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
151Frontier Investment Management Co.$556,359$999,220,660$0$999,220,660
152Daintree Advisors$844,710$947,000,000$43,000,000$990,000,000
153Oakmont Partners$1,138,270$194,736,209$784,176,278$978,912,487
154Brightworth$850,871$975,948,600$0$975,948,600
155Lee Financial Corp.$749,885$856,409,570$112,441,238$968,850,808
156Hamilton Capital Management Inc.$302,475$966,105,565$0$966,105,565
157Eton Advisors$2,852,119$794,540,133$166,624,060$961,164,193
158North Star Asset Management Inc.$634,907$938,650,842$21,963,306$960,614,148
159Retirement Income Solutions Inc.$1,070,563$953,872,016$0$953,872,016
160Foster Dykema Cabot & Co. Inc.$2,039,369$922,608,637$25,698,154$948,306,791
161Circle Wealth Management$2,309,681$176,531,639$768,127,819$944,659,458
162A. Montag & Associates Inc.$1,071,324$934,732,698$4,818,235$939,550,933
163Capital Directions$1,169,811$752,000,000$178,000,000$930,000,000
164Round Table Services$1,336,226$587,735,332$334,260,440$921,995,772
165Capstone Financial Advisors Inc.$580,067$909,483,352$9,342,990$918,826,342
166Pronvest Inc.$36,528$380,582,895$536,885,246$917,468,141
167Altfest Personal Wealth Management$366,953$903,980,000$6,798,000$910,778,000
168Boys Arnold & Co. Inc.$923,171$856,721,000$45,217,000$901,938,000
169Legacy Wealth Management Inc.$399,453$855,156,770$42,814,258$897,971,028
170Emery Howard$544,011$864,359,505$32,715,136$897,074,641
171Parsons Capital Management Inc.$672,021$891,380,778$4,423,247$895,804,025
172IWP Wealth Management$6,394,705$6,862,755$888,396,000$895,258,755
173Yale Capital Corp.$8,680,241$893,260,299$804,556$894,064,855
174Twin Focus Capital Partners$7,950,041$850,945,758$39,458,824$890,404,582
175LBI Wealth Management$3,815,162$858,411,460$0$858,411,460
176Guyasuta Investment Advisors Inc.$1,088,619$856,743,000$0$856,743,000
177Durbin Bennett Peterson Private Wealth Management$1,058,929$835,162,393$21,511,509$856,673,902
178Envoi$1,717,246$855,188,596$0$855,188,596
179Acropolis Investment Management$450,347$712,415,395$137,839,866$850,255,261
180Stelac Advisory Services$2,904,811$213,000,000$632,300,000$845,300,000
181Cypress Wealth Advisors$2,954,187$645,567,606$199,329,906$844,897,512
182Bloom Asset Management Inc.$209,089$843,044,999$0$843,044,999
183MG Financial$11,794,423$48,532,176$788,871,885$837,404,061
184Moody, Lynn & Lieberson Inc.$1,338,605$827,258,000$0$827,258,000
185Resource Management$2,373,563$721,000,000$105,000,000$826,000,000
186Baker Avenue Asset Management$829,644$506,925,176$306,955,392$813,880,568
187Reynders, McVeigh Capital Management$1,020,820$592,883,209$219,689,241$812,572,450
188Dyson Capital Advisors$73,764,913$163,524,829$647,889,216$811,414,045
189Pure Financial Advisors Inc.$181,955$800,487,253$4,481,605$804,968,858
190Farr Miller & Washington$1,066,722$796,278,523$8,029,977$804,308,500
191Trumbower Financial Advisors$1,265,179$260,853,244$529,883,349$790,736,593
192Sargent Bickham Lagudis$2,252,670$758,434,489$30,000,000$788,434,489
193Ohana Advisors$65,391,667$0$784,700,000$784,700,000
194The Golub Group$397,525$768,199,838$14,527,435$782,727,273
195Foster & Motley Inc.$1,512,848$768,947,295$13,195,000$782,142,295
196Abacus Wealth Partners$293,021$721,784,919$52,961,289$774,746,208
197Delegate Advisors$2,985,444$0$773,230,000$773,230,000
198Rainier Group Investment Advisory$637,942$769,995,386$0$769,995,386
199Cabot-Wellington$3,938,251$765,381,767$2,577,240$767,959,007
200Wescap Group$1,881,387$597,494,500$168,230,200$765,724,700
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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, 2012. (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.