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
601Shulman Demeo Asset Management, LLC$487,455$323,532,909$41,571,206$365,104,115
602Sitrin Capital Management$737,145$353,754,100$11,132,887$364,886,987
603Strategic Wealth Management Inc$3,226,112$361,342,333$3,208,292$364,550,625
604Beekman Wealth Advisory$33,090,909$0$364,000,000$364,000,000
605Moller Financial Services$402,400$363,770,000$0$363,770,000
606Steigerwald, Gordon & Koch - Wealth Advisors$1,023,446$363,323,175$0$363,323,175
607Duncker Streett & Co.$871,499$343,279,905$19,263,664$362,543,569
608The Arkansas Financial Group, Inc.$325,146$362,537,898$0$362,537,898
609Ashford Advisors$1,620,435$246,548,198$114,808,786$361,356,984
610HFI Wealth Management$294,950$287,516,998$73,206,837$360,723,835
611New England Guild Wealth Advisors, Inc.$452,402$359,206,875$0$359,206,875
612Berkshire Money Management, Inc.$235,011$358,391,972$0$358,391,972
613Vintage Financial Services$980,186$357,768,000$0$357,768,000
614Sierra Nevada Wealth Management$1,694,001$349,941,059$7,493,231$357,434,290
615Exchange Capital Management Inc$492,316$346,907,194$9,037,280$355,944,474
616Timber Creek Capital Management$1,686,809$355,916,672$0$355,916,672
617Financial Management Group Inc$203,883$292,372,705$62,791,294$355,163,999
618Oakbridge Partners, Ltd.$461,649$351,009,949$3,998,396$355,008,345
619Clelland & Company Inc$1,917,014$203,814,056$150,833,593$354,647,649
620Optimum Investment Advisors$500,718$354,508,420$0$354,508,420
621Prairieview Partners$1,638,558$347,366,000$4,924,000$352,290,000
622Frisch Financial Group, Inc.$312,616$310,418,750$40,336,778$350,755,528
623Starfire Investment Advisers Inc$366,261$350,512,019$0$350,512,019
624Black Coral Financial Advisors$274,510$225,000,000$125,000,000$350,000,000
625Heller Wealth Advisors.$317,268$348,994,536$0$348,994,536
626Baldwin Investment Management$2,323,127$328,697,000$19,772,000$348,469,000
627Gateway Advisory$363,778$338,670,622$9,101,000$347,771,622
628Old Dominion Capital Management Inc.$371,913$346,995,249$0$346,995,249
629Telos Capital Management$361,126$345,748,621$571,417$346,320,038
630Traust Sollus Wealth Management$431,270$332,652,669$12,794,447$345,447,116
631Vantage Financial Partners Limited$452,003$340,623,092$4,707,103$345,330,195
632Harris Financial Advisors, Inc.$359,926$329,360,758$14,008,698$343,369,456
633Conlon & Dart$1,423,413$343,042,612$0$343,042,612
634Firestone Capital Management Inc$378,674$340,050,000$2,650,000$342,700,000
635Hamel Associates,Inc.$1,555,835$307,696,576$34,587,110$342,283,686
636MTX Wealth Management$835,427$341,689,655$0$341,689,655
637Greystone Financial Group, Inc.$277,952$340,655,310$113,288$340,768,598
638The Glowacki Group$918,919$340,000,000$0$340,000,000
639Hemington Wealth Management$307,692$340,000,000$0$340,000,000
640Thor Investment Management Inc$235,881$339,669,000$0$339,669,000
641Financial Consulate$148,404$320,773,404$18,775,140$339,548,544
642Wealthstream Advisors, Inc.$570,946$339,141,840$0$339,141,840
643Greerwalker Wealth Management LLC$1,060,550$338,315,372$0$338,315,372
644Lexngton Research and Capital Group$1,838,216$338,231,819$0$338,231,819
645Financial Planning and Information Services, Inc.$450,667$338,000,000$0$338,000,000
646Partners In Financial Planning$222,587$337,665,163$0$337,665,163
647Schiavi + Dattani$2,204,792$294,001,300$43,331,890$337,333,190
648Jones Barclay Boston & Co.$635,838$330,326,850$6,667,224$336,994,074
649Paradigm Financial Advisors$1,036,403$261,954,080$74,876,897$336,830,977
650Altiora Group$532,009$255,155,356$81,074,365$336,229,721
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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 over 1,600 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2015. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2015, (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 11, 2015.