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
601Hamel Associates Inc.$1,080,989$239,090,407$13,861,048$252,951,455
602Wealthstream Advisors Inc.$514,680$240,423,344$12,284,348$252,707,692
603Rowling & Associates$304,575$251,578,962$0$251,578,962
604Financial Management Group Inc.$166,835$189,599,751$61,654,000$251,253,751
605Toth Financial Advisory Corp.$223,206$251,106,202$0$251,106,202
606Franklin, Parlapiano, Turner & Welch$715,390$228,485,677$22,616,381$251,102,058
607The Relaxing Retirement Coach Inc.$1,053,647$250,768,000$0$250,768,000
608Wiiken & Gorman$301,205$0$250,000,000$250,000,000
609Harvest Capital Management Inc.$522,528$249,768,505$0$249,768,505
610Triad$514,722$249,640,000$0$249,640,000
611KHC Wealth Management$261,936$249,362,948$0$249,362,948
612Prairieview Partners$240,113$244,675,234$3,601,599$248,276,833
613Chatham Capital Group Inc.$1,025,740$248,229,150$0$248,229,150
614Willow Street Advisors$1,093,163$248,148,016$0$248,148,016
615Droms Strauss Advisors Inc.$362,044$248,000,000$0$248,000,000
616Old North State Trust$397,007$190,717,923$56,617,707$247,335,630
617Hatton Consulting Inc.$431,649$247,334,623$0$247,334,623
618Kutscher Rhodes & Benner Inc.$1,900,000$0$247,000,000$247,000,000
619Albert Heeg Investment Management$30,811,546$246,492,366$0$246,492,366
620Chatham Wealth Management$436,800$245,918,204$0$245,918,204
621Cambridge Connection Inc.$150,682$245,160,352$0$245,160,352
622Smith, Salley & Associates$731,272$243,563,179$1,412,946$244,976,125
623Renaissance Investment Group$640,458$231,027,180$13,627,741$244,654,921
624Fiduciary Investment Council$2,571,821$0$244,323,000$244,323,000
625Van Strum & Towne Inc.$822,633$195,582,000$48,740,000$244,322,000
626Kuhn and Associates Inc.$1,535,535$244,150,000$0$244,150,000
627Mcrae Capital Management Inc.$544,750$239,304,900$4,743,229$244,048,129
628Financial Solutions Advisory Group$387,302$233,000,000$11,000,000$244,000,000
629The Mather Group Inc.$280,460$228,000,000$16,000,000$244,000,000
630Aldebaran Financial Inc.$370,719$243,933,116$0$243,933,116
631Cornerstone Wealth Management$479,717$240,081,490$3,614,832$243,696,322
632TruNorth$319,381$217,438,787$25,929,748$243,368,535
633Marotta Wealth Management Inc.$234,864$237,959,611$5,359,139$243,318,750
634Regent Wealth Management Group$369,530$240,068,350$3,082,125$243,150,475
635Personal Financial Planning Inc.$634,211$241,000,000$0$241,000,000
636Asset Advisory Group Inc.$338,006$229,598,362$11,061,801$240,660,163
637Silicon Valley Wealth Advisors$346,029$240,144,000$0$240,144,000
638Schroeder, Braxton & Vogt Inc.$488,480$239,354,969$0$239,354,969
639Goodman Financial Corp.$1,397,333$238,943,958$0$238,943,958
640Advisors Management Group Inc.$84,305$221,281,514$16,035,677$237,317,191
641Peregrine Asset Advisers Inc.$747,904$230,747,537$6,338,073$237,085,610
642Aspen Capital Management$625,979$0$236,620,000$236,620,000
643Partners In Financial Planning$203,461$236,422,236$0$236,422,236
644Creative Capital Management Inc.$465,163$236,302,749$0$236,302,749
645Pioneer Square Advisors$118,000,000$0$236,000,000$236,000,000
646Guerin Financial Services$169,308$235,676,615$0$235,676,615
647Mullaney Keating & Wright Inc.$484,915$233,670,123$1,513,826$235,183,949
648James R. Martin Consulting Inc.$687,094$234,986,237$0$234,986,237
649Murphy Middleton Hinkle & Parker Inc.$339,379$226,350,000$8,500,000$234,850,000
650McCarthy Grittinger Weil Financial Group$273,054$116,380,487$118,445,990$234,826,477
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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, 2012. (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.