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
551Ensemble Capital Management$1,188,292$502,127,008$2,897,169$505,024,177
552Roof, Eidam & Maycock$489,147$477,100,000$27,700,000$504,800,000
553Schaefer Financial Management, Inc.$354,082$0$503,504,367$503,504,367
554The Institute$222,034$420,885,923$81,577,391$502,463,314
555Columbia Asset Management$730,741$443,254,346$57,303,370$500,557,716
556Maybry McShane Family Offices, LLC$55,330,258$283,489,140$214,483,184$497,972,324
557Baltimore-Washington Financial Advisors$990,509$485,375,439$10,869,670$496,245,109
558Mastrapasqua Asset Management, Inc.$1,291,510$452,066,967$43,872,957$495,939,924
559Montis Financial, LLC$437,612$461,331,556$33,607,613$494,939,169
560Wagner Wealth Management$1,629,207$493,649,757$0$493,649,757
561Bell Investment Advisors Inc$443,240$452,548,208$37,674,723$490,222,931
563Azzad Asset Management, Inc.$282,775$480,932,977$7,418,958$488,351,935
564Traphagen Financial Group$447,201$487,896,180$0$487,896,180
565Creekside Partners, Inc.$432,732$481,829,402$4,560,899$486,390,301
566Horan Capital Management, LLC$373,987$485,060,761$0$485,060,761
567Flippin Bruce & Porter Inc$1,490,916$484,547,672$0$484,547,672
568Financial Advisory Corporation$542,253$484,214,804$16,687$484,231,491
569Investment Management Of Virginia$918,743$481,971,242$2,206,273$484,177,515
570Altiora Group$708,694$404,452,438$79,585,537$484,037,975
571Peak Asset Management$558,382$453,569,248$29,430,953$483,000,201
572Keb Asset Management$294,828$380,473,738$101,864,329$482,338,067
573LVM Capital Management Ltd$572,020$463,734,976$17,905,763$481,640,739
574Sather Financial Group, Inc.$518,183$441,465,032$39,927,366$481,392,398
575Coyle Financial Counsel, Inc.$315,954$453,239,983$27,957,218$481,197,201
576Rockwood Wealth Management$270,058$442,350,339$38,622,296$480,972,635
577Pinney & Scofield, Inc.$459,192$480,314,357$0$480,314,357
578Smith & Howard Wealth Management$902,571$480,167,701$0$480,167,701
579Lassus Wherley$1,405,641$479,323,444$0$479,323,444
580HTG Investment Advisors Inc$408,512$478,776,000$0$478,776,000
581Sloan Wealth Management$1,834,548$475,905,236$1,077,277$476,982,513
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
585Blankinship & Foster$541,475$470,000,000$0$470,000,000
586Roble, Belko and Company, Inc.$911,746$468,637,200$0$468,637,200
587Delta Financial Group, Inc.$170,886$425,531,992$41,499,151$467,031,143
588Sigma Investment Management Company$791,198$431,341,068$35,465,580$466,806,648
589Wealthquest Financial Services$450,506$466,724,094$0$466,724,094
590Moisand Fitzgerald Tamayo$244,492$463,310,192$3,180,927$466,491,119
591Madison Wealth Management$311,474$449,860,638$15,792,518$465,653,156
592Arbor Investment Advisors$559,503$436,570,742$28,376,132$464,946,874
593RPG Investment Advisory, LLC$662,361$464,315,353$0$464,315,353
594Contravisory Investment Management, Inc.$888,169$335,875,018$127,749,183$463,624,201
595Kings Path Partners LLC$7,583,395$54,215,924$408,371,199$462,587,123
596Roundview Capital, LLC$413,019$440,574,299$20,768,461$461,342,760
597Oak Root LLC$15,369,088$459,574,665$1,497,986$461,072,651
598Toth Financial Advisory Corp$297,242$460,724,496$0$460,724,496
599Wealth Management Advisors Inc$1,325,176$458,510,905$0$458,510,905
600PJS Investment Management$868,758$436,473,607$21,361,810$457,835,417
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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 1,906 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2017. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (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 June 5, 2017.