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

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.