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 | TREBUCHET CONSULTING, LLC | $760,713 | — | $368,946,001 | $368,946,001 |
| 2 | KAPUSTA FINANCIAL GROUP | $151,030 | — | $126,411,927 | $126,411,927 |
| 3 | MCCLARREN FINANCIAL ADVISORS | $237,770 | — | $226,356,840 | $226,356,840 |
| 4 | THE ARANDA GROUP ADVISORS, LLC | $406,871 | — | $145,252,852 | $145,252,852 |
| 5 | CHRISTINE MESSMER, P.C. | $714,000 | $1,305,106 | $115,790,923 | $117,096,029 |
| 6 | ROBBINS WEALTH MANAGEMENT | $428,963 | $10,125,723 | $137,437,556 | $147,563,279 |
| 7 | SEMUS WEALTH PARTNERS, LLC | $257,768 | $98,053,226 | $10,982,791 | $109,036,017 |
| 8 | 46 PEAKS INVESTMENT ADVISORY GROUP | $405,913 | $98,631,225 | $4,064,673 | $102,695,898 |
| 9 | ADDIS & HILL, INCORPORATED | $295,374 | $102,790,239 | — | $102,790,239 |
| 10 | PERSIMMON CAPITAL MANAGEMENT LP | $2,607,161 | $103,217,000 | $139,249,000 | $242,466,000 |
| 11 | FLAGSHIP CAPITAL MANAGEMENT INC | $891,525 | $105,200,000 | — | $105,200,000 |
| 12 | TRINITY WEALTH MANAGEMENT, LLC | $405,563 | $113,819,457 | $22,855,147 | $136,674,604 |
| 13 | WEALTH MANAGEMENT STRATEGIES, INC. | $241,098 | $115,967,924 | — | $115,967,924 |
| 14 | FOREFRONT WEALTH MANAGEMENT | $323,401 | $117,578,948 | $14,692,023 | $132,270,971 |
| 15 | VALLEY BROOK CAPITAL GROUP | $475,286 | $119,950,053 | $9,803,035 | $129,753,088 |
| 16 | COMPREHENSIVE FINANCIAL PLANNING INC | $400,579 | $123,182,244 | $35,847,646 | $159,029,890 |
| 17 | WICK CAPITAL PARTNERS, LLC | $409,150 | $123,370,065 | $27,606,390 | $150,976,455 |
| 18 | BARNSTONE ADVISORS LLC | $1,018,228 | $129,315,000 | — | $129,315,000 |
| 19 | ATLAS WEALTH PARTNERS LLC | $184,328 | $131,241,540 | — | $131,241,540 |
| 20 | PLANNING CAPITAL MANAGEMENT CORP. | $256,101 | $132,660,524 | — | $132,660,524 |
| 21 | MORTON BROWN FAMILY WEALTH LLC | $382,636 | $139,894,750 | $150,076 | $140,044,826 |
| 22 | STONECROP WEALTH ADVISORS, LLC | $311,728 | $140,589,543 | — | $140,589,543 |
| 23 | NORTHSTAR FINANCIAL COMPANIES, INC. | $343,217 | $142,305,000 | $4,592,000 | $146,897,000 |
| 24 | HYPERION PARTNERS, LLC | $264,067 | $155,387,550 | $6,749,393 | $162,136,943 |
| 25 | EWA, LLC | $171,087 | $156,202,208 | — | $156,202,208 |
| 26 | CROSSGATE WEALTH ADVISORS, LLC | $292,212 | $159,834,444 | $1,466,426 | $161,300,870 |
| 27 | WEALTH MANAGEMENT SOLUTIONS | $236,357 | $160,486,208 | — | $160,486,208 |
| 28 | ASPIRE WEALTH ARCHITECTS | $435,499 | $162,409,169 | $12,226,062 | $174,635,231 |
| 29 | ROOTSTOCK ADVISORS | $1,676,329 | $163,077,304 | $209,067,638 | $372,144,942 |
| 30 | B & L ASSET MANAGEMENT, LLC | $700,734 | $168,708,938 | $3,671,715 | $172,380,653 |
| 31 | PSI CAPITAL MANAGEMENT | $178,817 | $189,894,026 | $1,619,024 | $191,513,050 |
| 32 | WEDGEWOOD INVESTORS INC | $644,367 | $196,531,882 | — | $196,531,882 |
| 33 | FINANCIAL ADVISORY SERVICES, LLC | $273,401 | $197,122,149 | — | $197,122,149 |
| 34 | MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY | $374,567 | $198,503,827 | $7,133,259 | $205,637,086 |
| 35 | WRIGHT ASSOCIATES | $2,130,348 | $200,252,721 | — | $200,252,721 |
| 36 | BRAUN-BOSTICH & ASSOCIATES INC. | $242,961 | $201,962,350 | $1,639,183 | $203,601,533 |
| 37 | WARREN FINANCIAL SERVICE | $738,277 | $206,727,449 | $3,681,540 | $210,408,989 |
| 38 | THE ESTATE PLANNERS GROUP | $951,498 | $207,885,000 | $8,105,000 | $215,990,000 |
| 39 | HOEY INVESTMENTS, INC. | $240,462 | $208,000,000 | — | $208,000,000 |
| 40 | GODSHALK WELSH CAPITAL MANAGEMENT, INC. | $887,522 | $232,530,872 | — | $232,530,872 |
| 41 | ALLIANCE WEALTH ADVISORS, LLC | $269,510 | $239,863,522 | — | $239,863,522 |
| 42 | BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC | $568,729 | $245,122,257 | — | $245,122,257 |
| 43 | HOTALING INVESTMENT MANAGEMENT, LLC | $538,042 | $247,499,327 | — | $247,499,327 |
| 44 | GKFO, LLC | $2,826,449 | $256,182,374 | $306,281,042 | $562,463,416 |
| 45 | OBRIEN GREENE & CO INC | $1,092,427 | $258,891,170 | $39,341,289 | $298,232,459 |
| 46 | PROWELL FINANCIAL MANAGEMENT, LLC | $1,761,526 | $260,705,809 | — | $260,705,809 |
| 47 | SFG INVESTMENT ADVISORS, INC. | $450,096 | $263,275,516 | $480,571 | $263,756,087 |
| 48 | TGS FINANCIAL ADVISORS | $335,232 | $268,325,046 | $4,889,121 | $273,214,167 |
| 49 | MCMAHON FINANCIAL ADVISORS, LLC | $197,200 | $269,067,015 | $5,435,745 | $274,502,760 |
| 50 | MB, LEVIS & ASSOCIATES,LLC | $512,236 | $270,972,956 | — | $270,972,956 |
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.
