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
4Miller Equity Capital Advisors$3,231,911$113,116,878$113,116,878
5Strategic Advisory Services, L.L.C.$344,797$123,982,248$144,752$124,127,000
6J.K. Financial, Inc.$343,089$126,600,000$126,600,000
7Wisdom Index Advisors$240,051$128,427,283$128,427,283
8Saddock Wealth, Llc$1,868,116$72,400,000$56,500,000$128,900,000
9The Rudd Company, Llc$238,429$115,532,566$13,457,359$128,989,925
10Imperium Wealth Management, Llc$218,454$126,072,366$3,034,074$129,106,440
11Team Financial Strategies$137,729$125,764,340$3,975,949$129,740,289
12Best Invest$167,340$130,525,531$130,525,531
13Moss, Luse & Womble, Llc$84,884$131,400,000$131,400,000
14Murphy & Sylvest$310,854$129,602,314$2,821,507$132,423,821
15Schubert & Company, Inc.$319,050$130,160,222$3,521,747$133,681,969
16Heritage Retirement Advisors, Llc$449,977$136,343,014$136,343,014
17Miller Global Investments, L.L.C.$892,672$136,578,873$136,578,873
18Ld Lowe Wealth Advisory$176,336$137,366,071$137,366,071
19J.E. Simmons & Co., P.C.$390,035$138,462,341$138,462,341
20Aspen Wealth Management$303,932$138,050,665$2,061,985$140,112,650
21True Financial Group$126,417$143,800,000$1,200,000$145,000,000
22The Personal Wealth Coach$198,759$148,075,470$148,075,470
23Forthright Family Wealth Advisory Llc$578,547$149,265,105$149,265,105
24Bonner & Smith, Llc$672,851$156,101,442$156,101,442
25Equistar Wealth Management Llc$603,492$158,115,003$158,115,003
26Heritage Wealth Management$372,643$165,080,862$165,080,862
27Trisperity Advisors, Llc$283,049$164,647,423$3,483,743$168,131,166
28Wealth Management Group, Llc$207,973$169,914,158$169,914,158
29Whiterock Wealth Management Co.$497,909$174,268,096$174,268,096
30Haven Wealth Group$347,023$174,552,792$174,552,792
31Wealth Covenant Group Llc$596,610$176,000,000$176,000,000
32Tl Private Wealth$355,270$175,414,694$1,154,539$176,569,233
33Focus Wealth Advisors, Llc$523,167$175,500,000$2,900,000$178,400,000
34Grunden Financial Advisory, Inc.$194,604$182,538,120$182,538,120
35Stegent Equity Advisors Inc.$495,009$187,912,066$1,676,554$189,588,620
36Engrave Wealth Partners, Llc$400,834$190,138,964$2,261,240$192,400,204
37Barnett Financial, Inc.$424,557$193,173,269$193,173,269
38Km Capital Management, Ltd.$858,768$165,149,000$30,650,000$195,799,000
39Teamwork Financial Advisors, Llc$140,638$196,330,583$196,330,583
40Concorde Investment Management$1,768,180$144,564,257$53,471,868$198,036,125
41Camden Wealth Advisors Llc$1,708,816$206,637,644$3,546,664$210,184,308
42Lifeway Financial Corporation$571,486$214,307,229$214,307,229
43Lucien Stirling & Gray Advisory Group Inc$176,593$154,548,275$70,607,258$225,155,533
44Mills Wealth Advisors, Llc$185,016$203,324,973$25,910,316$229,235,289
45Clare Market Investments, Llc$470,492$229,600,000$229,600,000
46The Menard Financial Group, Llc$1,012,431$229,821,830$229,821,830
47One Advocate Group$430,166$230,138,581$230,138,581
48Financial Life Advisors$347,354$190,450,323$41,582,449$232,032,772
49Clear Rock Advisors, Llc$499,917$222,262,881$11,698,046$233,960,927
50Mcelhenny Sheffield Capital Management, Llc$236,991$241,019,458$241,019,458
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Showing 1 to 50 of 122 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.