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

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.