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
151Resource Consulting Group$752,285$1,262,334,504$0$1,262,334,504
152Balentine$1,131,401$994,927,364$266,584,193$1,261,511,557
153Strategic Wealth Partners, LLC$436,244$1,044,723,216$214,277,408$1,259,000,624
154Northeast Investment Management Inc$1,107,426$1,236,702,036$21,333,596$1,258,035,632
155Cobblestone Capital Advisors$704,920$1,224,609,469$32,967,053$1,257,576,522
156Howland Capital Management$1,177,600$1,251,788,453$0$1,251,788,453
157Patriot Wealth Management, Inc.$790,461$1,126,211,704$123,506,425$1,249,718,129
158Montag$1,202,339$1,132,513,010$113,110,064$1,245,623,074
159Arlington Partners$2,188,433$680,593,704$549,305,564$1,229,899,268
160LBI Wealth Management$5,200,160$1,222,037,547$0$1,222,037,547
161Pinnacle Advisory Group, Inc.$376,892$1,220,000,000$0$1,220,000,000
162Weatherstone Capital Management$196,123$1,163,845,041$42,312,106$1,206,157,147
163Crestwood Advisors$833,638$1,034,869,775$163,902,238$1,198,772,013
164Retirement Income Solutions, Inc.$1,189,003$1,198,514,851$0$1,198,514,851
165Hamilton Capital Management Inc$345,590$1,197,468,888$0$1,197,468,888
166Salem Investment Counselors Inc$1,312,775$1,192,000,000$0$1,192,000,000
167Frontier Investment Management Co$624,278$1,188,626,068$0$1,188,626,068
168Courier Capital Corporation$1,062,679$757,280,903$427,606,467$1,184,887,370
169Chilton Capital Management$909,781$1,180,751,337$2,874,341$1,183,625,678
170Bridgewater Advisors Inc.$571,798$1,181,905,895$0$1,181,905,895
171Paratus Financial, Inc.$784,547$74,510,000$1,103,880,000$1,178,390,000
172Capital Investment Advisors$256,411$1,155,400,000$10,500,000$1,165,900,000
173North Star Asset Management Inc$718,327$1,125,505,078$23,818,884$1,149,323,962
174Whitnell & Co$824,627$968,263,000$177,968,000$1,146,231,000
175McQueen Ball & Associates Inc$1,064,978$1,134,659,749$11,256,266$1,145,916,015
176Daintree Advisors$737,097$1,132,450,000$10,050,000$1,142,500,000
177Circle Wealth Management$2,459,046$252,813,979$870,970,022$1,123,784,001
178Capstone Financial Advisors Inc$586,126$1,110,855,711$10,990,264$1,121,845,975
179Twin Focus Capital Partners$10,077,400$876,966,733$211,392,497$1,088,359,230
180IWP Wealth Management$7,481,500$7,490,935$1,077,326,570$1,084,817,505
181Altfest Personal Wealth Management$393,351$1,074,489,000$8,406,000$1,082,895,000
182True North Advisors$416,518$873,680,275$208,848,803$1,082,529,078
183Eton Advisors, LP$8,868,383$939,642,283$142,300,391$1,081,942,674
184Brightworth$908,617$1,077,620,000$0$1,077,620,000
185Foster Dykema Cabot & Co Inc$2,126,594$1,043,967,944$29,962,019$1,073,929,963
186HHG & Company$662,790$1,023,989,857$45,753,047$1,069,742,904
187Baker Avenue Asset Management, LP$845,723$760,000,000$298,000,000$1,058,000,000
188Wellspring Financial Advisors$1,631,074$98,246,189$958,689,502$1,056,935,691
189Lee Financial Corp$790,829$1,028,653,448$11,286,624$1,039,940,072
190Farr Miller & Washington$1,249,931$1,027,267,040$8,925,474$1,036,192,514
191Rembert Pendleton Jackson$272,366$7,701,750$1,026,744,003$1,034,445,753
192Envoi$1,729,033$1,032,232,771$0$1,032,232,771
193Pronvest, Inc.$39,240$426,933,397$599,511,806$1,026,445,203
194Legacy Wealth Management Inc$455,177$974,100,408$48,682,187$1,022,782,595
195Boys Arnold & Co. Inc.$1,014,925$965,000,000$55,000,000$1,020,000,000
196Parsons Capital Management Inc$747,893$1,015,959,536$3,418,849$1,019,378,385
197Atlas Private Wealth Management, LLC$213,801$1,016,623,152$0$1,016,623,152
198Emery Howard$626,614$1,008,645,137$7,722,735$1,016,367,872
199The Golub Group$506,285$994,924,928$19,670,056$1,014,594,984
200MG Financial$14,903,615$46,399,663$967,046,173$1,013,445,836
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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.