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
501Blankinship & Foster$462,077$396,000,000$0$396,000,000
502Highland Private Wealth Management$722,121$369,000,000$26,000,000$395,000,000
503Chatham Capital Group Inc$1,090,601$394,797,382$0$394,797,382
504Roof, Eidam & Maycock$1,100,840$373,000,000$20,000,000$393,000,000
505The Fairman Group$4,008,251$0$392,808,572$392,808,572
506Wealthquest Financial Services$427,032$392,442,737$0$392,442,737
507Garde Capital, Inc.$1,361,090$365,864,000$26,130,000$391,994,000
508Cooper/Haims Advisors$435,018$303,310,143$87,771,067$391,081,210
509Family WMS$869,302$327,755,952$61,691,435$389,447,387
510Boston Hill Advisors$214,045$372,951,571$14,470,037$387,421,608
511Rocky Mountain Advisers$3,011,923$385,526,106$0$385,526,106
512Delphi Private Advisors$952,056$384,630,717$0$384,630,717
513David M. Lee, P.C.$6,865,541$0$384,470,311$384,470,311
514Harvest Financial Advisors$923,320$103,134,701$278,196,473$381,331,174
515Tealwood Asset Management$478,357$381,250,387$0$381,250,387
516Payne Wealth Partners, Inc.$1,647,650$341,494,269$39,112,877$380,607,146
517Cahill Financial Advisors, Inc.$231,599$296,350,249$84,166,513$380,516,762
518IMC Advisors$19,010,875$1,306,900$378,910,600$380,217,500
519Waypoint Advisors$4,805,704$379,650,633$0$379,650,633
520East Coast Asset Management$474,106$271,952,385$105,436,027$377,388,412
521Fiduciary Financial Services Of The Southwest Inc$530,297$364,876,907$12,164,480$377,041,387
522Gatemore Capital Management$755,138$373,108,477$2,194,876$375,303,353
524Evanston Advisors$749,652$372,577,000$0$372,577,000
525Roble, Belko and Company, Inc.$920,010$368,004,100$0$368,004,100
526Stratford Consulting$697,550$365,694,961$518,907$366,213,868
527Pettyjohn, Wood & White, Inc.$499,570$364,685,929$0$364,685,929
528Richard P. Slaughter Associates, Inc.$339,426$330,914,936$33,628,142$364,543,078
529Bedell Frazier Investment Counselling.$332,482$364,400,000$0$364,400,000
530Personal Financial Management$1,877,601$196,930,796$167,323,802$364,254,598
531Sherpa Investment Management$254,897$364,248,001$0$364,248,001
532Sunrise Advisors$1,033,877$353,771,800$10,153,000$363,924,800
533Sather Financial Group, Inc.$425,465$332,763,006$28,882,133$361,645,139
534Sitrin Capital Management$743,746$351,266,190$10,194,526$361,460,716
535Lodestar Private Asset Management$535,420$330,262,873$29,539,508$359,802,381
536Clayton Financial Services Inc$714,821$358,840,272$0$358,840,272
537Aberdeen Wealth Management$747,337$286,529,382$71,445,193$357,974,575
538Galecki Financial Management Inc$253,600$357,828,990$0$357,828,990
539Northern Capital Management$1,400,392$357,100,000$0$357,100,000
540Nelson Roberts Investment Advisors$770,534$346,965,456$9,791,596$356,757,052
541Redwood Wealth Management$165,672$356,028,144$0$356,028,144
542Rav Financial$250,369$353,722,608$1,301,230$355,023,838
543Columbia Asset Management$596,282$296,848,632$57,939,388$354,788,020
544Traphagen Financial Group$353,880$353,879,702$0$353,879,702
545Mraz, Amerine & Associates, Inc.$223,117$341,847,373$11,793,103$353,640,476
546Demming Financial Services Corp.$166,431$353,000,000$0$353,000,000
547Jackson Financial Management$229,216$349,479,845$3,054,328$352,534,173
548Rock Point Advisors$654,972$350,820,585$899,181$351,719,766
549Traust Sollus Wealth Management$459,725$337,015,843$13,754,261$350,770,104
550Sherrill & Hutchins Financial Advisory Inc$268,303$342,893,663$6,974,090$349,867,753
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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.