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
551Delta Financial Group, Inc.$169,036$319,180,965$29,878,522$349,059,487
552RS Crum Inc.$1,710,639$348,413,317$557,138$348,970,455
553Altavista Wealth Management, Inc.$435,892$345,538,540$1,431,491$346,970,031
554The Wealth Collaborative, Inc.$1,122,817$343,949,781$1,877,907$345,827,688
555Nicholas Hoffman & Company$294,983$331,718,847$13,706,053$345,424,900
556Krasney Financial, LLC$399,027$344,360,168$0$344,360,168
557Evermay Wealth Management$534,338$301,161,141$42,418,280$343,579,421
558New England Guild Wealth Advisors, Inc.$380,857$343,052,366$481,016$343,533,382
559Botty Investors$1,745,990$315,712,114$26,502,000$342,214,114
560Scot McCormick$11,383,207$341,496,207$0$341,496,207
561SNS Financial Group$224,602$150,480,000$190,690,000$341,170,000
562Moller Financial Services$402,243$340,700,000$0$340,700,000
563Old Dominion Capital Management Inc.$363,585$340,678,700$0$340,678,700
564PBMares Wealth Management$297,190$328,711,630$11,273,553$339,985,183
565The Arkansas Financial Group, Inc.$301,925$339,967,729$0$339,967,729
566Duncker Streett & Co.$796,672$320,473,728$17,315,186$337,788,914
567Walter & Keenan Finanical Consulting Co$1,975,176$337,755,055$0$337,755,055
568Conlon & Dart$1,264,436$325,940,526$11,663,939$337,604,465
569Timber Creek Capital Management$1,671,297$337,601,947$0$337,601,947
570Quadrant Partners$2,881,203$222,765,572$114,335,232$337,100,804
571Oak Financial Group Inc$332,581$333,188,115$3,716,120$336,904,235
572Columbia Pacific Capital Management$2,691,380$336,422,524$0$336,422,524
573Keb Asset Management$321,424$233,124,552$103,084,786$336,209,338
574Quadrant Capital Management$746,617$332,581,869$2,649,265$335,231,134
575Crescent Capital Consulting$775,594$133,576,346$199,929,240$333,505,586
576Berkshire Money Management, Inc.$243,535$333,399,473$0$333,399,473
577Moisand Fitzgerald Tamayo$222,325$329,008,685$3,144,323$332,153,008
578Smith, Salley & Associates$805,685$330,299,249$1,642,975$331,942,224
579Delta Financial Advisors$504,261$287,090,639$44,712,846$331,803,485
580HFI Wealth Management$273,530$263,974,336$67,817,933$331,792,269
581Sensible Financial Planning and Management$317,413$188,789,142$142,907,864$331,697,006
582Franklin, Parlapiano, Turner & Welch$828,865$310,304,892$21,241,021$331,545,913
583King Investment Advisors, Inc.$690,206$320,408,901$10,199,881$330,608,782
584Steigerwald, Gordon & Koch - Wealth Advisors$963,009$330,311,925$0$330,311,925
585FAI Wealth Management$1,507,859$330,221,133$0$330,221,133
586Roof Advisory Group, Inc.$1,769,785$327,420,000$1,760,000$329,180,000
587Barrington Strategic Wealth Management Group$628,380$280,336,153$48,306,777$328,642,930
588Harbour Capital Advisors$2,803,401$327,997,878$0$327,997,878
589Harris Financial Advisors, Inc.$364,821$313,512,310$13,731,876$327,244,186
590Peak Asset Management$570,661$302,408,190$24,010,169$326,418,359
591Greystone Financial Group, Inc.$272,120$323,000,000$3,000,000$326,000,000
592Atlas Brown$2,431,400$319,154,187$6,653,361$325,807,548
593Beekman Wealth Advisory$21,666,667$0$325,000,000$325,000,000
594Thor Investment Management Inc$233,484$324,309,000$0$324,309,000
595Schiavi + Dattani$2,140,899$274,996,200$48,279,500$323,275,700
596Financial Consulate$139,679$305,187,954$18,029,378$323,217,332
597Oakbridge Partners, Ltd.$417,999$320,974,697$1,720,270$322,694,967
598Private Capital Management$392,803$321,705,951$0$321,705,951
599Ritter Daniher Financial Advisory$294,200$286,128,553$33,666,732$319,795,285
600Toth Financial Advisory Corp$289,333$319,423,247$0$319,423,247
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