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
501Aegis Wealth Management$1,199,121$327,595,318$227,597,533$555,192,851
502Wagner Bowman Management Corp$1,178,378$555,016,000$0$555,016,000
503Oakmont Corporation$14,536,286$552,377,413$1,436$552,378,849
504Tillman Hartley LLC$1,841,679$402,253,000$148,409,000$550,662,000
505American Financial Advisors.$258,485$549,797,550$0$549,797,550
506Xpyria Investment Advisors, Inc.$785,202$546,171,448$329,051$546,500,499
507SBK Financial, Inc.$467,405$495,270,108$50,192,049$545,462,157
508Redwood Wealth Management$192,607$543,922,298$0$543,922,298
509Ellenbecker Investment Group$415,950$540,734,639$0$540,734,639
510Private Wealth Management, Inc.$848,824$0$540,700,945$540,700,945
511Cranbrook Wealth Management$525,862$540,060,256$0$540,060,256
512Lenox Wealth Management, Inc.$281,969$538,038,703$1,367,064$539,405,767
513John E. Sestina and Company$32,092$197,108,211$340,716,917$537,825,128
514Ferris Capital$798,795$446,036,758$91,552,254$537,589,012
515AJ Wealth$1,132,304$371,976,370$164,735,572$536,711,942
516Wingate Wealth Advisors, Inc.$287,303$406,264,565$128,693,730$534,958,295
517Payne Wealth Partners, Inc.$316,899$485,571,085$49,038,292$534,609,377
518Tradition Capital Management LLC$666,584$516,847,599$17,753,002$534,600,601
519Shine Investment Advisory Services Inc$430,490$526,175,221$8,062,278$534,237,499
520Isthmus Partners, LLC$484,972$511,439,503$20,574,371$532,013,874
521Harvest Capital Management Inc$810,731$531,839,268$0$531,839,268
522The Hoerner Planning Group$709,988$378,344,616$152,016,397$530,361,013
523Boston Hill Advisors$234,947$517,155,460$11,241,200$528,396,660
524PDS Planning Inc$174,922$385,710,713$142,553,381$528,264,094
525St. Clair Advisors$1,461,086$525,991,098$0$525,991,098
526CRA Financial Services$278,304$20,849,261$504,867,372$525,716,633
527MV Capital Management, Inc.$742,292$524,733,790$808,602$525,542,392
528HeadInvest$738,917$511,773,084$13,596,705$525,369,789
529River Wealth Advisors LLC$390,838$436,969,143$88,317,748$525,286,891
530Venturi Wealth Management, LLC$1,128,439$506,680,446$18,043,687$524,724,133
531Family WMS$887,894$402,502,888$119,579,067$522,081,955
532The Family Firm, Inc.$345,708$494,276,305$27,050,757$521,327,062
533Janiczek & Company, Ltd.$486,072$520,096,851$0$520,096,851
534Tarbox Family Office, Inc.$1,076,059$518,660,436$0$518,660,436
535Crescent Capital Consulting$883,561$256,131,337$261,635,610$517,766,947
536Beese Fulmer Private Wealth Management$1,057,624$517,178,161$0$517,178,161
537Private Capital Management, LLC$298,205$515,298,569$0$515,298,569
538Apriem Advisors$309,131$499,689,823$14,085,502$513,775,325
539Steigerwald, Gordon & Koch - Wealth Advisors$1,243,924$511,252,924$0$511,252,924
540Sunrise Advisors$1,179,571$497,194,247$12,380,540$509,574,787
541O'Brien Wealth Partners LLC$349,633$508,715,814$0$508,715,814
542Spectrum Management Group, Inc.$602,208$506,244,841$1,416,811$507,661,652
543Ironsides Asset Advisors$2,819,296$366,258,612$141,214,672$507,473,284
544Cohen Capital Management Inc$3,191,195$507,399,947$0$507,399,947
545Vision Capital Management Inc$452,782$507,115,816$0$507,115,816
546Windsor Capital Management, LLC$425,771$506,241,400$0$506,241,400
547Summit Asset Management$392,738$435,071,264$71,167,377$506,238,641
548Triad Financial Advisors, Inc.$274,090$484,342,716$21,627,955$505,970,671
549Briaud Financial Advisors$279,888$502,723,128$3,033,819$505,756,947
550Alexandria Capital$454,676$501,700,000$3,900,000$505,600,000
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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 1,906 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2017. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (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 5, 2017.