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

Showing 1 to 31 of 31 entries

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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.