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
601Wealthstream Advisors, Inc.$550,474$306,251,412$912,966$307,164,378
602Jones Barclay Boston & Co.$529,592$303,617,943$3,545,373$307,163,316
603KR Financial Services, Inc.$361,986$306,963,701$0$306,963,701
604Harfst and Associates, Inc.$306,011$305,950,794$671,738$306,622,532
606Neumann Capital Management$611,551$305,775,423$0$305,775,423
607John W. Brooker & Co., CPAs, PC$667,437$305,686,363$0$305,686,363
608Tellone Management Group Inc$286,071$305,238,239$0$305,238,239
609Financial Planning and Information Services, Inc.$442,029$305,000,000$0$305,000,000
611Aspen Capital Management$683,448$0$304,818,000$304,818,000
612Lewis & Mathews Investment Management, Inc.$3,534,884$304,000,000$0$304,000,000
613Heller Wealth Advisors.$326,766$300,182,627$2,402,985$302,585,612
614McNamara Financial Services, Inc.$159,364$301,835,019$0$301,835,019
615TGS Financial Advisors$257,866$300,672,041$0$300,672,041
616Robinswood Financial$639,505$299,816,669$750,638$300,567,307
617Prairieview Partners$257,897$295,949,013$4,500,415$300,449,428
618Monterey Private Wealth, Inc.$230,724$274,351,183$26,051,834$300,403,017
619Kutscher Rhodes & Benner, Inc.$1,807,229$0$300,000,000$300,000,000
620Auxano Advisors$388,996$289,868,426$10,047,527$299,915,953
621Asset Strategies, Inc.$1,291,218$299,562,620$0$299,562,620
622Lighthouse Financial Advisors, Inc.$181,541$594,168$297,133,076$297,727,244
623FIC Capital, Inc.$958,065$273,800,000$23,200,000$297,000,000
624Atlas Capital Advisors$1,360,550$243,900,000$52,700,000$296,600,000
625Chatham Wealth Management$406,036$296,000,000$0$296,000,000
626Scott Snow (Financial Advisors)$1,005,952$0$295,750,000$295,750,000
627Rinehart Wealth Management$374,046$294,000,000$0$294,000,000
628Personal Financial Planning, Inc.$2,659,091$292,500,000$0$292,500,000
629Ifrah Financial Services, Inc.$402,590$292,280,453$0$292,280,453
630Wall Street Access Asset Management$1,102,221$292,088,689$0$292,088,689
631Goodman Financial Corporation$1,613,230$291,994,660$0$291,994,660
632Rosenblum Silverman Sutton Sf Inc$1,427,003$290,046,120$1,062,426$291,108,546
633Paradigm Financial Advisors$956,540$217,175,054$73,613,043$290,788,097
634Kuhn Advisors, Inc.$2,323,952$290,493,979$0$290,493,979
635Herbein Wealth Management$273,167$280,090,337$10,013,414$290,103,751
636Advisors Management Group Inc$95,960$259,056,957$30,741,790$289,798,747
637GFS Private Wealth$487,406$287,263,920$2,255,112$289,519,032
638Chatham Capital Group Inc$1,146,500$288,917,905$0$288,917,905
639Frisch Financial Group, Inc.$261,777$247,576,470$40,639,507$288,215,977
640Coyle Financial Counsel, Inc.$274,084$267,760,242$20,302,189$288,062,431
641Clelland & Company Inc$1,633,186$88,654,698$198,786,017$287,440,715
642Haberling Financial Group, Inc.$433,660$287,083,000$0$287,083,000
643Comprehensive Personal Financial Advisors$606,107$285,387,822$1,300,712$286,688,534
644James R. Martin Consulting, Inc$748,624$285,974,202$0$285,974,202
645Eidelman Virant Capital$1,017,857$285,000,000$0$285,000,000
646Cambridge Associates Ltd$284,672,193$0$284,672,193$284,672,193
647McRae Capital Management Inc.$618,391$279,018,945$5,440,968$284,459,913
648Perigon Wealth Management$808,113$269,764,457$14,691,397$284,455,854
649Rowling & Associates$338,685$280,042,782$4,113,858$284,156,640
650Waypoint Wealth Partners$664,750$283,848,271$0$283,848,271
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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.