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
451Botty Investors$2,019,348$300,948,094$26,186,264$327,134,358
452Calvert Investment Counsel$665,291$287,592,279$38,400,244$325,992,523
453Payne Wealth Partners Inc.$1,459,459$293,753,057$31,706,406$325,459,463
454Sitrin Capital Management$665,984$310,000,000$15,000,000$325,000,000
455Rav Financial Services$219,353$323,532,000$1,111,000$324,643,000
456C.M. Bidwell & Associates $2,715,687$323,166,743$0$323,166,743
457Oak Financial Group Inc.$311,495$314,285,996$8,422,892$322,708,888
458Cheviot Value Management$464,006$322,483,914$0$322,483,914
459Sunrise Advisors$979,164$313,841,983$8,303,000$322,144,983
460Greystone Financial Group Inc.$254,358$296,000,000$25,000,000$321,000,000
461Northern Capital Management$1,249,219$319,800,000$0$319,800,000
462Delphi Private Advisors$853,775$318,458,115$0$318,458,115
463Schiavi + Dattani$2,207,235$266,139,700$51,702,200$317,841,900
464Evanston Advisors$707,463$317,651,000$0$317,651,000
465Financial Advisory Corp.$390,280$317,197,621$100,401$317,298,022
466Optimum Investment Advisors$457,431$317,000,000$0$317,000,000
467The Joseph Group Capital Management$898,233$251,917,000$64,261,000$316,178,000
468Tradewinds Capital Management$187,478$315,150,449$0$315,150,449
469Aberdeen Wealth Management$650,996$264,254,378$50,827,893$315,082,271
470Clearrock Capital$331,232$314,007,934$0$314,007,934
471Legend Financial Advisors Inc.$251,826$312,516,005$0$312,516,005
472Beese Fulmer Private Wealth Management$1,008,970$311,771,751$0$311,771,751
473Financial Consulate$139,976$294,012,684$17,014,933$311,027,617
474Baron Wealth Management$732,658$295,295,388$15,351,496$310,646,884
475Altavista Wealth Management Inc.$393,702$308,860,848$982,921$309,843,769
476Heritage Wealth Advisors$458,961$264,168,869$45,629,956$309,798,825
477Polaris Equity Management Inc.$393,440$309,637,529$0$309,637,529
478Richard P. Slaughter Associates Inc.$304,024$289,729,348$19,463,023$309,192,371
479FAI Wealth Management$1,410,727$308,949,273$0$308,949,273
480Sather Financial Group Inc.$376,840$287,343,831$20,534,517$307,878,348
481Prosper Advisors$563,057$304,900,723$839,045$305,739,768
482Capital Planning Corp.$193,328$281,005,934$24,452,353$305,458,287
483Garde Capital Inc.$1,086,719$300,105,000$5,263,000$305,368,000
484Galecki Financial Management Inc.$244,607$304,535,744$0$304,535,744
485The Wealth Collaborative Inc.$1,087,045$303,459,581$913,118$304,372,699
486David M. Lee, P.C.$5,333,333$0$304,000,000$304,000,000
487Crescent Capital Consulting$1,051,796$118,579,030$185,389,927$303,968,957
488Wealthquest Financial Services$342,988$302,172,769$0$302,172,769
489Conlon & Dart$1,274,647$295,177,725$6,913,521$302,091,246
490The Tarbox Group Inc.$646,681$302,000,000$0$302,000,000
491Timber Creek Capital Management$1,585,128$301,174,367$0$301,174,367
492Leavitt Capital Management Inc.$766,132$281,982,925$18,340,767$300,323,692
493Parallel Advisors$333,333$300,000,000$0$300,000,000
494Hardy Reed$891,957$297,182,156$2,515,341$299,697,497
495Clayton Financial Services Inc.$693,435$299,564,093$0$299,564,093
496Nelson Roberts Investment Advisors$541,159$289,320,000$9,400,000$298,720,000
497Caz Investments$332,417$295,180,000$2,666,000$297,846,000
498White Oaks Wealth Advisors Inc.$1,185,928$297,043,990$624,035$297,668,025
499Rinehart Wealth Management$339,429$297,000,000$0$297,000,000
500Sensible Financial Planning and Management$304,236$142,648,167$154,286,442$296,934,609
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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, 2012. (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.