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
651J.P. King Advisors$1,298,182$357,000,000$0$357,000,000
652Milestone Investment Advisors$351,724$323,000,000$34,000,000$357,000,000
653Tealwood Asset Management$441,606$355,738,064$1,079,807$356,817,871
654Smith Capital Management Inc$444,324$340,586,106$15,761,770$356,347,876
655Sensible Financial Planning and Management$314,462$230,404,773$125,565,854$355,970,627
656SNS Financial Group$245,463$276,412,416$79,017,755$355,430,171
657Buffington Mohr McNeal$395,284$355,360,000$0$355,360,000
658Partners In Financial Planning$236,273$355,355,245$0$355,355,245
659Blue Ocean Capital$781,278$354,700,000$0$354,700,000
660Shulman Demeo Asset Management, LLC$450,687$308,802,508$45,888,485$354,690,993
661Sherrill & Hutchins Financial Advisory Inc$253,369$346,371,008$6,824,946$353,195,954
662Wealth Health$361,739$353,057,322$0$353,057,322
663Ashford Advisors$1,547,400$252,504,837$98,754,941$351,259,778
664RPG Investment Advisory, LLC$645,221$334,000,000$17,000,000$351,000,000
665Timber Creek Capital Management$1,591,110$350,044,216$0$350,044,216
666Demming Financial Services Corp.$140,112$350,000,000$0$350,000,000
667Beekman Wealth Advisory$31,818,182$0$350,000,000$350,000,000
668S.A. Mason$1,245,641$136,944,936$211,834,581$348,779,517
669Rockwood Wealth Management$268,859$326,129,013$22,312,640$348,441,653
670Gateway Advisory$269,878$348,412,624$0$348,412,624
671Brainard Capital Management LLC$1,498,469$347,644,782$0$347,644,782
672Starfire Investment Advisers Inc$382,143$346,985,535$0$346,985,535
673Northwest Wealth Management, LLC$122,227$343,090,795$0$343,090,795
674Paradigm Financial Advisors$957,807$275,856,566$67,038,388$342,894,954
675Rinehart Wealth Management$1,235,915$342,348,317$0$342,348,317
676New England Guild Wealth Advisors, Inc.$435,405$340,921,882$0$340,921,882
677Rappaport Reiches Capital Management,$1,458,913$339,926,765$0$339,926,765
678Cambridge Connection Inc$173,146$339,538,393$0$339,538,393
679Lexngton Research and Capital Group$1,850,544$338,649,551$0$338,649,551
680The Glowacki Group$831,902$338,583,915$0$338,583,915
681Noesis Capital Management Corp$399,499$307,134,449$30,442,448$337,576,897
682John W. Brooker & Co., CPAs, PC$657,709$336,747,101$0$336,747,101
683Scott Snow (Financial Advisors)$1,016,245$0$336,377,000$336,377,000
684Millares Asset Management, LLC$3,000,430$336,048,195$0$336,048,195
685McRae Capital Management Inc.$585,435$332,449,658$3,589,791$336,039,449
686Greenway Family Office$564,276$263,822,843$71,921,550$335,744,393
687ISI Financial Group Inc$220,107$335,003,502$0$335,003,502
688Frisch Financial Group, Inc.$290,836$294,906,297$39,845,414$334,751,711
689Hamel Associates,Inc.$1,449,050$304,223,209$30,507,302$334,730,511
690AM Global Family Investment Office$2,743,294$256,416,636$78,265,227$334,681,863
691Waller Financial Planning Group, Inc.$204,447$298,758,698$35,307,553$334,066,251
692Wealthstream Advisors, Inc.$520,550$333,152,115$0$333,152,115
693Kays Financial Advisory Corp$210,668$307,218,248$25,848,207$333,066,455
694ClearRock Capital$438,542$332,853,742$0$332,853,742
695Greerwalker Wealth Management LLC$978,807$332,794,434$0$332,794,434
696Moller Financial Services$343,906$332,556,801$0$332,556,801
697Gibraltar Capital Management, Inc.$2,677,539$329,104,185$2,910,649$332,014,834
698Insight Wealth Partners$740,179$331,200,000$400,000$331,600,000
699Firestone Capital Management Inc$350,852$329,565,000$1,990,000$331,555,000
700Private Fund Advisors, Inc.$501,515$331,000,000$0$331,000,000
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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 1,719 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2016. 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) not one who is an insurance company or agency.

Database last updated on June 6, 2016.