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
1ITS ASSET MANAGEMENT, L.P.$82,987$109,957,880$109,957,880
2MACRO ADVISORS, INC.$115,585$123,252,337$2,851,073$126,103,410
3KAPUSTA FINANCIAL GROUP$151,030$126,411,927$126,411,927
4EWA, LLC$171,087$156,202,208$156,202,208
5ECON WEALTH MANAGEMENT$176,900$117,107,706$117,107,706
6IAM ADVISORY LLC$177,961$349,221,319$7,768,408$356,989,727
7PSI CAPITAL MANAGEMENT$178,817$189,894,026$1,619,024$191,513,050
8ATLAS WEALTH PARTNERS LLC$184,328$131,241,540$131,241,540
9STEWARDSHIP ADVISORS, LLC$191,774$237,033,201$237,033,201
10CMG CAPITAL MANAGEMENT GROUP, INC.$195,818$249,613,300$53,121,047$302,734,347
11MCMAHON FINANCIAL ADVISORS, LLC$197,200$269,067,015$5,435,745$274,502,760
12ENTRUST FINANCIAL LLC$201,192$155,173,389$13,224,031$168,397,420
13INVARIANT INVESTMENT MANAGEMENT$201,776$146,965,983$1,742,937$148,708,920
14CHANCELLOR FINANCIAL GROUP WB LP$204,274$98,112,570$27,107,527$125,220,097
15COVERED BRIDGE ADVISORS, LLC$214,183$93,208,162$22,665,045$115,873,207
16WEALTH MANAGEMENT SOLUTIONS$236,357$160,486,208$160,486,208
17MCCLARREN FINANCIAL ADVISORS$237,770$226,356,840$226,356,840
18HOEY INVESTMENTS, INC.$240,462$208,000,000$208,000,000
19WEALTH MANAGEMENT STRATEGIES, INC.$241,098$115,967,924$115,967,924
20BRAUN-BOSTICH & ASSOCIATES INC.$242,961$201,962,350$1,639,183$203,601,533
21TRUNORTH FINANCIAL SERVICES, INC.$252,334$150,391,570$252,104$150,643,674
22PLANNING CAPITAL MANAGEMENT CORP.$256,101$132,660,524$132,660,524
23PARSONS CAPITAL MANAGEMENT, LLC$256,510$368,604,360$368,604,360
24SEMUS WEALTH PARTNERS, LLC$257,768$98,053,226$10,982,791$109,036,017
25PWA WEALTH MANAGEMENT$260,321$574,457,612$591,704$575,049,316
26HYPERION PARTNERS, LLC$264,067$155,387,550$6,749,393$162,136,943
27ISI FINANCIAL GROUP INC$265,129$512,493,993$512,493,993
28ALLIANCE WEALTH ADVISORS, LLC$269,510$239,863,522$239,863,522
29FINANCIAL ADVISORY SERVICES, LLC$273,401$197,122,149$197,122,149
30SEVENBRIDGE FINANCIAL GROUP, LLC$284,444$320,000,000$320,000,000
31CROSSGATE WEALTH ADVISORS, LLC$292,212$159,834,444$1,466,426$161,300,870
32ADDIS & HILL, INCORPORATED$295,374$102,790,239$102,790,239
33LEGEND FINANCIAL ADVISORS INC$310,232$292,253,494$12,084,160$304,337,654
34STONECROP WEALTH ADVISORS, LLC$311,728$140,589,543$140,589,543
35FOREFRONT WEALTH MANAGEMENT$323,401$117,578,948$14,692,023$132,270,971
36TGS FINANCIAL ADVISORS$335,232$268,325,046$4,889,121$273,214,167
37RODGERS & ASSOCIATES$336,038$1,050,118,206$1,050,118,206
38THRIVE WEALTH MANAGEMENT, LLC$342,793$367,250,530$35,873,632$403,124,162
39NORTHSTAR FINANCIAL COMPANIES, INC.$343,217$142,305,000$4,592,000$146,897,000
40ROCKWOOD WEALTH MANAGEMENT, LLC$374,043$784,652,606$22,532,749$807,185,355
41MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY$374,567$198,503,827$7,133,259$205,637,086
42ELLIS INVESTMENT PARTNERS, LLC$374,633$543,964,661$40,088,390$584,053,051
43FINANCIAL COACH$378,192$191,743,212$191,743,212
44RIVER WEALTH ADVISORS LLC$380,204$639,882,519$639,882,519
45MORTON BROWN FAMILY WEALTH LLC$382,636$139,894,750$150,076$140,044,826
46KADES & CHEIFETZ, LLC$387,948$335,186,700$335,186,700
47ATWATER MALICK$392,982$282,947,287$282,947,287
48COMPREHENSIVE FINANCIAL PLANNING INC$400,579$123,182,244$35,847,646$159,029,890
49FMA ADVISORY INC$401,956$423,416,505$14,313,150$437,729,655
50TRINITY WEALTH MANAGEMENT, LLC$405,563$113,819,457$22,855,147$136,674,604
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Showing 1 to 50 of 116 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 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.