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
651And Wealth Partners (&wealth)$849,694$42,360,048$192,155,385$234,515,433
652Abridge Partners$420,936$205,072,484$29,388,698$234,461,182
653Youngs Advisory Group Inc.$371,497$213,544,000$20,499,000$234,043,000
654Ray Mignone & Associates Inc.$426,653$216,000,000$17,806,000$233,806,000
655Clientfirst Wealth Management$1,996,444$233,584,000$0$233,584,000
656Vintage Financial Services$799,702$233,513,000$0$233,513,000
657Rosenblum Silverman Sutton Inc.$1,174,201$231,491,062$1,000,694$232,491,756
658A.N. Culbertson & Co. Inc.$298,078$225,618,464$6,584,309$232,202,773
659GFS Private Wealth$461,126$231,485,121$0$231,485,121
660The Wealth Conservancy Inc.$599,385$204,440,195$26,922,290$231,362,485
661Integrated Wealth Counsel$596,899$223,000,000$8,000,000$231,000,000
662Courage Miller Partners$360,434$164,444,202$66,233,302$230,677,504
663Baxter Investment Management$415,845$230,378,336$0$230,378,336
664The Pettyjohn Co.$481,724$230,264,011$0$230,264,011
665Millie Capital Management$3,026,316$230,000,000$0$230,000,000
666Commonwealth Advisory Group$373,074$0$229,813,514$229,813,514
667LBA Wealth Management$379,656$227,000,618$1,931,763$228,932,381
668Cypress Wealth Management$1,184,202$225,460,428$3,090,579$228,551,007
669Chinook Capital Management$939,365$221,060,717$7,204,933$228,265,650
670William Mack & Associates Inc.$636,872$218,000,000$10,000,000$228,000,000
671Stevens Wealth Management$2,044,035$226,887,846$0$226,887,846
672Trinity Portfolio Advisors$156,021$226,854,953$0$226,854,953
673Purpose Wealth$450,678$224,845,599$1,394,562$226,240,161
674Blume Capital Management Inc.$403,739$225,690,000$0$225,690,000
675Gibraltar Capital Management Inc.$2,371,330$222,691,932$2,584,401$225,276,333
676ISI Financial Group Inc.$186,925$225,244,335$0$225,244,335
677Baldrige Asset Management$341,740$182,752,765$42,453,744$225,206,509
678Boston Research and Management Inc.$703,735$225,195,140$0$225,195,140
679Hudson Advisor Services Inc.$524,476$149,000,000$76,000,000$225,000,000
680MKKS Investment Advisory Services Inc.$2,643,705$71,116,205$153,598,731$224,714,936
681Ruedi Holder & Associates Inc.$201,723$221,508,900$3,008,890$224,517,790
682Gryphon Advisors$215,415$150,900,177$73,131,517$224,031,694
683Main Street Financial$11,789,474$224,000,000$0$224,000,000
684TPW Financial Inc.$799,889$220,923,254$3,045,634$223,968,888
685Glenmore Advisors$7,994,621$117,847,763$106,001,612$223,849,375
686Laulima Family Offices$1,827,869$223,000,000$0$223,000,000
687Asset Planning Services Inc.$508,597$192,055,666$30,201,056$222,256,722
688Insight Wealth Partners$563,226$220,960,705$387,178$221,347,883
689Promus Capital$243,962$190,645,000$30,141,000$220,786,000
690Cambridge Advisors Inc.$300,640$207,764,716$12,604,626$220,369,342
691Elite Wealth Management Inc.$415,094$219,500,000$500,000$220,000,000
692YellowBrickRoad Financial Advisors$209,593$219,652,937$0$219,652,937
693Alberts Investment Management Inc.$1,634,328$54,000,000$165,000,000$219,000,000
694Rappaport Reiches Capital Management$1,278,578$218,636,902$0$218,636,902
695Harold Davidson & Associates Inc.$437,060$0$218,530,117$218,530,117
696West Branch Capital$896,983$214,859,876$3,107,007$217,966,883
697DCA Global Investment Management$367,233$185,092,672$32,676,642$217,769,314
698Investor's Capital Management$262,018$208,233,998$8,979,263$217,213,261
699Watermark Asset Management Inc.$232,796$216,500,000$0$216,500,000
700Compass Financial Group Inc.$730,740$216,299,000$0$216,299,000
« Previous PageNext Page »

Showing 651 to 700 of 1,372 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 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, 2012. (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.