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
1ITS ASSET MANAGEMENT, L.P.$82,987$109,957,880$109,957,880
2Macro Advisors, Inc.$133,092$153,364,519$5,281,125$158,645,644
3Lifeguide Financial Advisors, LLC$133,708$263,256,648$4,293,358$267,550,006
4EWA, LLC$133,756$198,806,844$623,631$199,430,475
5Kapusta Financial Group, Inc.$154,046$133,711,750$133,711,750
6Erickson Financial Group, LLC$170,504$113,985,498$1,274,928$115,260,426
7Entrust Financial LLC$182,643$181,582,530$12,566,518$194,149,048
8Archetype Advisors, LLC$195,479$100,085,333$100,085,333
9Equita Financial Network, Inc.$195,649$107,311,632$295,190$107,606,822
10Planning Strategies, Inc.$203,069$220,733,181$1,830,497$222,563,678
11IAM Advisory LLC$203,903$451,237,484$451,237,484
12MFA Wealth Advisors, LLC$207,457$327,974,515$5,201,966$333,176,481
13Braun-Bostich & Associates Inc.$207,886$190,631,376$2,078,752$192,710,128
14Invariant Investment Management LLC$217,188$180,294,498$1,492,027$181,786,525
15Econ Financial Services Corporation$218,541$126,430,582$9,720,705$136,151,287
16Chancellor Financial Group Lp$219,583$118,181,227$41,894,680$160,075,907
17Atlas Wealth Partners LLC$219,765$157,132,299$157,132,299
18Stewardship Advisors, LLC$224,302$290,694,824$290,694,824
19Ballast Financial Advisors, LLC$233,317$4,066,557$117,025,145$121,091,702
20McClarren Financial Advisors, Inc.$239,902$202,342,883$45,955,338$248,298,221
21Quattro Advisors L.L.C.$241,724$338,232,326$19,277,278$357,509,604
22Covered Bridge Advisors, LLC$250,715$114,803,628$9,049,687$123,853,315
23SEMUS WEALTH PARTNERS, LLC$257,768$98,053,226$10,982,791$109,036,017
24PWA WEALTH MANAGEMENT$260,321$574,457,612$591,704$575,049,316
25Trunorth Financial Services, Inc.$261,730$173,647,347$402,817$174,050,164
26Financial Advisory Services, LLC$263,817$173,591,728$173,591,728
27Wealth Management Solutions LLC$270,157$176,682,434$176,682,434
28CMG Capital Management Group, Inc.$271,461$206,575,079$25,524,140$232,099,219
29Planning Capital Management Corp.$283,753$189,547,078$189,547,078
30Professional Financial Advisors Inc$292,669$309,640,698$13,173,753$322,814,451
31Hyperion Partners, LLC$296,779$203,684,302$6,731,867$210,416,169
32Christine Messmer, P.C.$302,016$1,261,227$138,572,302$139,833,529
33Hoey Investments, Inc.$311,165$312,098,208$312,098,208
34Alliance Wealth Advisors, LLC$311,690$261,508,875$30,232,634$291,741,509
35Northstar Financial Companies, Inc.$312,322$200,032,719$5,163,018$205,195,737
36Addis & Hill, Incorporated$313,565$111,315,633$111,315,633
37Legend Financial Advisors Inc$314,554$300,554,170$10,539,717$311,093,887
38Crossgate Wealth Advisors, LLC$315,550$186,815,387$1,568,248$188,383,635
39ISI Financial Group Inc$316,403$610,025,923$610,025,923
40Thrive Wealth Management, LLC$324,638$518,330,582$38,098,990$556,429,572
41Parsons Capital Management, LLC$325,118$467,195,101$467,195,101
42Wealth Management Strategies, Inc.$358,632$200,475,147$200,475,147
43Forefront Wealth Management Inc.$362,870$138,042,930$18,716,807$156,759,737
44Rodgers & Associates, Ltd.$372,313$1,172,414,107$1,172,414,107
45Traynor Capital Management, Inc.$373,271$608,240,360$117,772,448$726,012,808
46Bouvel Investment Partners, LLC$380,997$230,523,564$3,789,336$234,312,900
47Stonecrop Wealth Advisors, LLC$385,036$193,374,653$1,453,706$194,828,359
48Rockwood Wealth Management, LLC$387,527$1,007,312,574$30,871,001$1,038,183,575
49Convergent Financial Strategies LLC$393,199$136,046,742$136,046,742
50Morton Brown Family Wealth LLC$399,226$179,651,667$179,651,667
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Showing 1 to 50 of 127 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 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.