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.


# of employees


High-net-worth client assets

Total AUM


Total accounts


Discretionary AUM


Avg. discretionary account AUM


Non-discretionary AUM


Non-discretionary accounts


Average non-discretionary account AUM


Avg. account AUM

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Adams Wealth Advisors$227,531$280,090,662$280,090,662
2Albion Financial Group$609,686$1,106,515,932$90,296,909$1,196,812,841
3Andina Family Offices$502,080$82,931,266$164,091,871$247,023,137
4Blue Barn Wealth$328,461$125,471,994$125,471,994
6Cannon Capital Management, Inc.$1,143,176$88,187,506$74,143,519$162,331,025
7Capita Financial Network, Llc$273,752$566,666,086$566,666,086
8Coign Capital Advisors Llc$279,097$218,253,507$218,253,507
9Diamond Wealth Management, Llc$320,031$155,934,502$1,840,670$157,775,172
10Jacobsen Capital Management$881,532$307,654,750$307,654,750
11Narus Financial Partners, Llc$864,754$272,801,739$9,108,163$281,909,902
12Navigate Private Wealth, Llc$197,834$323,854,082$323,854,082
13Net Worth Advisory Group, Llc$199,610$248,669,011$161,729,475$410,398,486
14Paragon Wealth Management$301,029$104,789,143$5,086,288$109,875,431
15Parker Advisory Group, Inc$456,507$160,233,928$160,233,928
16Peterson Wealth Advisors, Llc$280,879$272,733,712$272,733,712
17Slayton Lewis Inc$873,328$201,308,455$6,543,548$207,852,003
18Squire Wealth Advisors$247,253$201,351,775$2,631,612$203,983,387
19The Martin Worley Group$306,241$213,980,097$7,431,833$221,411,930
20Tingey Advisors Inc$368,676$249,035,582$4,244,630$253,280,212
21Truenorth Wealth$325,501$459,282,352$459,282,352

Showing 1 to 21 of 21 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.