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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.
Business Name
# of employees
High-net-worth client assets
Total AUM
Total accounts
| Rank | Business Name | Avg. account AUM | Discretionary AUM | Non-discretionary AUM | Total AUM |
|---|---|---|---|---|---|
| 551 | Scott Snow (Financial Advisors) LLC | $830,450 | N/A | $240,000,000 | $240,000,000 |
| 552 | Guerin Financial Services,Ltd. | $177,079 | $238,880,000 | N/A | $238,880,000 |
| 553 | Van Strum & Towne Inc. | $810,718 | $193,351,000 | $45,000,000 | $238,351,000 |
| 554 | Khc Wealth Management | $268,739 | $238,103,000 | N/A | $238,103,000 |
| 555 | Beacon Wealth Management LLC | $345,319 | $190,706,215 | $46,873,314 | $237,579,529 |
| 556 | Chatham Capital Group Inc. | $1,002,335 | $237,553,316 | N/A | $237,553,316 |
| 557 | Baron Wealth Management LLC | $546,271 | $218,410,366 | $18,124,979 | $236,535,345 |
| 558 | John W. Brooker & Co.Cpas,Pc | $516,056 | $235,837,564 | N/A | $235,837,564 |
| 559 | Toth Financial Advisory Corp | $230,423 | $235,492,600 | N/A | $235,492,600 |
| 560 | Hudson Advisor Services Inc. | $571,460 | $145,137,727 | $90,303,941 | $235,441,668 |
| 561 | Hamel Associates, Inc. | $1,085,544 | $221,453,658 | $13,023,751 | $234,477,409 |
| 562 | Greenleaf & Burleson Wealth Management LLC | $423,848 | $234,388,164 | N/A | $234,388,164 |
| 563 | Abridge Partners LLC | $381,890 | $204,659,794 | $29,438,545 | $234,098,339 |
| 564 | Ars Wealth Advisors | $292,940 | $233,473,067 | N/A | $233,473,067 |
| 565 | Jones Barclay Boston & Co. | $508,734 | $225,000,000 | $8,000,000 | $233,000,000 |
| 566 | Pacwest Financial Management Inc. | $469,153 | $232,699,679 | N/A | $232,699,679 |
| 567 | Renaissance Investment Group LLC | $612,175 | $220,511,541 | $12,115,043 | $232,626,584 |
| 568 | The Wealth Conservancy Inc. | $620,291 | $208,685,772 | $23,923,318 | $232,609,090 |
| 569 | Harris Financial Advisors Inc. | $291,932 | $215,633,472 | $15,576,284 | $231,209,756 |
| 570 | East Coast Asset Management LLC | $388,915 | $139,225,376 | $91,401,070 | $230,626,446 |
| 571 | Ogorek Wealth Management LLC | $508,830 | $230,500,174 | N/A | $230,500,174 |
| 572 | Matterhorn Capital Management LLC | $631,358 | $230,445,655 | N/A | $230,445,655 |
| 573 | Frisch Financial Group Inc. | $214,085 | $205,913,540 | $24,441,696 | $230,355,236 |
| 574 | Willow Street Advisors LLC | $1,370,857 | $230,303,897 | N/A | $230,303,897 |
| 575 | America First Investment Advisors LLC | $383,973 | $214,000,000 | $16,000,000 | $230,000,000 |
| 576 | Cornerstone Wealth Management | $619,213 | $226,337,454 | $3,390,411 | $229,727,865 |
| 577 | Peregrine Asset Advisers Inc. | $724,290 | $225,227,773 | $4,372,000 | $229,599,773 |
| 578 | Lba Wealth Management LLC | $390,313 | $201,513,234 | $27,210,000 | $228,723,234 |
| 579 | Fs Advisors Inc. | $32,673,000 | $228,711,000 | N/A | $228,711,000 |
| 580 | Tmfs-San Francisco-Oakland LLC | $238,079 | $228,318,000 | N/A | $228,318,000 |
| 581 | Fiduciary Investment Council LLC | $2,393,516 | N/A | $227,384,000 | $227,384,000 |
| 582 | Persimmon Capital Management Lp | $3,496,923 | $106,400,000 | $120,900,000 | $227,300,000 |
| 583 | SteigerwaldGordon & Koch - Wealth Advisors | $739,826 | $227,126,459 | N/A | $227,126,459 |
| 584 | Financial Planning And Information Services Inc. | $359,746 | $227,000,000 | N/A | $227,000,000 |
| 585 | Rowling & Associates | $292,308 | $226,538,822 | N/A | $226,538,822 |
| 586 | Rench & Muir Financial Advisors Inc. | $203,212 | $217,734,332 | $8,440,131 | $226,174,463 |
| 587 | Starfire Investment Advisers Inc. | $255,541 | $224,860,273 | $782,541 | $225,642,814 |
| 588 | Roof Advisory Group Inc. | $1,588,883 | $190,119,012 | $35,502,352 | $225,621,364 |
| 589 | Biltmore Capital Advisors | $415,507 | $209,198,639 | $16,421,488 | $225,620,127 |
| 590 | Alberts Investment Management Inc. | $2,208,084 | $45,083,301 | $180,141,310 | $225,224,611 |
| 591 | Nicholas Hoffman & Company LLC | $1,680,722 | $221,329,396 | $3,887,392 | $225,216,788 |
| 592 | Herbein Wealth ManagementLLC | $242,613 | $193,768,421 | $31,376,775 | $225,145,196 |
| 593 | Wealthquest Financial Services LLC | $254,590 | $224,548,550 | N/A | $224,548,550 |
| 594 | Parker Carlson & Johnson | $640,000 | $196,000,000 | $28,000,000 | $224,000,000 |
| 595 | Oxford Investment Partners LLC | $575,097 | $213,105,335 | $10,607,548 | $223,712,883 |
| 596 | SchroederBraxton & Vogt Inc. | $496,999 | $222,032,729 | $1,616,674 | $223,649,403 |
| 597 | Robinswood Financial | $212,201 | $219,287,000 | $3,312,000 | $222,599,000 |
| 598 | The Pettyjohn Company | $473,542 | $222,091,286 | N/A | $222,091,286 |
| 599 | Delta Financial Group Inc. | $106,407 | $184,970,000 | $36,357,000 | $221,327,000 |
| 600 | Glenmore Advisors LLC | $8,157,682 | $125,765,452 | $94,491,958 | $220,257,410 |
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*Methodology: InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2012. To qualify, a firm must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2012, (2) total AUM is at least $100M, (3) no employees 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.