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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.
Business Name
# of employees
High-net-worth client assets
Total AUM
Total accounts
| Rank | Business Name | Avg. account AUM | Discretionary AUM | Non-discretionary AUM | Total AUM |
|---|---|---|---|---|---|
| 601 | Conlon & Dart LLC | $1,207,156 | $210,292,678 | $9,409,708 | $219,702,386 |
| 602 | Redwood Wealth Management LLC | $470,837 | $218,939,133 | N/A | $218,939,133 |
| 603 | Oakbridge PartnersLtd. | $993,114 | $218,485,115 | N/A | $218,485,115 |
| 604 | Moisand Fitzgerald Tamayo LLC | $181,080 | $215,871,021 | $2,511,936 | $218,382,957 |
| 605 | Asset Advisory Group Inc. | $302,634 | $206,837,884 | $11,360,980 | $218,198,864 |
| 606 | Raub Brock Capital ManagementLp | $316,272 | $217,206,658 | $705,000 | $217,911,658 |
| 607 | Monterey Private Wealth Inc. | $193,558 | $173,689,311 | $43,288,731 | $216,978,042 |
| 608 | Mkks Investment Advisory Services Inc. | $2,306,694 | $60,441,740 | $156,387,467 | $216,829,207 |
| 609 | Murphy Middleton Hinkle & Parker Inc. | $316,898 | $208,700,000 | $7,741,000 | $216,441,000 |
| 610 | Wiiken & Gorman LLC | $177,486 | $216,000,000 | N/A | $216,000,000 |
| 611 | Goodman Financial Corporation | $1,169,073 | $215,109,442 | N/A | $215,109,442 |
| 612 | The Mather Group Inc. | $295,013 | $199,894,269 | $15,169,912 | $215,064,181 |
| 613 | Creative Capital Management Inc. | $445,760 | $214,410,707 | N/A | $214,410,707 |
| 614 | Kavar Capital Partners LLC | $482,716 | $211,354,933 | $2,970,809 | $214,325,742 |
| 615 | Vantage Financial Partners Limited | $299,320 | $209,619,509 | $4,394,259 | $214,013,768 |
| 616 | Keb Asset Management LLC | $251,732 | $114,325,614 | $99,142,734 | $213,468,348 |
| 617 | Wealthstream Advisors Inc. | $483,785 | $201,245,963 | $12,103,106 | $213,349,069 |
| 618 | Youngs Advisory Group Inc. | $378,200 | $197,600,000 | $15,705,000 | $213,305,000 |
| 619 | Cahill Financial Advisors Inc. | $634,579 | $155,438,975 | $57,779,514 | $213,218,489 |
| 620 | Harold Davidson & Associates Inc. | $425,598 | $212,798,800 | N/A | $212,798,800 |
| 621 | Dca Global Investment Management | $341,741 | $178,871,183 | $33,692,019 | $212,563,202 |
| 622 | Courage Miller Partners LLC | $330,250 | $157,393,058 | $54,627,440 | $212,020,498 |
| 623 | Droms Strauss Advisors Inc. | $318,249 | $211,954,000 | N/A | $211,954,000 |
| 624 | Harfst And Associates Inc. | $210,428 | $191,526,205 | $20,163,916 | $211,690,121 |
| 625 | Mullaney Keating & Wright Inc. | $465,609 | $209,923,147 | $1,463,401 | $211,386,548 |
| 626 | William Mack & Associates Inc. | $596,045 | $197,000,000 | $14,000,000 | $211,000,000 |
| 627 | Ruedi Holder & Associates Inc. | $197,186 | $207,863,939 | $3,124,999 | $210,988,938 |
| 628 | Covington Investment Advisors Inc. | $964,749 | $191,185,198 | $19,130,049 | $210,315,247 |
| 629 | &Wealth Partners | $715,294 | $42,115,675 | $168,180,803 | $210,296,478 |
| 630 | Personal Financial Planning Inc. | $560,000 | $210,000,000 | N/A | $210,000,000 |
| 631 | Baldrige Asset Management | $320,594 | $168,063,912 | $41,924,957 | $209,988,869 |
| 632 | The Relaxing Retirement Coach Inc. | $913,026 | $209,083,000 | N/A | $209,083,000 |
| 633 | FranklinTurner & Welch LLC | $629,717 | $186,801,881 | $22,264,285 | $209,066,166 |
| 634 | Gardey Financial Advisors LLC | $180,484 | $116,000,000 | $93,000,000 | $209,000,000 |
| 635 | Baxter Investment Management | $388,108 | $208,414,078 | N/A | $208,414,078 |
| 636 | Mccarthy Grittinger Weil Financial Group LLC | $257,576 | N/A | $208,378,708 | $208,378,708 |
| 637 | Kutscher Rhodes & Benner Inc. | $1,656,000 | N/A | $207,000,000 | $207,000,000 |
| 638 | Integrated Wealth Counsel LLC | $534,884 | $199,000,000 | $8,000,000 | $207,000,000 |
| 639 | Old North State Trust LLC | $372,280 | $191,469,700 | $15,517,800 | $206,987,500 |
| 640 | Millie Capital Management LLC | $3,231,078 | $206,789,000 | N/A | $206,789,000 |
| 641 | Avalon Capital Management | $633,678 | $206,579,000 | N/A | $206,579,000 |
| 642 | James R. Martin Consulting Inc. | $665,005 | $206,151,650 | N/A | $206,151,650 |
| 643 | Long-Term Solutions LLC | $976,802 | $106,313,255 | $99,791,877 | $206,105,132 |
| 644 | Rosenblum Silverman Sutton Sf Inc. | $1,066,577 | $204,938,786 | $910,596 | $205,849,382 |
| 645 | R.W. Roge & Company Inc. | $913,333 | $205,000,000 | $500,000 | $205,500,000 |
| 646 | Auxano Advisors | $306,567 | $197,100,000 | $8,300,000 | $205,400,000 |
| 647 | Paradigm Financial Advisors LLC | $770,957 | $104,473,462 | $99,830,149 | $204,303,611 |
| 648 | Grey Owl Capital Management LLC | $991,698 | $204,289,767 | N/A | $204,289,767 |
| 649 | Harvest Capital Management Inc. | $455,380 | $204,010,413 | N/A | $204,010,413 |
| 650 | Pruneyard Financial Group Inc. | $263,482 | $169,355,013 | $34,579,927 | $203,934,940 |
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*Methodology: InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2012. To qualify, a firm must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2012, (2) total AUM is at least $100M, (3) no employees 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.