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
1KAPUSTA FINANCIAL GROUP$151,030$126,411,927$126,411,927
2EWA, LLC$171,087$156,202,208$156,202,208
3PSI CAPITAL MANAGEMENT$178,817$189,894,026$1,619,024$191,513,050
4ATLAS WEALTH PARTNERS LLC$184,328$131,241,540$131,241,540
5MCMAHON FINANCIAL ADVISORS, LLC$197,200$269,067,015$5,435,745$274,502,760
6WEALTH MANAGEMENT SOLUTIONS$236,357$160,486,208$160,486,208
7MCCLARREN FINANCIAL ADVISORS$237,770$226,356,840$226,356,840
8HOEY INVESTMENTS, INC.$240,462$208,000,000$208,000,000
9WEALTH MANAGEMENT STRATEGIES, INC.$241,098$115,967,924$115,967,924
10BRAUN-BOSTICH & ASSOCIATES INC.$242,961$201,962,350$1,639,183$203,601,533
11PLANNING CAPITAL MANAGEMENT CORP.$256,101$132,660,524$132,660,524
12PARSONS CAPITAL MANAGEMENT, LLC$256,510$368,604,360$368,604,360
13SEMUS WEALTH PARTNERS, LLC$257,768$98,053,226$10,982,791$109,036,017
14PWA WEALTH MANAGEMENT$260,321$574,457,612$591,704$575,049,316
15HYPERION PARTNERS, LLC$264,067$155,387,550$6,749,393$162,136,943
16ISI FINANCIAL GROUP INC$265,129$512,493,993$512,493,993
17ALLIANCE WEALTH ADVISORS, LLC$269,510$239,863,522$239,863,522
18FINANCIAL ADVISORY SERVICES, LLC$273,401$197,122,149$197,122,149
19SEVENBRIDGE FINANCIAL GROUP, LLC$284,444$320,000,000$320,000,000
20CROSSGATE WEALTH ADVISORS, LLC$292,212$159,834,444$1,466,426$161,300,870
21ADDIS & HILL, INCORPORATED$295,374$102,790,239$102,790,239
22LEGEND FINANCIAL ADVISORS INC$310,232$292,253,494$12,084,160$304,337,654
23STONECROP WEALTH ADVISORS, LLC$311,728$140,589,543$140,589,543
24FOREFRONT WEALTH MANAGEMENT$323,401$117,578,948$14,692,023$132,270,971
25TGS FINANCIAL ADVISORS$335,232$268,325,046$4,889,121$273,214,167
26RODGERS & ASSOCIATES$336,038$1,050,118,206$1,050,118,206
27THRIVE WEALTH MANAGEMENT, LLC$342,793$367,250,530$35,873,632$403,124,162
28NORTHSTAR FINANCIAL COMPANIES, INC.$343,217$142,305,000$4,592,000$146,897,000
29ROCKWOOD WEALTH MANAGEMENT, LLC$374,043$784,652,606$22,532,749$807,185,355
30MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY$374,567$198,503,827$7,133,259$205,637,086
31ELLIS INVESTMENT PARTNERS, LLC$374,633$543,964,661$40,088,390$584,053,051
32RIVER WEALTH ADVISORS LLC$380,204$639,882,519$639,882,519
33MORTON BROWN FAMILY WEALTH LLC$382,636$139,894,750$150,076$140,044,826
34KADES & CHEIFETZ, LLC$387,948$335,186,700$335,186,700
35ATWATER MALICK$392,982$282,947,287$282,947,287
36COMPREHENSIVE FINANCIAL PLANNING INC$400,579$123,182,244$35,847,646$159,029,890
37FMA ADVISORY INC$401,956$423,416,505$14,313,150$437,729,655
38TRINITY WEALTH MANAGEMENT, LLC$405,563$113,819,457$22,855,147$136,674,604
3946 PEAKS INVESTMENT ADVISORY GROUP$405,913$98,631,225$4,064,673$102,695,898
40THE ARANDA GROUP ADVISORS, LLC$406,871$145,252,852$145,252,852
41WICK CAPITAL PARTNERS, LLC$409,150$123,370,065$27,606,390$150,976,455
42WEST CAPITAL MANAGEMENT$416,187$761,129,724$32,955,887$794,085,611
43ROBBINS WEALTH MANAGEMENT$428,963$10,125,723$137,437,556$147,563,279
44STILLWATER CAPITAL ADVISORS, LLC$430,453$619,536,966$87,267,458$706,804,424
45ASPIRE WEALTH ARCHITECTS$435,499$162,409,169$12,226,062$174,635,231
46SFG INVESTMENT ADVISORS, INC.$450,096$263,275,516$480,571$263,756,087
47ANDESA FINANCIAL MANAGEMENT, INC.$450,380$271,088,974$36,970,706$308,059,680
48THE MARSHALL FINANCIAL GROUP, INC$454,891$656,921,156$10,403,351$667,324,507
49LEHMAN FINANCIAL RESOURCES$463,596$811,755,999$811,755,999
50BALDRIGE ASSET MANAGEMENT$466,603$382,659,135$39,150,311$421,809,446
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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 Caroline 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.