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
601PBMares Wealth Management$320,716$447,576,404$8,482,155$456,058,559
602Telos Capital Management$375,765$455,735,848$67,252$455,803,100
603Vintage Financial Services$1,039,973$454,468,000$0$454,468,000
604Bedell Frazier Investment Counselling.$1,132,170$454,000,000$0$454,000,000
605American Financial Advisors Inc$438,242$0$450,074,497$450,074,497
606Mraz, Amerine & Associates, Inc.$224,787$437,000,000$11,000,000$448,000,000
607Cooper/Haims Advisors$437,717$335,267,428$112,516,575$447,784,003
608Weatherstone Capital Management$167,493$443,788,779$3,082,004$446,870,783
609Cahill Financial Advisors, Inc.$215,114$353,746,525$90,678,922$444,425,447
610AMI Investment Management Inc$2,368,760$442,958,065$0$442,958,065
611Buffington Mohr McNeal$428,103$442,658,237$0$442,658,237
612Prairieview Partners$1,620,758$436,738,000$5,729,000$442,467,000
613Nelson Roberts Investment Advisors$769,703$432,682,000$7,587,953$440,269,953
614Ritholtz Wealth Management$314,286$440,000,000$0$440,000,000
615Spectrum Asset Management Inc$551,843$430,240,032$9,026,640$439,266,672
616FJY Financial$299,349$399,215,485$39,031,715$438,247,200
617Aberdeen Wealth Management$897,770$367,148,920$70,962,617$438,111,537
618Greenleaf & Burleson Wealth Management$510,231$369,554,464$67,713,642$437,268,106
619GDM Advisory Group Ltd$513,954$436,861,000$0$436,861,000
620Montrose Advisors Inc$24,251,389$84,100,000$352,425,000$436,525,000
621Simonbaker & Partners LLC$8,548,155$130,081,496$305,874,392$435,955,888
622Auxano Advisors$448,331$373,425,000$61,456,000$434,881,000
623Worthpointe$254,871$423,700,000$10,600,000$434,300,000
624Train, Babcock Advisors LLC$778,020$426,160,108$7,974,796$434,134,904
625Kinsight$2,202,942$432,091,791$1,887,692$433,979,483
626Anchor Investment Management$433,866$425,545,876$8,320,428$433,866,304
627Richard P. Slaughter Associates, Inc.$391,720$403,721,366$29,129,415$432,850,781
628JBJ Investment Partners, LLC$364,597$363,862,510$68,913,896$432,776,406
629Summit Planning Group LLC$183,561$432,469,000$0$432,469,000
630Financial Planning And Information Services, Inc.$515,550$431,000,000$0$431,000,000
631Apella Capital$249,420$430,000,000$0$430,000,000
632Evermay Wealth Management$522,926$398,525,164$28,705,580$427,230,744
633Total Wealth Planning, LLC$299,100$377,321,352$49,793,806$427,115,158
634Roof Advisory Group, Inc.$2,048,726$393,482,000$32,653,000$426,135,000
635Lawson Kroeker Investment Management Inc$1,352,880$424,804,398$0$424,804,398
636Quantum Capital Management$1,913,024$393,812,631$30,878,618$424,691,249
637Northwest Wealth Management, LLC$140,424$423,377,010$0$423,377,010
638AM Global Family Investment Office$2,978,932$264,933,708$158,074,619$423,008,327
639Blue Ocean Capital$866,110$422,661,567$0$422,661,567
640Baxter Investment Management$580,400$422,531,177$0$422,531,177
641HHM Wealth Advisors$194,877$382,957,400$38,950,500$421,907,900
642Franklin, Parlapiano, Turner & Welch$866,671$409,260,046$11,941,886$421,201,932
643Jackson Financial Management$250,402$421,176,341$0$421,176,341
644Ruggie Wealth Management$273,980$414,596,886$6,510,490$421,107,376
645Pettyjohn, Wood & White, Inc.$558,365$421,007,108$0$421,007,108
646Atlas Capital Advisors$1,173,669$419,000,000$0$419,000,000
647Chatham Capital Group Inc$1,003,343$417,552,616$841,281$418,393,897
648Optimum Investment Advisors$519,741$418,391,220$0$418,391,220
649The Arkansas Financial Group, Inc.$355,052$417,540,770$0$417,540,770
650Paragon Advisors, Inc.$5,791,667$181,000,000$236,000,000$417,000,000
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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.