| 34 | ASPIRE WEALTH ARCHITECTS | $435,499 | $162,409,169 | $12,226,062 | $174,635,231 |
| 35 | PSI CAPITAL MANAGEMENT | $178,817 | $189,894,026 | $1,619,024 | $191,513,050 |
| 36 | FINANCIAL COACH | $378,192 | $191,743,212 | — | $191,743,212 |
| 37 | WEDGEWOOD INVESTORS INC | $644,367 | $196,531,882 | — | $196,531,882 |
| 38 | FINANCIAL ADVISORY SERVICES, LLC | $273,401 | $197,122,149 | — | $197,122,149 |
| 39 | WRIGHT ASSOCIATES | $2,130,348 | $200,252,721 | — | $200,252,721 |
| 40 | BRAUN-BOSTICH & ASSOCIATES INC. | $242,961 | $201,962,350 | $1,639,183 | $203,601,533 |
| 41 | MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY | $374,567 | $198,503,827 | $7,133,259 | $205,637,086 |
| 42 | HOEY INVESTMENTS, INC. | $240,462 | $208,000,000 | — | $208,000,000 |
| 43 | WARREN FINANCIAL SERVICE | $738,277 | $206,727,449 | $3,681,540 | $210,408,989 |
| 44 | THE ESTATE PLANNERS GROUP | $951,498 | $207,885,000 | $8,105,000 | $215,990,000 |
| 45 | MCCLARREN FINANCIAL ADVISORS | $237,770 | — | $226,356,840 | $226,356,840 |
| 46 | GODSHALK WELSH CAPITAL MANAGEMENT, INC. | $887,522 | $232,530,872 | — | $232,530,872 |
| 47 | STEWARDSHIP ADVISORS, LLC | $191,774 | $237,033,201 | — | $237,033,201 |
| 48 | ALLIANCE WEALTH ADVISORS, LLC | $269,510 | $239,863,522 | — | $239,863,522 |
| 49 | PERSIMMON CAPITAL MANAGEMENT LP | $2,607,161 | $103,217,000 | $139,249,000 | $242,466,000 |
| 50 | BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC | $568,729 | $245,122,257 | — | $245,122,257 |
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.
