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
1Baker Street Advisors$4,000,000$0$5,200,000,000$5,200,000,000
2Finaccess Advisors$17,476,814$0$4,072,097,743$4,072,097,743
3Brick Capital Management Inc$78,685,714$0$2,754,000,000$2,754,000,000
4WE Family Offices$44,471,094$0$2,712,736,713$2,712,736,713
5Matter Family Office$14,134,729$0$2,487,712,352$2,487,712,352
6Paul Comstock Partners$13,879,724$0$2,054,199,138$2,054,199,138
7Zemenick & Walker Inc$11,494,582$0$1,965,573,546$1,965,573,546
8Mozaic$29,333,998$0$1,525,367,907$1,525,367,907
9Cain, Watters & Associates, P.L.L.C.$255,582$0$1,312,415,835$1,312,415,835
10Financial Clarity, Inc.$40,835,968$0$1,265,915,000$1,265,915,000
11Fairway Wealth Management LLC$7,003,712$0$917,486,281$917,486,281
12Delegate Advisors$4,332,155$0$862,098,769$862,098,769
13Cardiff Park Advisors$2,831,910$0$858,068,829$858,068,829
14Ohana Advisors$76,577,077$0$842,347,842$842,347,842
15Asset Planning Services Ltd.$411,533$0$839,938,473$839,938,473
16Dan Goldie Financial Services$2,188,991$0$696,099,162$696,099,162
17Acacia Wealth Advisors$5,249,212$0$645,653,050$645,653,050
18Warwick Partners$947,717$0$577,159,588$577,159,588
19Cherry Creek Family Offices$1,094,755$0$542,998,615$542,998,615
20Berman Capital Advisors$591,260$0$512,031,328$512,031,328
21Schaefer Financial Management, Inc.$299,101$0$491,123,896$491,123,896
22John E. Sestina and Company$179,139$0$488,511,169$488,511,169
23Private Wealth Management, Inc.$789,679$0$439,851,405$439,851,405
24Payne Capital Management$218,403$0$421,081,477$421,081,477
25The Fairman Group$4,008,251$0$392,808,572$392,808,572
26David M. Lee, P.C.$6,865,541$0$384,470,311$384,470,311
27Beekman Wealth Advisory$21,666,667$0$325,000,000$325,000,000
28Aspen Capital Management$683,448$0$304,818,000$304,818,000
29Kutscher Rhodes & Benner, Inc.$1,807,229$0$300,000,000$300,000,000
30Scott Snow (Financial Advisors)$1,005,952$0$295,750,000$295,750,000
31Cambridge Associates Ltd$284,672,193$0$284,672,193$284,672,193
32Wiiken & Gorman$327,907$0$282,000,000$282,000,000
33Commonwealth Advisory Group, Ltd.$388,791$0$258,156,890$258,156,890
34Polaris Financial Services, Inc.$204,163$0$250,507,493$250,507,493
35Capital Design Associates, Inc.$256,730$0$247,744,623$247,744,623
36Harold Davidson & Associates Inc$480,392$0$240,195,797$240,195,797
37Pioneer Square Advisors$118,907,500$0$237,815,000$237,815,000
38Anodos Advisors$1,785,638$0$237,489,900$237,489,900
39Locust Capital Management$154,667$0$232,000,000$232,000,000
40Fiduciary Investment Council$2,412,404$0$226,766,006$226,766,006
41Paulahogan$317,109$0$215,000,000$215,000,000
42Cambridge Wealth Counsel$1,400,789$0$205,916,000$205,916,000
43Arterburn and Watters, LLP$971,154$0$202,000,000$202,000,000
44Benson L K & Co PC$4,791,035$0$201,223,487$201,223,487
45MGP Wealth Management$754,717$0$200,000,000$200,000,000
46Clune & Associates$494,975$0$197,000,000$197,000,000
47Financial Freedom$352,984$0$195,200,000$195,200,000
48Financial Symmetry Inc.$134,163$0$186,754,227$186,754,227
49Hemsley Advisors, Ltd.$967,263$0$186,681,663$186,681,663
50Trebuchet Consulting$605,310$0$178,566,419$178,566,419
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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 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1. To qualify, firms must have met the following criteria: (1) Latest ADV filing date is either on or after Jan. 1, 2014. (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 regulatory assets under management is attributable to pooled investment vehicles (other than investment companies). (6) No more than 25% of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants). (7) No more than 25% 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.