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
1Capita Financial Network, LLC$225,455$343,818,665$343,818,665
2Jacobsen Capital Management$567,698$245,245,716$245,245,716
3Adams Wealth Management LLC$153,472$200,741,643$200,741,643
4Iron Gate Global Advisors$437,689$189,519,449$189,519,449
5Burrus$226,756$185,486,232$185,486,232
6Diamond Wealth Management, LLC$313,921$140,727,592$537,000$141,264,592
7Tingey Advisors Inc$319,021$203,179,351$1,951,157$205,130,508
8Squire Wealth Advisors$210,035$151,089,979$2,445,329$153,535,308
9Paragon Wealth Management$274,431$97,739,677$2,976,396$100,716,073
10Slayton Lewis Inc$657,677$213,233,000$4,458,000$217,691,000
11Parker Advisory Group, Inc$282,803$140,832,123$4,528,828$145,360,951
12The Martin Worley Group$281,793$166,247,395$5,928,019$172,175,414
13Narus Financial Partners, LLC$831,319$234,477,166$9,099,253$243,576,419
14Olympus Wealth Management, LLC$897,137$161,190,685$11,956,818$173,147,503
15Cannon Capital Management, Inc.$867,532$69,261,262$60,000,968$129,262,230
16Albion Financial Group$535,913$898,314,947$80,262,692$978,577,639
17Net Worth Advisory Group$173,498$196,895,459$129,106,835$326,002,294
18Atrato Asset Management LLC$8,593,006$180,453,131$180,453,131
19Truenorth Wealth$309,788$67,201,030$334,593,491$401,794,521

Showing 1 to 19 of 19 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.

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