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
551Briaud Financial Advisors$279,888$502,723,128$3,033,819$505,756,947
552Ritholtz Wealth Management$323,295$505,633,588$0$505,633,588
553Alexandria Capital$454,676$501,700,000$3,900,000$505,600,000
554Ensemble Capital Management$1,188,292$502,127,008$2,897,169$505,024,177
555Roof, Eidam & Maycock$489,147$477,100,000$27,700,000$504,800,000
556Schaefer Financial Management, Inc.$354,082$0$503,504,367$503,504,367
557Columbia Asset Management$730,741$443,254,346$57,303,370$500,557,716
558New England Investment & Retirement Group, Inc.$295,463$443,738,726$54,412,239$498,150,965
559Maybry McShane Family Offices, LLC$55,330,258$283,489,140$214,483,184$497,972,324
560Mastrapasqua Asset Management, Inc.$1,291,510$452,066,967$43,872,957$495,939,924
561Montis Financial, LLC$437,612$494,939,169$0$494,939,169
562Wagner Wealth Management$1,629,207$493,649,757$0$493,649,757
563Ruggie Wealth Management$267,886$485,596,886$6,510,490$492,107,376
564Bell Investment Advisors Inc$443,240$452,548,208$37,674,723$490,222,931
566Azzad Asset Management, Inc.$282,775$480,932,977$7,418,958$488,351,935
567Traphagen Financial Group$447,201$487,896,180$0$487,896,180
568Creekside Partners Financial Advisers$432,732$481,829,402$4,560,899$486,390,301
569Horan Capital Management, LLC$373,987$485,060,761$0$485,060,761
570Flippin Bruce & Porter Inc$1,490,916$484,547,672$0$484,547,672
571Financial Advisory Corporation$542,253$484,214,804$16,687$484,231,491
572Investment Management Of Virginia$918,743$481,971,242$2,206,273$484,177,515
573Peak Asset Management$558,382$453,569,248$29,430,953$483,000,201
574Keb Asset Management$294,828$380,473,738$101,864,329$482,338,067
575Sather Financial Group, Inc.$518,183$441,465,032$39,927,366$481,392,398
576Coyle Financial Counsel, Inc.$315,954$453,239,983$27,957,218$481,197,201
577Rockwood Wealth Management$270,058$442,350,339$38,622,296$480,972,635
578Pinney & Scofield, Inc.$459,192$480,314,357$0$480,314,357
579Smith & Howard Wealth Management$902,571$480,167,701$0$480,167,701
580Lassus Wherley$1,405,641$479,323,444$0$479,323,444
581HTG Investment Advisors Inc$408,512$478,776,000$0$478,776,000
582CCG Asset Management, LLC$11,323,386$475,582,199$0$475,582,199
583Highland Private Wealth Management$697,045$441,487,912$31,108,371$472,596,283
584Cornerstone Capital Advisors$279,586$472,499,936$0$472,499,936
585Nelson Roberts Investment Advisors$789,130$466,600,000$5,300,000$471,900,000
586Blankinship & Foster$541,475$470,000,000$0$470,000,000
587Roble, Belko and Company, Inc.$911,746$468,637,200$0$468,637,200
588Delta Financial Group, Inc.$170,886$425,531,992$41,499,151$467,031,143
589Sigma Investment Management Company$791,198$431,341,068$35,465,580$466,806,648
590Wealthquest Financial Services$450,506$466,724,094$0$466,724,094
591Moisand Fitzgerald Tamayo$244,492$463,310,192$3,180,927$466,491,119
592Madison Wealth Management$311,474$449,860,638$15,792,518$465,653,156
593Arbor Investment Advisors$559,503$436,570,742$28,376,132$464,946,874
594RPG Investment Advisory, LLC$662,361$464,315,353$0$464,315,353
595Contravisory Investment Management, Inc.$888,169$335,875,018$127,749,183$463,624,201
596Kings Path Partners LLC$7,583,395$54,215,924$408,371,199$462,587,123
597Roundview Capital, LLC$413,019$440,574,299$20,768,461$461,342,760
598Oak Root LLC$15,369,088$459,574,665$1,497,986$461,072,651
599Toth Financial Advisory Corp$297,242$460,724,496$0$460,724,496
600Wealth Management Advisors Inc$1,325,176$458,510,905$0$458,510,905
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Showing 551 to 600 of 1,937 entries

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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 1,937 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2017. 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) nor one who is an insurance company or agency.

Database last updated on December 11, 2017.


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