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
1Albion Financial Group$535,913$898,314,947$80,262,692$978,577,639
2Truenorth Wealth$309,788$67,201,030$334,593,491$401,794,521
3Capita Financial Network, Llc$225,455$343,818,665$343,818,665
4Net Worth Advisory Group, Llc$173,498$196,895,459$129,106,835$326,002,294
5Adams Wealth Management LLC$211,886$245,363,933$245,363,933
6Jacobsen Capital Management$567,698$245,245,716$245,245,716
7Narus Financial Partners, LLC$831,319$234,477,166$9,099,253$243,576,419
8Tingey Advisors Inc$319,021$203,179,351$1,951,157$205,130,508
9Slayton Lewis Inc$621,654$197,550,818$5,729,937$203,280,755
10Iron Gate Global Advisors$437,689$189,519,449$189,519,449
11Burrus$226,756$185,486,232$185,486,232
12Olympus Wealth Management, Llc$897,137$161,190,685$11,956,818$173,147,503
13The Martin Worley Group$281,793$166,247,395$5,928,019$172,175,414
14Dentist Advisors$167,359$159,325,790$159,325,790
15Squire Wealth Advisors$210,035$151,089,979$2,445,329$153,535,308
16Parker Advisory Group, Inc$282,803$140,832,123$4,528,828$145,360,951
17Diamond Wealth Management, Llc$313,921$140,727,592$537,000$141,264,592
18Coign Capital Advisors Llc$262,948$140,151,335$140,151,335
19Cannon Capital Management, Inc.$867,532$69,261,262$60,000,968$129,262,230
20Paragon Wealth Management$274,431$97,739,677$2,976,396$100,716,073

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 2,206 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.