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.


# of employees


High-net-worth client assets

Total AUM


Total accounts


Discretionary AUM


Avg. discretionary account AUM


Non-discretionary AUM


Non-discretionary accounts


Average non-discretionary account AUM


Avg. account AUM

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1BIRD ROCK ASSET MANAGEMENT, LP$279,246$87,682,966$13,124,764$100,807,730
2DANIELS & ERICKSON FINANCIAL ADVISORS, LLC$742,143$106,126,443$106,126,443
3D.R. SAUR FINANCIAL, INC.$324,045$110,175,327$110,175,327
4TRINITY FIDUCIARY PARTNERS, LLC$567,482$40,293,933$71,500,117$111,794,050
5MILLER EQUITY CAPITAL ADVISORS$3,231,911$113,116,878$113,116,878
6BIRNAM WOOD CAPITAL, LLC$687,752$117,605,527$117,605,527
7EUBANK, HUTSON & ASSOCIATES, LLC$220,644$118,485,840$118,485,840
8CORPS CAPITAL ADVISORS, LLC$1,785,518$91,387,837$28,241,849$119,629,686
9STRATEGIC ADVISORY SERVICES, L.L.C.$344,797$123,982,248$144,752$124,127,000
10STARFOX FINANCIAL SERVICES, LLC$245,707$106,878,281$18,186,765$125,065,046
11J.K. FINANCIAL, INC.$343,089$126,600,000$126,600,000
12WISDOM INDEX ADVISORS$240,051$128,427,283$128,427,283
13SADDOCK WEALTH, LLC$1,868,116$72,400,000$56,500,000$128,900,000
14THE RUDD COMPANY, LLC$238,429$115,532,566$13,457,359$128,989,925
15IMPERIUM WEALTH MANAGEMENT, LLC$218,454$126,072,366$3,034,074$129,106,440
16TEAM FINANCIAL STRATEGIES$137,729$125,764,340$3,975,949$129,740,289
17SCHUBERT & COMPANY, INC.$317,464$130,160,222$130,160,222
18BEST INVEST$167,340$130,525,531$130,525,531
19MOSS, LUSE & WOMBLE, LLC$84,884$131,400,000$131,400,000
20MURPHY & SYLVEST$310,854$129,602,314$2,821,507$132,423,821
21HERITAGE RETIREMENT ADVISORS, LLC$449,977$136,343,014$136,343,014
22MILLER GLOBAL INVESTMENTS, L.L.C.$892,672$136,578,873$136,578,873
23LD LOWE WEALTH ADVISORY$176,336$137,366,071$137,366,071
24J.E. SIMMONS & CO., P.C.$390,035$138,462,341$138,462,341
25ASPEN WEALTH MANAGEMENT$303,932$138,050,665$2,061,985$140,112,650
26PARKSTONE WEALTH MANAGEMENT, LLC$1,838,954$141,599,460$141,599,460
27TRUE FINANCIAL GROUP$126,417$143,800,000$1,200,000$145,000,000
28THE PERSONAL WEALTH COACH$198,759$148,075,470$148,075,470
29KEENER FINANCIAL PLANNING$422,162$141,833,652$6,767,484$148,601,136
30FORTHRIGHT FAMILY WEALTH ADVISORY LLC$578,547$149,265,105$149,265,105
31EQUISTAR WEALTH MANAGEMENT LLC$603,492$158,115,003$158,115,003
32SOFOS INVESTMENTS, INC.$113,656$160,937,014$160,937,014
33HERITAGE WEALTH MANAGEMENT$372,643$165,080,862$165,080,862
34RILEY WEALTH ADVISORS, LLC$221,095$165,600,000$165,600,000
35PARKER FINANCIAL ADVISORS LLC$568,395$167,009,159$98,972$167,108,131
36TRISPERITY ADVISORS, LLC$283,049$164,647,423$3,483,743$168,131,166
37WEALTH MANAGEMENT GROUP, LLC$207,973$169,914,158$169,914,158
38WHITEROCK WEALTH MANAGEMENT CO.$497,909$174,268,096$174,268,096
39HAVEN WEALTH GROUP$347,023$174,552,792$174,552,792
40WEALTH COVENANT GROUP LLC$596,610$176,000,000$176,000,000
41BONNER & SMITH, LLC$758,626$176,001,170$176,001,170
42TL PRIVATE WEALTH$355,270$175,414,694$1,154,539$176,569,233
43SILICON HILLS WEALTH MANAGEMENT$332,270$175,251,920$1,847,829$177,099,749
44FOCUS WEALTH ADVISORS, LLC$523,167$175,500,000$2,900,000$178,400,000
45GRUNDEN FINANCIAL ADVISORY, INC.$194,604$182,538,120$182,538,120
46AMICUS FINANCIAL ADVISORS, LLC$190,856$181,820,736$828,560$182,649,296
47HERITAGE FINANCIAL PLANNING$383,753$187,655,102$187,655,102
48STEGENT EQUITY ADVISORS INC.$495,009$187,912,066$1,676,554$189,588,620
49MCDONALD CAPITAL MANAGEMENT$601,094$189,873,030$1,875,828$191,748,858
50ENGRAVE WEALTH PARTNERS, LLC$400,834$190,138,964$2,261,240$192,400,204
Next Page »

Showing 1 to 50 of 149 entries

Page 1 | 2 | 3

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.