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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.
Business Name
# of employees
High-net-worth client assets
Total AUM
Total accounts
| Rank | Business Name | Avg. account AUM | Discretionary AUM | Non-discretionary AUM | Total AUM |
|---|---|---|---|---|---|
| 501 | Asset Strategies Inc. | $204,868 | $258,133,977 | N/A | $258,133,977 |
| 502 | Traphagen Financial Group | $299,749 | $257,784,284 | N/A | $257,784,284 |
| 503 | Buckhead Investment Partners LLC | $729,462 | $235,000,000 | $22,500,000 | $257,500,000 |
| 504 | Boston Hill Advisors LLC | $182,757 | $252,865,288 | $4,273,503 | $257,138,791 |
| 505 | Delta Financial Advisors | $444,548 | $219,000,966 | $37,503,370 | $256,504,336 |
| 506 | The Arkansas Financial Group Inc. | $204,856 | $256,274,897 | N/A | $256,274,897 |
| 507 | Payne Capital Management LLC | $184,478 | N/A | $255,317,473 | $255,317,473 |
| 508 | Rinehart Wealth Management | $300,000 | $255,000,000 | N/A | $255,000,000 |
| 509 | Monarch Capital Management Inc. | $929,517 | $254,687,679 | N/A | $254,687,679 |
| 510 | Walter & Keenan Finanical Consulting Co | $1,767,815 | $254,565,431 | N/A | $254,565,431 |
| 511 | Old Dominion Capital Management Inc. | $296,130 | $254,376,000 | N/A | $254,376,000 |
| 512 | Capital Planning Corp | $211,878 | $231,555,132 | $22,698,461 | $254,253,593 |
| 513 | Ifrah Financial Services Inc. | $325,987 | $253,943,704 | N/A | $253,943,704 |
| 514 | White Oaks Wealth Advisors Inc. | $961,307 | $253,217,480 | $567,519 | $253,784,999 |
| 515 | Anderson Hoagland & Co | $1,668,118 | $246,557,977 | $6,995,997 | $253,553,974 |
| 516 | The Tarbox Group Inc. | $598,109 | $253,000,000 | N/A | $253,000,000 |
| 517 | Triad Wealth Stewardship LLC | $523,752 | $252,448,614 | N/A | $252,448,614 |
| 518 | Clientfirst Wealth Management | $2,109,129 | $250,986,365 | N/A | $250,986,365 |
| 519 | Sensible Financial Planning And Management LLC | $281,497 | $135,044,453 | $115,769,527 | $250,813,980 |
| 520 | MrazAmerine & Associates Inc. | $168,296 | $241,732,153 | $8,860,082 | $250,592,235 |
| 521 | Freed Advisors | $1,957,157 | $249,143,499 | $1,372,604 | $250,516,103 |
| 522 | Sherrill & Hutchins Financial Advisory Inc. | $203,413 | $250,197,448 | N/A | $250,197,448 |
| 523 | Signalpoint Asset Management LLC | $243,082 | $181,800,000 | $68,331,000 | $250,131,000 |
| 524 | American Asset Management Inc. | $1,000,000 | $250,000,000 | N/A | $250,000,000 |
| 525 | Summit Wealth Partners Inc. | $625,000 | $235,000,000 | $15,000,000 | $250,000,000 |
| 526 | Hfi Wealth Management | $249,997 | $198,239,035 | $51,258,368 | $249,497,403 |
| 527 | Silveroak Wealth Management LLC | $460,526 | $234,934,423 | $14,210,186 | $249,144,609 |
| 528 | Quadrant Capital Management LLC | $686,015 | $247,896,824 | $1,126,634 | $249,023,458 |
| 529 | Obrien Greene & Co Inc. | $1,178,280 | $159,117,152 | $89,500,000 | $248,617,152 |
| 530 | Clelland & Company Inc. | $1,713,945 | $63,982,751 | $184,539,300 | $248,522,051 |
| 531 | Barnett & Co Inc. | $396,929 | $248,080,413 | N/A | $248,080,413 |
| 532 | Exchange Capital Management Inc. | $440,118 | $243,057,029 | $3,849,192 | $246,906,221 |
| 533 | North Berkeley Investment Partners LLC | $227,199 | $233,851,558 | $12,886,238 | $246,737,796 |
| 534 | Sunrise Advisors | $851,426 | $238,516,000 | $7,546,000 | $246,062,000 |
| 535 | Prosper Advisors LLC | $534,842 | $243,354,094 | $2,673,000 | $246,027,094 |
| 536 | Epsilon Financial Group Inc. | $995,951 | $246,000,000 | N/A | $246,000,000 |
| 537 | Baldwin Investment Management LLC | $1,463,143 | $221,094,000 | $24,714,000 | $245,808,000 |
| 538 | Albert Heeg Investment Management | $35,076,781 | $245,537,469 | N/A | $245,537,469 |
| 539 | Firestone Capital Management Inc. | $1,048,325 | $242,323,302 | $2,984,792 | $245,308,094 |
| 540 | Cra Financial ServicesLLC | $189,772 | $21,438,801 | $223,177,076 | $244,615,877 |
| 541 | Gatemore Capital Management LLC | $602,250 | $244,513,540 | N/A | $244,513,540 |
| 542 | Private Harbour | $428,137 | $240,954,582 | $2,655,149 | $243,609,731 |
| 543 | Tpw Financial Inc. | $1,085,622 | $210,262,320 | $32,916,939 | $243,179,259 |
| 544 | Tellone Management Group Inc. | $259,060 | $242,998,089 | N/A | $242,998,089 |
| 545 | Kuhn And Associates Inc. | $1,517,065 | $242,730,404 | N/A | $242,730,404 |
| 546 | Albany Financial Planners Inc. | $426,367 | $242,603,000 | N/A | $242,603,000 |
| 547 | Moller Financial Services | $327,470 | $242,000,000 | N/A | $242,000,000 |
| 548 | Montrose Advisors Inc. | $60,228,982 | $29,104,285 | $211,811,641 | $240,915,926 |
| 549 | Garde Capital Inc. | $970,532 | $204,588,000 | $36,104,000 | $240,692,000 |
| 550 | Chinook Capital Management LLC | $949,173 | $224,241,551 | $15,899,158 | $240,140,709 |
Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.
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*Methodology: InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2012. To qualify, a firm must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2012, (2) total AUM is at least $100M, (3) no employees 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.