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
501WBH Advisory, Inc.$1,178,378$555,016,000$0$555,016,000
502Oakmont Corporation$14,536,286$552,377,413$1,436$552,378,849
503Tillman Hartley LLC$1,841,679$402,253,000$148,409,000$550,662,000
504American Financial Advisors.$258,485$549,797,550$0$549,797,550
505Xpyria Investment Advisors, Inc.$785,202$546,171,448$329,051$546,500,499
506SBK Financial, Inc.$467,405$495,270,108$50,192,049$545,462,157
507Redwood Wealth Management$192,607$543,922,298$0$543,922,298
508Ellenbecker Investment Group$415,950$540,734,639$0$540,734,639
509Private Wealth Management, Inc.$848,824$0$540,700,945$540,700,945
510Cranbrook Wealth Management$525,862$540,060,256$0$540,060,256
511Lenox Wealth Management, Inc.$281,969$538,038,703$1,367,064$539,405,767
512John E. Sestina and Company$32,092$197,108,211$340,716,917$537,825,128
513Ferris Capital$798,795$446,036,758$91,552,254$537,589,012
514AJ Wealth$1,132,304$371,976,370$164,735,572$536,711,942
515Wingate Wealth Advisors, Inc.$287,303$406,264,565$128,693,730$534,958,295
516Payne Wealth Partners, Inc.$316,899$485,571,085$49,038,292$534,609,377
517Tradition Capital Management LLC$666,584$516,847,599$17,753,002$534,600,601
518Shine Investment Advisory Services Inc$430,490$526,175,221$8,062,278$534,237,499
519Isthmus Partners, LLC$484,972$511,439,503$20,574,371$532,013,874
520Harvest Capital Management Inc$810,731$531,839,268$0$531,839,268
521The Hoerner Planning Group$709,988$378,344,616$152,016,397$530,361,013
522Boston Hill Advisors$234,947$517,155,460$11,241,200$528,396,660
523PDS Planning Inc$174,922$385,710,713$142,553,381$528,264,094
524St. Clair Advisors$1,461,086$525,991,098$0$525,991,098
525CRA Financial Services$278,304$20,849,261$504,867,372$525,716,633
526MV Capital Management, Inc.$742,292$524,733,790$808,602$525,542,392
528River Wealth Advisors LLC$390,838$436,969,143$88,317,748$525,286,891
529Werba Rubin Wealth Management, LLC$419,027$142,355,958$380,589,349$522,945,307
530Family WMS$887,894$402,502,888$119,579,067$522,081,955
531The Family Firm, Inc.$345,708$494,276,305$27,050,757$521,327,062
532Aequitas Investment Advisors, LLC$599,045$0$521,169,372$521,169,372
533Janiczek Wealth Management$486,072$520,096,851$0$520,096,851
534Tarbox Family Office, Inc.$1,076,059$518,660,436$0$518,660,436
535Crescent Capital Consulting$883,561$256,131,337$261,635,610$517,766,947
536Beese Fulmer Private Wealth Management$1,057,624$517,178,161$0$517,178,161
537Private Capital Management, LLC$298,205$515,298,569$0$515,298,569
538Altiora Group$722,349$423,157,896$91,876,737$515,034,633
539Apriem Advisors$309,131$499,689,823$14,085,502$513,775,325
540Steigerwald, Gordon & Koch - Wealth Advisors$1,243,924$511,252,924$0$511,252,924
541Sunrise Advisors$1,179,571$497,194,247$12,380,540$509,574,787
542O'Brien Wealth Partners LLC$349,633$508,715,814$0$508,715,814
543Spectrum Management Group, Inc.$602,208$506,244,841$1,416,811$507,661,652
544Ironsides Asset Advisors$2,819,296$366,258,612$141,214,672$507,473,284
545Cohen Capital Management Inc$3,191,195$507,399,947$0$507,399,947
546Vision Capital Management Inc$452,782$507,115,816$0$507,115,816
547Sloan Wealth Management$1,948,283$505,476,225$1,077,277$506,553,502
548Windsor Capital Management, LLC$425,771$506,241,400$0$506,241,400
549Summit Asset Management$392,738$435,071,264$71,167,377$506,238,641
550Triad Financial Advisors, Inc.$274,090$484,342,716$21,627,955$505,970,671
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Showing 501 to 550 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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