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
101Wealth Management Solutions LLC$270,157$176,682,434$176,682,434
102Financial Advisory Services, LLC$263,817$173,591,728$173,591,728
103Trunorth Financial Services, Inc.$261,730$173,647,347$402,817$174,050,164
104PWA WEALTH MANAGEMENT$260,321$574,457,612$591,704$575,049,316
105SEMUS WEALTH PARTNERS, LLC$257,768$98,053,226$10,982,791$109,036,017
106Covered Bridge Advisors, LLC$250,715$114,803,628$9,049,687$123,853,315
107Quattro Advisors L.L.C.$241,724$338,232,326$19,277,278$357,509,604
108McClarren Financial Advisors, Inc.$239,902$202,342,883$45,955,338$248,298,221
109Ballast Financial Advisors, LLC$233,317$4,066,557$117,025,145$121,091,702
110Stewardship Advisors, LLC$224,302$290,694,824$290,694,824
111Atlas Wealth Partners LLC$219,765$157,132,299$157,132,299
112Chancellor Financial Group Lp$219,583$118,181,227$41,894,680$160,075,907
113Econ Financial Services Corporation$218,541$126,430,582$9,720,705$136,151,287
114Invariant Investment Management LLC$217,188$180,294,498$1,492,027$181,786,525
115Braun-Bostich & Associates Inc.$207,886$190,631,376$2,078,752$192,710,128
116MFA Wealth Advisors, LLC$207,457$327,974,515$5,201,966$333,176,481
117IAM Advisory LLC$203,903$451,237,484$451,237,484
118Planning Strategies, Inc.$203,069$220,733,181$1,830,497$222,563,678
119Equita Financial Network, Inc.$195,649$107,311,632$295,190$107,606,822
120Archetype Advisors, LLC$195,479$100,085,333$100,085,333
121Entrust Financial LLC$182,643$181,582,530$12,566,518$194,149,048
122Erickson Financial Group, LLC$170,504$113,985,498$1,274,928$115,260,426
123Kapusta Financial Group, Inc.$154,046$133,711,750$133,711,750
124EWA, LLC$133,756$198,806,844$623,631$199,430,475
125Lifeguide Financial Advisors, LLC$133,708$263,256,648$4,293,358$267,550,006
126Macro Advisors, Inc.$133,092$153,364,519$5,281,125$158,645,644
127ITS ASSET MANAGEMENT, L.P.$82,987$109,957,880$109,957,880
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Showing 101 to 127 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.