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
1Soltis Investment Advisors, LLC$1,008,572$1,063,035,224$0$1,063,035,224
2Albion Financial Group$619,772$938,184,700$62,746,855$1,000,931,555
3Truenorth Wealth$414,000$0$414,000,000$414,000,000
4Capita Financial Network, LLC$240,687$316,744,493$0$316,744,493
5Net Worth Advisory Group$181,172$187,252,106$124,907,529$312,159,635
6Narus Financial Partners, LLC$960,609$235,039,123$9,916,203$244,955,326
7Jacobsen Capital Management$858,918$243,932,762$0$243,932,762
8Atrato Asset Management LLC$10,773,104$0$204,688,982$204,688,982
10Slayton Lewis Inc$822,823$195,009,000$0$195,009,000
11Tingey Advisors Inc$692,074$186,168,000$0$186,168,000
12Olympus Wealth Management, LLC$1,141,048$169,242,141$11,043,491$180,285,632
13The Martin Worley Group$313,280$177,390,989$865,106$178,256,095
14Squire Wealth Advisors$270,073$172,834,348$2,443,215$175,277,563
15Adams Wealth Management LLC$182,739$174,150,580$0$174,150,580
16Iron Gate Global Advisors$628,867$167,278,676$0$167,278,676
17Cannon Capital Management, Inc.$536,030$68,472,143$69,287,665$137,759,808
18Diamond Wealth Management, LLC$338,514$133,852,932$537,000$134,389,932
19Parker Advisory Group, Inc$360,110$130,700,006$2,180,419$132,880,425
20Paragon Wealth Management$307,769$98,179,840$4,615,147$102,794,987

Showing 1 to 20 of 20 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 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (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 11, 2018.


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