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
662Capital Planning Advisors LLC$672,158$370,000,000$38,000,000$408,000,000
663Capital Planning LLC$203,430$337,102,499$70,570,320$407,672,819
664The Wealth Collaborative, Inc.$1,024,703$406,076,551$730,459$406,807,010
665Charles Pratt & Company$652,218$210,750,101$195,581,479$406,331,580
666Paradigm Financial Advisors$1,018,930$338,191,682$67,342,370$405,534,052
667Clayton Financial Services Inc$302,949$405,345,237$0$405,345,237
668Conlon Dart Wealth Management$1,420,112$388,819,836$15,912,148$404,731,984
669Lodestar Private Asset Management$471,082$393,740,233$10,919,601$404,659,834
670Cahaba Wealth Management, Inc.$461,849$404,117,757$0$404,117,757
671Quantitative Advantage, LLC$227,247$403,591,243$0$403,591,243
672Milestone Investment Advisors$393,171$365,000,000$38,000,000$403,000,000
673Sherpa Investment Management$248,015$402,777,000$0$402,777,000
674Willingdon Wealth Management Inc.$329,952$395,225,290$5,006,170$400,231,460
675Abbrea Capital, LLC$795,386$383,539,726$16,539,501$400,079,227
676CDA Group$326,575$0$400,054,155$400,054,155
677Peachtree Wealth Management$9,502,945$43,580,340$355,543,359$399,123,699
678Personal Financial Management$2,062,464$244,369,807$153,685,833$398,055,640
679Gateway Advisory$166,586$396,345,976$1,128,256$397,474,232
680Exchange Capital Management Inc$480,358$386,326,723$10,448,845$396,775,568
681Rinehart Wealth & Investment Advisory$1,455,882$396,000,000$0$396,000,000
682Delta Financial Advisors$540,181$346,930,940$49,021,858$395,952,798
683Whitley Penn Financial, LLP$224,082$357,291,586$38,213,322$395,504,908
684Aspen Capital Management$715,588$0$395,004,462$395,004,462
685Shulman Demeo Asset Management, LLC$514,131$345,727,896$48,096,298$393,824,194
686Smith Capital Management Inc$464,282$390,906,006$2,804,864$393,710,870
687Intersect Capital LLC$1,341,588$379,085,341$13,999,941$393,085,282
688TBH Global Asset Management, LLC$135,790$363,880,226$28,008,587$391,888,813
689David M. Lee, P.C.$6,988,203$0$391,339,361$391,339,361
690Tealwood Asset Management$470,862$390,344,854$0$390,344,854
691Greerwalker Wealth Management LLC$766,420$390,107,619$0$390,107,619
692Rappaport Reiches Capital Management,$424,082$389,731,334$0$389,731,334
693MTX Wealth Management$559,261$389,245,397$0$389,245,397
694Ashford Advisors$1,739,502$285,542,170$102,366,765$387,908,935
695Wealth Health$368,834$387,276,119$0$387,276,119
696Monterey Private Wealth, Inc.$276,061$359,876,383$26,608,600$386,484,983
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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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 1,906 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2017. 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) nor one who is an insurance company or agency.

Database last updated on June 5, 2017.