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
451Weatherly Asset Management$481,965$525,483,331$23,957,159$549,440,490
452Colonial Trust Advisors, Inc.$381,570$534,627,952$14,069,384$548,697,336
453Lenox Wealth Management, Inc.$451,043$547,317,842$699,484$548,017,326
454Cabot Wealth Management$355,700$546,000,000$0$546,000,000
455Deerfield Financial Advisors, Inc.$535,098$490,766,994$51,822,145$542,589,139
456Delphi Private Advisors$1,006,506$541,500,000$0$541,500,000
457Port Capital LLC$2,878,824$541,218,883$0$541,218,883
458Cornerstone Capital Advisors$331,730$414,454,673$119,962,591$534,417,264
459Silveroak Wealth Management$522,147$489,280,929$43,308,748$532,589,677
460Yeske Buie Inc.$510,240$508,117,133$24,063,527$532,180,660
461Pinnacle Wealth Planning Services, Inc.$268,751$496,055,707$35,533,924$531,589,631
462BT Wealth Management$777,599$337,949,915$193,150,000$531,099,915
463Wingate Wealth Advisors, Inc.$270,410$366,470,576$164,614,199$531,084,775
464Tradition Capital Management LLC$674,845$508,969,132$19,434,789$528,403,921
465McGowan Group Asset Management$303,372$514,924,829$11,121,675$526,046,504
466Burt Wealth Advisors$518,315$521,424,894$0$521,424,894
467Eagle Ridge Investment Management LLC$1,047,207$473,569,000$46,893,000$520,462,000
468Quadrant Family Wealth Advisors$1,812,358$243,768,151$276,378,643$520,146,794
469Sequent Asset Management$1,335,119$299,866,021$219,495,362$519,361,383
470Cypress Wealth Management$2,350,000$400,000,000$117,000,000$517,000,000
471Bell Investment Advisors Inc$449,609$481,776,585$33,924,875$515,701,460
472Windsor Financial Group$655,241$515,019,783$0$515,019,783
473Lehman Financial Resources, Inc.$497,120$514,519,530$0$514,519,530
474Efficient Market Advisors$236,268$512,228,465$0$512,228,465
475Acacia Wealth Advisors$4,209,034$0$509,293,132$509,293,132
476Venturi Wealth Management, LLC$1,094,002$494,438,041$14,273,022$508,711,063
477Weatherstone Capital Management$152,612$506,172,810$1,109,494$507,282,304
478Schnieders Capital Management$691,084$249,555,700$257,009,064$506,564,764
479Aegis Wealth Management$1,288,276$229,446,714$276,845,862$506,292,576
480Shine Investment Advisory Services Inc$405,090$497,456,584$8,500,258$505,956,842
481The Planning Center, Inc.$212,588$402,823,707$102,710,294$505,534,001
482Tillman Hartley$1,783,943$375,869,000$128,987,000$504,856,000
483Goldstein Munger + Associates$1,420,894$449,804,469$54,613,002$504,417,471
484GKFO$3,316,258$168,339,527$335,731,627$504,071,154
485Sigma Investment Management Company$772,181$503,461,880$0$503,461,880
486Oakbridge Partners, Ltd.$429,392$494,101,147$9,145,973$503,247,120
487Ferris Capital$939,639$444,237,497$56,589,876$500,827,373
488American Financial Advisors.$239,711$497,401,085$0$497,401,085
489John E. Sestina and Company$26,915$167,188,301$329,370,600$496,558,901
490Payne Capital Management$167,409$179,318,226$315,207,300$494,525,526
491Cornerstone Advisory, LLP$493,688$484,771,129$9,410,649$494,181,778
492O'Brien Management$360,093$494,047,259$0$494,047,259
493Rockbridge Investment Management$229,951$477,886,924$15,588,867$493,475,791
494Summit Asset Management$380,005$419,356,917$72,749,224$492,106,141
495DiNuzzo Index Advisors$236,358$479,558,947$12,301,053$491,860,000
496Briaud Financial Advisors$277,298$488,250,051$2,845,064$491,095,115
497Ironsides Asset Advisors$2,938,776$391,896,237$98,879,329$490,775,566
498Cranbrook Wealth Management$492,052$490,084,282$0$490,084,282
499St. Clair Advisors$1,651,801$488,933,218$0$488,933,218
500Nicholas Hoffman & Company$283,880$353,162,517$134,826,558$487,989,075
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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 1,778 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 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 December 5, 2016.