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
451The Family Firm, Inc.$399,296$463,200,517$51,092,099$514,292,616
452Sigma Investment Management Company$735,242$503,584,323$10,350,143$513,934,466
453Verus Financial Partners$262,844$513,859,960$0$513,859,960
454Paragon Advisors, Inc.$7,376,812$164,000,000$345,000,000$509,000,000
455Granite Investment Advisors, Inc.$1,223,346$495,984,192$11,704,351$507,688,543
456Schnieders Capital Management$749,724$213,488,421$294,074,614$507,563,035
457Tradewinds Capital Management$208,175$507,530,175$0$507,530,175
458Briaud Financial Advisors$286,650$499,466,792$4,463,132$503,929,924
459GKFO$3,183,258$191,923,369$311,031,327$502,954,696
460Schaefer Financial Management, Inc.$349,505$0$502,937,789$502,937,789
461Sloan Wealth Management$613,119$1,593,296$501,164,218$502,757,514
462Capital Advantage, Inc.$1,042,169$501,283,293$0$501,283,293
463Goldstein Munger + Associates$1,307,726$461,724,442$39,134,520$500,858,962
464John E. Sestina and Company$157,294$0$500,825,545$500,825,545
465The Mosaic Financial Group$968,038$98,125,694$401,381,702$499,507,396
466St. Clair Advisors$1,459,305$499,082,308$0$499,082,308
467Summit Asset Management$402,579$424,639,324$71,338,172$495,977,496
468American Financial Advisors.$213,039$495,528,395$0$495,528,395
469LVM Capital Management Ltd$595,242$475,280,289$19,960,844$495,241,133
470Cohen Capital Management Inc$3,228,871$494,017,312$0$494,017,312
471Windsor Capital Management$388,818$493,798,775$0$493,798,775
472Ironsides Asset Advisors$3,266,392$405,944,222$84,014,627$489,958,849
473Private Wealth Management, Inc.$853,258$0$483,797,133$483,797,133
474Baltimore-Washington Financial Advisors$987,280$469,445,948$13,333,738$482,779,686
475Mastrapasqua Asset Management, Inc.$1,820,919$470,370,903$8,530,780$478,901,683
476Breeds Hill Capital LLC$1,256,318$0$478,657,222$478,657,222
477Spectrum Management Group, Inc.$646,644$472,003,000$1,987,000$473,990,000
478Harvest Capital Management Inc$853,781$449,217,640$23,777,041$472,994,681
479Montis Financial$440,409$463,784,060$7,012,855$470,796,915
480PDS Planning Inc$248,021$332,400,000$137,600,000$470,000,000
481Cornerstone Advisory, LLP$507,293$460,221,203$8,517,919$468,739,122
482Manchester Financial Inc$292,321$467,420,560$0$467,420,560
483Wagner Bowman Management Corp$375,953$467,309,000$0$467,309,000
484Lehman Financial Resources, Inc.$496,822$467,012,810$0$467,012,810
485Cranbrook Wealth Management$498,941$466,509,996$0$466,509,996
486Old North Advisors$1,227,371$394,163,435$69,782,678$463,946,113
487Buckhead Investment Partners, LLC$284,779$409,447,474$53,318,265$462,765,739
488Payne Capital Management$160,901$310,025$460,348,211$460,658,236
489SBK Financial, Inc.$452,603$406,696,114$52,696,250$459,392,364
490Horan Capital Management,LLC$371,850$456,632,368$0$456,632,368
491Cypress Wealth Management$2,671,260$403,916,640$50,197,600$454,114,240
492O'Brien Management$337,741$451,221,816$0$451,221,816
493Janiczek & Company, Ltd.$374,265$450,240,249$0$450,240,249
494Roof, Eidam & Maycock$338,612$340,000,000$109,000,000$449,000,000
495PJS Investment Management$957,147$428,237,756$20,664,164$448,901,920
496Hardy Reed$995,719$444,774,315$3,299,251$448,073,566
497Wagner Wealth Management$1,828,253$447,922,000$0$447,922,000
498Comprehensive Investment Solutions$377,306$357,297,832$86,791,713$444,089,545
499White Oaks Wealth Advisors$1,773,853$346,377,598$97,085,544$443,463,142
500Arbor Investment Advisors$572,598$410,884,943$32,306,262$443,191,205
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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, 2014. (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.