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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 |
|---|---|---|---|---|---|
| 201 | Argos Wealth Advisors LLC | $716,120 | $648,579,492 | $89,739,964 | $738,319,456 |
| 202 | BSW Wealth Partners | $375,127 | $721,000,000 | $15,000,000 | $736,000,000 |
| 203 | Heritage Financial Services Inc. | $245,002 | $732,554,925 | $0 | $732,554,925 |
| 204 | Tanglewood Wealth Management Inc. | $876,182 | $717,592,760 | $0 | $717,592,760 |
| 205 | Howe and Rusling Inc. | $592,180 | $683,599,814 | $31,753,057 | $715,352,871 |
| 206 | Asset Planning Services Ltd. | $336,365 | $0 | $713,094,308 | $713,094,308 |
| 207 | Abacus Planning Group Inc. | $336,209 | $0 | $710,409,621 | $710,409,621 |
| 208 | Congress Wealth Management LLC | $830,601 | $710,164,021 | $0 | $710,164,021 |
| 209 | Jacobus Wealth Management Inc. | $744,098 | $528,599,548 | $179,781,284 | $708,380,832 |
| 210 | Rand & Associates | $903,672 | $696,597,000 | $8,267,400 | $704,864,400 |
| 211 | Aureus Asset Management LLC | $2,800,000 | $630,000,000 | $70,000,000 | $700,000,000 |
| 212 | Albion Financial Group | $513,326 | $657,109,607 | $32,800,631 | $689,910,238 |
| 213 | Twin Focus Capital Partners LLC | $6,111,564 | $645,150,829 | $39,344,287 | $684,495,116 |
| 214 | Interocean Capital LLC | $888,685 | $263,802,658 | $420,485,080 | $684,287,738 |
| 215 | Pure Financial Advisors Inc. | $144,097 | $676,218,470 | $4,063,135 | $680,281,605 |
| 216 | Summit Financial Strategies Inc. | $1,281,265 | $478,436,617 | $194,227,573 | $672,664,190 |
| 217 | Huber Financial | $192,028 | $672,288,852 | $0 | $672,288,852 |
| 218 | Lenox Wealth Management Inc. | $481,857 | $666,752,000 | $4,475,000 | $671,227,000 |
| 219 | Empirical Wealth Management | $279,074 | $650,373,931 | $16,890,873 | $667,264,804 |
| 220 | Condor Capital Management | $302,063 | $553,494,203 | $111,648,808 | $665,143,011 |
| 221 | Rtd Financial Advisors Inc. | $1,526,608 | $661,922,539 | $2,151,750 | $664,074,289 |
| 222 | Endurance Wealth Management Inc. | $907,702 | $589,143,072 | $74,387,000 | $663,530,072 |
| 223 | GHP Investment Advisors Inc. | $353,689 | $649,562,345 | $12,897,375 | $662,459,720 |
| 224 | Bitterroot Capital Advisors LLC | $82,722,782 | $59,302,947 | $602,479,306 | $661,782,253 |
| 225 | Diversified Management Inc. | $554,450 | $530,334,085 | $131,124,317 | $661,458,402 |
| 226 | Bedel Financial Consulting Inc. | $245,039 | $660,379,144 | $0 | $660,379,144 |
| 227 | FBB Capital Partners | $330,019 | $614,048,743 | $46,319,125 | $660,367,868 |
| 228 | Kaufman + Bernstein Inc. | $2,052,201 | $654,652,134 | $0 | $654,652,134 |
| 229 | Rex Capital Advisors LLC | $1,459,452 | $652,375,082 | $0 | $652,375,082 |
| 230 | Paragon Capital Management | $1,066,574 | $575,217,684 | $75,392,316 | $650,610,000 |
| 231 | Diesslin & Associates Inc. | $332,818 | $428,000,000 | $218,000,000 | $646,000,000 |
| 232 | Matheys Lane Capital Management LP | $2,412,971 | $388,412,866 | $255,850,280 | $644,263,146 |
| 233 | Punch & Associates Investment Management Inc. | $496,037 | $642,863,434 | $0 | $642,863,434 |
| 234 | Sadoff Investment Management LLC | $1,157,713 | $637,900,000 | $0 | $637,900,000 |
| 235 | Fma Advisory Inc. | $286,285 | $587,540,711 | $50,302,479 | $637,843,190 |
| 236 | Glassman Wealth Services LLC | $659,231 | $635,498,342 | $0 | $635,498,342 |
| 237 | Spero-Smith Investment Advisers Inc. | $464,575 | $619,988,085 | $11,833,739 | $631,821,824 |
| 238 | Financial & Investment Management Group Ltd. | $210,975 | $605,703,007 | $25,535,609 | $631,238,616 |
| 239 | Tom Johnson Investment Management LLC | $530,761 | $543,941,000 | $85,011,000 | $628,952,000 |
| 240 | Waddell & Associates Inc. | $240,067 | $587,759,557 | $34,973,965 | $622,733,522 |
| 241 | Joseph Barry Co. LLC | $458,241 | $23,885,221 | $595,197,898 | $619,083,119 |
| 242 | Total Investment Management Inc. | $254,069 | $614,085,624 | $0 | $614,085,624 |
| 243 | Sheets Smith Wealth Management | $790,155 | $610,000,000 | $0 | $610,000,000 |
| 244 | Brinton Eaton | $689,744 | $609,733,608 | $0 | $609,733,608 |
| 245 | Argent Wealth Management Inc. | $570,423 | $519,372,239 | $88,698,785 | $608,071,024 |
| 246 | Gratus Capital Management LLC | $665,198 | $415,000,000 | $189,000,000 | $604,000,000 |
| 247 | Pillar Financial Advisors Inc. | $880,961 | $463,376,676 | $140,081,329 | $603,458,005 |
| 248 | D'Orazio & Associates Inc. | $513,072 | $601,833,706 | $0 | $601,833,706 |
| 249 | Zhang Financial | $231,473 | $600,671,868 | $0 | $600,671,868 |
| 250 | Libbie Agran Financial Services & Seminars | $1,911,478 | $587,470,385 | $12,733,835 | $600,204,220 |
Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.
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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.