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
1Quinn Financial Partners$110,759$97,294,834$2,831,645$100,126,479
2Ariel Wealth Advisors$376,680$90,969,031$9,227,764$100,196,795
3Capstone Wealth Management Group$424,869$85,329,321$14,939,870$100,269,191
4Custom Portfolio Group$338,907$93,446,413$6,869,976$100,316,389
5JRF Asset Advisors, LLC$240,659$0$100,354,770$100,354,770
6Allen Capital Management$608,255$100,362,000$0$100,362,000
7Defender Capital$717,857$100,500,000$0$100,500,000
8Paragon Wealth Management$318,168$94,934,118$5,925,021$100,859,139
9Value Wealth Management Llc$259,970$63,604,080$37,784,085$101,388,165
10Preston Wealth Advisors$265,052$100,780,053$735,000$101,515,053
11Monograph Wealth Advisors$1,953,704$101,592,589$0$101,592,589
12Ironwood Wealth Management$237,506$99,721,975$1,930,804$101,652,779
13Kessler Investment Group$108,372$78,730,338$23,247,604$101,977,942
14Minerva Planning Group$166,142$78,582,511$23,428,399$102,010,910
15TTP Investments$243,143$102,363,265$0$102,363,265
16Clearstone Capital Management$1,257,135$101,009,195$2,075,846$103,085,041
17The Retirement Planning Specialists$176,621$103,146,637$0$103,146,637
18Summit Place Financial Advisors$846,385$103,258,938$0$103,258,938
19Dedicated Capital Advisors$1,325,763$103,409,535$0$103,409,535
20Madison Family Advisors, Inc.$1,784,875$103,522,726$0$103,522,726
21Essential Investment Partners$796,905$91,279,312$12,318,344$103,597,656
22Vista Financial Advisors, Inc.$133,566$100,687,299$2,959,801$103,647,100
23Imus Wilkinson Investment Management$134,785$101,450,000$2,200,000$103,650,000
24Long Island Wealth Management$263,291$74,000,000$30,000,000$104,000,000
25Carswell Investments$397,028$53,695,360$50,326,001$104,021,361
26Bradway Financial$69,461$104,470,000$0$104,470,000
27International Management Advisors Ltd.$1,375,659$104,550,100$0$104,550,100
28Baldwin & Associates$218,125$0$104,700,000$104,700,000
29Regent Wealth Management, Inc.$310,003$62,515,122$42,266,046$104,781,168
30Madison Park Capital Advisors$244,860$92,300,000$12,500,000$104,800,000
31Castle Wealth Planning$998,638$104,856,977$0$104,856,977
32Legacy Advisory Group$1,400,000$0$105,000,000$105,000,000
33Alpha Financial Advisors$822,179$105,238,853$0$105,238,853
34Eurocapital Advisors$4,598,546$38,462,792$67,303,772$105,766,564
35Copper Harbor Investment Advisors$4,416,667$106,000,000$0$106,000,000
36Eubank, Hutson & Associates$168,532$106,511,983$0$106,511,983
37Summit Portfolio Management Inc.$292,046$101,757,865$4,839,029$106,596,894
38Summa Global Advisors$853,161$99,940,221$6,704,870$106,645,091
39Pillar Financial Advisors$314,472$107,235,000$0$107,235,000
40The Martin Worley Group$243,900$101,874,591$5,441,211$107,315,802
41Investor's Capital Management$260,639$104,645,288$2,998,503$107,643,791
42Kovalcik & Geraghty Wealth Partners LLP$191,964$105,666,771$2,216,881$107,883,652
43Sage Financial Advisors Inc$224,293$107,884,735$0$107,884,735
44Bullard Mcleod & Associates Inc$258,750$108,157,314$0$108,157,314
46Sage Stone Wealth Management Llc$380,702$95,900,000$12,600,000$108,500,000
47Boston Standard Wealth Management$264,007$108,506,960$0$108,506,960
48Halberstadt Financial Consultants Inc$319,945$30,959,006$77,822,309$108,781,315
49Matrix Planning Inc$363,846$63,730,839$45,059,105$108,789,944
50Walpole Financial Advisors$346,789$108,891,611$0$108,891,611
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Showing 1 to 50 of 1,606 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 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.