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
651RPG Investment Advisory, LLC$713,422$523,651,928$0$523,651,928
652FJY Financial$331,754$467,487,576$55,688,738$523,176,314
653New England Investment & Retirement Group, Inc.$285,302$521,330,451$1,343,444$522,673,895
654Cornerstone Capital Advisors$296,505$522,145,189$0$522,145,189
655Global Wealth Management, LLC$1,850,768$509,789,550$12,126,965$521,916,515
656Aegis Wealth Management$1,187,572$520,156,324$0$520,156,324
657Nelson Roberts Investment Advisors$723,171$507,300,000$12,660,000$519,960,000
658Columbia Asset Management$678,137$516,341,426$3,111,271$519,452,697
659Janiczek Wealth Management$529,197$515,967,014$0$515,967,014
660All Star Financial Inc$407,804$515,464,014$0$515,464,014
661Optima Asset Management Inc$2,435,562$0$513,903,616$513,903,616
662Summit Planning Group LLC$208,486$513,709,399$0$513,709,399
663AMI Investment Management Inc$2,361,505$512,446,604$0$512,446,604
664Buffington Mohr McNeal$1,214,653$511,368,919$0$511,368,919
665The Wealth Collaborative, Inc.$1,283,244$509,792,791$938,281$510,731,072
666Aspen Capital Management$779,221$0$509,610,800$509,610,800
667Viridian Ria, LLC$289,269$499,171,000$9,942,000$509,113,000
668JBJ Investment Partners, LLC$312,064$450,158,560$56,008,784$506,167,344
669ARS Wealth Advisors$401,453$492,423,000$12,203,000$504,626,000
670Altavista Wealth Management, Inc.$578,286$485,581,445$18,684,212$504,265,657
671Bedell Frazier Investment Counselling$386,923$500,500,000$2,500,000$503,000,000
672Abbrea Capital, LLC$782,085$481,292,048$21,588,478$502,880,526
673Wealth Management Advisors Inc$1,466,239$501,453,716$0$501,453,716
674Baxter Investment Management$669,084$501,144,000$0$501,144,000
675Financial Planning And Information Services, Inc.$564,856$497,073,000$0$497,073,000
676Quantum Capital Management$1,758,750$452,525,349$43,442,060$495,967,409
677Tru Independence Asset Management, LLC$949,334$490,668,715$4,883,683$495,552,398
678Scot McCormick$11,793,046$495,307,925$0$495,307,925
679Kays Financial Advisory Corp$291,752$495,103,937$0$495,103,937
680Peavine Capital, LLC$2,844,828$296,000,000$199,000,000$495,000,000
681Worthpointe$366,205$494,010,190$0$494,010,190
682Bell Investment Advisors Inc$481,284$430,917,396$62,879,527$493,796,923
683Richard P. Slaughter Associates, Inc.$411,874$467,069,561$26,355,985$493,425,546
684Aviance Capital Partners LLC$1,011,499$489,449,043$3,151,115$492,600,158
685Investment Management Of Virginia$978,526$488,807,063$2,413,186$491,220,249
686Sicart Associates, LLC$2,741,664$490,757,943$0$490,757,943
687Jackson Financial Management$270,655$486,231,538$3,654,667$489,886,205
688The Fairman Group$4,652,605$0$488,523,556$488,523,556
689Sigma Investment Management Company$839,308$488,477,368$0$488,477,368
690Clearmark Partners, LLC$81,266,667$487,600,000$0$487,600,000
691Gateway Advisory$237,383$487,110,150$0$487,110,150
692Natural Investments$217,425$482,831,325$2,461,978$485,293,303
693Grey Street Capital, LLC$2,293,113$467,724,814$16,122,054$483,846,868
694RVW Wealth LLC$293,717$483,163,637$0$483,163,637
695HHM Wealth Advisors$217,519$448,243,617$34,866,129$483,109,746
696Total Wealth Planning, LLC$328,907$414,684,535$67,493,039$482,177,574
697Capital Planning Advisors LLC$714,074$333,000,000$149,000,000$482,000,000
698Wealthstream Advisors, Inc.$596,423$481,909,989$0$481,909,989
699Whitney & Company$1,174,149$480,226,748$0$480,226,748
700Rollins Financial Inc$776,887$480,116,121$0$480,116,121
« Previous PageNext Page »

Showing 651 to 700 of 2,172 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. 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) not one who is an insurance company or agency.

Database last updated on June 11, 2018.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.