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
146 Peaks Investment Advisory Group$405,913$98,631,225$4,064,673$102,695,898
2Addis & Hill, Incorporated$295,374$102,790,239$102,790,239
3Flagship Capital Management Inc$891,525$105,200,000$105,200,000
4Its Asset Management, L.P.$82,987$109,957,880$109,957,880
5Planning Capital Management Corp.$246,975$115,337,186$115,337,186
6Covered Bridge Advisors, Llc$214,183$93,208,162$22,665,045$115,873,207
7Wealth Management Strategies, Inc.$241,098$115,967,924$115,967,924
8Econ Wealth Management$176,900$117,107,706$117,107,706
9Econ Wealth Management$176,900$117,107,706$117,107,706
10Comprehensive Financial Planning Inc$358,703$115,451,526$6,866,173$122,317,699
11Bluesphere Advisors Llc$238,095$80,000,000$45,000,000$125,000,000
12Macro Advisors, Inc.$115,585$123,252,337$2,851,073$126,103,410
13Kapusta Financial Group$151,030$126,411,927$126,411,927
14Barnstone Advisors Llc$1,018,228$129,315,000$129,315,000
15Atlas Wealth Partners Llc$184,328$131,241,540$131,241,540
16Forefront Wealth Management$323,401$117,578,948$14,692,023$132,270,971
17Trinity Wealth Management, Llc$405,563$113,819,457$22,855,147$136,674,604
18Morton Brown Family Wealth Llc$382,636$139,894,750$150,076$140,044,826
19The Aranda Group Advisors, Llc$406,871$145,252,852$145,252,852
20Robbins Wealth Management$428,963$10,125,723$137,437,556$147,563,279
21Invariant Investment Management$201,776$146,965,983$1,742,937$148,708,920
22Trunorth Financial Services, Inc.$252,334$150,391,570$252,104$150,643,674
23Wick Capital Partners, Llc$409,150$123,370,065$27,606,390$150,976,455
24Wealth Management Solutions$236,357$160,486,208$160,486,208
25Crossgate Wealth Advisors, Llc$292,212$159,834,444$1,466,426$161,300,870
26Hyperion Partners, Llc$264,067$155,387,550$6,749,393$162,136,943
27Entrust Financial Llc$201,192$155,173,389$13,224,031$168,397,420
28B & L Asset Management, Llc$700,734$168,708,938$3,671,715$172,380,653
29Aspire Wealth Architects$435,499$162,409,169$12,226,062$174,635,231
30Psi Capital Management$178,817$189,894,026$1,619,024$191,513,050
31Financial Coach$378,192$191,743,212$191,743,212
32Wedgewood Investors Inc$644,367$196,531,882$196,531,882
33Financial Advisory Services, Llc$273,401$197,122,149$197,122,149
34Wright Associates$2,130,348$200,252,721$200,252,721
35Braun-Bostich & Associates Inc.$242,961$201,962,350$1,639,183$203,601,533
36Mighty Oak Strong America Investment Company$374,567$198,503,827$7,133,259$205,637,086
37Hoey Investments, Inc.$240,462$208,000,000$208,000,000
38Warren Financial Service$738,277$206,727,449$3,681,540$210,408,989
39Godshalk Welsh Capital Management, Inc.$887,522$232,530,872$232,530,872
40Stewardship Advisors, Llc$191,774$237,033,201$237,033,201
41Alliance Wealth Advisors, Llc$269,510$239,863,522$239,863,522
42Persimmon Capital Management Lp$2,607,161$103,217,000$139,249,000$242,466,000
43Hotaling Investment Management, Llc$538,042$247,499,327$247,499,327
44Prowell Financial Management, Llc$1,761,526$260,705,809$260,705,809
45Sfg Investment Advisors, Inc.$450,096$263,275,516$480,571$263,756,087
46Legend Financial Advisors Inc$238,529$246,953,594$17,575,377$264,528,971
47Mb, Levis & Associates,Llc$512,236$270,972,956$270,972,956
48Tgs Financial Advisors$335,232$268,325,046$4,889,121$273,214,167
49Mcmahon Financial Advisors, Llc$197,200$269,067,015$5,435,745$274,502,760
50Oak Grove Capital, Llc$1,135,323$292,913,251$292,913,251
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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.