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
1BROOKFIELD INVESTMENT PARTNERS, LLC$18,529,526$704,121,979$704,121,979
2MICHAEL A. DUBIS FINANCIAL PLANNING, LLC$3,273,969$160,424,468$160,424,468
3COPPER HARBOR INVESTMENT ADVISORS, LLC$2,236,025$359,955,000$45,000$360,000,000
4KLCM ADVISORS, INC.$1,922,409$893,920,294$893,920,294
5RMR WEALTH ADVISORS LLC$1,884,155$261,897,539$261,897,539
6KYLE FINANCIAL SERVICES$1,584,897$261,507,932$261,507,932
7SCHAPER BENZ & WISE INVESTMENT COUNSEL INC$1,406,735$1,026,669,459$21,348,147$1,048,017,606
8THUN FINANCIAL ADVISORS$1,261,408$1,000,000$637,272,632$638,272,632
9SADOFF INVESTMENT MANAGEMENT LLC$1,157,168$1,460,346,509$1,460,346,509
10PJS INVESTMENT MANAGEMENT$1,029,425$574,410,160$24,715,218$599,125,378
11NORTHERN OAK WEALTH MANAGEMENT, INC.$921,530$879,488,942$2,415,122$881,904,064
12OPEROSE ADVISORS LLC$905,194$197,999,542$3,858,831$201,858,373
13DIVERSIFIED MANAGEMENT INC$829,500$1,162,012,521$89,703,600$1,251,716,121
14NORTH STAR ASSET MANAGEMENT INC$814,929$1,891,452,136$45,633,426$1,937,085,562
15PEGASUS PARTNERS$794,851$1,695,304,695$94,699,202$1,790,003,897
16ENRICH FINANCIAL PARTNERS LLC$790,000$233,500,000$3,500,000$237,000,000
17FINANCIAL PLANNING AND INFORMATION SERVICES, INC.$771,505$771,504,952$771,504,952
18VOYAGER CAPITAL MANAGEMENT, LLC$748,980$180,371,231$133,023$180,504,254
19VESTURA, LLC$739,346$156,741,300$156,741,300
20CHARTER CAPITAL MANAGEMENT, INC$725,929$215,974,314$2,530,388$218,504,702
21ORGEL WEALTH MANAGEMENT, LLC$650,018$5,068,194,052$5,068,194,052
22ACCESS INVESTMENT ADVISORS INC$623,988$149,133,027$149,133,027
23WFA ASSET MANAGEMENT CORP$616,645$269,366,484$16,140,063$285,506,547
24ISTHMUS PARTNERS, LLC$591,038$696,242,577$696,242,577
25MILESTONE INVESTMENT ADVISORS, LLC$531,189$514,359,363$89,071,053$603,430,416
26SUMNICHT & ASSOCIATES, LLC$462,751$291,092,136$46,253,020$337,345,156
27WINDWARD WEALTH STRATEGIES, INC.$423,838$160,210,670$160,210,670
28MCCARTHY GRITTINGER FINANCIAL GROUP, LLC$417,516$277,666,483$30,460,252$308,126,735
29FINANCIAL FIDUCIARIES, LLC$379,392$130,510,744$130,510,744
30VERUS INVESTMENT ADVISORY GROUP, INC.$369,454$131,664,194$2,816,928$134,481,122
31SJA FINANCIAL ADVISORY, LLC$366,934$437,961,402$891,822$438,853,224
32NEXT GENERATION WEALTH MANAGEMENT, INC.$366,086$341,772,508$4,910,972$346,683,480
33CANOPY WEALTH MANAGEMENT$354,195$566,088,242$40,647,154$606,735,396
34JACOBSON & SCHMITT ADVISORS, LLC$344,228$257,913,702$9,206,859$267,120,561
35SHAKESPEARE WEALTH MANAGEMENT, INC.$341,143$274,279,242$274,279,242
36ENDOWMENT WEALTH MANAGEMENT, INC.$306,755$177,861,166$1,283,947$179,145,113
37RESONANT CAPITAL ADVISORS, LLC$280,464$583,997,739$63,874,784$647,872,523
38FINANCIAL SERVICE GROUP INC$257,076$248,849,259$248,849,259
39MENDOTA FINANCIAL GROUP, LLC$233,416$229,214,102$229,214,102
40T. ANTON INVESTMENT HOUSE, INC.$210,930$171,486,456$171,486,456
41NAVIGEN WEALTH MANAGEMENT$184,813$132,695,412$132,695,412
42KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP$166,842$450,927,524$24,904,693$475,832,217
43MADISON PARTNERS$166,759$162,256,488$162,256,488
44WALKNER CONDON FINANCIAL ADVISORS LLC$145,833$137,228,929$137,228,929
45REVIEW SERVICES INC$140,658$117,449,233$117,449,233
46MBE WEALTH MANAGEMENT, LLC$137,751$285,500,000$118,800,000$404,300,000
47ADVISORS MANAGEMENT GROUP INC$123,067$439,711,468$32,740,862$472,452,330

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 Sabrina Straub.

*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.