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
1Mercantile Investment Advisors$1,475,197$107,689,413$107,689,413
2Imperium Wealth Management, LLC$217,547$97,198,284$11,792,857$108,991,141
3Eubank, Hutson & Associates, LLC$206,627$109,512,142$109,512,142
4Strategic Advisory Services, L.L.C.$320,638$109,598,237$701,326$110,299,563
5The Archer Consulting Group, LLC$466,387$111,000,000$111,000,000
6Sms Capital Management$316,742$110,269,239$1,224,110$111,493,349
7The Rudd Company, LLC$206,358$100,818,307$12,472,111$113,290,418
8The Personal Wealth Coach$161,347$117,944,368$117,944,368
9True Financial Group$97,267$110,000,000$11,000,000$121,000,000
10Parkstone Wealth Management, LLC$1,617,896$121,342,197$121,342,197
11Heritage Retirement Advisors, LLC$118,195$121,859,323$121,859,323
12Focus Wealth Advisors$326,538$121,909,505$2,828,091$124,737,596
13LD Lowe Wealth Advisory$193,138$130,561,369$130,561,369
14Heritage Wealth Management$336,396$133,885,505$133,885,505
15Equistar Wealth Management LLC$559,531$137,085,190$137,085,190
16Wealth Management Group, LLC$170,182$141,080,538$141,080,538
17Haven Wealth Group$296,304$141,337,039$141,337,039
18Trisperity Advisors, LLC$267,891$133,471,984$11,992,794$145,464,778
19KM Capital Management, Ltd..$809,821$135,070,763$10,697,103$145,767,866
20Pauley Financial$302,750$125,469,461$22,877,851$148,347,312
21Eggerss Capital Management$302,292$147,065,742$3,173,531$150,239,273
22WhiteRock Wealth Management$1,192,462$151,442,676$151,442,676
23Wealth Covenant Group LLC$495,663$154,646,928$154,646,928
24Bonner & Smith$184,307$156,108,087$156,108,087
25Heritage Financial Planning$391,832$157,516,524$157,516,524
26Parker Financial Advisors$549,296$161,493,020$161,493,020
27Concorde Investment Management$1,424,339$114,285,307$48,089,294$162,374,601
28Mills Wealth Advisors, LLC$163,029$132,884,061$31,123,533$164,007,594
29Simplyrich$862,041$164,649,901$164,649,901
30Riverstone Advisors, LLC$737,065$163,353,633$4,697,205$168,050,838
31Barnett Financial, Inc.$341,787$169,184,728$169,184,728
32Trinity Legacy Partners, LLC$334,921$169,346,880$458,291$169,805,171
33Stone Asset Management, Inc.$289,897$169,066,050$1,393,131$170,459,181
34Stegent Equity Advisors Inc.$463,221$168,781,929$1,683,437$170,465,366
35TL Private Wealth$413,521$168,016,934$7,729,401$175,746,335
36Camden Wealth Advisors LLC$399,762$173,650,248$3,044,610$176,694,858
37Lucien Stirling & Gray Advisory Group Inc$152,541$137,645,686$40,521,926$178,167,612
38Bird Rock Asset Management, LP$542,190$74,916,947$104,547,914$179,464,861
39Chessman Wealth Strategies$162,117$175,534,187$4,739,931$180,274,118
40Lifeway Financial Corporation$511,690$182,161,533$182,161,533
41Clear Rock Advisors, LLC$1,185,959$187,381,570$187,381,570
42One Advocate Group$406,048$188,000,000$188,000,000
43Grunden Financial Advisory, Inc.$232,735$199,221,316$199,221,316
44Republic Wealth Advisors$192,693$180,001,558$24,059,910$204,061,468
45Cultivar Capital, Inc.$305,576$208,183,479$219,098$208,402,577
46M.C. Byrd Wealth Management, LLC$262,683$153,424,483$59,873,942$213,298,425
47Silicon Hills Wealth Management$321,695$220,683,050$220,683,050
48Mosaic Advisors LLC$1,826,930$138,590,890$82,467,643$221,058,533
49The Watchman Group, Inc.$429,697$227,309,547$227,309,547
50Relevance Capital Management$966,461$230,017,694$230,017,694
Next Page »

Showing 1 to 50 of 122 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 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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.