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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.
Business Name
# of employees
High-net-worth client assets
Total AUM
Total accounts
| Rank | Business Name | Avg. account AUM | Discretionary AUM | Non-discretionary AUM | Total AUM |
|---|---|---|---|---|---|
| 151 | Round Table Services LLC | $1,376,547 | $573,930,397 | $311,189,453 | $885,119,850 |
| 152 | Retirement Inc.ome Solutions Inc. | $1,032,979 | $876,999,169 | N/A | $876,999,169 |
| 153 | Sapere Wealth Management LLC | $842,763 | $874,788,464 | N/A | $874,788,464 |
| 154 | Resource Consulting Group | $561,584 | $849,836,900 | $20,057,114 | $869,894,014 |
| 155 | Legacy Wealth Management Inc. | $399,956 | $823,390,762 | $41,715,128 | $865,105,890 |
| 156 | North Star Asset Management Inc. | $600,882 | $847,360,796 | $17,308,785 | $864,669,581 |
| 157 | Ohana Advisors | $72,022,500 | N/A | $864,270,000 | $864,270,000 |
| 158 | Wellspring Financial Advisors LLC | $1,869,269 | $160,270,455 | $703,331,906 | $863,602,361 |
| 159 | Capital Directions LLC | $1,248,915 | $628,000,000 | $235,000,000 | $863,000,000 |
| 160 | Foster Dykema Cabot & Co Inc. | $2,046,926 | $843,318,464 | $18,437,455 | $861,755,919 |
| 161 | Envoi LLC | $1,921,432 | $855,037,275 | N/A | $855,037,275 |
| 162 | Patriot Wealth Management Inc. | $772,207 | $819,151,853 | $23,326,492 | $842,478,345 |
| 163 | Stelac Advisory Services LLC | $3,191,571 | $170,000,000 | $663,000,000 | $833,000,000 |
| 164 | Boys Arnold & Co. Inc. | $891,666 | $792,500,000 | $34,074,000 | $826,574,000 |
| 165 | Farr Miller & Washington LLC | $1,046,949 | $816,708,831 | $8,287,063 | $824,995,894 |
| 166 | Guyasuta Investment Advisors Inc.orporated | $896,151 | $817,290,000 | N/A | $817,290,000 |
| 167 | Valeo Financial Advisors LLC | $402,935 | $15,363,000 | $800,580,000 | $815,943,000 |
| 168 | Fairport Asset Management | $713,688 | $810,750,031 | N/A | $810,750,031 |
| 169 | Crestwood Advisors LLC | $769,190 | $706,226,924 | $101,422,281 | $807,649,205 |
| 170 | Resource Management Inc. | $2,352,941 | $725,000,000 | $75,000,000 | $800,000,000 |
| 171 | Dale K. Ehrhart Inc. | $506,768 | $784,570,500 | $14,603,186 | $799,173,686 |
| 172 | Brightworth LLC | $756,290 | $788,053,700 | N/A | $788,053,700 |
| 173 | Emery Howard | $490,044 | $757,475,968 | $30,514,850 | $787,990,818 |
| 174 | Delegate Advisors LLC | $5,801,903 | N/A | $777,455,000 | $777,455,000 |
| 175 | Hamilton Capital Management Inc. | $253,048 | $771,038,355 | N/A | $771,038,355 |
| 176 | Price Wealth Management Inc. | $40,569,019 | $612,212,271 | $158,599,096 | $770,811,367 |
| 177 | Iwp Wealth Management LLC | $6,662,609 | $49,900,000 | $716,300,000 | $766,200,000 |
| 178 | Baker Avenue Asset ManagementLp | $897,566 | $453,470,781 | $306,767,367 | $760,238,148 |
| 179 | Evensky & Katz LLC | $631,359 | $741,000,000 | $16,000,000 | $757,000,000 |
| 180 | Altfest Personal Wealth Management | $349,883 | $742,838,000 | $5,912,000 | $748,750,000 |
| 181 | Acropolis Investment ManagementLLC | $404,685 | $609,746,721 | $138,110,735 | $747,857,456 |
| 182 | Bloom Asset Management Inc. | $183,318 | $733,270,041 | N/A | $733,270,041 |
| 183 | Hfm Wealth Management | $5,454,799 | $715,309,000 | $15,634,000 | $730,943,000 |
| 184 | Howard Financial ServicesLtd. | $2,061,336 | $457,287,764 | $272,425,260 | $729,713,024 |
| 185 | Capstone Financial Advisors Inc. | $511,575 | $716,491,146 | $5,341,385 | $721,832,531 |
| 186 | Rembert Pendleton Jackson | $202,651 | $4,099,145 | $713,081,913 | $717,181,058 |
| 187 | Sargent Bickham Lagudis LLC | $2,090,379 | $675,000,000 | $42,000,000 | $717,000,000 |
| 188 | Argos Wealth Advisors LLC | $751,017 | $602,911,673 | $112,056,929 | $714,968,602 |
| 189 | Mg Financial LLC | $10,548,630 | $38,103,830 | $668,654,402 | $706,758,232 |
| 190 | The Golub Group | $393,663 | $680,019,282 | $24,636,860 | $704,656,142 |
| 191 | Rand & Associates | $907,097 | $587,000,000 | $116,000,000 | $703,000,000 |
| 192 | Wescap Group | $1,825,467 | $535,715,700 | $163,438,300 | $699,154,000 |
| 193 | Bitterroot Capital Advisors LLC | $3,848,687 | $82,409,033 | $602,657,231 | $685,066,264 |
| 194 | Foster & Motley Inc. | $1,850,000 | $684,500,160 | N/A | $684,500,160 |
| 195 | New England Private Wealth Advisors LLC | $407,847 | $493,398,647 | $188,522,216 | $681,920,863 |
| 196 | Cypress Wealth Advisors | $2,792,841 | $578,272,441 | $103,180,832 | $681,453,273 |
| 197 | Abacus Wealth Partners | $254,723 | $680,715,126 | $669,725 | $681,384,851 |
| 198 | ReyndersMcveigh Capital Management LLC | $979,736 | $554,031,056 | $126,885,715 | $680,916,771 |
| 199 | Condor Capital Management | $315,066 | $485,177,892 | $194,419,864 | $679,597,756 |
| 200 | Trumbower Financial Advisors LLC | $1,177,498 | $213,830,997 | $462,052,996 | $675,883,993 |
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*Methodology: InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2012. To qualify, a firm must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2012, (2) total AUM is at least $100M, (3) no employees 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.