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
651Altavista Wealth Management, Inc.$460,568$358,650,205$1,514,158$360,164,363
652Personal Investment Management Inc$354,499$359,816,155$0$359,816,155
653Total Wealth Planning, LLC$249,024$303,307,959$56,282,041$359,590,000
654Flippin Bruce & Porter Inc$1,517,027$358,018,260$0$358,018,260
655RS Crum Inc.$1,576,908$357,958,034$0$357,958,034
656Northern Capital Management$1,309,890$357,600,000$0$357,600,000
657Vantage Financial Partners Limited$448,008$354,689,273$2,372,763$357,062,036
658J.P. King Advisors$1,298,182$357,000,000$0$357,000,000
659Milestone Investment Advisors$351,724$323,000,000$34,000,000$357,000,000
660Tealwood Asset Management$441,606$355,738,064$1,079,807$356,817,871
661Smith Capital Management Inc$444,324$340,586,106$15,761,770$356,347,876
662Sensible Financial Planning and Management$314,462$230,404,773$125,565,854$355,970,627
663SNS Financial Group$245,463$276,412,416$79,017,755$355,430,171
664Buffington Mohr McNeal$395,284$355,360,000$0$355,360,000
665Partners In Financial Planning$236,273$355,355,245$0$355,355,245
666Shulman Demeo Asset Management, LLC$450,687$308,802,508$45,888,485$354,690,993
667Sherrill & Hutchins Financial Advisory Inc$253,369$346,371,008$6,824,946$353,195,954
668Wealth Health$361,739$353,057,322$0$353,057,322
669Ashford Advisors$1,547,400$252,504,837$98,754,941$351,259,778
670RPG Investment Advisory, LLC$645,221$334,000,000$17,000,000$351,000,000
671Timber Creek Capital Management$1,591,110$350,044,216$0$350,044,216
672Beekman Wealth Advisory$31,818,182$0$350,000,000$350,000,000
673S.A. Mason$1,245,641$136,944,936$211,834,581$348,779,517
674Rockwood Wealth Management$268,859$326,129,013$22,312,640$348,441,653
675Brainard Capital Management LLC$1,498,469$347,644,782$0$347,644,782
676Starfire Investment Advisers Inc$382,143$346,985,535$0$346,985,535
677Kings Path Partners LLC$24,704,666$345,865,317$0$345,865,317
678Northwest Wealth Management, LLC$122,227$343,090,795$0$343,090,795
679Paradigm Financial Advisors$957,807$275,856,566$67,038,388$342,894,954
680Rinehart Wealth Management$1,235,915$342,348,317$0$342,348,317
681New England Guild Wealth Advisors, Inc.$435,405$340,921,882$0$340,921,882
682Rappaport Reiches Capital Management,$1,458,913$339,926,765$0$339,926,765
683Cambridge Connection Inc$173,146$339,538,393$0$339,538,393
684Lexngton Research and Capital Group$1,850,544$338,649,551$0$338,649,551
685Navpoint Financial, Inc.$1,809,844$0$338,440,912$338,440,912
686Noesis Capital Management Corp$399,499$307,134,449$30,442,448$337,576,897
687John W. Brooker & Co., CPAs, PC$657,709$336,747,101$0$336,747,101
688Scott Snow (Financial Advisors)$1,016,245$0$336,377,000$336,377,000
689Millares Asset Management, LLC$3,000,430$336,048,195$0$336,048,195
690McRae Capital Management Inc.$585,435$332,449,658$3,589,791$336,039,449
691Greenway Family Office$564,276$263,822,843$71,921,550$335,744,393
692Financial Consulate$148,595$311,970,510$23,407,294$335,377,804
693ISI Financial Group Inc$220,107$335,003,502$0$335,003,502
694Frisch Financial Group, Inc.$290,836$294,906,297$39,845,414$334,751,711
695Hamel Associates,Inc.$1,449,050$304,223,209$30,507,302$334,730,511
696AM Global Family Investment Office$2,743,294$256,416,636$78,265,227$334,681,863
697Waller Financial Planning Group, Inc.$204,447$298,758,698$35,307,553$334,066,251
698Wealthstream Advisors, Inc.$520,550$333,152,115$0$333,152,115
699Kays Financial Advisory Corp$210,668$307,218,248$25,848,207$333,066,455
700ClearRock Capital$438,542$332,853,742$0$332,853,742
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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 1,778 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 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 December 5, 2016.