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

Showing 1 to 40 of 40 entries

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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.