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
51Requisite Capital Management Llc$2,629,004$210,576,262$588,641,088$799,217,350
52Rgt Wealth Advisors$1,022,024$3,530,583,411$326,534,888$3,857,118,299
53Rhame & Gorrell Wealth Management$382,905$329,681,499$329,681,499
54Semita Asset Management$404,858$100,000,000$100,000,000
55Sequent Asset Management, Llc$1,131,785$317,707,566$252,712,233$570,419,799
56Stegent Equity Advisors Inc.$463,221$168,781,929$1,683,437$170,465,366
57Steward Wealth Management$443,796$311,544,507$311,544,507
58Stratford Consulting, Llc$699,144$552,314,342$9,452$552,323,794
59T.O.S. Advisors, Llc$8,060,794$451,404,463$451,404,463
60Tanglewood Legacy Advisors, Llc$605,960$201,060,382$6,177,909$207,238,291
61Tanglewood Total Wealth Management, Inc.$804,529$879,350,000$879,350,000
62The Financial Advisory Group, Inc.$500,786$874,373,133$874,373,133
63The Goff Financial Group$574,705$279,390,228$12,559,815$291,950,043
64The Menard Financial Group, Llc$1,063,279$203,086,274$203,086,274
65The Watchman Group, Inc.$429,697$227,309,547$227,309,547
66True North Advisors, Llc$460,707$1,359,644,853$27,543,772$1,387,188,625
67Venturi Private Wealth$645,271$1,175,000,000$25,850,000$1,200,850,000
68Wealth Covenant Group Llc$495,663$154,646,928$154,646,928
69Wealthstar Advisors, Llc$176,731$355,758,816$355,758,816
70Wealthstreet Investment Advisors, Llc$1,186,750$814,562,319$1,921,478$816,483,797
71Whiterock Wealth Management Co.$1,192,462$151,442,676$151,442,676
72Willis Johnson & Associates, Inc.$483,397$465,681,988$1,763,370$467,445,358
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Showing 51 to 72 of 72 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 2,298 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2019. 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) not one who is an insurance company or agency.

Database last updated on January 15, 2020.


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