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
2NORTH STAR ASSET MANAGEMENT INC$814,929$1,891,452,136$45,633,426$1,937,085,562
3PEGASUS PARTNERS$794,851$1,695,304,695$94,699,202$1,790,003,897
4SADOFF INVESTMENT MANAGEMENT LLC$1,157,168$1,460,346,509$1,460,346,509
5DIVERSIFIED MANAGEMENT INC$829,500$1,162,012,521$89,703,600$1,251,716,121
6SCHAPER BENZ & WISE INVESTMENT COUNSEL INC$1,406,735$1,026,669,459$21,348,147$1,048,017,606
7KLCM ADVISORS, INC.$1,922,409$893,920,294$893,920,294
8NORTHERN OAK WEALTH MANAGEMENT, INC.$921,530$879,488,942$2,415,122$881,904,064
9FINANCIAL PLANNING AND INFORMATION SERVICES, INC.$771,505$771,504,952$771,504,952
10BROOKFIELD INVESTMENT PARTNERS, LLC$18,529,526$704,121,979$704,121,979
11ISTHMUS PARTNERS, LLC$591,038$696,242,577$696,242,577
12RESONANT CAPITAL ADVISORS, LLC$280,464$583,997,739$63,874,784$647,872,523
13THUN FINANCIAL ADVISORS$1,261,408$1,000,000$637,272,632$638,272,632
14CANOPY WEALTH MANAGEMENT$354,195$566,088,242$40,647,154$606,735,396
15MILESTONE INVESTMENT ADVISORS, LLC$531,189$514,359,363$89,071,053$603,430,416
16PJS INVESTMENT MANAGEMENT$1,029,425$574,410,160$24,715,218$599,125,378
17KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP$166,842$450,927,524$24,904,693$475,832,217
18ADVISORS MANAGEMENT GROUP INC$123,067$439,711,468$32,740,862$472,452,330
19SJA FINANCIAL ADVISORY, LLC$366,934$437,961,402$891,822$438,853,224
20MBE WEALTH MANAGEMENT, LLC$137,751$285,500,000$118,800,000$404,300,000
21COPPER HARBOR INVESTMENT ADVISORS, LLC$2,236,025$359,955,000$45,000$360,000,000
22NEXT GENERATION WEALTH MANAGEMENT, INC.$366,086$341,772,508$4,910,972$346,683,480
23SUMNICHT & ASSOCIATES, LLC$462,751$291,092,136$46,253,020$337,345,156
24MCCARTHY GRITTINGER FINANCIAL GROUP, LLC$417,516$277,666,483$30,460,252$308,126,735
25WFA ASSET MANAGEMENT CORP$616,645$269,366,484$16,140,063$285,506,547
26SHAKESPEARE WEALTH MANAGEMENT, INC.$341,143$274,279,242$274,279,242
27JACOBSON & SCHMITT ADVISORS, LLC$344,228$257,913,702$9,206,859$267,120,561
28RMR WEALTH ADVISORS LLC$1,884,155$261,897,539$261,897,539
29KYLE FINANCIAL SERVICES$1,584,897$261,507,932$261,507,932
30FINANCIAL SERVICE GROUP INC$257,076$248,849,259$248,849,259
31ENRICH FINANCIAL PARTNERS LLC$790,000$233,500,000$3,500,000$237,000,000
32MENDOTA FINANCIAL GROUP, LLC$233,416$229,214,102$229,214,102
33CHARTER CAPITAL MANAGEMENT, INC$725,929$215,974,314$2,530,388$218,504,702
34OPEROSE ADVISORS LLC$905,194$197,999,542$3,858,831$201,858,373
35VOYAGER CAPITAL MANAGEMENT, LLC$748,980$180,371,231$133,023$180,504,254
36ENDOWMENT WEALTH MANAGEMENT, INC.$306,755$177,861,166$1,283,947$179,145,113
37T. ANTON INVESTMENT HOUSE, INC.$210,930$171,486,456$171,486,456
38MADISON PARTNERS$166,759$162,256,488$162,256,488
39MICHAEL A. DUBIS FINANCIAL PLANNING, LLC$3,273,969$160,424,468$160,424,468
40WINDWARD WEALTH STRATEGIES, INC.$423,838$160,210,670$160,210,670
41VESTURA, LLC$739,346$156,741,300$156,741,300
42ACCESS INVESTMENT ADVISORS INC$623,988$149,133,027$149,133,027
43WALKNER CONDON FINANCIAL ADVISORS LLC$145,833$137,228,929$137,228,929
44VERUS INVESTMENT ADVISORY GROUP, INC.$369,454$131,664,194$2,816,928$134,481,122
45NAVIGEN WEALTH MANAGEMENT$184,813$132,695,412$132,695,412
46FINANCIAL FIDUCIARIES, LLC$379,392$130,510,744$130,510,744
47REVIEW SERVICES INC$140,658$117,449,233$117,449,233

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.