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
651Fairfield, Bush & Co.$1,294,552$342,412,824$74,433,054$416,845,878
652The Fairman Group$3,732,463$0$414,303,404$414,303,404
653White Oaks Wealth Advisors$1,630,323$363,020,871$51,081,211$414,102,082
654Quadrant Capital Management$736,606$412,507,667$1,465,086$413,972,753
655Kays Financial Advisory Corp$234,074$378,810,969$33,861,778$412,672,747
656Meridian Wealth Management, LLC$360,575$408,215,527$3,560,770$411,776,297
657Harris Financial Advisors, Inc.$387,904$397,537,981$13,640,374$411,178,355
658Partners In Financial Planning$263,551$410,349,221$0$410,349,221
659Black Coral Financial Advisors$241,176$250,000,000$160,000,000$410,000,000
660Scot McCormick$9,745,305$409,302,812$0$409,302,812
661Altavista Wealth Management, Inc.$446,194$389,952,547$18,760,983$408,713,530
662Monterey Private Wealth, Inc.$288,181$380,179,418$27,884,911$408,064,329
663Capital Planning Advisors LLC$672,158$370,000,000$38,000,000$408,000,000
664Capital Planning LLC$203,430$337,102,499$70,570,320$407,672,819
665The Wealth Collaborative, Inc.$1,024,703$406,076,551$730,459$406,807,010
666Charles Pratt & Company$652,218$210,750,101$195,581,479$406,331,580
667Paradigm Financial Advisors$1,018,930$338,191,682$67,342,370$405,534,052
668Clayton Wealth Partners$302,949$405,345,237$0$405,345,237
669Conlon Dart Wealth Management$1,420,112$388,819,836$15,912,148$404,731,984
670Lodestar Private Asset Management$471,082$393,740,233$10,919,601$404,659,834
671Cahaba Wealth Management, Inc.$461,849$404,117,757$0$404,117,757
672Quantitative Advantage, LLC$227,247$403,591,243$0$403,591,243
673Milestone Investment Advisors$393,171$365,000,000$38,000,000$403,000,000
674Sherpa Investment Management$248,015$402,777,000$0$402,777,000
675Demming Financial Services Corp.$146,907$402,672,000$0$402,672,000
676Willingdon Wealth Management Inc.$329,952$395,225,290$5,006,170$400,231,460
677Abbrea Capital, LLC$795,386$383,539,726$16,539,501$400,079,227
678CDA Group$326,575$0$400,054,155$400,054,155
679Peachtree Wealth Management$9,502,945$43,580,340$355,543,359$399,123,699
680Personal Financial Management$2,062,464$244,369,807$153,685,833$398,055,640
681Gateway Advisory$166,586$396,345,976$1,128,256$397,474,232
682Exchange Capital Management Inc$480,358$386,326,723$10,448,845$396,775,568
683Rinehart Wealth & Investment Advisory$1,455,882$396,000,000$0$396,000,000
684Delta Financial Advisors$540,181$346,930,940$49,021,858$395,952,798
685Whitley Penn Financial, LLP$224,082$357,291,586$38,213,322$395,504,908
686Shulman Demeo Asset Management, LLC$514,131$345,727,896$48,096,298$393,824,194
687Smith Capital Management Inc$464,282$390,906,006$2,804,864$393,710,870
688Intersect Capital LLC$1,341,588$379,085,341$13,999,941$393,085,282
689TBH Global Asset Management, LLC$135,790$363,880,226$28,008,587$391,888,813
690David M. Lee, P.C.$6,988,203$0$391,339,361$391,339,361
691Tealwood Asset Management$470,862$390,344,854$0$390,344,854
692Greerwalker Wealth Management LLC$766,420$390,107,619$0$390,107,619
693Rappaport Reiches Capital Management,$424,082$389,731,334$0$389,731,334
694MTX Wealth Management$559,261$389,245,397$0$389,245,397
695Ashford Advisors$1,739,502$285,542,170$102,366,765$387,908,935
696Wealth Health$368,834$387,276,119$0$387,276,119
697Starfire Investment Advisers Inc$428,035$384,803,296$0$384,803,296
698RS Crum Inc.$1,699,541$384,096,333$0$384,096,333
699Strategic Wealth Management Inc$4,198,374$377,611,407$4,440,668$382,052,075
700Sherrill & Hutchins Financial Advisory Inc$247,117$373,515,412$8,279,765$381,795,177
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Showing 651 to 700 of 1,937 entries

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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 1,937 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2017. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2016, (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 December 11, 2017.


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