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
1Orgel Wealth Management, Llc$567,014$4,191,363,849$4,191,363,849
2North Star Asset Management Inc$764,815$1,551,233,500$25,815,519$1,577,049,019
3Pegasus Partners$741,386$1,314,698,063$89,486,566$1,404,184,629
4Sadoff Investment Management Llc$929,940$1,221,010,573$1,221,010,573
5Diversified Management Inc$680,907$935,022,440$84,976,772$1,019,999,212
6Schaper Benz & Wise Investment Counsel Inc$1,269,343$814,560,445$13,050,999$827,611,444
7Klcm Advisors, Inc.$1,650,203$759,093,361$759,093,361
8Northern Oak Wealth Management, Inc.$848,367$756,336,551$2,103,414$758,439,965
9Ellenbecker Investment Group$154,048$698,726,834$13,436,475$712,163,309
10Milestone Investment Advisors, Llc$556,713$487,284,000$175,205,000$662,489,000
11Brookfield Investment Partners, Llc$17,073,427$648,790,222$648,790,222
12Isthmus Partners, Llc$512,933$588,847,494$588,847,494
13Canopy Wealth Management$371,260$555,629,281$27,620,459$583,249,740
14Financial Planning And Information Services, Inc.$547,090$517,000,000$517,000,000
15Pjs Investment Management$886,831$488,019,711$21,021,079$509,040,790
16Thun Financial Advisors$1,069,472$434,205,627$434,205,627
17Advisors Management Group Inc$105,850$367,773,340$27,471,455$395,244,795
18Resonant Capital Advisors, Llc$589,373$364,778,770$28,332,971$393,111,741
19Sja Financial Advisory, Llc$283,012$362,546,881$557,966$363,104,847
20Kerntke Otto Mcglone Wealth Management Group$125,819$347,916,907$14,190,665$362,107,572
21Copper Harbor Investment Advisors, Llc$2,046,053$310,975,000$25,000$311,000,000
22Next Generation Wealth Management, Inc.$338,848$304,293,300$3,041,766$307,335,066
23Sumnicht & Associates, Llc$386,232$247,918,082$52,184,108$300,102,190
24Mccarthy Grittinger Financial Group, Llc$360,826$221,915,926$33,909,397$255,825,323
25Cedarpoint Investment Advisors, Inc.$218,778$229,789,859$13,491,377$243,281,236
26Hogan Financial$455,759$219,537,840$22,470,169$242,008,009
27Rmr Wealth Advisors Llc$1,538,654$240,029,961$240,029,961
28Poehling Capital Management, Inc.$208,546$228,283,955$282,590$228,566,545
29Freedom Wealth Alliance$156,393$225,582,666$1,343,886$226,926,552
30Wfa Asset Management Corp$501,168$202,827,095$21,195,034$224,022,129
31Kyle Financial Services$1,443,719$215,114,109$215,114,109
32Enrich Financial Partners Llc$736,023$206,823,206$2,943,437$209,766,643
33Financial Service Group Inc$233,101$196,270,860$196,270,860
34Charter Capital Management, Inc$667,893$192,563,587$2,461,160$195,024,747
35Shakespeare Wealth Management, Inc.$1,025,400$189,699,001$189,699,001
36Jacobson & Schmitt Advisors, Llc$322,837$188,536,710$188,536,710
37Mendota Financial Group, Llc$239,150$185,341,397$185,341,397
38Voyager Capital Management, Llc$242,705$164,212,685$2,768,342$166,981,027
39Endowment Wealth Management, Inc.$296,725$156,509,687$1,644,544$158,154,231
40Windward Wealth Strategies, Inc.$366,569$157,258,057$157,258,057
41Access Investment Advisors Inc$315,851$155,398,881$155,398,881
42Financial Fiduciaries, Llc$273,836$143,763,833$143,763,833
43Michael A. Dubis Financial Planning, Llc$2,883,246$138,395,826$138,395,826
44Review Services Inc$152,571$132,889,729$132,889,729
45Vestura, Llc$621,721$129,939,600$129,939,600
46T. Anton Investment House, Inc.$172,822$126,678,526$126,678,526
47Navigen Wealth Management$182,213$113,336,704$113,336,704
48Verus Investment Advisory Group, Inc.$321,293$108,721,668$2,767,016$111,488,684
49Walkner Condon Financial Advisors Llc$126,420$95,630,815$13,217,192$108,848,007

Showing 1 to 49 of 49 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.