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
501Sumnicht & Associates$208,059$202,900,000$94,000,000$296,900,000
502New England Guild Wealth Advisors Inc.$314,404$296,331,852$465,787$296,797,639
503Duncker Streett & Co.$761,563$274,704,511$21,543,337$296,247,848
504Boston Hill Advisors$193,975$284,921,808$11,083,526$296,005,334
505Evermay Wealth Management$467,033$261,782,818$33,848,804$295,631,622
506The Arkansas Financial Group Inc.$267,468$295,552,123$0$295,552,123
507Mraz, Amerine & Associates Inc.$172,627$285,093,923$10,271,354$295,365,277
508Rock Point Advisors$593,939$294,511,565$675,931$295,187,496
509Traust Sollus Wealth Management$389,873$283,486,126$11,647,719$295,133,845
511The Portola Group Inc.$598,328$287,241,466$7,135,699$294,377,165
512Sherrill & Hutchins Financial Advisory Inc.$257,103$293,869,100$0$293,869,100
513Quadrant Capital Management$712,365$289,431,982$2,637,704$292,069,686
514Arin Risk Advisors$11,669,440$291,736,000$0$291,736,000
515Freed Advisors$2,226,870$290,275,239$1,444,681$291,719,920
516Thor Investment Management Inc.$214,159$288,901,000$0$288,901,000
517American Asset Management Inc.$619,036$287,851,585$0$287,851,585
518Tellone Management Group Inc.$274,434$287,607,075$0$287,607,075
519Walter & Keenan Finanical Consulting Co.$1,912,429$286,864,282$0$286,864,282
520Brookfield Investment Partners$6,362,435$279,610,249$6,699,320$286,309,569
521PBMares Wealth Management$250,914$274,554,381$10,233,110$284,787,491
522The Glowacki Group$821,476$284,230,635$0$284,230,635
523Harfst and Associates Inc.$239,996$258,014,371$25,901,206$283,915,577
524Anodos Advisors$1,927,224$0$283,301,862$283,301,862
525Delta Financial Advisors$458,381$241,536,385$41,284,499$282,820,884
526East Coast Asset Management$407,623$188,234,536$93,840,766$282,075,302
527Lewis & Mathews Investment Management Inc.$3,204,545$282,000,000$0$282,000,000
528Old Dominion Capital Management Inc.$327,522$281,014,000$0$281,014,000
529Greenleaf & Burleson Wealth Management$417,047$280,255,899$0$280,255,899
530Valley Wealth Inc.$274,510$195,000,000$85,000,000$280,000,000
531Beekman Wealth Advisory$16,470,588$0$280,000,000$280,000,000
532Peak Asset Management$509,472$257,900,000$21,800,000$279,700,000
533Steigerwald, Gordon & Koch - Wealth Advisors$834,718$279,630,471$0$279,630,471
534Jones Barclay Boston & Co.$520,484$270,000,000$9,500,000$279,500,000
535Universal Advisory Services$351,087$264,151,431$14,611,429$278,762,860
536Berkshire Money Management Inc.$256,881$278,201,882$0$278,201,882
537Chao & Co.$10,692,308$57,000,000$221,000,000$278,000,000
538Moller Financial Services$334,541$277,000,000$0$277,000,000
539Delta Financial Group Inc.$118,174$232,623,721$44,375,000$276,998,721
540Harris Financial Advisors Inc.$338,343$262,453,636$14,311,116$276,764,752
541Ensemble Capital Management$1,034,395$253,477,868$21,671,241$275,149,109
542Cambridge Associates $275,127,222$0$275,127,222$275,127,222
543Asset Strategies Inc.$219,136$274,796,042$0$274,796,042
544Albany Financial Planners Inc.$457,843$274,706,000$0$274,706,000
545Quadrant Partners$4,288,926$184,590,385$89,900,876$274,491,261
546Buffington Mohr McNeal$327,253$274,237,700$0$274,237,700
547McNamara Financial Services Inc.$143,885$273,669,038$0$273,669,038
548Ogorek Wealth Management$507,877$273,237,796$0$273,237,796
549Coyle Financial Counsel Inc.$245,496$242,162,229$30,337,901$272,500,130
550Traphagen Financial Group$291,063$272,143,786$0$272,143,786
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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, 2012. (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.