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
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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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.