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
551Arbor Investment Advisors$533,347$404,727,024$27,817,659$432,544,683
552The Tarbox Group, Inc.$960,784$431,392,112$0$431,392,112
553Apriem Advisors$292,685$409,593,801$21,530,794$431,124,595
554Ensemble Capital Management$1,079,121$418,897,148$9,513,774$428,410,922
555Boston Hill Advisors$190,000$412,173,537$15,135,448$427,308,985
556Kavar Capital Partners$493,914$420,808,904$5,438,481$426,247,385
557Train, Babcock Advisors LLC$730,292$417,251,620$7,778,488$425,030,108
558Traphagen Financial Group$391,893$424,812,384$0$424,812,384
559Delta Financial Group, Inc.$171,955$384,948,072$39,779,631$424,727,703
560Madison Wealth Management$289,292$406,147,000$16,220,000$422,367,000
561Bedell Frazier Investment Counselling.$1,052,369$422,000,000$0$422,000,000
562Matterhorn Capital Management, LLC$944,909$420,484,308$0$420,484,308
563Sather Financial Group, Inc.$425,366$389,628,513$29,356,782$418,985,295
564Janiczek & Company, Ltd.$431,677$417,863,254$0$417,863,254
565AMI Investment Management Inc$2,530,193$417,481,864$0$417,481,864
566Quantitative Advantage, LLC$218,290$417,369,670$0$417,369,670
567Heller Wealth Advisors.$391,535$416,985,000$0$416,985,000
568Wealth Management Advisors, LLC$487,967$291,735,151$124,500,822$416,235,973
569Sierra Nevada Wealth Management$1,972,550$408,989,265$7,218,805$416,208,070
570Blue Ocean Capital$865,281$416,200,000$0$416,200,000
571Blankinship & Foster$488,208$414,000,000$0$414,000,000
573GDM Advisory Group Ltd$474,713$413,000,000$0$413,000,000
574Toth Financial Advisory Corp$321,814$412,887,883$0$412,887,883
575Ritholtz Wealth Management$255,083$411,449,549$0$411,449,549
576Gateway Advisory$249,634$409,898,319$1,248,735$411,147,054
578Nelson Roberts Investment Advisors$733,343$400,982,000$8,957,000$409,939,000
579Cooper/Haims Advisors$406,300$308,745,011$100,805,382$409,550,393
580Optimum Investment Advisors$514,598$408,590,642$0$408,590,642
581Wealthquest Financial Services$402,826$407,660,031$0$407,660,031
582Payne Wealth Partners, Inc.$287,445$370,557,459$36,464,073$407,021,532
583Sloan Wealth Management$1,937,415$405,378,653$1,478,456$406,857,109
584Intellectus Partners, LLC$1,613,497$239,657,764$165,329,931$404,987,695
585Greenleaf & Burleson Wealth Management$504,162$344,691,479$58,637,860$403,329,339
586Paragon Advisors, Inc.$5,597,222$154,000,000$249,000,000$403,000,000
587Roof Advisory Group, Inc.$1,914,036$381,076,400$20,871,100$401,947,500
588Cahill Financial Advisors, Inc.$202,507$317,128,223$84,443,374$401,571,597
589Keb Asset Management$289,996$303,869,234$96,615,452$400,484,686
590Black Coral Financial Advisors$280,702$250,000,000$150,000,000$400,000,000
591Creekside Partners, Inc.$360,352$399,270,000$0$399,270,000
592Auxano Advisors$444,209$338,400,000$60,500,000$398,900,000
593Charles Pratt & Company$617,300$202,163,000$195,378,000$397,541,000
594Moisand Fitzgerald Tamayo$226,251$394,288,616$3,008,920$397,297,536
595Summit Planning Group LLC$172,783$397,228,000$0$397,228,000
596Evermay Wealth Management$506,656$365,260,000$31,452,000$396,712,000
597Roble, Belko and Company, Inc.$851,084$396,605,369$0$396,605,369
598Jackson Financial Management$247,397$391,263,395$4,819,419$396,082,814
599Telos Capital Management$368,043$395,634,145$11,921$395,646,066
600David M. Lee, P.C.$6,810,748$0$395,023,394$395,023,394
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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 1,778 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2016. 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) not one who is an insurance company or agency.

Database last updated on December 5, 2016.