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.

Filters

# of employees

MinMax

High-net-worth client assets

Total AUM

MinMax

Total accounts

MinMax

Discretionary AUM

MinMax

Avg. discretionary account AUM

MinMax

Non-discretionary AUM

MinMax

Non-discretionary accounts

MinMax

Average non-discretionary account AUM

MinMax

Avg. account AUM

MinMax
Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Truenorth Wealth$325,501$459,282,352$459,282,352
2Andina Family Offices$502,080$82,931,266$164,091,871$247,023,137
3Cannon Capital Management, Inc.$1,143,176$88,187,506$74,143,519$162,331,025
4Paragon Wealth Management$301,029$104,789,143$5,086,288$109,875,431
5Blue Barn Wealth$328,461$125,471,994$125,471,994
6Diamond Wealth Management, Llc$320,031$155,934,502$1,840,670$157,775,172
7Parker Advisory Group, Inc$456,507$160,233,928$160,233,928
8Slayton Lewis Inc$873,328$201,308,455$6,543,548$207,852,003
9Squire Wealth Advisors$247,253$201,351,775$2,631,612$203,983,387
10Burrus$261,881$213,694,870$213,694,870
11The Martin Worley Group$306,241$213,980,097$7,431,833$221,411,930
12Coign Capital Advisors Llc$279,097$218,253,507$218,253,507
13Net Worth Advisory Group, Llc$199,610$248,669,011$161,729,475$410,398,486
14Tingey Advisors Inc$368,676$249,035,582$4,244,630$253,280,212
15Peterson Wealth Advisors, Llc$280,879$272,733,712$272,733,712
16Narus Financial Partners, Llc$864,754$272,801,739$9,108,163$281,909,902
17Adams Wealth Advisors$227,531$280,090,662$280,090,662
18Jacobsen Capital Management$881,532$307,654,750$307,654,750
19Navigate Private Wealth, Llc$197,834$323,854,082$323,854,082
20Capita Financial Network, Llc$273,752$566,666,086$566,666,086
21Albion Financial Group$609,686$1,106,515,932$90,296,909$1,196,812,841

Showing 1 to 21 of 21 entries

Page 1

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.