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
201The Golub Group$495,457$1,200,217,414$32,478,422$1,232,695,836
202Cypress Wealth Advisors$3,528,477$1,101,232,166$126,677,905$1,227,910,071
203Brightworth$805,341$1,227,340,000$0$1,227,340,000
204North Star Asset Management Inc$652,878$1,187,884,016$25,163,228$1,213,047,244
205Delegate Advisors$2,146,504$45,830,764$1,162,650,981$1,208,481,745
206Carnegie Investment Counsel$473,369$1,126,558,177$80,532,971$1,207,091,148
207Financial Clarity, Inc.$42,964,571$0$1,203,008,000$1,203,008,000
208Boston Financial Management LLC$1,103,078$1,173,968,070$25,078,032$1,199,046,102
209Reynders, McVeigh Capital Management$1,030,116$1,113,527,150$84,497,982$1,198,025,132
210Congress Wealth Management$724,714$1,186,544,499$9,234,083$1,195,778,582
211Courier Capital, LLC$998,949$970,632,723$216,118,523$1,186,751,246
212Courier Capital Corporation$998,949$970,632,723$216,118,523$1,186,751,246
213New England Private Wealth Advisors$554,382$984,696,601$200,017,655$1,184,714,256
214Efficient Advisors$152,770$1,184,429,121$0$1,184,429,121
215True North Advisors$417,847$1,060,938,641$117,807,389$1,178,746,030
216Farr Miller & Washington$1,230,177$1,100,800,049$70,328,077$1,171,128,126
217Cardiff Park Advisors$634,559$0$1,158,070,816$1,158,070,816
218Foster Dykema Cabot & Co Inc$2,285,801$1,121,265,532$35,349,922$1,156,615,454
219Whitnell & Co$763,728$1,046,058,000$109,462,000$1,155,520,000
220Dyson Capital Advisors$52,403,146$197,923,481$954,945,734$1,152,869,215
221McQueen Ball & Associates Inc$1,102,012$1,142,786,022$0$1,142,786,022
222Bridgewater Advisors Inc.$503,631$1,140,724,763$0$1,140,724,763
223M. Griffith Investment Services, Inc.$471,333$340,306,157$800,318,944$1,140,625,101
224Rocky Mountain Advisers$6,782,996$1,125,977,313$0$1,125,977,313
225Wealthplan Advisors$1,219,605$206,824,570$917,651,033$1,124,475,603
226Arlington Partners$1,915,092$707,021,839$405,646,632$1,112,668,471
227Atlanta Capital Group$376,394$801,580,240$309,157,992$1,110,738,232
228Altfest Personal Wealth Management$391,330$1,101,920,000$8,283,000$1,110,203,000
229Colony Family Offices$3,431,524$1,074,990,239$29,960,616$1,104,950,855
230Rembert Pendleton Jackson$265,454$7,220,000$1,096,539,000$1,103,759,000
231HHG & Company$648,293$1,047,684,624$55,061,846$1,102,746,470
232Sheaff Brock Investment Advisors$431,091$1,100,574,123$0$1,100,574,123
233Smith, Salley & Associates$1,835,648$1,086,358,992$7,687,056$1,094,046,048
234The Mosaic Financial Group$1,933,061$735,926,753$346,587,508$1,082,514,261
235Daintree Advisors$1,049,322$1,059,404,000$22,447,000$1,081,851,000
236Sweetwater Investments Inc$4,612,360$395,790,765$678,889,146$1,074,679,911
237Wellspring Financial Advisors$1,523,361$95,448,163$975,474,785$1,070,922,948
238Chicago Partners Investment Group$1,130,461$722,747,295$347,799,723$1,070,547,018
239Colorado Financial Management$1,543,974$1,063,056,783$2,285,531$1,065,342,314
240Gupta Wealth Management$696,088$966,996,897$91,752,688$1,058,749,585
241Capstone Financial Advisors Inc$530,944$1,046,646,341$11,525,894$1,058,172,235
242Pegasus Partners$815,886$978,475,000$77,281,000$1,055,756,000
243Donaldson Capital Management$430,685$1,004,372,781$51,236,758$1,055,609,539
244Emery Howard$643,459$1,047,281,157$7,348,214$1,054,629,371
245Sadoff Investment Management$886,844$1,052,684,324$0$1,052,684,324
246Fairway Wealth Management LLC$6,579,063$0$1,052,650,000$1,052,650,000
247Foster & Motley Inc$1,585,792$1,020,877,727$24,159,511$1,045,037,238
248Parsons Capital Management Inc$724,015$1,039,685,729$0$1,039,685,729
249MG Financial$14,435,040$55,780,942$983,541,949$1,039,322,891
250Circle Wealth Management$1,564,886$467,793,296$569,725,948$1,037,519,244
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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 1,719 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2016. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2016, (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 amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount 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) not one who is an insurance company or agency.

Database last updated on June 6, 2016.