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

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.