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.$211,608$316,456,951$81,366,433$397,823,384
552Auxano Advisors$463,462$329,898,000$66,362,000$396,260,000
553Richard P. Slaughter Associates, Inc.$361,815$373,977,366$20,762,562$394,739,928
554Aurum Wealth Management Group Llc$2,291,569$298,907,225$95,242,596$394,149,821
555Jackson Financial Management$235,021$390,724,752$2,935,075$393,659,827
556David M. Lee, P.C.$6,885,206$0$392,456,721$392,456,721
557The Fairman Group$4,042,701$0$392,142,038$392,142,038
558Aberdeen Wealth Management$772,769$319,894,241$71,899,763$391,794,004
559Keb Asset Management$356,199$290,816,851$99,932,977$390,749,828
560Creekside Partners, Inc.$441,103$222,398,000$167,537,000$389,935,000
561Toth Financial Advisory Corp$340,077$389,387,714$0$389,387,714
562Pettyjohn, Wood & White, Inc.$536,999$389,324,000$0$389,324,000
563Clayton Financial Services Inc$740,155$388,581,567$0$388,581,567
564Roof Advisory Group, Inc.$1,921,726$386,267,600$1,921,000$388,188,600
565Azzad Asset Management, Inc.$215,753$371,083,906$16,623,925$387,707,831
566Tillman Hartley$1,828,382$341,518,000$46,099,000$387,617,000
567Northern Capital Management$1,449,813$387,100,000$0$387,100,000
568Bedell Frazier Investment Counselling.$1,115,274$387,000,000$0$387,000,000
569Rocky Mountain Advisers$2,577,928$386,689,210$0$386,689,210
570Flippin Bruce & Porter Inc$1,959,083$385,939,305$0$385,939,305
571Evanston Advisors$678,912$385,621,745$0$385,621,745
572Wealth Health$424,518$385,462,528$0$385,462,528
573PBMares Wealth Management$282,266$376,753,386$8,257,738$385,011,124
574Atlas Capital Advisors$1,452,585$303,800,000$81,135,000$384,935,000
575Scot McCormick$10,108,789$384,134,000$0$384,134,000
576CRA Financial Services$225,144$10,423,521$373,672,810$384,096,331
577Barnett & Co Inc$552,640$382,426,685$0$382,426,685
578Capital Planning LLC$200,424$324,266,847$57,339,972$381,606,819
579Peak Asset Management$653,120$356,187,089$25,235,138$381,422,227
580Sowell Management Services$147,726$367,377,605$13,904,112$381,281,717
581Ensemble Capital Management$1,104,672$372,982,611$8,129,382$381,111,993
582Sage Capital Management$686,144$273,036,160$107,087,470$380,123,630
583Sherpa Investment Management$252,614$377,657,634$0$377,657,634
584Managequity$1,380,399$135,777,573$241,071,309$376,848,882
585J.P. King Advisors$339,753$376,446,434$0$376,446,434
586Franklin, Parlapiano, Turner & Welch$807,630$363,005,724$13,350,062$376,355,786
587Redwood Wealth Management$162,756$375,965,412$0$375,965,412
588Dendron Advisors$2,142,857$0$375,000,000$375,000,000
589Moisand Fitzgerald Tamayo$248,545$370,440,306$3,371,957$373,812,263
590Kavar Capital Partners$433,278$366,425,028$5,760,846$372,185,874
591Baxter Investment Management$578,621$372,053,602$0$372,053,602
592The Planning Center, Inc.$235,757$370,846,251$0$370,846,251
593Delta Financial Advisors$521,309$324,614,343$46,036,041$370,650,384
594Lodestar Private Asset Management$530,123$337,403,933$32,091,458$369,495,391
595Quadrant Capital Management$799,232$366,908,650$2,336,359$369,245,009
596RS Crum Inc.$1,719,426$367,957,061$0$367,957,061
597Sherrill & Hutchins Financial Advisory Inc$265,350$360,378,657$7,131,041$367,509,698
598Valentine Capital Asset Management$1,260,043$366,672,619$0$366,672,619
599Anodos Advisors$1,796,264$0$366,437,800$366,437,800
600Altavista Wealth Management, Inc.$430,828$364,301,819$1,471,567$365,773,386
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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 over 1,600 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2015. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2015, (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 11, 2015.