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
201HHG & Company$662,790$1,023,989,857$45,753,047$1,069,742,904
202Wellspring Financial Advisors$1,631,074$98,246,189$958,689,502$1,056,935,691
203Biltmore Family Office, LLC$2,113,775$408,931,490$641,614,490$1,050,545,980
204The Pacific Financial Group, Inc.$122,460$1,033,263,076$15,236,744$1,048,499,820
205Lee Financial Corp$790,829$1,028,653,448$11,286,624$1,039,940,072
206Farr Miller & Washington$1,249,931$1,027,267,040$8,925,474$1,036,192,514
207Rembert Pendleton Jackson$272,366$7,701,750$1,026,744,003$1,034,445,753
208Envoi$1,729,033$1,032,232,771$0$1,032,232,771
209Pronvest, Inc.$39,240$426,933,397$599,511,806$1,026,445,203
210Pure Financial Advisors, Inc.$200,623$1,016,293,536$6,881,503$1,023,175,039
211Legacy Wealth Management Inc$455,177$974,100,408$48,682,187$1,022,782,595
212Boys Arnold & Co. Inc.$1,014,925$965,000,000$55,000,000$1,020,000,000
213Parsons Capital Management Inc$747,893$1,006,958,581$12,419,804$1,019,378,385
214Atlas Private Wealth Management, LLC$213,801$1,016,623,152$0$1,016,623,152
215Emery Howard$626,614$1,008,645,137$7,722,735$1,016,367,872
216The Golub Group$506,285$994,924,928$19,670,056$1,014,594,984
217MG Financial$14,903,615$46,399,663$967,046,173$1,013,445,836
218Sapere Wealth Management$1,101,051$1,003,057,475$0$1,003,057,475
219Trumbower Financial Advisors$1,554,793$288,168,664$711,563,275$999,731,939
220Moody, Lynn & Lieberson, Inc.$1,445,098$997,117,353$0$997,117,353
221Guyasuta Investment Advisors, Incorporated$1,153,829$984,216,000$0$984,216,000
222Reynders, McVeigh Capital Management$1,130,903$732,354,271$245,876,610$978,230,881
223Donaldson Capital Management$488,662$922,218,128$45,331,809$967,549,937
224New England Private Wealth Advisors$539,438$794,175,216$171,957,759$966,132,975
225Cardiff Park Advisors$3,172,970$0$955,064,070$955,064,070
226Cypress Wealth Advisors$2,950,540$730,696,724$219,377,077$950,073,801
227Wealthcare Capital Management$207,811$802,522,189$139,278,940$941,801,129
228Empirical Wealth Management$356,771$906,220,205$27,093,422$933,313,627
229Planning Alternatives Ltd$398,188$928,972,800$0$928,972,800
230Fairway Wealth Management LLC$7,003,712$0$917,486,281$917,486,281
231Foster & Motley Inc$1,619,109$898,802,915$14,374,396$913,177,311
232Acropolis Investment Management$464,330$801,239,233$111,632,613$912,871,846
233Dyson Capital Advisors$69,984,985$173,854,018$735,950,786$909,804,804
234WESCAP Group$1,982,613$717,085,000$175,091,000$892,176,000
235InterOcean Capital$920,511$449,408,059$436,123,422$885,531,481
236Sargent Bickham Lagudis$2,271,842$879,040,559$2,434,282$881,474,841
237Private Ocean$489,028$846,683,612$33,567,064$880,250,676
238Perigon Wealth Management$1,740,482$671,109,118$206,093,596$877,202,714
239Chicago Partners Investment Group$1,216,017$416,395,000$460,353,000$876,748,000
240Congress Wealth Management$860,406$873,679,405$2,213,409$875,892,814
241Aureus Asset Management$3,361,923$709,700,000$164,400,000$874,100,000
242Durbin Bennett Peterson Private Wealth Management$1,056,418$843,680,370$23,638,496$867,318,866
243Argos Wealth Advisors$617,719$755,301,786$109,504,300$864,806,086
244Rand & Associates$938,412$850,307,519$12,092,717$862,400,236
245Delegate Advisors$4,332,155$0$862,098,769$862,098,769
246Personal Capital Advisors Corporation$131,146$861,759,448$0$861,759,448
247Windham Brannon Financial Group$608,033$860,974,328$0$860,974,328
248RMB West$591,623$638,873,713$217,796,869$856,670,582
249Sadoff Investment Management$1,470,923$850,193,449$0$850,193,449
250Endurance Wealth Management, Inc.$1,146,566$759,920,087$87,391,854$847,311,941
« Previous PageNext Page »

Showing 201 to 250 of 1,523 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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.