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
651Blume Capital Management, Inc.$509,596$335,823,835$0$335,823,835
652Monterey Private Wealth, Inc.$247,160$298,946,217$34,719,503$333,665,720
653Rav Financial$244,389$331,912,751$456,094$332,368,845
654The Relaxing Retirement Coach, Inc.$1,327,044$331,761,000$0$331,761,000
655Milestone Investment Advisors$356,911$315,000,000$15,500,000$330,500,000
656Biltmore Capital Advisors$611,812$323,123,925$7,254,775$330,378,700
657Aspen Capital Management$689,078$0$330,068,511$330,068,511
658Barrington Strategic Wealth Management Group$573,289$279,717,610$49,923,549$329,641,159
659Rinehart Wealth Management$388,889$329,000,000$0$329,000,000
660Elite Wealth Management, Inc.$506,154$329,000,000$0$329,000,000
661Montrose Advisors Inc$23,486,416$68,128,779$260,681,051$328,809,830
662FIC Capital, Inc.$1,002,134$300,000,000$28,700,000$328,700,000
663Harfst and Associates, Inc.$329,558$299,405,951$28,174,982$327,580,933
664McNamara Financial Services, Inc.$166,219$327,118,282$0$327,118,282
665Wealth Management Advisors, LLC$435,414$235,611,067$91,384,658$326,995,725
666Monarch Capital Management Inc$1,142,514$326,759,137$0$326,759,137
667The Patten Group$349,821$321,998,249$4,384,804$326,383,053
668ISI Financial Group Inc$238,011$304,751,476$21,323,895$326,075,371
669Affinity Wealth Management$261,822$323,177,574$2,791,285$325,968,859
670James R. Martin Consulting, Inc$732,295$325,871,395$0$325,871,395
671GSK Wealth Advisors$344,320$325,382,680$0$325,382,680
672KeatsConnelly$673,650$310,205,167$15,167,794$325,372,961
673Private Capital Management$392,056$324,622,453$0$324,622,453
674Westside Investment Management$471,490$323,913,883$0$323,913,883
675Walter & Keenan Finanical Consulting Co$1,902,589$323,440,048$0$323,440,048
676John W. Brooker & Co., CPAs, PC$1,733,500$322,431,007$0$322,431,007
677Smith Capital Management Inc$440,736$322,177,985$0$322,177,985
678Gatemore Capital Management$588,906$320,203,507$1,339,292$321,542,799
679A. N. Culbertson & Company, Inc.$402,741$313,185,860$7,798,726$320,984,586
680Scott Snow (Financial Advisors)$4,787,015$0$320,730,000$320,730,000
681FAI Wealth Management$1,570,663$320,415,262$0$320,415,262
682Rappaport Reiches Capital Management,$1,517,509$320,194,399$0$320,194,399
683FMA Advisory Inc$301,360$315,890,752$4,153,650$320,044,402
684ClearRock Capital$421,959$319,422,691$0$319,422,691
685Robinswood Financial$235,663$315,154,435$4,169,279$319,323,714
686Oak Financial Group Inc$324,303$316,461,657$2,328,145$318,789,802
687Rosenblum Silverman Sutton Sf Inc$1,551,013$316,866,266$1,091,468$317,957,734
688Worthpointe$287,424$310,733,638$7,157,015$317,890,653
689Ritter Daniher Financial Advisory$296,417$278,409,007$37,571,214$315,980,221
690Ogorek Wealth Management$578,110$315,070,130$0$315,070,130
691Neumann Capital Management$642,607$313,592,301$0$313,592,301
692Sensible Financial Planning and Management$323,813$178,647,627$134,803,066$313,450,693
693Michael A. Schreiber & Associates, Inc.$1,090,592$295,000,000$18,000,000$313,000,000
694Waypoint Wealth Partners$658,603$312,177,783$0$312,177,783
695Salem Partners Advisors Llc Dba Salem Partners Wealth Management$1,723,921$312,029,731$0$312,029,731
696Bernhardt Wealth Management, Inc.$482,585$311,750,048$0$311,750,048
697IMC Advisors$3,454,195$191,493,749$119,383,759$310,877,508
698King Investment Advisors, Inc.$901,094$299,497,615$11,379,845$310,877,460
699Bedrock Capital Management, Inc.$404,197$310,423,422$0$310,423,422
700Youngs Advisory Group, Inc.$453,115$303,937,392$6,446,312$310,383,704
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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 over 1,600 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2015. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2015, (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 11, 2015.