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.$22,578,303$0$10,273,128,000$10,273,128,000
2WE Family Offices$76,307,860$0$5,341,550,224$5,341,550,224
3Finaccess Advisors$31,101,738$0$4,354,243,282$4,354,243,282
4Matter Family Office$9,891,130$0$2,344,197,757$2,344,197,757
5Brick Capital Management Inc$97,829,227$0$2,152,243,000$2,152,243,000
6Paul Comstock Partners$13,718,118$0$2,098,872,076$2,098,872,076
7Andersen Tax LLC$6,238,339$0$1,952,600,000$1,952,600,000
8Zemenick & Walker Inc$9,589,187$0$1,802,767,227$1,802,767,227
10Cardiff Park Advisors$739,627$0$1,420,084,571$1,420,084,571
11Financial Clarity, Inc.$43,088,581$0$1,335,746,000$1,335,746,000
12Fairway Wealth Management LLC$6,430,138$0$1,150,994,772$1,150,994,772
13Cherry Creek Family Offices$855,893$0$828,504,007$828,504,007
14Schultz Collins$4,792,600$0$809,949,452$809,949,452
15Dan Goldie Financial Services$625,713$0$738,341,607$738,341,607
16Warwick Partners$1,108,227$0$733,646,000$733,646,000
17Clayton Financial Group, LLC$320,311$0$609,872,484$609,872,484
18Private Wealth Management, Inc.$848,824$0$540,700,945$540,700,945
19Schaefer Financial Management, Inc.$354,082$0$503,504,367$503,504,367
20American Financial Advisors Inc$438,242$0$450,074,497$450,074,497
21The Fairman Group$3,732,463$0$414,303,404$414,303,404
22CDA Group$326,575$0$400,054,155$400,054,155
23Aspen Capital Management$715,588$0$395,004,462$395,004,462
24David M. Lee, P.C.$6,988,203$0$391,339,361$391,339,361
25Fitzroy Investment Advisors LLC$33,181,818$0$365,000,000$365,000,000
26Scott Snow (Financial Advisors)$887,266$0$360,230,000$360,230,000
27Werba Rubin Wealth Management, LLC$462,835$0$359,159,833$359,159,833
28Beekman Wealth Advisory$32,454,545$0$357,000,000$357,000,000
29Commonwealth Advisory Group, Ltd.$389,507$0$325,238,078$325,238,078
30Breeds Hill Capital LLC$2,728,341$0$267,377,429$267,377,429
31Clune & Associates$483,426$0$266,367,785$266,367,785
32Hemsley Advisors, Ltd.$981,863$0$259,211,737$259,211,737
33Monticello Wealth Management, LLC$997,636$0$256,392,468$256,392,468
34Thun Financial Advisors$1,068,646$0$251,131,884$251,131,884
35Anodos Advisors$1,878,195$0$249,800,000$249,800,000
36Financial Freedom$402,623$0$245,600,000$245,600,000
37Trebuchet Consulting$650,316$0$234,763,919$234,763,919
38Benson L K & Co PC$4,734,401$0$227,251,247$227,251,247
39Financial Life Focus$436,913$0$203,164,418$203,164,418
40Vickery Financial Services, Inc.$132,271$0$201,316,541$201,316,541
41Schultz Financial Group Incorporated$451,747$0$201,027,278$201,027,278
42MGP Wealth Management$354,545$0$195,000,000$195,000,000
43Tim Looney Investments$194,350$0$187,547,632$187,547,632
44Arterburn And Watters, LLP$1,013,324$0$187,465,000$187,465,000
45Atrato Asset Management LLC$8,881,016$0$186,501,341$186,501,341
46Cambridge Financial Group, LLC$219,481$0$185,900,000$185,900,000
47Perspective Wealth Partners$349,140$0$175,268,048$175,268,048
48Havenshare Financial, LLC$28,595,136$0$171,570,816$171,570,816
49Oliver Capital Management$140,751$0$163,975,259$163,975,259
50Quantum Financial Services Inc.$406,305$0$162,928,446$162,928,446
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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 1,906 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2017. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (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 5, 2017.