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
551Cahill Financial Advisors Inc.$647,361$206,960,875$64,283,563$271,244,438
552CRA Financial Services$199,750$45,736,689$225,324,485$271,061,174
553Ritter Daniher Financial Advisory$257,054$249,700,431$20,719,914$270,420,345
554Scott Snow Financial Advisors$807,164$0$270,400,000$270,400,000
555TGS Financial Advisors$197,192$270,350,403$0$270,350,403
556Firestone Capital Management Inc.$1,115,702$269,000,000$1,000,000$270,000,000
557Beacon Wealth Management$347,013$215,702,898$53,925,902$269,628,800
558Kavar Capital Partners$452,912$259,997,350$8,126,341$268,123,691
559HFI Wealth Management$273,234$218,915,511$48,853,559$267,769,070
560Frisch Financial Group Inc.$254,576$230,984,443$36,575,123$267,559,566
561Worthpointe$190,900$259,280,672$7,406,143$266,686,815
562Ifrah Financial Services Inc.$365,647$266,556,946$0$266,556,946
563Monterey Private Wealth Inc.$215,134$221,912,657$44,638,485$266,551,142
564Epsilon Financial Group Inc.$226,805$266,269,000$0$266,269,000
565John W. Brooker & Co.$500,883$265,467,746$0$265,467,746
566Redwood Wealth Management$131,204$265,162,553$0$265,162,553
567Parker Carlson & Johnson$810,398$226,000,000$39,000,000$265,000,000
568Nicholas Hoffman & Co.$323,208$256,963,627$7,420,660$264,384,287
569Heller Wealth Advisors$285,041$263,663,000$0$263,663,000
570Monarch Capital Management Inc.$965,127$263,479,659$0$263,479,659
571Moisand Fitzgerald Tamayo$197,029$260,497,462$2,930,710$263,428,172
572Grey Owl Capital Management$1,184,609$262,983,221$0$262,983,221
573Private Harbour$458,817$260,209,818$2,692,171$262,901,989
574Clelland & Co. Inc.$1,774,693$75,834,554$186,820,020$262,654,574
575Roof Advisory Group Inc.$1,611,043$261,300,000$1,300,000$262,600,000
576Herbein Wealth Management$264,687$225,538,253$37,031,457$262,569,710
577Lighthouse Financial Advisors Inc.$161,431$0$261,357,056$261,357,056
578Columbia Pacific Capital Management$2,288,208$248,745,665$12,110,005$260,855,670
579Exchange Capital Management Inc.$453,527$256,292,103$4,032,580$260,324,683
580Signalpoint Asset Management$253,411$192,000,000$68,000,000$260,000,000
581Starfire Investment Advisers Inc.$308,747$259,656,477$0$259,656,477
582Delta Wealth Management$1,132,860$189,850,089$69,574,858$259,424,947
583Blue Ocean Strategic Capital$227,485$194,984,000$64,348,881$259,332,881
584Auxano Advisors$362,465$250,900,000$7,900,000$258,800,000
585Oakbridge Partners, $375,027$256,789,249$1,604,203$258,393,452
586Wade Financial Group Inc.$368,499$193,738,147$64,579,319$258,317,466
587Canepa U.S.$86,045,300$200,008,387$58,127,514$258,135,901
588Vantage Financial Partners $360,487$255,700,192$2,408,285$258,108,477
589Scot McCormick$15,169,224$257,876,815$0$257,876,815
590Comprehensive Personal Financial Advisors$549,411$256,525,740$1,148,020$257,673,760
591Laurel Wealth Advisors Inc.$513,048$123,300,000$134,250,000$257,550,000
592Baldwin Investment Management$1,693,711$240,245,000$17,199,000$257,444,000
593North Berkeley Investment Partners$216,906$251,010,000$6,240,000$257,250,000
594Financial Planning And Information Services Inc.$383,582$257,000,000$0$257,000,000
595Lexngton Research and Capital Group$2,099,171$256,098,846$0$256,098,846
596Stevens First Principles Investment Advisors$620,063$251,924,575$4,161,322$256,085,897
597Obrien Greene & Co. Inc.$1,105,998$165,809,578$88,570,068$254,379,646
598KEB Asset Management$294,878$159,705,470$94,479,648$254,185,118
599Gatemore Capital Management$457,147$254,173,890$0$254,173,890
600Robinswood Financial$214,304$250,341,000$3,823,000$254,164,000
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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 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.