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
451CJM Wealth Advisers, Ltd.$314,729$598,312,223$27,054,415$625,366,638
452The Planning Center, Inc.$221,960$541,810,098$83,451,600$625,261,698
453Woodmont Investment Counsel$880,233$592,464,798$31,620,307$624,085,105
454Versant Capital Management, Inc.$708,661$551,790,461$71,831,121$623,621,582
455Adell Harriman & Carpenter$533,045$623,129,855$0$623,129,855
456Fusion Family Wealth$393,561$607,372,735$15,240,726$622,613,461
457BT Wealth Management$826,029$410,000,000$212,000,000$622,000,000
458The Retirement Planning Group, Inc.$251,407$618,711,404$0$618,711,404
459Wallington Asset Management$1,049,956$617,373,888$0$617,373,888
460Silveroak Wealth Management$582,537$561,995,289$51,998,389$613,993,678
461Sax Wealth Advisors, LLC$503,206$602,551,761$10,856,581$613,408,342
462JoycePayne Partners, P.C.$330,720$612,493,314$0$612,493,314
463Towneley Capital Management$1,975,315$612,347,724$0$612,347,724
464Eagle Ridge Investment Management LLC$1,049,474$562,416,121$49,427,328$611,843,449
465Clayton Financial Group, LLC$320,311$0$609,872,484$609,872,484
466Deerfield Financial Advisors, Inc.$616,540$547,170,013$62,588,016$609,758,029
467McGowan Group Asset Management$331,665$593,411,663$14,199,198$607,610,861
468Castlekeep Investment Advisors$4,249,007$104,619,450$502,988,546$607,607,996
469Aufman Associates Inc$4,358,455$572,200,399$33,624,879$605,825,278
470Verus Financial Partners$280,913$605,366,795$0$605,366,795
471The Marshall Financial Group, Inc$382,669$585,000,000$20,000,000$605,000,000
472Redw Stanley Financial Advisors$621,572$603,546,067$0$603,546,067
473Yeske Buie Inc.$505,966$578,408,678$24,702,519$603,111,197
474Capital Advantage, Inc.$1,084,884$601,025,565$0$601,025,565
475Bridgecreek Investment Management$10,000,000$600,000,000$0$600,000,000
476Nicholas Hoffman & Company$315,211$451,563,083$147,967,984$599,531,067
477Hemington Wealth Management$353,943$585,604,178$12,912,634$598,516,812
478Pinnacle Wealth Planning Services, Inc.$1,333,167$564,111,977$31,813,746$595,925,723
479Lehman Financial Resources, Inc.$477,986$594,614,247$0$594,614,247
480Confluence Wealth Management LLC$480,799$592,824,856$0$592,824,856
481Strategic Financial Group, LLC$206,530$476,615,955$112,614,698$589,230,653
482Oakbridge Partners, Ltd.$453,403$579,392,479$9,578,230$588,970,709
483Fierston Financial Group Inc$660,507$583,227,544$0$583,227,544
484SB Capital Management, Inc.$644,767$578,569,109$4,300,599$582,869,708
485Quadrant Family Wealth Advisors$1,663,883$325,142,987$257,215,903$582,358,890
486Galvin, Gaustad & Stein, LLC$426,722$573,346,994$7,848,669$581,195,663
487Evanston Advisors$794,894$578,682,644$0$578,682,644
488Payne Capital Management, LLC$190,341$190,614,085$387,832,809$578,446,894
489Financial Synergies$582,363$569,058,270$8,646,031$577,704,301
490Burt Wealth Advisors$545,435$577,070,335$0$577,070,335
491Stepp & Rothwell Inc$290,267$473,440,654$101,578,480$575,019,134
492Granite Investment Advisors, Inc.$1,253,416$559,604,436$11,953,089$571,557,525
493Christopher Weil & Co., Inc.$501,587$528,036,584$40,763,336$568,799,920
494Goldstein Munger + Associates$1,601,715$500,021,846$68,587,027$568,608,873
495Dinuzzo Index Advisors, Inc.$261,862$562,477,448$1,605$562,479,053
496Cabot Wealth Management$364,535$561,019,768$0$561,019,768
497Cypress Wealth Management$2,833,333$493,000,000$68,000,000$561,000,000
498Schnieders Capital Management$733,018$288,928,481$271,097,561$560,026,042
499Sequent Asset Management, LLC$1,267,137$328,608,477$230,198,919$558,807,396
500Mosaic Financial Partners, Inc.$641,857$557,132,075$0$557,132,075
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Showing 451 to 500 of 1,906 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 1,906 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2017. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (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 5, 2017.