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
1Orgel Wealth Management, Llc$650,018$5,068,194,052$5,068,194,052
2Sadoff Investment Management Llc$1,157,168$1,460,346,509$1,460,346,509
3Klcm Advisors, Inc.$1,922,409$893,920,294$893,920,294
4Financial Planning And Information Services, Inc.$771,505$771,504,952$771,504,952
5Brookfield Investment Partners, Llc$18,529,526$704,121,979$704,121,979
6Isthmus Partners, Llc$591,038$696,242,577$696,242,577
7Marietta Investment Partners, Llc$1,467,025$435,706,303$435,706,303
8Shakespeare Wealth Management, Inc.$341,143$274,279,242$274,279,242
9Rmr Wealth Advisors Llc$1,884,155$261,897,539$261,897,539
10Kyle Financial Services$1,584,897$261,507,932$261,507,932
11Financial Service Group Inc$257,076$248,849,259$248,849,259
12Mendota Financial Group, Llc$233,416$229,214,102$229,214,102
13T. Anton Investment House, Inc.$210,930$171,486,456$171,486,456
14Michael A. Dubis Financial Planning, Llc$3,273,969$160,424,468$160,424,468
15Windward Wealth Strategies, Inc.$423,838$160,210,670$160,210,670
16Vestura, Llc$739,346$156,741,300$156,741,300
17Access Investment Advisors Inc$623,988$149,133,027$149,133,027
18Walkner Condon Financial Advisors Llc$145,833$137,228,929$137,228,929
19Navigen Wealth Management$184,813$132,695,412$132,695,412
20Financial Fiduciaries, Llc$379,392$130,510,744$130,510,744
21Copper Harbor Investment Advisors, Llc$2,236,025$359,955,000$45,000$360,000,000
22Sja Financial Advisory, Llc$366,934$437,961,402$891,822$438,853,224
23Freedom Wealth Alliance$186,935$274,813,603$1,102,257$275,915,860
24Northern Oak Wealth Management, Inc.$921,530$879,488,942$2,415,122$881,904,064
25Charter Capital Management, Inc$725,929$215,974,314$2,530,388$218,504,702
26Verus Investment Advisory Group, Inc.$369,454$131,664,194$2,816,928$134,481,122
27Enrich Financial Partners Llc$790,000$233,500,000$3,500,000$237,000,000
28Operose Advisors Llc$905,195$197,999,542$3,858,831$201,858,373
29Next Generation Wealth Management, Inc.$366,086$341,772,508$4,910,972$346,683,480
30Jacobson & Schmitt Advisors, Llc$344,228$257,913,702$9,206,859$267,120,561
31Midland Financial Advisors, Inc.$254,000$244,310,899$11,974,917$256,285,816
32Wfa Asset Management Corp$616,645$269,366,484$16,140,063$285,506,547
33Ellenbecker Investment Group$185,766$931,002,235$17,705,817$948,708,052
34Schaper Benz & Wise Investment Counsel Inc$1,406,735$1,026,669,459$21,348,147$1,048,017,606
35Pjs Investment Management$1,029,425$574,410,160$24,715,218$599,125,378
36Kerntke Otto Mcglone Wealth Management Group$166,842$450,927,524$24,904,693$475,832,217
37Mccarthy Grittinger Financial Group, Llc$417,516$277,666,483$30,460,252$308,126,735
38Advisors Management Group Inc$123,067$439,711,468$32,740,862$472,452,330
39Canopy Wealth Management$362,911$553,833,361$35,533,704$589,367,065
40North Star Asset Management Inc$814,929$1,891,452,136$45,633,426$1,937,085,562
41Sumnicht & Associates, Llc$462,751$291,092,136$46,253,020$337,345,156
42Resonant Capital Advisors, Llc$280,464$583,997,739$63,874,784$647,872,523
43Milestone Investment Advisors, Llc$531,189$514,359,363$89,071,053$603,430,416
44Diversified Management Inc$829,500$1,162,012,521$89,703,600$1,251,716,121
45Pegasus Partners$794,851$1,695,304,695$94,699,202$1,790,003,897
46Review Services Inc$152,571$132,889,729$132,889,729
47Thun Financial Advisors$1,168,914$2,000,000$571,936,816$573,936,816

Showing 1 to 47 of 47 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.