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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.
Business Name
# of employees
High-net-worth client assets
Total AUM
Total accounts
| Rank | Business Name | Avg. account AUM | Discretionary AUM | Non-discretionary AUM | Total AUM |
|---|---|---|---|---|---|
| 451 | Columbia Asset ManagementLLC | $516,959 | $245,677,963 | $52,607,588 | $298,285,551 |
| 452 | Valicenti Advisory Services Inc. | $201,123 | $293,774,722 | $4,490,792 | $298,265,514 |
| 453 | Htg Investment Advisors Inc. | $1,386,318 | $296,672,051 | N/A | $296,672,051 |
| 454 | Lodestar Private Asset Management LLC | $450,511 | $274,439,002 | $21,997,483 | $296,436,485 |
| 455 | Callan Capital LLC | $513,698 | $292,294,016 | N/A | $292,294,016 |
| 456 | Calvert Investment Counsel | $602,365 | $253,422,698 | $38,122,097 | $291,544,795 |
| 457 | Goldstein Munger + Associates | $946,502 | $274,073,556 | $15,556,071 | $289,629,627 |
| 458 | Payne Wealth Partners Inc. | $1,313,596 | $260,563,911 | $27,113,522 | $287,677,433 |
| 459 | Timber Creek Capital Management LLC | $1,558,307 | $286,728,511 | N/A | $286,728,511 |
| 460 | Wagner Bowman Management Corp | $268,215 | $286,722,000 | N/A | $286,722,000 |
| 461 | Thor Investment Management Inc. | $215,750 | $285,628,798 | $670,976 | $286,299,774 |
| 462 | Altavista Wealth Management Inc. | $408,466 | $282,121,066 | $3,804,948 | $285,926,014 |
| 463 | Sherpa Investment Management | $223,731 | $285,480,566 | N/A | $285,480,566 |
| 464 | Pinney & Scofield Inc. | $344,852 | $284,847,485 | N/A | $284,847,485 |
| 465 | The Joseph Group Capital Management | $734,171 | $235,448,833 | $47,206,857 | $282,655,690 |
| 466 | The Joseph Group Capital Management | $734,171 | $235,448,833 | $47,206,857 | $282,655,690 |
| 467 | Baltimore-Washington Financial Advisors | $741,544 | $277,846,282 | $232,610 | $278,078,892 |
| 468 | David M. LeeP.C. | $4,964,286 | N/A | $278,000,000 | $278,000,000 |
| 469 | Sumnicht & Associates LLC | $195,634 | $180,300,000 | $97,500,000 | $277,800,000 |
| 470 | Galecki Financial Management Inc. | $245,118 | $277,228,911 | N/A | $277,228,911 |
| 471 | Capelli Financial Services Inc. | $367,007 | $268,894,016 | $6,727,882 | $275,621,898 |
| 472 | Beekman Wealth Advisory LLC | $22,916,667 | N/A | $275,000,000 | $275,000,000 |
| 473 | Hardy Reed LLC | $903,040 | $271,889,923 | $2,634,302 | $274,524,225 |
| 474 | KeatsConnelly And Associates LLC | $609,128 | $261,260,944 | $12,846,754 | $274,107,698 |
| 475 | The New England Guild Inc. | $274,477 | $272,658,420 | $445,801 | $273,104,221 |
| 476 | Rock Point Advisors LLC | $597,255 | $270,540,031 | $613,776 | $271,153,807 |
| 477 | Brookfield Investment Partners LLC | $6,283,190 | $258,554,129 | $11,623,024 | $270,177,153 |
| 478 | Richard P. Slaughter Associates Inc. | $230,385 | $262,521,645 | $7,259,076 | $269,780,721 |
| 479 | Financial Advisory Corporation | $336,149 | $269,497,229 | $94,057 | $269,591,286 |
| 480 | Financial Advantage Inc. | $1,362,298 | $268,372,626 | N/A | $268,372,626 |
| 481 | Heritage Wealth Advisors | $481,970 | $219,175,627 | $48,799,957 | $267,975,584 |
| 482 | Buffington Mohr Mcneal | $319,724 | $267,928,867 | N/A | $267,928,867 |
| 483 | Lewis & Mathews Investment Management Inc. | $3,000,000 | $267,000,000 | N/A | $267,000,000 |
| 484 | Sather Financial Group Inc. | $355,718 | $243,769,232 | $22,663,389 | $266,432,621 |
| 485 | Duncker Streett & Co. LLC | $713,466 | $231,923,718 | $33,485,632 | $265,409,350 |
| 486 | Trinity Portfolio Advisors LLC | $142,395 | $264,854,953 | N/A | $264,854,953 |
| 487 | Nelson Roberts Investment Advisors LLC | $483,250 | $257,806,365 | $7,014,680 | $264,821,045 |
| 488 | Clayton Financial Services Inc. | $635,576 | $264,399,543 | N/A | $264,399,543 |
| 489 | The Wealth Collaborative Inc. | $849,532 | $263,413,296 | $791,186 | $264,204,482 |
| 490 | Jacobs & Co | $2,374,768 | $263,599,282 | N/A | $263,599,282 |
| 491 | The Glowacki Group LLC | $845,446 | $262,088,410 | N/A | $262,088,410 |
| 492 | Traust Sollus Wealth Management LLC | $304,398 | $252,537,639 | $9,549,032 | $262,086,671 |
| 493 | Aberdeen Wealth Management LLC | $1,263,541 | $223,285,000 | $38,268,000 | $261,553,000 |
| 494 | Ritter Daniher Financial Advisory LLC | $250,750 | $240,858,881 | $20,422,496 | $261,281,377 |
| 495 | The Fairman Group LLC | $2,691,309 | N/A | $261,056,959 | $261,056,959 |
| 496 | Financial Consulate | $109,618 | $250,000,000 | $11,000,000 | $261,000,000 |
| 497 | Valley Wealth Inc. | $266,667 | $165,000,000 | $95,000,000 | $260,000,000 |
| 498 | Berkshire Money Management Inc. | $249,157 | $259,123,263 | N/A | $259,123,263 |
| 499 | Mcnamara Financial Services Inc. | $100,597 | $259,036,208 | N/A | $259,036,208 |
| 500 | Wade Financial Group Inc. | $360,275 | $183,263,333 | $75,054,133 | $258,317,466 |
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*Methodology: InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2012. To qualify, a firm must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2012, (2) total AUM is at least $100M, (3) no employees 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.