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
651Auxano Advisors$388,996$289,868,426$10,047,527$299,915,953
652Asset Strategies, Inc.$1,291,218$299,562,620$0$299,562,620
653FIC Capital, Inc.$958,065$273,800,000$23,200,000$297,000,000
654Atlas Capital Advisors$1,360,550$243,900,000$52,700,000$296,600,000
655Chatham Wealth Management$406,036$296,000,000$0$296,000,000
656Scott Snow (Financial Advisors)$1,005,952$0$295,750,000$295,750,000
657Personal Financial Planning, Inc.$2,659,091$292,500,000$0$292,500,000
658Ifrah Financial Services, Inc.$402,590$292,280,453$0$292,280,453
659Wall Street Access Asset Management$1,102,221$292,088,689$0$292,088,689
660Goodman Financial Corporation$1,613,230$291,994,660$0$291,994,660
661Rosenblum Silverman Sutton Sf Inc$1,427,003$290,046,120$1,062,426$291,108,546
662Paradigm Financial Advisors$956,540$217,175,054$73,613,043$290,788,097
663Kuhn Advisors, Inc.$2,323,952$290,493,979$0$290,493,979
664Herbein Wealth Management$273,167$280,090,337$10,013,414$290,103,751
665Advisors Management Group Inc$95,960$259,056,957$30,741,790$289,798,747
666GFS Private Wealth$487,406$287,263,920$2,255,112$289,519,032
667Frisch Financial Group, Inc.$261,777$247,576,470$40,639,507$288,215,977
668Coyle Financial Counsel, Inc.$274,084$267,760,242$20,302,189$288,062,431
669Clelland & Company Inc$1,633,186$88,654,698$198,786,017$287,440,715
670Haberling Financial Group, Inc.$433,660$287,083,000$0$287,083,000
671Comprehensive Personal Financial Advisors$606,107$285,387,822$1,300,712$286,688,534
672James R. Martin Consulting, Inc$748,624$285,974,202$0$285,974,202
673Eidelman Virant Capital$1,017,857$285,000,000$0$285,000,000
674Cambridge Associates Ltd$284,672,193$0$284,672,193$284,672,193
675McRae Capital Management Inc.$618,391$279,018,945$5,440,968$284,459,913
676Rowling & Associates$338,685$280,042,782$4,113,858$284,156,640
677Waypoint Wealth Partners$664,750$283,848,271$0$283,848,271
678Van Strum & Towne Inc$917,282$225,092,000$58,348,000$283,440,000
679Aldebaran Financial Inc$407,775$282,587,727$0$282,587,727
680Carl Domino Inc.$739,282$239,464,076$42,941,583$282,405,659
681Blume Capital Management, Inc.$502,109$282,185,063$0$282,185,063
682Wiiken & Gorman$327,907$0$282,000,000$282,000,000
683Biltmore Capital Advisors$643,474$279,413,586$2,427,897$281,841,483
684Beacon Wealth Management$367,553$251,455,434$28,987,802$280,443,236
685Cheviot Value Management$378,012$276,640,160$3,466,624$280,106,784
686Private Harbour$491,899$277,139,024$2,751,410$279,890,434
687A. N. Culbertson & Company, Inc.$352,236$271,470,223$7,500,437$278,970,660
688Bernhardt Wealth Management, Inc.$478,504$278,967,773$0$278,967,773
689Silicon Valley Wealth Advisors$460,321$273,569,000$4,925,000$278,494,000
690TPW Financial$752,927$247,829,940$30,000,000$277,829,940
691Epsilon Financial Group, Inc.$231,818$277,486,000$0$277,486,000
692Kavar Capital Partners$329,921$267,364,789$10,098,803$277,463,592
693ISI Financial Group Inc$203,992$252,641,684$24,379,902$277,021,586
694Asset Advisory Group Inc$365,295$263,481,198$13,412,193$276,893,391
695Covenant Financial Services dba Covenant Global Investors$514,244$271,408,654$5,254,671$276,663,325
696Universal Advisory Services$336,253$255,760,000$19,295,000$275,055,000
697Black Coral Financial Advisors$250,000$175,000,000$100,000,000$275,000,000
698Parker Carlson & Johnson$840,491$234,000,000$40,000,000$274,000,000
699Renaissance Investment Group$700,684$264,994,231$8,973,031$273,967,262
700Schroeder, Braxton & Vogt Inc.$542,035$273,727,589$0$273,727,589
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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.