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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Albion Management Group$673,879$1,328,670,255$98,606,074$1,427,276,329
2Capita Financial Network, LLC$303,165$822,182,373$822,182,373
3Kesler, Norman & Wride, LLC$249,908$384,858,939$384,858,939
4Navigate Private Wealth, LLC$194,849$376,642,861$376,642,861
5Amussen, Hunsaker & Associates, LLC$209,948$368,038,169$368,038,169
6Peterson Wealth Advisors, LLC$313,837$349,614,386$349,614,386
7Jacobsen Capital Management, LLC$1,153,377$336,785,984$336,785,984
8Adams Wealth Management LLC$258,879$322,045,162$322,045,162
9Narus Financial Partners, LLC$938,589$319,932,584$12,327,767$332,260,351
10Cannon Tingey Investment Advisors Inc$869,162$296,027,267$2,095,354$298,122,621
11Net Worth Advisory Group, LLC$224,315$293,497,459$205,379,654$498,877,113
12Riggs Capital Management, LLC$698,863$259,976,961$259,976,961
13Coign Capital Advisors LLC$313,747$248,487,614$248,487,614
14Burrus Financial Services, Inc.$299,957$243,565,227$243,565,227
15Squire Investment Management Company, LLC$273,034$243,495,356$3,054,295$246,549,651
16Aquire Wealth Advisors, LLC$167,054$242,728,985$242,728,985
17The Martin Worley Group$406,275$233,083,263$7,838,026$240,921,289
18Slayton Lewis Inc$724,046$229,843,824$7,643,408$237,487,232
19Andina Capital Management, LLC$1,623,010$220,010,158$38,048,510$258,058,668
20Cottonwood Capital Advisors, LLC$400,286$183,433,189$39,125,603$222,558,792
21Ailsa Capital, Inc.$203,250$175,811,581$175,811,581
22Parker Advisory Group, Inc$424,323$170,153,566$170,153,566
23Blue Barn Wealth, LLC$338,457$147,571,482$3,042,055$150,613,537
24Diamond Wealth Management, LLC$337,373$146,331,628$71,948,456$218,280,084
25Paragon Capital Management Inc$340,343$122,449,598$4,838,562$127,288,160
26New Millennium Group, LLC$206,647$118,228,545$180,249$118,408,794
27Decker Retirement Planning Inc.$142,277$109,695,476$109,695,476
28Agilis Wealth Management,LLC$306,418$106,633,297$106,633,297
29Refined Wealth Management$266,334$103,744,794$9,447,358$113,192,152
30Cannon Capital Management, Inc.$400,013$101,553,561$86,452,685$188,006,246
31Association Financial Services Inc.$304,546$493,363,966$493,363,966

Showing 1 to 31 of 31 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 Carline Murphy.

*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.