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
601Atlas Capital Advisors$1,375,828$316,635,412$72,723,842$389,359,254
602Aberdeen Wealth Management$809,139$320,202,049$68,184,635$388,386,684
603Cahill Financial Advisors, Inc.$204,912$303,739,007$84,569,873$388,308,880
604Altiora Group$579,115$313,245,782$74,761,347$388,007,129
605Pettyjohn, Wood & White, Inc.$517,615$386,658,151$0$386,658,151
606Quadrant Capital Management$748,866$384,232,829$1,433,108$385,665,937
607The Fairman Group$3,529,089$0$384,670,742$384,670,742
608Port Capital LLC$2,545,836$381,875,394$0$381,875,394
609Prairieview Partners$1,549,866$376,242,224$5,024,776$381,267,000
610Mraz, Amerine & Associates, Inc.$195,242$371,695,526$9,221,254$380,916,780
611Exchange Capital Management Inc$492,181$370,565,362$9,398,614$379,963,976
612Vintage Financial Services$959,500$379,962,000$0$379,962,000
613Clayton Financial Services Inc$293,320$379,555,911$0$379,555,911
614Anchor Investment Management$414,056$370,246,546$8,615,116$378,861,662
615Columbia River Advisors$273,896$373,387,000$4,316,000$377,703,000
616Sherpa Investment Management$253,022$377,256,196$0$377,256,196
617Strategic Wealth Management Inc$3,797,661$371,975,383$3,993,083$375,968,466
618HFI Wealth Management$295,557$302,970,069$72,387,126$375,357,195
619MTX Wealth Management$532,984$375,220,658$0$375,220,658
620Dendron Advisors$2,142,857$0$375,000,000$375,000,000
621Clelland & Company Inc$1,776,560$208,054,653$165,023,003$373,077,656
622The Wealth Collaborative, Inc.$1,124,840$370,171,859$2,150,127$372,321,986
623FCA Corp$706,075$314,187,740$57,914,028$372,101,768
624Baxter Investment Management$578,621$372,053,602$0$372,053,602
625Salem Partners Advisors Llc Dba Salem Partners Wealth Management$1,885,453$371,434,186$0$371,434,186
626Roundview Capital, LLC$360,185$359,307,153$11,683,618$370,990,771
627Delta Financial Advisors$515,880$325,172,120$45,745,807$370,917,927
628The Arkansas Financial Group, Inc.$343,264$369,352,527$0$369,352,527
629AJ Wealth$3,447,923$265,635,997$103,291,752$368,927,749
630Franklin, Parlapiano, Turner & Welch$762,841$352,617,478$15,071,801$367,689,279
631Valentine Capital Asset Management$1,260,043$366,672,619$0$366,672,619
632Capital Planning LLC$190,285$313,742,262$51,414,438$365,156,700
633Fitzroy Investment Advisors LLC$30,416,667$0$365,000,000$365,000,000
634HHM Wealth Advisors$191,994$354,561,000$10,036,000$364,597,000
635Scot McCormick$9,095,038$363,801,522$0$363,801,522
637Avant-Garde Advisors Llc$574,211$348,876,082$14,025,447$362,901,529
638Madden Advisory Services, Inc.$513,283$362,890,752$0$362,890,752
639Conlon & Dart$1,480,413$362,701,127$0$362,701,127
640Financial Planning and Information Services, Inc.$448,020$362,000,000$0$362,000,000
641Bluesky Wealth Advisors$283,098$360,666,855$0$360,666,855
642Lodestar Private Asset Management$504,986$328,799,438$31,760,691$360,560,129
643Galecki Financial Management Inc$219,429$360,302,286$0$360,302,286
644Altavista Wealth Management, Inc.$460,568$358,650,205$1,514,158$360,164,363
645Personal Investment Management Inc$354,499$359,816,155$0$359,816,155
646Total Wealth Planning, LLC$249,024$303,307,959$56,282,041$359,590,000
647Flippin Bruce & Porter Inc$1,517,027$358,018,260$0$358,018,260
648RS Crum Inc.$1,576,908$357,958,034$0$357,958,034
649Northern Capital Management$1,309,890$357,600,000$0$357,600,000
650Vantage Financial Partners Limited$448,008$354,689,273$2,372,763$357,062,036
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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 1,719 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 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 June 6, 2016.