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

Showing 1 to 31 of 31 entries

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For more information about the RIA Data Center, please contact InvestmentNews Data.

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*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.