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
551Smith, Salley & Associates$805,685$330,299,249$1,642,975$331,942,224
552Delta Financial Advisors$504,261$287,090,639$44,712,846$331,803,485
553HFI Wealth Management$273,530$263,974,336$67,817,933$331,792,269
554Sensible Financial Planning and Management$317,413$188,789,142$142,907,864$331,697,006
555Franklin, Parlapiano, Turner & Welch$828,865$310,304,892$21,241,021$331,545,913
556King Investment Advisors, Inc.$690,206$320,408,901$10,199,881$330,608,782
557Steigerwald, Gordon & Koch - Wealth Advisors$963,009$330,311,925$0$330,311,925
558FAI Wealth Management$1,507,859$330,221,133$0$330,221,133
559Roof Advisory Group, Inc.$1,769,785$327,420,000$1,760,000$329,180,000
560Barrington Strategic Wealth Management Group$628,380$280,336,153$48,306,777$328,642,930
561Harbour Capital Advisors$2,803,401$327,997,878$0$327,997,878
562Harris Financial Advisors, Inc.$364,821$313,512,310$13,731,876$327,244,186
563Peak Asset Management$570,661$302,408,190$24,010,169$326,418,359
564Atlas Brown$2,431,400$319,154,187$6,653,361$325,807,548
565Beekman Wealth Advisory$21,666,667$0$325,000,000$325,000,000
566Personal Capital Advisors Corporation$305,157$324,382,000$0$324,382,000
567Thor Investment Management Inc$233,484$324,309,000$0$324,309,000
568Schiavi + Dattani$2,140,899$274,996,200$48,279,500$323,275,700
569Financial Consulate$139,679$305,187,954$18,029,378$323,217,332
570Oakbridge Partners, Ltd.$417,999$320,974,697$1,720,270$322,694,967
571Ritter Daniher Financial Advisory$294,200$286,128,553$33,666,732$319,795,285
572Toth Financial Advisory Corp$289,333$319,423,247$0$319,423,247
573Starfire Investment Advisers Inc$369,223$318,639,285$0$318,639,285
574Ensemble Capital Management$1,072,598$304,760,745$13,800,970$318,561,715
575ClearRock Capital$351,565$317,463,192$0$317,463,192
576CRA Financial Services$217,636$14,680,018$302,415,235$317,095,253
577Baxter Investment Management$508,311$316,169,286$0$316,169,286
578Firestone Capital Management Inc$370,892$312,900,000$3,100,000$316,000,000
579The Glowacki Group$905,172$315,000,000$0$315,000,000
580Greenleaf & Burleson Wealth Management$421,597$299,626,176$15,306,915$314,933,091
581Vantage Financial Partners Limited$319,875$307,586,476$7,170,917$314,757,393
582Lexngton Research and Capital Group$1,746,908$314,443,500$0$314,443,500
583Hamel Associates,Inc.$1,384,332$304,588,330$9,655,008$314,243,338
584Partners In Financial Planning$213,505$281,450,967$32,401,595$313,852,562
585Optimum Investment Advisors$492,638$313,810,652$0$313,810,652
586Legend Financial Advisors Inc$255,088$312,993,101$0$312,993,101
587Monarch Capital Management Inc$1,128,284$312,534,719$0$312,534,719
588Financial Management Group Inc$1,116,093$248,072,749$64,433,306$312,506,055
589Exchange Capital Management Inc$519,072$297,978,003$14,503,435$312,481,438
590Calvert Investment Counsel$723,273$278,293,958$34,159,884$312,453,842
591Vintage Financial Services$976,322$312,423,000$0$312,423,000
592Purpose Wealth$616,809$305,969,315$6,136,037$312,105,352
593Sowell Management Services$153,375$311,658,693$0$311,658,693
594Managequity$1,488,535$105,594,560$205,509,235$311,103,795
595Droms Strauss Advisors Inc$464,768$310,000,000$0$310,000,000
596Buffington Mohr Mcneal$363,506$309,707,400$0$309,707,400
597LBA Wealth Management$452,788$302,374,468$7,332,306$309,706,774
598Azzad Asset Management, Inc.$232,856$296,000,000$13,000,000$309,000,000
599The Relaxing Retirement Coach, Inc.$1,219,226$307,245,000$0$307,245,000
600Baldwin Investment Management$2,034,715$287,662,000$19,580,000$307,242,000
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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, 2014. (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.