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
501The Hoerner Planning Group$682,279$343,177,992$140,557,659$483,735,651
502SignalPoint Asset Management$252,759$423,000,000$58,000,000$481,000,000
503Brookfield Investment Partners$11,721,502$475,828,763$4,752,828$480,581,591
505Manchester Financial Inc$282,783$477,621,229$0$477,621,229
506Private Wealth Management, Inc.$809,923$0$476,234,495$476,234,495
507Mastrapasqua Asset Management, Inc.$1,248,313$417,057,291$58,550,113$475,607,404
508CCG Asset Management, LLC$11,323,386$475,582,199$0$475,582,199
509MV Capital Management, Inc.$655,036$475,556,268$0$475,556,268
510Isthmus Partners, LLC$465,429$455,457,999$19,279,514$474,737,513
511Miracle Mile Advisors, LLC$1,029,103$473,387,397$0$473,387,397
512Montis Financial$422,133$435,352,641$33,636,606$468,989,247
513Crescent Capital Consulting$830,632$218,385,798$248,429,254$466,815,052
514Windsor Capital Management$390,830$460,788,551$0$460,788,551
515Cohen Capital Management Inc$2,843,619$460,666,252$0$460,666,252
516Beese Fulmer Private Wealth Management$1,048,154$458,043,507$0$458,043,507
517PDS Planning Inc$1,075,117$357,350,000$100,650,000$458,000,000
518CRA Financial Services$274,609$9,427,150$447,522,511$456,949,661
519Harvest Capital Management Inc$727,312$433,085,814$22,211,617$455,297,431
520Baltimore-Washington Financial Advisors$902,545$443,744,992$9,332,520$453,077,512
521Wagner Wealth Management$1,749,228$453,050,000$0$453,050,000
522Highland Private Wealth Management$699,552$419,275,827$31,935,278$451,211,105
523Lassus Wherley$1,299,851$451,048,294$0$451,048,294
524Financial Advisory Corporation$533,549$450,820,965$27,812$450,848,777
525Family WMS$830,500$387,230,188$62,900,842$450,131,030
526River Wealth Advisors LLC$365,209$374,784,587$75,152,383$449,936,970
527Roof, Eidam & Maycock$435,403$424,400,000$24,500,000$448,900,000
528Hemington Wealth Management$426,675$416,509,453$28,939,177$445,448,630
529Monterey Private Wealth, Inc.$322,834$322,973,748$120,923,024$443,896,772
530The Family Firm, Inc.$289,465$442,275,209$26,911$442,302,120
531Horan Capital Management, LLC$346,980$442,051,994$0$442,051,994
532Spectrum Management Group, Inc.$583,867$439,712,156$2,274,920$441,987,076
533Wagner Bowman Management Corp$1,112,267$441,570,000$0$441,570,000
534Ellenbecker Investment Group$155,200$441,077,808$0$441,077,808
535LVM Capital Management Ltd$531,644$422,576,237$18,156,268$440,732,505
536Peak Asset Management$490,613$413,671,000$26,409,000$440,080,000
537Azzad Asset Management, Inc.$232,407$421,621,534$18,324,997$439,946,531
538Triad Financial Advisors$266,950$422,142,724$16,722,825$438,865,549
539Investment Management Of Virginia$774,021$434,734,101$2,587,976$437,322,077
540HTG Investment Advisors Inc$398,861$436,354,351$0$436,354,351
541Redwood Wealth Management$167,568$435,174,038$0$435,174,038
542Pinney & Scofield, Inc.$428,786$434,789,268$0$434,789,268
543Spectrum Asset Management Inc$561,873$423,798,458$10,529,202$434,327,660
544Columbia Asset Management$693,467$374,395,423$59,715,000$434,110,423
545PJS Investment Management$864,483$412,411,996$21,558,324$433,970,320
546Arbor Investment Advisors$533,347$404,727,024$27,817,659$432,544,683
547The Tarbox Group, Inc.$960,784$431,392,112$0$431,392,112
548Apriem Advisors$292,685$409,593,801$21,530,794$431,124,595
549Train, Babcock Advisors LLC$1,530,742$422,501,164$7,637,311$430,138,475
550Ensemble Capital Management$1,079,121$418,897,148$9,513,774$428,410,922
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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 1,719 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2016. 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) not one who is an insurance company or agency.

Database last updated on June 6, 2016.