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
1Minerva Planning Group$173,078$72,515,353$27,523,916$100,039,269
2Tallwoods Partners$16,700,000$98,900,000$1,300,000$100,200,000
3Spectrum Financial Alliance, Ltd.$170,155$100,221,000$0$100,221,000
4The David J. Yvars Group, Inc.$176,390$80,302,688$20,063,059$100,365,747
5Halbert Wealth Management, Inc$131,586$2,400,000$98,000,000$100,400,000
6Madison Family Advisors, Inc.$1,977,509$100,852,943$0$100,852,943
7Eubank, Hutson & Associates$303,866$100,883,554$0$100,883,554
8Paragon Wealth Management$304,976$96,292,910$4,654,222$100,947,132
9ET George Investment Management$187,664$100,963,300$0$100,963,300
10Sandifer & Associates$236,588$95,659,571$5,600,000$101,259,571
11International Management Advisors Ltd.$1,369,529$101,345,150$0$101,345,150
12Cooper Lapman Financial, LLC$734,843$101,408,265$0$101,408,265
13Oliver Capital Management$104,564$0$101,427,184$101,427,184
14Dew Wealth Strategies$465,260$101,891,939$0$101,891,939
15Eurocapital Advisors$4,633,837$34,014,182$67,930,240$101,944,422
16Windward Private Wealth Management Inc.$205,991$101,965,358$0$101,965,358
17Novos Planning Associates Inc$1,619,725$98,791,835$3,250,849$102,042,684
18Walpole Financial Advisors$388,045$102,055,919$0$102,055,919
19Wambolt & Associates$210,486$98,015,075$4,070,700$102,085,775
20Winning Points Advisors$227,333$102,300,000$0$102,300,000
21Saddock Wealth$34,100,000$41,600,000$60,700,000$102,300,000
22Johnson Financial Group$1,005,205$101,799,367$731,576$102,530,943
23Arlington Capital Management, Inc.$217,867$102,615,219$0$102,615,219
24WIN Wealth Management, Inc.$298,908$103,123,159$0$103,123,159
25Decker Wealth Management$309,705$83,396,649$19,734,952$103,131,601
26Rezny Wealth Management, Inc.$526,513$100,680,980$2,515,485$103,196,465
27Sage Financial Advisors Inc$209,848$103,245,036$309$103,245,345
28Colley Asset Management, Inc.$243,022$72,550,450$30,734,000$103,284,450
29J.E. Simmons & Co., P.C.$240,378$103,362,716$0$103,362,716
30Kessler Investment Group$104,942$73,664,365$29,703,784$103,368,149
31Matrix Planning Inc$346,916$46,543,173$56,837,654$103,380,827
32Crossgate Wealth Advisors$206,524$0$103,468,285$103,468,285
33Barker Financial Group, Inc.$546,717$103,812,374$63,862$103,876,236
34Maine Asset Management$615,152$81,553,764$22,406,905$103,960,669
35Silicon Hills Wealth Management$271,019$104,071,176$0$104,071,176
36AVL/Wealthcare$404,151$104,270,943$0$104,270,943
37MWM$2,268,482$19,100,050$85,250,100$104,350,150
38Breakwater Investment Management$381,920$104,646,106$0$104,646,106
39CapSouth Partners, Inc.$196,230$98,659,779$6,127,298$104,787,077
40BlackSummit Financial Group, Inc.$460,008$41,827,033$63,054,891$104,881,924
41Sunset Partners Capital Management$428,221$104,914,181$0$104,914,181
42Chapel Hill Investment Analysts Inc$68,378$104,959,930$0$104,959,930
43Capital Financial Advisors Of New York$328,125$105,000,000$0$105,000,000
44Aljian Capital Management$227,273$100,000,000$5,000,000$105,000,000
45Cambridge Capital Management, LLC$165,507$95,343,469$9,918,807$105,262,276
46Comprehensive Financial Planning Inc$263,136$0$105,517,668$105,517,668
47Siegel/Yocum Asset Management, LLC$256,574$104,844,000$1,121,000$105,965,000
48Bradway Financial$99,061$95,687,530$10,307,509$105,995,039
49D3 Financial Counselors$1,177,778$106,000,000$0$106,000,000
50Inspired Financial$310,850$106,000,000$0$106,000,000
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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.