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
1Brownson, Rehmus & Foxworth Inc.$18,777,823$0$9,989,802,000$9,989,802,000
2WE Family Offices$60,533,327$0$4,237,332,863$4,237,332,863
3Finaccess Advisors$25,269,365$0$3,866,212,903$3,866,212,903
4Paul Comstock Partners$14,136,072$0$2,261,771,559$2,261,771,559
5Brick Capital Management Inc$92,729,167$0$2,225,500,000$2,225,500,000
6Matter Family Office$10,462,342$0$2,176,167,088$2,176,167,088
7Andersen Tax LLC$6,307,973$0$1,898,700,000$1,898,700,000
8Zemenick & Walker Inc$10,529,618$0$1,884,801,708$1,884,801,708
10Windrose Advisors$70,815,718$0$1,416,314,360$1,416,314,360
11Financial Clarity, Inc.$42,964,571$0$1,203,008,000$1,203,008,000
12Cardiff Park Advisors$634,559$0$1,158,070,816$1,158,070,816
13Fairway Wealth Management LLC$6,579,063$0$1,052,650,000$1,052,650,000
14Asset Planning Services Ltd.$409,004$0$859,726,194$859,726,194
15Dan Goldie Financial Services$611,111$0$715,000,000$715,000,000
16Warwick Partners$1,028,090$0$680,595,500$680,595,500
17Acacia Wealth Advisors$4,209,034$0$509,293,132$509,293,132
18Schaefer Financial Management, Inc.$336,824$0$486,036,561$486,036,561
19Private Wealth Management, Inc.$809,923$0$476,234,495$476,234,495
20David M. Lee, P.C.$6,810,748$0$395,023,394$395,023,394
21The Fairman Group$3,529,089$0$384,670,742$384,670,742
22Dendron Advisors$2,142,857$0$375,000,000$375,000,000
23Fitzroy Investment Advisors LLC$30,416,667$0$365,000,000$365,000,000
24Beekman Wealth Advisory$31,818,182$0$350,000,000$350,000,000
25Scott Snow (Financial Advisors)$1,016,245$0$336,377,000$336,377,000
26Aspen Capital Management$639,113$0$329,143,335$329,143,335
27Devere Usa Inc.$334,043$0$314,000,000$314,000,000
28CDA Group$258,454$0$301,357,295$301,357,295
29Commonwealth Advisory Group, Ltd.$379,005$0$295,244,720$295,244,720
30Anodos Advisors$1,504,489$0$264,790,000$264,790,000
31Clune & Associates$462,702$0$229,500,000$229,500,000
32Financial Symmetry Inc.$120,075$0$228,021,975$228,021,975
33Arterburn and Watters, LLP$1,094,537$0$222,191,000$222,191,000
34Benson L K & Co PC$4,661,715$0$219,100,606$219,100,606
35Hemsley Advisors, Ltd.$991,289$0$218,083,636$218,083,636
36Financial Freedom$341,013$0$208,700,000$208,700,000
37Trebuchet Consulting$588,233$0$194,704,989$194,704,989
38MGP Wealth Management$1,153,642$0$174,200,000$174,200,000
39Financial Life Focus$397,679$0$169,013,707$169,013,707
40Via Global Advisors LLC$18,525,103$0$166,725,926$166,725,926
41Vickery Financial Services, Inc.$116,417$0$166,243,526$166,243,526
42AAFCPAs Wealth Management$379,767$0$163,300,000$163,300,000
43Quantum Financial Services Inc.$500,886$0$159,782,783$159,782,783
44Breeds Hill Capital LLC$2,410,844$0$159,115,674$159,115,674
45Tim Looney Investments$189,790$0$157,715,459$157,715,459
46Havenshare Financial$78,800,000$0$157,600,000$157,600,000
47Harvest Capital Advisors Inc.$236,326$0$157,156,773$157,156,773
48Donald W. Nicholson & Associates Ltd$1,027,500$0$144,877,446$144,877,446
49Perspective Wealth Partners$334,508$0$144,507,645$144,507,645
50Thun Financial Advisors$1,003,837$0$143,548,704$143,548,704
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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 Laura Picariello.

*Methodology: InvestmentNews qualified 1,719 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2016. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2016, (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 6, 2016.