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
451Colonial Trust Advisors, Inc.$410,766$579,614,422$50,090,586$629,705,008
452Intellectus Partners, LLC$1,590,360$302,320,332$324,281,698$626,602,030
453CJM Wealth Advisers, Ltd.$314,729$598,312,223$27,054,415$625,366,638
454The Planning Center, Inc.$221,960$541,810,098$83,451,600$625,261,698
455Woodmont Investment Counsel$880,233$592,464,798$31,620,307$624,085,105
456Versant Capital Management, Inc.$708,661$551,790,461$71,831,121$623,621,582
457Adell Harriman & Carpenter$533,045$623,129,855$0$623,129,855
458Fusion Family Wealth$393,561$607,372,735$15,240,726$622,613,461
459BT Wealth Management$826,029$410,000,000$212,000,000$622,000,000
460Capital Advantage, Inc.$1,105,274$621,163,869$0$621,163,869
461Wallington Asset Management$1,049,956$617,373,888$0$617,373,888
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
469AHC Advisors, Inc.$3,740,272$33,165,182$572,758,945$605,924,127
470Aufman Associates Inc$4,358,455$572,200,399$33,624,879$605,825,278
471Verus Financial Partners$280,913$605,366,795$0$605,366,795
472Redw Stanley Financial Advisors$621,572$603,546,067$0$603,546,067
473Bridgecreek Investment Management$10,000,000$600,000,000$0$600,000,000
474Nicholas Hoffman & Company$315,211$451,563,083$147,967,984$599,531,067
475Hemington Wealth Management$353,943$585,604,178$12,912,634$598,516,812
476Pinnacle Wealth Planning Services, Inc.$1,333,167$564,111,977$31,813,746$595,925,723
477Lehman Financial Resources, Inc.$477,986$594,614,247$0$594,614,247
478Confluence Wealth Management LLC$480,799$592,824,856$0$592,824,856
479Baltimore-Washington Financial Advisors$1,177,575$576,551,174$13,414,003$589,965,177
480Strategic Financial Group, LLC$206,530$476,615,955$112,614,698$589,230,653
481Oakbridge Partners, Ltd.$453,403$579,392,479$9,578,230$588,970,709
482SB Capital Management, Inc.$644,767$578,569,109$4,300,599$582,869,708
483Quadrant Family Wealth Advisors$1,663,883$325,142,987$257,215,903$582,358,890
484Galvin, Gaustad & Stein, LLC$426,722$573,346,994$7,848,669$581,195,663
485Evanston Advisors$794,894$578,682,644$0$578,682,644
486Payne Capital Management, LLC$190,341$190,614,085$387,832,809$578,446,894
487Financial Synergies$582,363$569,058,270$8,646,031$577,704,301
488Burt Wealth Advisors$545,435$577,070,335$0$577,070,335
489Cypress Point Wealth Management$2,865,672$508,000,000$68,000,000$576,000,000
490Stepp & Rothwell Inc$290,267$473,440,654$101,578,480$575,019,134
491Granite Investment Advisors, Inc.$1,253,416$559,604,436$11,953,089$571,557,525
492Roberts, Glore & Co.$559,113$399,452,099$170,843,224$570,295,323
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
497Schnieders Capital Management$733,018$288,928,481$271,097,561$560,026,042
498Sequent Asset Management, LLC$1,267,137$328,608,477$230,198,919$558,807,396
499Mosaic Financial Partners, Inc.$641,857$557,132,075$0$557,132,075
500Aegis Wealth Management$1,199,121$327,595,318$227,597,533$555,192,851
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Showing 451 to 500 of 1,937 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 1,937 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2017. 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) nor one who is an insurance company or agency.

Database last updated on December 11, 2017.

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