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
1Tallwoods Partners$16,700,000$98,900,000$1,300,000$100,200,000
2Spectrum Financial Alliance, Ltd.$170,155$100,221,000$0$100,221,000
3The David J. Yvars Group, Inc.$176,390$80,302,688$20,063,059$100,365,747
4Halbert Wealth Management, Inc$131,586$2,400,000$98,000,000$100,400,000
5Madison Family Advisors, Inc.$1,977,509$100,852,943$0$100,852,943
6Eubank, Hutson & Associates$303,866$100,883,554$0$100,883,554
7Paragon Wealth Management$304,976$96,292,910$4,654,222$100,947,132
8ET George Investment Management$187,664$100,963,300$0$100,963,300
9Sandifer & Associates$236,588$95,659,571$5,600,000$101,259,571
10International Management Advisors Ltd.$1,369,529$101,345,150$0$101,345,150
11Dew Wealth Strategies$465,260$101,891,939$0$101,891,939
12Eurocapital Advisors$4,633,837$34,014,182$67,930,240$101,944,422
13D3 Financial Counselors$1,120,879$102,000,000$0$102,000,000
14Novos Planning Associates Inc$1,619,725$98,791,835$3,250,849$102,042,684
15Walpole Financial Advisors$388,045$102,055,919$0$102,055,919
16Wambolt & Associates$210,486$98,015,075$4,070,700$102,085,775
17Winning Points Advisors$227,333$102,300,000$0$102,300,000
18Saddock Wealth$34,100,000$41,600,000$60,700,000$102,300,000
19Johnson Financial Group$1,005,205$101,799,367$731,576$102,530,943
20Arlington Capital Management, Inc.$217,867$102,615,219$0$102,615,219
21Decker Wealth Management$309,705$83,396,649$19,734,952$103,131,601
22Strasbaugh Financial Advisory, Inc.$1,031,538$103,153,793$0$103,153,793
23Rezny Wealth Management, Inc.$526,513$100,680,980$2,515,485$103,196,465
24Sage Financial Advisors Inc$209,848$103,245,036$309$103,245,345
25Colley Asset Management, Inc.$243,022$72,550,450$30,734,000$103,284,450
26J.E. Simmons & Co., P.C.$240,378$103,362,716$0$103,362,716
27Kessler Investment Group$104,942$73,664,365$29,703,784$103,368,149
28Matrix Planning Inc$346,916$46,543,173$56,837,654$103,380,827
29Barker Financial Group, Inc.$546,717$103,812,374$63,862$103,876,236
30Maine Asset Management$615,152$81,553,764$22,406,905$103,960,669
31AVL/Wealthcare$404,151$104,270,943$0$104,270,943
32Gasber Financial Advisors, Inc$214,041$104,451,941$0$104,451,941
33Breakwater Investment Management$381,920$104,646,106$0$104,646,106
34CapSouth Partners, Inc.$196,230$98,659,779$6,127,298$104,787,077
35BlackSummit Financial Group, Inc.$460,008$41,827,033$63,054,891$104,881,924
36Sunset Partners Capital Management$428,221$104,914,181$0$104,914,181
37Chapel Hill Investment Analysts Inc$68,378$104,959,930$0$104,959,930
38Capital Financial Advisors Of New York$328,125$105,000,000$0$105,000,000
39Aljian Capital Management$227,273$100,000,000$5,000,000$105,000,000
40Westend Capital Management.$511,517$105,372,577$0$105,372,577
41Comprehensive Financial Planning Inc$263,136$0$105,517,668$105,517,668
42Wellesley Investment Partners$615,344$105,358,468$480,614$105,839,082
43Bradway Financial$99,061$95,687,530$10,307,509$105,995,039
44Inspired Financial$310,850$106,000,000$0$106,000,000
45Halberstadt Financial Consultants Inc$276,198$15,519,740$90,540,425$106,060,165
46Garnet Group$2,272,032$106,785,495$0$106,785,495
47Corcoran Group$1,841,190$78,714,000$28,075,000$106,789,000
48The Personal Wealth Coach$139,779$106,737,201$54,121$106,791,322
49Salzinger Sheaff Brock$459,227$107,000,000$0$107,000,000
50Fortune Financial Advisors$283,069$65,700,000$41,300,000$107,000,000
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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.