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$72,682,174$0$5,015,069,987$5,015,069,987
3Finaccess Advisors$28,676,621$0$4,387,523,027$4,387,523,027
4Paul Comstock Partners$14,342,319$0$2,280,428,706$2,280,428,706
5Brick Capital Management Inc$92,729,167$0$2,225,500,000$2,225,500,000
6Matter Family Office$10,089,232$0$2,209,541,775$2,209,541,775
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
9Mozaic$26,619,523$0$1,677,029,960$1,677,029,960
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
15Schultz Collins$4,515,885$0$731,573,350$731,573,350
16Dan Goldie Financial Services$611,111$0$715,000,000$715,000,000
17Warwick Partners$1,028,090$0$680,595,500$680,595,500
18Acacia Wealth Advisors$4,209,034$0$509,293,132$509,293,132
19Schaefer Financial Management, Inc.$336,824$0$486,036,561$486,036,561
20Private Wealth Management, Inc.$809,923$0$476,234,495$476,234,495
21David M. Lee, P.C.$6,810,748$0$395,023,394$395,023,394
22Clayton Financial Group, LLC$291,324$0$393,287,726$393,287,726
23The Fairman Group$3,529,089$0$384,670,742$384,670,742
24Fitzroy Investment Advisors LLC$30,416,667$0$365,000,000$365,000,000
25Beekman Wealth Advisory$31,818,182$0$350,000,000$350,000,000
26Navpoint Financial, Inc.$1,809,844$0$338,440,912$338,440,912
27Scott Snow (Financial Advisors)$1,016,245$0$336,377,000$336,377,000
28Aspen Capital Management$639,113$0$329,143,335$329,143,335
29Devere Usa Inc.$334,043$0$314,000,000$314,000,000
30CDA Group$258,454$0$301,357,295$301,357,295
31Commonwealth Advisory Group, Ltd.$379,005$0$295,244,720$295,244,720
32Anodos Advisors$1,504,489$0$264,790,000$264,790,000
33Monticello Wealth Management, LLC$855,261$0$246,315,096$246,315,096
34Clune & Associates$462,702$0$229,500,000$229,500,000
35Financial Symmetry Inc.$120,075$0$228,021,975$228,021,975
36Arterburn and Watters, LLP$1,094,537$0$222,191,000$222,191,000
37Benson L K & Co PC$4,661,715$0$219,100,606$219,100,606
38Hemsley Advisors, Ltd.$991,289$0$218,083,636$218,083,636
39Financial Freedom$341,013$0$208,700,000$208,700,000
40Trebuchet Consulting$588,233$0$194,704,989$194,704,989
41Atrato Asset Management LLC$7,842,662$0$180,381,216$180,381,216
42MGP Wealth Management$1,153,642$0$174,200,000$174,200,000
43Financial Life Focus$397,679$0$169,013,707$169,013,707
44Via Global Advisors LLC$18,525,103$0$166,725,926$166,725,926
45Vickery Financial Services, Inc.$116,417$0$166,243,526$166,243,526
46AAFCPAs Wealth Management$379,767$0$163,300,000$163,300,000
47Quantum Financial Services Inc.$500,886$0$159,782,783$159,782,783
48Breeds Hill Capital LLC$2,410,844$0$159,115,674$159,115,674
49Tim Looney Investments$189,790$0$157,715,459$157,715,459
50Havenshare Financial$78,800,000$0$157,600,000$157,600,000
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Showing 1 to 50 of 1,778 entries

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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 1,778 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 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 December 5, 2016.