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
551Boston Hill Advisors$190,000$412,173,537$15,135,448$427,308,985
552Kavar Capital Partners$493,914$420,808,904$5,438,481$426,247,385
553Traphagen Financial Group$391,893$424,812,384$0$424,812,384
554Delta Financial Group, Inc.$171,955$384,948,072$39,779,631$424,727,703
555Madison Wealth Management$289,292$406,147,000$16,220,000$422,367,000
556Bedell Frazier Investment Counselling.$1,052,369$422,000,000$0$422,000,000
557Sunrise Advisors$1,046,046$409,956,607$11,600,000$421,556,607
558Venturi Wealth Management, LLC$1,296,000$397,550,050$23,649,953$421,200,003
559Matterhorn Capital Management, LLC$944,909$420,484,308$0$420,484,308
560Sather Financial Group, Inc.$425,366$389,628,513$29,356,782$418,985,295
561Janiczek & Company, Ltd.$431,677$417,863,254$0$417,863,254
562AMI Investment Management Inc$2,530,193$417,481,864$0$417,481,864
563Quantitative Advantage, LLC$218,290$417,369,670$0$417,369,670
564Heller Wealth Advisors.$391,535$416,985,000$0$416,985,000
565Wealth Management Advisors, LLC$487,967$291,735,151$124,500,822$416,235,973
566Sierra Nevada Wealth Management$1,972,550$408,989,265$7,218,805$416,208,070
567Blankinship & Foster$488,208$414,000,000$0$414,000,000
569GDM Advisory Group Ltd$474,713$413,000,000$0$413,000,000
570Toth Financial Advisory Corp$321,814$412,887,883$0$412,887,883
571Nelson Roberts Investment Advisors$733,343$400,982,000$8,957,000$409,939,000
572Cooper/Haims Advisors$406,300$308,745,011$100,805,382$409,550,393
573Optimum Investment Advisors$514,598$408,590,642$0$408,590,642
574Wealthquest Financial Services$402,826$407,660,031$0$407,660,031
575Payne Wealth Partners, Inc.$287,445$370,557,459$36,464,073$407,021,532
576Sloan Wealth Management$1,937,415$405,378,653$1,478,456$406,857,109
577Intellectus Partners, LLC$1,613,497$239,657,764$165,329,931$404,987,695
578Greenleaf & Burleson Wealth Management$504,162$344,691,479$58,637,860$403,329,339
579Paragon Advisors, Inc.$5,597,222$154,000,000$249,000,000$403,000,000
580Roof Advisory Group, Inc.$1,914,036$381,076,400$20,871,100$401,947,500
581Keb Asset Management$289,996$303,869,234$96,615,452$400,484,686
582Black Coral Financial Advisors$280,702$250,000,000$150,000,000$400,000,000
583Creekside Partners, Inc.$360,352$399,270,000$0$399,270,000
584Auxano Advisors$444,209$338,400,000$60,500,000$398,900,000
585Charles Pratt & Company$617,300$202,163,000$195,378,000$397,541,000
586Moisand Fitzgerald Tamayo$226,251$394,288,616$3,008,920$397,297,536
587Summit Planning Group Llc$172,783$397,228,000$0$397,228,000
588Evermay Wealth Management$506,656$365,260,000$31,452,000$396,712,000
589Roble, Belko and Company, Inc.$851,084$396,605,369$0$396,605,369
590Jackson Financial Management$247,397$391,263,395$4,819,419$396,082,814
591Telos Capital Management$368,043$395,634,145$11,921$395,646,066
592David M. Lee, P.C.$6,810,748$0$395,023,394$395,023,394
593Personal Financial Management$2,015,259$238,729,886$156,260,793$394,990,679
594Evanston Advisors$664,886$394,942,000$0$394,942,000
595Richard P. Slaughter Associates, Inc.$358,667$368,711,469$26,181,440$394,892,909
596FJY Financial$282,992$356,046,785$37,028,599$393,075,384
597Chatham Capital Group Inc$992,327$391,441,240$528,058$391,969,298
598PBMares Wealth Management$287,506$382,943,619$7,777,139$390,720,758
599Steigerwald, Gordon & Koch - Wealth Advisors$1,077,419$390,025,618$0$390,025,618
600White Oaks Wealth Advisors$1,517,438$348,470,706$41,510,867$389,981,573
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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 1,719 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2016. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2016, (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) not one who is an insurance company or agency.

Database last updated on June 6, 2016.