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
1Paragon Wealth Management$274,431$97,739,677$2,976,396$100,716,073
2Cannon Capital Management, Inc.$867,532$69,261,262$60,000,968$129,262,230
3Coign Capital Advisors Llc$262,948$140,151,335$140,151,335
4Diamond Wealth Management, Llc$313,921$140,727,592$537,000$141,264,592
5Parker Advisory Group, Inc$282,803$140,832,123$4,528,828$145,360,951
6Squire Wealth Advisors$210,035$151,089,979$2,445,329$153,535,308
7Dentist Advisors$167,359$159,325,790$159,325,790
8The Martin Worley Group$281,793$166,247,395$5,928,019$172,175,414
9Olympus Wealth Management, Llc$897,137$161,190,685$11,956,818$173,147,503
11Iron Gate Global Advisors$437,689$189,519,449$189,519,449
12Slayton Lewis Inc$621,654$197,550,818$5,729,937$203,280,755
13Tingey Advisors Inc$319,021$203,179,351$1,951,157$205,130,508
14Narus Financial Partners, LLC$831,319$234,477,166$9,099,253$243,576,419
15Jacobsen Capital Management$567,698$245,245,716$245,245,716
16Adams Wealth Management LLC$211,886$245,363,933$245,363,933
17Net Worth Advisory Group, Llc$173,498$196,895,459$129,106,835$326,002,294
18Capita Financial Network, Llc$225,455$343,818,665$343,818,665
19Truenorth Wealth$309,788$67,201,030$334,593,491$401,794,521
20Albion Financial Group$535,913$898,314,947$80,262,692$978,577,639

Showing 1 to 20 of 20 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 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.