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
1Verus Investment Advisory Group, Inc.$321,293$108,721,668$2,767,016$111,488,684
2Navigen Wealth Management$182,213$113,336,704$113,336,704
3T. Anton Investment House, Inc.$172,822$126,678,526$126,678,526
4Access Investment Advisors Inc$315,851$155,398,881$155,398,881
5Endowment Wealth Management, Inc.$296,725$156,509,687$1,644,544$158,154,231
6Windward Wealth Strategies, Inc.$366,569$157,258,057$157,258,057
7Voyager Capital Management, Llc$242,705$164,212,685$2,768,342$166,981,027
8Jacobson & Schmitt Advisors, Llc$322,837$188,536,710$188,536,710
9Charter Capital Management, Inc$667,893$192,563,587$2,461,160$195,024,747
10Financial Service Group Inc$233,101$196,270,860$196,270,860
11Enrich Financial Partners Llc$736,023$206,823,206$2,943,437$209,766,643
12Poehling Capital Management, Inc.$208,546$228,283,955$282,590$228,566,545
13Resonant Capital Advisors, Llc$589,373$364,778,770$28,332,971$393,111,741
14Milestone Investment Advisors, Llc$556,713$487,284,000$175,205,000$662,489,000
15Financial Planning And Information Services, Inc.$547,090$517,000,000$517,000,000
16Orgel Wealth Management, Llc$567,014$4,191,363,849$4,191,363,849

Showing 1 to 16 of 16 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.