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 | Archetype Advisors, LLC | $195,479 | $100,085,333 | — | $100,085,333 |
| 2 | Equita Financial Network, Inc. | $195,649 | $107,311,632 | $295,190 | $107,606,822 |
| 3 | SEMUS WEALTH PARTNERS, LLC | $257,768 | $98,053,226 | $10,982,791 | $109,036,017 |
| 4 | ITS ASSET MANAGEMENT, L.P. | $82,987 | $109,957,880 | — | $109,957,880 |
| 5 | Addis & Hill, Incorporated | $313,565 | $111,315,633 | — | $111,315,633 |
| 6 | Erickson Financial Group, LLC | $170,504 | $113,985,498 | $1,274,928 | $115,260,426 |
| 7 | Ballast Financial Advisors, LLC | $233,317 | $4,066,557 | $117,025,145 | $121,091,702 |
| 8 | Flagship Capital Management Inc | $1,012,131 | $123,480,000 | — | $123,480,000 |
| 9 | Covered Bridge Advisors, LLC | $250,715 | $114,803,628 | $9,049,687 | $123,853,315 |
| 10 | Kapusta Financial Group, Inc. | $154,046 | — | $133,711,750 | $133,711,750 |
| 11 | Convergent Financial Strategies LLC | $393,199 | — | $136,046,742 | $136,046,742 |
| 12 | Econ Financial Services Corporation | $218,541 | $126,430,582 | $9,720,705 | $136,151,287 |
| 13 | Valley Brook Capital Group, Inc. | $502,840 | $127,878,432 | $11,408,360 | $139,286,792 |
| 14 | Christine Messmer, P.C. | $302,016 | $1,261,227 | $138,572,302 | $139,833,529 |
| 15 | Forefront Wealth Management Inc. | $362,870 | $138,042,930 | $18,716,807 | $156,759,737 |
| 16 | Atlas Wealth Partners LLC | $219,765 | $157,132,299 | — | $157,132,299 |
| 17 | Macro Advisors, Inc. | $133,092 | $153,364,519 | $5,281,125 | $158,645,644 |
| 18 | COMPREHENSIVE FINANCIAL PLANNING INC | $400,579 | $123,182,244 | $35,847,646 | $159,029,890 |
| 19 | Chancellor Financial Group Lp | $219,583 | $118,181,227 | $41,894,680 | $160,075,907 |
| 20 | 46 Peaks LLC | $666,256 | $163,899,000 | — | $163,899,000 |
| 21 | Trinity Wealth Management, LLC | $400,718 | $135,502,479 | $28,791,904 | $164,294,383 |
| 22 | Barnstone Advisors LLC | $1,305,353 | $168,390,482 | — | $168,390,482 |
| 23 | Robbins Financial Advisory Service Inc | $498,316 | $17,898,224 | $153,024,152 | $170,922,376 |
| 24 | Financial Advisory Services, LLC | $263,817 | $173,591,728 | — | $173,591,728 |
| 25 | Trunorth Financial Services, Inc. | $261,730 | $173,647,347 | $402,817 | $174,050,164 |
| 26 | The Aranda Group Advisors, LLC | $444,604 | $1,397,156 | $174,666,075 | $176,063,231 |
| 27 | Wealth Management Solutions LLC | $270,157 | $176,682,434 | — | $176,682,434 |
| 28 | Morton Brown Family Wealth LLC | $399,226 | $179,651,667 | — | $179,651,667 |
| 29 | Invariant Investment Management LLC | $217,188 | $180,294,498 | $1,492,027 | $181,786,525 |
| 30 | Crossgate Wealth Advisors, LLC | $315,550 | $186,815,387 | $1,568,248 | $188,383,635 |
| 31 | Planning Capital Management Corp. | $283,753 | $189,547,078 | — | $189,547,078 |
| 32 | Braun-Bostich & Associates Inc. | $207,886 | $190,631,376 | $2,078,752 | $192,710,128 |
| 33 | Entrust Financial LLC | $182,643 | $181,582,530 | $12,566,518 | $194,149,048 |
| 34 | Stonecrop Wealth Advisors, LLC | $385,036 | $193,374,653 | $1,453,706 | $194,828,359 |
| 35 | B & L Asset Management, LLC | $812,233 | $197,965,417 | $1,031,763 | $198,997,180 |
| 36 | EWA, LLC | $133,756 | $198,806,844 | $623,631 | $199,430,475 |
| 37 | Wealth Management Strategies, Inc. | $358,632 | $200,475,147 | — | $200,475,147 |
| 38 | Northstar Financial Companies, Inc. | $312,322 | $200,032,719 | $5,163,018 | $205,195,737 |
| 39 | Hyperion Partners, LLC | $296,779 | $203,684,302 | $6,731,867 | $210,416,169 |
| 40 | Wedgewood Investors Inc | $702,230 | $210,203,670 | $465,316 | $210,668,986 |
| 41 | Arin Risk Advisors LLC | $3,257,576 | $215,000,000 | — | $215,000,000 |
| 42 | Wick Capital Partners, LLC | $508,809 | $189,818,007 | $29,478,467 | $219,296,474 |
| 43 | Avalon Advisory Group LLC | $535,063 | $205,202,291 | $15,243,706 | $220,445,997 |
| 44 | Planning Strategies, Inc. | $203,069 | $220,733,181 | $1,830,497 | $222,563,678 |
| 45 | FC Advisory, LLC | $415,224 | $222,975,352 | — | $222,975,352 |
| 46 | Kathleen S. Wright Associates Inc. | $2,266,155 | $224,349,369 | — | $224,349,369 |
| 47 | CMG Capital Management Group, Inc. | $271,461 | $206,575,079 | $25,524,140 | $232,099,219 |
| 48 | Bouvel Investment Partners, LLC | $380,997 | $230,523,564 | $3,789,336 | $234,312,900 |
| 49 | Kailasa Capital Management LLC | $605,136 | $181,350,945 | $55,257,209 | $236,608,154 |
| 50 | McClarren Financial Advisors, Inc. | $239,902 | $202,342,883 | $45,955,338 | $248,298,221 |
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 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.
