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