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
146 Peaks Investment Advisory Group$405,913$98,631,225$4,064,673$102,695,898
2Addis & Hill, Incorporated$295,374$102,790,239$102,790,239
3Flagship Capital Management Inc$891,525$105,200,000$105,200,000
4Planning Capital Management Corp.$246,975$115,337,186$115,337,186
5Wealth Management Strategies, Inc.$241,098$115,967,924$115,967,924
6Comprehensive Financial Planning Inc$358,703$115,451,526$6,866,173$122,317,699
7Bluesphere Advisors Llc$238,095$80,000,000$45,000,000$125,000,000
8Kapusta Financial Group$151,030$126,411,927$126,411,927
9Barnstone Advisors Llc$1,018,228$129,315,000$129,315,000
10Atlas Wealth Partners Llc$184,328$131,241,540$131,241,540
11Forefront Wealth Management$323,401$117,578,948$14,692,023$132,270,971
12Trinity Wealth Management, Llc$405,563$113,819,457$22,855,147$136,674,604
13Morton Brown Family Wealth Llc$382,636$139,894,750$150,076$140,044,826
14The Aranda Group Advisors, Llc$406,871$145,252,852$145,252,852
15Robbins Wealth Management$428,963$10,125,723$137,437,556$147,563,279
16Wick Capital Partners, Llc$409,150$123,370,065$27,606,390$150,976,455
17Wealth Management Solutions$236,357$160,486,208$160,486,208
18Crossgate Wealth Advisors, Llc$292,212$159,834,444$1,466,426$161,300,870
19Hyperion Partners, Llc$264,067$155,387,550$6,749,393$162,136,943
20B & L Asset Management, Llc$700,734$168,708,938$3,671,715$172,380,653
21Aspire Wealth Architects$435,499$162,409,169$12,226,062$174,635,231
22Psi Capital Management$178,817$189,894,026$1,619,024$191,513,050
23Wedgewood Investors Inc$644,367$196,531,882$196,531,882
24Financial Advisory Services, Llc$273,401$197,122,149$197,122,149
25Wright Associates$2,130,348$200,252,721$200,252,721
26Braun-Bostich & Associates Inc.$242,961$201,962,350$1,639,183$203,601,533
27Mighty Oak Strong America Investment Company$374,567$198,503,827$7,133,259$205,637,086
28Hoey Investments, Inc.$240,462$208,000,000$208,000,000
29Warren Financial Service$738,277$206,727,449$3,681,540$210,408,989
30Godshalk Welsh Capital Management, Inc.$887,522$232,530,872$232,530,872
31Alliance Wealth Advisors, Llc$269,510$239,863,522$239,863,522
32Persimmon Capital Management Lp$2,607,161$103,217,000$139,249,000$242,466,000
33Hotaling Investment Management, Llc$538,042$247,499,327$247,499,327
34Prowell Financial Management, Llc$1,761,526$260,705,809$260,705,809
35Sfg Investment Advisors, Inc.$450,096$263,275,516$480,571$263,756,087
36Legend Financial Advisors Inc$238,529$246,953,594$17,575,377$264,528,971
37Mb, Levis & Associates,Llc$512,236$270,972,956$270,972,956
38Tgs Financial Advisors$335,232$268,325,046$4,889,121$273,214,167
39Mcmahon Financial Advisors, Llc$197,200$269,067,015$5,435,745$274,502,760
40Oak Grove Capital, Llc$1,135,323$292,913,251$292,913,251
41Obrien Greene & Co Inc$1,092,427$258,891,170$39,341,289$298,232,459
42Andesa Financial Management, Inc.$450,380$271,088,974$36,970,706$308,059,680
43Smithbridge Asset Management Inc$1,533,045$291,981,520$19,226,529$311,208,049
44Sevenbridge Financial Group, Llc$284,444$320,000,000$320,000,000
45Kades & Cheifetz, Llc$387,948$335,186,700$335,186,700
46Riggs Asset Management Co Inc$483,181$346,728,980$3,577,278$350,306,258
47Parsons Capital Management, Llc$256,510$368,604,360$368,604,360
48Trebuchet Consulting, Llc$760,713$368,946,001$368,946,001
49Thrive Wealth Management, Llc$342,793$367,250,530$35,873,632$403,124,162
50Baldrige Asset Management$466,603$382,659,135$39,150,311$421,809,446
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Showing 1 to 50 of 87 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 Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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) not one who is an insurance company or agency.

Database last updated on June 5, 2019.