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
651Van Strum & Towne Inc$917,282$225,092,000$58,348,000$283,440,000
652Aldebaran Financial Inc$407,775$282,587,727$0$282,587,727
653Carl Domino Inc.$739,282$239,464,076$42,941,583$282,405,659
654Blume Capital Management, Inc.$502,109$282,185,063$0$282,185,063
655Wiiken & Gorman$327,907$0$282,000,000$282,000,000
656Biltmore Capital Advisors$643,474$279,413,586$2,427,897$281,841,483
657Beacon Wealth Management$367,553$251,455,434$28,987,802$280,443,236
658Cheviot Value Management$378,012$276,640,160$3,466,624$280,106,784
659Private Harbour$491,899$277,139,024$2,751,410$279,890,434
660A. N. Culbertson & Company, Inc.$352,236$271,470,223$7,500,437$278,970,660
661Bernhardt Wealth Management, Inc.$478,504$278,967,773$0$278,967,773
662Silicon Valley Wealth Advisors$460,321$273,569,000$4,925,000$278,494,000
663TPW Financial$752,927$247,829,940$30,000,000$277,829,940
664Epsilon Financial Group, Inc.$231,818$277,486,000$0$277,486,000
665Kavar Capital Partners$329,921$267,364,789$10,098,803$277,463,592
666ISI Financial Group Inc$203,992$252,641,684$24,379,902$277,021,586
667Asset Advisory Group Inc$365,295$263,481,198$13,412,193$276,893,391
668Covenant Financial Services dba Covenant Global Investors$514,244$271,408,654$5,254,671$276,663,325
669Universal Advisory Services$336,253$255,760,000$19,295,000$275,055,000
670Black Coral Financial Advisors$250,000$175,000,000$100,000,000$275,000,000
671Parker Carlson & Johnson$840,491$234,000,000$40,000,000$274,000,000
672Renaissance Investment Group$700,684$264,994,231$8,973,031$273,967,262
673Schroeder, Braxton & Vogt Inc.$542,035$273,727,589$0$273,727,589
674Stevens First Principles Investment Advisors$646,778$267,487,839$5,452,528$272,940,367
675MMHP Investment Advisors$348,785$263,400,000$9,350,000$272,750,000
676The Joseph Group Capital Management$596,350$272,532,000$0$272,532,000
677Private Capital Management$380,471$272,416,983$0$272,416,983
678Marotta Wealth Management, Inc.$273,989$263,655,614$8,688,978$272,344,592
679Grey Owl Capital Management$1,244,373$271,273,359$0$271,273,359
680Obrien Greene & Co Inc$1,221,582$184,661,237$86,530,000$271,191,237
681KHC Wealth Management$224,269$270,692,608$0$270,692,608
682Cambridge Connection Inc$159,759$270,632,558$0$270,632,558
683Ulland Investment Advisors$604,043$270,611,213$0$270,611,213
684Ruedi Holder & Associates, Inc.$234,430$260,341,360$9,955,957$270,297,317
685Nova Wealth Management Group$289,227$269,358,740$489,624$269,848,364
686Rappaport Reiches Capital Management,$1,424,298$269,192,375$0$269,192,375
687Cornerstone Wealth Management$509,642$261,867,962$7,222,765$269,090,727
688Retirement Asset Management$280,585$263,709,324$4,810,107$268,519,431
689Youngs Advisory Group, Inc.$416,540$259,880,000$8,372,000$268,252,000
690Leavitt Capital Management Inc$752,839$253,197,268$14,813,282$268,010,550
691Willow Street Advisors$1,388,329$267,947,496$0$267,947,496
692Lake Street Advisors$1,908,550$265,988,737$1,208,228$267,196,965
693Hatton Consulting, Inc.$466,054$267,048,804$0$267,048,804
694Laulima Family Offices$1,733,951$267,028,453$0$267,028,453
695Financial Solutions Advisory Group$388,646$23,340,000$243,660,000$267,000,000
696Bromfield Financial Advisory Group, Inc.$1,001,868$266,497,000$0$266,497,000
697Peregrine Asset Advisers, Inc.$797,785$259,362,904$7,097,333$266,460,237
698Opes Advisors, Inc.$372,128$266,444,000$0$266,444,000
699Kays Financial Advisory Corp$211,598$241,910,593$24,279,717$266,190,310
700Financial Designs Corporation$251,520$217,998,000$48,110,000$266,108,000
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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.