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
451Delphi Private Advisors$1,006,506$541,500,000$0$541,500,000
452Dynamic Wealth Advisors$158,278$497,266,648$40,402,535$537,669,183
453Cornerstone Capital Advisors$331,730$414,454,673$119,962,591$534,417,264
454Silveroak Wealth Management$522,147$489,280,929$43,308,748$532,589,677
455Yeske Buie Inc.$510,240$508,117,133$24,063,527$532,180,660
456Pinnacle Wealth Planning Services, Inc.$268,751$496,055,707$35,533,924$531,589,631
457BT Wealth Management$777,599$337,949,915$193,150,000$531,099,915
458Wingate Wealth Advisors, Inc.$270,410$366,470,576$164,614,199$531,084,775
459Capital Advantage, Inc.$982,887$528,793,241$0$528,793,241
460Tradition Capital Management LLC$674,845$508,969,132$19,434,789$528,403,921
461McGowan Group Asset Management$303,372$514,924,829$11,121,675$526,046,504
462Burt Wealth Advisors$518,315$521,424,894$0$521,424,894
463Eagle Ridge Investment Management LLC$1,047,207$473,569,000$46,893,000$520,462,000
464Quadrant Family Wealth Advisors$1,812,358$243,768,151$276,378,643$520,146,794
465Sequent Asset Management$1,335,119$299,866,021$219,495,362$519,361,383
466Cypress Wealth Management$2,350,000$400,000,000$117,000,000$517,000,000
467Bell Investment Advisors Inc$449,609$481,776,585$33,924,875$515,701,460
468Windsor Financial Group$655,241$515,019,783$0$515,019,783
469Lehman Financial Resources, Inc.$497,120$514,519,530$0$514,519,530
470Efficient Market Advisors$236,268$512,228,465$0$512,228,465
471Acacia Wealth Advisors$4,209,034$0$509,293,132$509,293,132
472Weatherstone Capital Management$152,612$506,172,810$1,109,494$507,282,304
473Schnieders Capital Management$691,084$249,555,700$257,009,064$506,564,764
474Aegis Wealth Management$1,288,276$229,446,714$276,845,862$506,292,576
475Shine Investment Advisory Services Inc$405,090$497,456,584$8,500,258$505,956,842
476The Planning Center, Inc.$212,588$402,823,707$102,710,294$505,534,001
477Tillman Hartley$1,783,943$375,869,000$128,987,000$504,856,000
478Goldstein Munger + Associates$1,420,894$449,804,469$54,613,002$504,417,471
479GKFO$3,316,258$168,339,527$335,731,627$504,071,154
480Sigma Investment Management Company$772,181$503,461,880$0$503,461,880
481Oakbridge Partners, Ltd.$429,392$494,101,147$9,145,973$503,247,120
482Ferris Capital$939,639$444,237,497$56,589,876$500,827,373
483Slifka Asset Management$17,857,143$200,000,000$300,000,000$500,000,000
484American Financial Advisors.$239,711$497,401,085$0$497,401,085
485John E. Sestina and Company$26,915$167,188,301$329,370,600$496,558,901
486Payne Capital Management$167,409$179,318,226$315,207,300$494,525,526
487Cornerstone Advisory, LLP$493,688$484,771,129$9,410,649$494,181,778
488O'Brien Management$360,093$494,047,259$0$494,047,259
489Rockbridge Investment Management$229,951$477,886,924$15,588,867$493,475,791
490Summit Asset Management$380,005$419,356,917$72,749,224$492,106,141
491DiNuzzo Index Advisors$236,358$479,558,947$12,301,053$491,860,000
492Briaud Financial Advisors$277,298$488,250,051$2,845,064$491,095,115
493Ironsides Asset Advisors$2,938,776$391,896,237$98,879,329$490,775,566
494Cranbrook Wealth Management$492,052$490,084,282$0$490,084,282
495St. Clair Advisors$1,651,801$488,933,218$0$488,933,218
496Nicholas Hoffman & Company$283,880$353,162,517$134,826,558$487,989,075
497SBK Financial, Inc.$444,393$435,039,283$52,459,563$487,498,846
498Schaefer Financial Management, Inc.$336,824$0$486,036,561$486,036,561
499Coyle Financial Counsel, Inc.$283,952$425,492,913$59,497,740$484,990,653
500East Coast Asset Management$499,087$368,453,896$115,660,259$484,114,155
« Previous PageNext Page »

Showing 451 to 500 of 1,721 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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 1,719 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2016. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2016, (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) not one who is an insurance company or agency.

Database last updated on June 6, 2016.