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
1BIRNAM WOOD CAPITAL, LLC$687,752$117,605,527$117,605,527
2OPTIMA ASSET MANAGEMENT INC$2,186,892$478,929,419$478,929,419
3PAUL COMSTOCK PARTNERS$18,977,394$7,525,251$2,383,626,385$2,391,151,636
4SADDOCK WEALTH, LLC$1,868,116$72,400,000$56,500,000$128,900,000
5CORPS CAPITAL ADVISORS, LLC$1,785,518$91,387,837$28,241,849$119,629,686
6DANIELS & ERICKSON FINANCIAL ADVISORS, LLC$742,143$106,126,443$106,126,443
7MILLER EQUITY CAPITAL ADVISORS$3,231,911$113,116,878$113,116,878
8THE RUDD COMPANY, LLC$238,429$115,532,566$13,457,359$128,989,925
9EUBANK, HUTSON & ASSOCIATES, LLC$220,644$118,485,840$118,485,840
10IMPERIUM WEALTH MANAGEMENT, LLC$218,454$126,072,366$3,034,074$129,106,440
11J.K. FINANCIAL, INC.$343,089$126,600,000$126,600,000
12WISDOM INDEX ADVISORS$240,051$128,427,283$128,427,283
13MURPHY & SYLVEST$310,854$129,602,314$2,821,507$132,423,821
14SCHUBERT & COMPANY, INC.$317,464$130,160,222$130,160,222
15BEST INVEST$167,340$130,525,531$130,525,531
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
18ASPEN WEALTH MANAGEMENT$303,932$138,050,665$2,061,985$140,112,650
19PARKSTONE WEALTH MANAGEMENT, LLC$1,838,954$141,599,460$141,599,460
20KEENER FINANCIAL PLANNING$422,162$141,833,652$6,767,484$148,601,136
21TRUE FINANCIAL GROUP$126,417$143,800,000$1,200,000$145,000,000
22CONCORDE INVESTMENT MANAGEMENT$1,768,180$144,564,257$53,471,868$198,036,125
23THE PERSONAL WEALTH COACH$198,759$148,075,470$148,075,470
24FORTHRIGHT FAMILY WEALTH ADVISORY LLC$578,547$149,265,105$149,265,105
25LUCIEN STIRLING & GRAY ADVISORY GROUP INC$176,593$154,548,275$70,607,258$225,155,533
26EQUISTAR WEALTH MANAGEMENT LLC$603,492$158,115,003$158,115,003
27TRISPERITY ADVISORS, LLC$283,049$164,647,423$3,483,743$168,131,166
28HERITAGE WEALTH MANAGEMENT$372,643$165,080,862$165,080,862
29KM CAPITAL MANAGEMENT, LTD.$858,768$165,149,000$30,650,000$195,799,000
30PARKER FINANCIAL ADVISORS LLC$568,395$167,009,159$98,972$167,108,131
31WHITEROCK WEALTH MANAGEMENT CO.$497,909$174,268,096$174,268,096
32HAVEN WEALTH GROUP$347,023$174,552,792$174,552,792
33SILICON HILLS WEALTH MANAGEMENT$332,270$175,251,920$1,847,829$177,099,749
34TL PRIVATE WEALTH$355,270$175,414,694$1,154,539$176,569,233
35FOCUS WEALTH ADVISORS, LLC$523,167$175,500,000$2,900,000$178,400,000
36WEALTH COVENANT GROUP LLC$596,610$176,000,000$176,000,000
37BONNER & SMITH, LLC$758,626$176,001,170$176,001,170
38AMICUS FINANCIAL ADVISORS, LLC$190,856$181,820,736$828,560$182,649,296
39GRUNDEN FINANCIAL ADVISORY, INC.$194,604$182,538,120$182,538,120
40HERITAGE FINANCIAL PLANNING$383,753$187,655,102$187,655,102
41STEGENT EQUITY ADVISORS INC.$495,009$187,912,066$1,676,554$189,588,620
42MCDONALD CAPITAL MANAGEMENT$601,094$189,873,030$1,875,828$191,748,858
43ENGRAVE WEALTH PARTNERS, LLC$400,834$190,138,964$2,261,240$192,400,204
44FINANCIAL LIFE ADVISORS$347,354$190,450,323$41,582,449$232,032,772
45DBA STONE WEALTH MANAGEMENT$267,920$200,047,088$2,500,691$202,547,779
46MILLS WEALTH ADVISORS, LLC$185,016$203,324,973$25,910,316$229,235,289
47CAMDEN WEALTH ADVISORS LLC$1,708,816$206,637,644$3,546,664$210,184,308
48TRINITY LEGACY PARTNERS, LLC$510,363$211,423,382$50,392,998$261,816,380
49LIFEWAY FINANCIAL CORPORATION$571,486$214,307,229$214,307,229
50EARLY MCCLINTIC & MCMILLAN, LLP$361,966$217,854,002$146,284,234$364,138,236
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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.