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
501Pinney & Scofield, Inc.$449,431$443,139,267$0$443,139,267
502Nicholas Hoffman & Company$304,532$427,886,960$14,293,751$442,180,711
503Madison Wealth Management$328,595$423,924,000$18,036,000$441,960,000
504HTG Investment Advisors Inc$410,507$440,063,888$0$440,063,888
505Highland Private Wealth Management$723,079$408,936,809$30,695,256$439,632,065
506Beese Fulmer Private Wealth Management$1,092,230$437,984,108$0$437,984,108
507Rockbridge Investment Management$217,419$423,639,599$14,024,817$437,664,416
508Charles Pratt & Company$656,685$214,595,000$222,757,000$437,352,000
509SignalPoint Asset Management$249,877$422,298,115$11,488,579$433,786,694
510Boston Hill Advisors$212,007$418,692,024$14,862,296$433,554,320
511DiNuzzo Index Advisors$639,213$433,378,500$7,593$433,386,093
512Blankinship & Foster$512,426$433,000,000$0$433,000,000
513Sawtooth Solutions$138,054$355,086,099$74,539,063$429,625,162
514Spectrum Asset Management Inc$563,081$414,684,022$14,383,440$429,067,462
515AMI Investment Management Inc$2,977,726$428,792,500$0$428,792,500
516Apriem Advisors$961,216$403,493,752$22,324,834$425,818,586
517Sather Financial Group, Inc.$466,998$391,008,427$32,091,680$423,100,107
518Ellenbecker Investment Group$177,812$422,304,379$0$422,304,379
519Crescent Capital Consulting$878,005$189,107,110$232,335,053$421,442,163
520Delphi Private Advisors$927,314$419,145,799$0$419,145,799
521Sunrise Advisors$1,084,458$407,490,611$11,110,000$418,600,611
522East Coast Asset Management$460,313$300,345,887$116,697,479$417,043,366
523Wealthquest Financial Services$438,327$416,849,113$0$416,849,113
524Cooper/Haims Advisors$418,390$319,705,295$95,337,669$415,042,964
525Financial Advisory Corporation$517,639$414,601,370$27,812$414,629,182
526Columbia Asset Management$685,229$350,921,808$63,641,974$414,563,782
527Fiduciary Financial Services Of The Southwest Inc$545,711$399,372,416$14,821,879$414,194,295
528Chatham Capital Group Inc$1,089,533$414,022,605$0$414,022,605
529Personal Financial Management$2,090,488$242,786,900$171,129,702$413,916,602
530Triad Financial Advisors$280,991$392,600,000$21,300,000$413,900,000
531Summit Planning Group Llc$191,729$412,600,000$0$412,600,000
532The Tarbox Group, Inc.$934,714$412,208,690$0$412,208,690
533Roble, Belko and Company, Inc.$923,601$411,925,858$0$411,925,858
534GDM Advisory Group Ltd$477,907$411,000,000$0$411,000,000
535Nelson Roberts Investment Advisors$734,608$401,250,483$9,395,405$410,645,888
536Delta Financial Group, Inc.$160,165$366,520,287$40,940,000$407,460,287
537FJY Financial$275,716$343,903,772$62,776,691$406,680,463
538SNS Financial Group$270,093$206,593,574$199,085,590$405,679,164
539Greenleaf & Burleson Wealth Management$536,199$349,471,039$54,822,630$404,293,669
540Galecki Financial Management Inc$265,505$403,832,390$0$403,832,390
541Coyle Financial Counsel, Inc.$298,399$333,384,431$70,051,684$403,436,115
542Stratford Consulting$668,765$402,083,349$513,005$402,596,354
543Tealwood Asset Management$489,496$402,365,676$0$402,365,676
544Madden Advisory Services, Inc.$469,422$402,294,355$0$402,294,355
545Payne Wealth Partners, Inc.$1,667,407$362,487,710$39,357,358$401,845,068
546Evermay Wealth Management$588,333$365,923,347$35,907,985$401,831,332
547Traphagen Financial Group$385,120$401,680,099$0$401,680,099
548Family WMS$729,236$343,260,074$57,819,701$401,079,775
549Harvest Financial Advisors$909,917$118,644,070$281,719,490$400,363,560
550Mraz, Amerine & Associates, Inc.$228,767$388,395,559$11,489,241$399,884,800
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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 over 1,600 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2015. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2015, (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 June 11, 2015.