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
601Starfire Investment Advisers Inc$369,223$318,639,285$0$318,639,285
602Ensemble Capital Management$1,072,598$304,760,745$13,800,970$318,561,715
603ClearRock Capital$351,565$317,463,192$0$317,463,192
604CRA Financial Services$217,636$14,680,018$302,415,235$317,095,253
605Baxter Investment Management$508,311$316,169,286$0$316,169,286
606Firestone Capital Management Inc$370,892$312,900,000$3,100,000$316,000,000
607The Glowacki Group$905,172$315,000,000$0$315,000,000
608Greenleaf & Burleson Wealth Management$421,597$299,626,176$15,306,915$314,933,091
609Vantage Financial Partners Limited$319,875$307,586,476$7,170,917$314,757,393
610Lexngton Research and Capital Group$1,746,908$314,443,500$0$314,443,500
611Hamel Associates,Inc.$1,384,332$304,588,330$9,655,008$314,243,338
612Partners In Financial Planning$213,505$281,450,967$32,401,595$313,852,562
613Optimum Investment Advisors$492,638$313,810,652$0$313,810,652
614Legend Financial Advisors Inc$255,088$312,993,101$0$312,993,101
615Monarch Capital Management Inc$1,128,284$312,534,719$0$312,534,719
616Financial Management Group Inc$1,116,093$248,072,749$64,433,306$312,506,055
617Exchange Capital Management Inc$519,072$297,978,003$14,503,435$312,481,438
618Vintage Financial Services$976,322$312,423,000$0$312,423,000
619Purpose Wealth$616,809$305,969,315$6,136,037$312,105,352
620Sowell Management Services$153,375$311,658,693$0$311,658,693
621Managequity$1,488,535$105,594,560$205,509,235$311,103,795
622Droms Strauss Advisors Inc$464,768$310,000,000$0$310,000,000
623Buffington Mohr Mcneal$363,506$309,707,400$0$309,707,400
624LBA Wealth Management$452,788$302,374,468$7,332,306$309,706,774
625Adviceperiod, LLC$10,660,724$250,213,000$58,948,000$309,161,000
626Azzad Asset Management, Inc.$232,856$296,000,000$13,000,000$309,000,000
627The Relaxing Retirement Coach, Inc.$1,219,226$307,245,000$0$307,245,000
628Baldwin Investment Management$2,034,715$287,662,000$19,580,000$307,242,000
629Wealthstream Advisors, Inc.$550,474$306,251,412$912,966$307,164,378
630Jones Barclay Boston & Co.$529,592$303,617,943$3,545,373$307,163,316
631KR Financial Services, Inc.$361,986$306,963,701$0$306,963,701
632Harfst and Associates, Inc.$306,011$305,950,794$671,738$306,622,532
633Rinehart Wealth Management$380,124$306,000,000$0$306,000,000
634Triad$550,360$306,000,000$0$306,000,000
635Neumann Capital Management$611,551$305,775,423$0$305,775,423
636John W. Brooker & Co., CPAs, PC$667,437$305,686,363$0$305,686,363
637Tellone Management Group Inc$286,071$305,238,239$0$305,238,239
638Financial Planning and Information Services, Inc.$442,029$305,000,000$0$305,000,000
639Worthpointe$259,684$295,587,541$9,281,604$304,869,145
640Aspen Capital Management$683,448$0$304,818,000$304,818,000
641Shulman Demeo Asset Management, LLC$386,281$278,571,331$25,817,912$304,389,243
642Lewis & Mathews Investment Management, Inc.$3,534,884$304,000,000$0$304,000,000
643Heller Wealth Advisors.$326,766$300,182,627$2,402,985$302,585,612
644Ehlers Investment Partners, LLC$2,605,275$0$302,211,876$302,211,876
645McNamara Financial Services, Inc.$159,364$301,835,019$0$301,835,019
646TGS Financial Advisors$263,231$300,609,431$0$300,609,431
647Robinswood Financial$639,505$299,816,669$750,638$300,567,307
648Prairieview Partners$257,897$295,949,013$4,500,415$300,449,428
649Monterey Private Wealth, Inc.$230,724$274,351,183$26,051,834$300,403,017
650Kutscher Rhodes & Benner, Inc.$1,807,229$0$300,000,000$300,000,000
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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 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, 2014. (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.