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.$18,895,276$0$10,127,868,000$10,127,868,000
2Finaccess Advisors$15,398,634$0$4,003,644,863$4,003,644,863
3WE Family Offices$48,731,454$0$3,313,738,902$3,313,738,902
4Matter Family Office$14,753,584$0$2,758,920,156$2,758,920,156
5Paul Comstock Partners$16,279,416$0$2,441,912,443$2,441,912,443
6Brick Capital Management Inc$80,920,483$0$2,346,694,000$2,346,694,000
7Zemenick & Walker Inc$11,437,176$0$2,001,505,790$2,001,505,790
9Cain, Watters & Associates, P.L.L.C.$265,787$0$1,377,576,195$1,377,576,195
10Financial Clarity, Inc.$41,531,839$0$1,287,487,000$1,287,487,000
11Fairway Wealth Management LLC$7,050,676$0$1,043,500,000$1,043,500,000
12Cardiff Park Advisors$710,313$0$1,034,925,745$1,034,925,745
13Asset Planning Services Ltd.$425,727$0$880,828,175$880,828,175
14Dan Goldie Financial Services$2,220,950$0$721,808,588$721,808,588
15Cherry Creek Family Offices$1,331,348$0$701,620,291$701,620,291
16Warwick Partners$1,087,837$0$686,425,050$686,425,050
17Acacia Wealth Advisors$5,001,459$0$645,188,180$645,188,180
18Schaefer Financial Management, Inc.$349,505$0$502,937,789$502,937,789
19John E. Sestina and Company$157,294$0$500,825,545$500,825,545
20Private Wealth Management, Inc.$853,258$0$483,797,133$483,797,133
21Breeds Hill Capital LLC$1,256,318$0$478,657,222$478,657,222
22David M. Lee, P.C.$6,885,206$0$392,456,721$392,456,721
23The Fairman Group$4,042,701$0$392,142,038$392,142,038
24Dendron Advisors$2,142,857$0$375,000,000$375,000,000
25Anodos Advisors$1,796,264$0$366,437,800$366,437,800
26Beekman Wealth Advisory$33,090,909$0$364,000,000$364,000,000
27Aspen Capital Management$689,078$0$330,068,511$330,068,511
28Scott Snow (Financial Advisors)$4,787,015$0$320,730,000$320,730,000
29Capital Design Associates, Inc.$280,715$0$293,908,741$293,908,741
30Locust Capital Management$903,226$0$280,000,000$280,000,000
31Commonwealth Advisory Group, Ltd.$409,607$0$276,484,774$276,484,774
32Polaris Financial Services, Inc.$234,979$0$261,297,046$261,297,046
33Havenshare Financial$121,100,000$0$242,200,000$242,200,000
35Financial Symmetry Inc.$133,225$0$226,482,808$226,482,808
36Benson L K & Co PC$4,731,941$0$222,401,208$222,401,208
37Arterburn and Watters, LLP$1,032,864$0$220,000,000$220,000,000
38Clune & Associates$461,895$0$219,400,000$219,400,000
39Hemsley Advisors, Ltd.$1,029,635$0$217,252,899$217,252,899
40Financial Freedom$358,247$0$208,500,000$208,500,000
41Trebuchet Consulting$623,209$0$200,050,000$200,050,000
42Vickery Financial Services, Inc.$128,630$0$180,596,420$180,596,420
43MGP Wealth Management$128,073$0$174,563,724$174,563,724
44Financial Focus$390,706$0$167,221,974$167,221,974
46Quantum Financial Services Inc.$397,261$0$154,137,392$154,137,392
47Tim Looney Investments$204,658$0$153,084,142$153,084,142
48Aequus Wealth Management Resources$499,682$0$147,406,301$147,406,301
49Fountainhead Financial$2,196,818$0$144,989,980$144,989,980
50Nicholson Donald W & Associates Ltd$1,027,500$0$144,877,446$144,877,446
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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 over 1,600 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2015. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2015, (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 11, 2015.