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$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
10ISTHMUS PARTNERS, LLC$591,038$696,242,577$696,242,577
11RESONANT CAPITAL ADVISORS, LLC$280,464$583,997,739$63,874,784$647,872,523
12PJS INVESTMENT MANAGEMENT$1,029,425$574,410,160$24,715,218$599,125,378
13CANOPY WEALTH MANAGEMENT$354,195$566,088,242$40,647,154$606,735,396
14MILESTONE INVESTMENT ADVISORS, LLC$531,189$514,359,363$89,071,053$603,430,416
15SJA FINANCIAL ADVISORY, LLC$366,934$437,961,402$891,822$438,853,224
16COPPER HARBOR INVESTMENT ADVISORS, LLC$2,236,025$359,955,000$45,000$360,000,000
17NEXT GENERATION WEALTH MANAGEMENT, INC.$366,086$341,772,508$4,910,972$346,683,480
18SUMNICHT & ASSOCIATES, LLC$462,751$291,092,136$46,253,020$337,345,156
19MCCARTHY GRITTINGER FINANCIAL GROUP, LLC$417,516$277,666,483$30,460,252$308,126,735
20SHAKESPEARE WEALTH MANAGEMENT, INC.$341,143$274,279,242$274,279,242
21WFA ASSET MANAGEMENT CORP$616,645$269,366,484$16,140,063$285,506,547
22RMR WEALTH ADVISORS LLC$1,884,155$261,897,539$261,897,539
23KYLE FINANCIAL SERVICES$1,584,897$261,507,932$261,507,932
24JACOBSON & SCHMITT ADVISORS, LLC$344,228$257,913,702$9,206,859$267,120,561
25FINANCIAL SERVICE GROUP INC$257,076$248,849,259$248,849,259
26ENRICH FINANCIAL PARTNERS LLC$790,000$233,500,000$3,500,000$237,000,000
27MENDOTA FINANCIAL GROUP, LLC$233,416$229,214,102$229,214,102
28OPEROSE ADVISORS LLC$905,194$197,999,542$3,858,831$201,858,373
29VOYAGER CAPITAL MANAGEMENT, LLC$748,980$180,371,231$133,023$180,504,254
30T. ANTON INVESTMENT HOUSE, INC.$210,930$171,486,456$171,486,456
31MICHAEL A. DUBIS FINANCIAL PLANNING, LLC$3,273,969$160,424,468$160,424,468
32WINDWARD WEALTH STRATEGIES, INC.$423,838$160,210,670$160,210,670
33VESTURA, LLC$739,346$156,741,300$156,741,300
34ACCESS INVESTMENT ADVISORS INC$623,988$149,133,027$149,133,027
35WALKNER CONDON FINANCIAL ADVISORS LLC$145,833$137,228,929$137,228,929
36NAVIGEN WEALTH MANAGEMENT$184,813$132,695,412$132,695,412
37VERUS INVESTMENT ADVISORY GROUP, INC.$369,454$131,664,194$2,816,928$134,481,122
38THUN FINANCIAL ADVISORS$1,261,408$1,000,000$637,272,632$638,272,632

Showing 1 to 38 of 38 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 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.