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
501Stratford Consulting$697,550$365,694,961$518,907$366,213,868
502Pettyjohn, Wood & White, Inc.$499,570$364,685,929$0$364,685,929
503Richard P. Slaughter Associates, Inc.$339,426$330,914,936$33,628,142$364,543,078
504Bedell Frazier Investment Counselling.$332,482$364,400,000$0$364,400,000
505Personal Financial Management$1,877,601$196,930,796$167,323,802$364,254,598
506Sherpa Investment Management$254,897$364,248,001$0$364,248,001
507Sunrise Advisors$1,033,877$353,771,800$10,153,000$363,924,800
508Cahill Financial Advisors, Inc.$221,325$282,553,843$79,091,745$361,645,588
509Sather Financial Group, Inc.$425,465$332,763,006$28,882,133$361,645,139
510Sitrin Capital Management$743,746$351,266,190$10,194,526$361,460,716
511Lodestar Private Asset Management$535,420$330,262,873$29,539,508$359,802,381
512Clayton Financial Services Inc$714,821$358,840,272$0$358,840,272
513Aberdeen Wealth Management$747,337$286,529,382$71,445,193$357,974,575
514Galecki Financial Management Inc$253,600$357,828,990$0$357,828,990
515Northern Capital Management$1,400,392$357,100,000$0$357,100,000
516Nelson Roberts Investment Advisors$770,534$346,965,456$9,791,596$356,757,052
517Redwood Wealth Management$165,672$356,028,144$0$356,028,144
518Rav Financial$250,369$353,722,608$1,301,230$355,023,838
519Columbia Asset Management$596,282$296,848,632$57,939,388$354,788,020
520Traphagen Financial Group$353,880$353,879,702$0$353,879,702
521Mraz, Amerine & Associates, Inc.$223,117$341,847,373$11,793,103$353,640,476
522Rock Point Advisors$654,972$350,820,585$899,181$351,719,766
523Traust Sollus Wealth Management$459,725$337,015,843$13,754,261$350,770,104
524Sherrill & Hutchins Financial Advisory Inc$268,303$342,893,663$6,974,090$349,867,753
525Delta Financial Group, Inc.$169,036$319,180,965$29,878,522$349,059,487
526RS Crum Inc.$1,710,639$348,413,317$557,138$348,970,455
527Altavista Wealth Management, Inc.$435,892$345,538,540$1,431,491$346,970,031
528The Wealth Collaborative, Inc.$1,122,817$343,949,781$1,877,907$345,827,688
529Nicholas Hoffman & Company$294,983$331,718,847$13,706,053$345,424,900
530Evermay Wealth Management$534,338$301,161,141$42,418,280$343,579,421
531New England Guild Wealth Advisors, Inc.$380,857$343,052,366$481,016$343,533,382
532Botty Investors$1,745,990$315,712,114$26,502,000$342,214,114
533Scot McCormick$11,383,207$341,496,207$0$341,496,207
534SNS Financial Group$224,602$150,480,000$190,690,000$341,170,000
535Moller Financial Services$402,243$340,700,000$0$340,700,000
536Old Dominion Capital Management Inc.$363,585$340,678,700$0$340,678,700
537PBMares Wealth Management$297,190$328,711,630$11,273,553$339,985,183
538The Arkansas Financial Group, Inc.$301,925$339,967,729$0$339,967,729
539Duncker Streett & Co.$796,672$320,473,728$17,315,186$337,788,914
540Walter & Keenan Finanical Consulting Co$1,975,176$337,755,055$0$337,755,055
541Conlon & Dart$1,264,436$325,940,526$11,663,939$337,604,465
542Timber Creek Capital Management$1,671,297$337,601,947$0$337,601,947
543Quadrant Partners$2,881,203$222,765,572$114,335,232$337,100,804
544Oak Financial Group Inc$332,581$333,188,115$3,716,120$336,904,235
545Columbia Pacific Capital Management$2,691,380$336,422,524$0$336,422,524
546Keb Asset Management$321,424$233,124,552$103,084,786$336,209,338
547Quadrant Capital Management$746,617$332,581,869$2,649,265$335,231,134
548Crescent Capital Consulting$775,594$133,576,346$199,929,240$333,505,586
549Berkshire Money Management, Inc.$243,535$333,399,473$0$333,399,473
550Moisand Fitzgerald Tamayo$222,325$329,008,685$3,144,323$332,153,008
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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 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1. To qualify, firms must have met the following criteria: (1) Latest ADV filing date is either on or after Jan. 1, 2014. (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 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.