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
201Courier Capital Corporation$1,103,391$982,040,117$244,930,293$1,226,970,410
202InterOcean Capital$911,736$657,210,160$564,516,291$1,221,726,451
203Wealthcare Capital Management$213,889$1,047,122,933$167,977,709$1,215,100,642
204Sheaff Brock Investment Advisors$363,529$1,214,187,000$0$1,214,187,000
205Capstone Financial Advisors Inc$568,973$1,197,030,283$12,606,137$1,209,636,420
206Brightworth$889,336$1,205,939,000$0$1,205,939,000
207Farr Miller & Washington$1,348,459$1,196,364,150$9,157,919$1,205,522,069
208North Star Asset Management Inc$712,717$1,174,812,497$25,402,559$1,200,215,056
209Pure Financial Advisors, Inc.$198,432$1,186,663,936$10,078,988$1,196,742,924
210McQueen Ball & Associates Inc$1,026,013$1,186,071,109$0$1,186,071,109
211The Golub Group$519,879$1,152,153,604$30,051,048$1,182,204,652
212Altfest Personal Wealth Management$425,560$1,158,570,000$8,741,000$1,167,311,000
213Daintree Advisors$1,116,883$1,131,172,000$6,932,000$1,138,104,000
214Wellspring Financial Advisors$1,556,628$105,254,870$1,032,640,365$1,137,895,235
215Rembert Pendleton Jackson$283,016$8,206,037$1,123,576,148$1,131,782,185
216The Pacific Financial Group, Inc.$123,513$1,108,290,571$15,920,893$1,124,211,464
217Foster Dykema Cabot & Co Inc$2,079,092$1,081,671,656$36,880,077$1,118,551,733
218Congress Wealth Management$823,588$1,112,298,233$3,663,434$1,115,961,667
219Arlington Partners$1,993,585$714,972,211$395,454,391$1,110,426,602
220Atlanta Capital Group$424,702$758,720,023$351,026,000$1,109,746,023
221Parsons Capital Management Inc$807,025$1,092,670,915$16,988,302$1,109,659,217
222HHG & Company$708,034$1,026,897,571$56,394,305$1,083,291,876
223New England Private Wealth Advisors$560,394$899,594,371$183,647,918$1,083,242,289
224Guyasuta Investment Advisors, Incorporated$1,213,566$1,081,287,249$0$1,081,287,249
225Chicago Partners Investment Group$1,166,173$722,747,295$347,799,723$1,070,547,018
226MG Financial$15,277,674$47,328,331$1,022,108,827$1,069,437,158
227Lee Financial Corp$791,423$1,054,043,363$9,629,026$1,063,672,389
228Legacy Wealth Management Inc$453,975$999,177,497$57,676,471$1,056,853,968
229Check Capital Management Inc$557,807$1,020,266,606$27,294,161$1,047,560,767
230Fairway Wealth Management LLC$7,050,676$0$1,043,500,000$1,043,500,000
231Trumbower Financial Advisors$1,578,713$321,758,277$718,613,623$1,040,371,900
232Atlas Private Wealth Management, LLC$224,583$1,039,144,195$0$1,039,144,195
233Donaldson Capital Management$481,228$990,877,292$46,169,752$1,037,047,044
234Cardiff Park Advisors$710,313$0$1,034,925,745$1,034,925,745
235Emery Howard$621,909$1,025,833,536$7,778,675$1,033,612,211
236Lake Street Advisors$1,927,906$486,024,535$547,333,263$1,033,357,798
237Carnegie Investment Counsel$426,462$1,009,665,294$17,681,555$1,027,346,849
238Dyson Capital Advisors$67,986,653$182,977,806$836,821,987$1,019,799,793
239Smith, Salley & Associates$2,041,588$1,016,362,599$348,087$1,016,710,686
240Moody, Lynn & Lieberson, Inc.$1,444,015$1,015,142,761$0$1,015,142,761
241Foster & Motley Inc$1,608,474$997,068,687$16,270,102$1,013,338,789
242Planning Alternatives Ltd$420,845$1,006,239,380$0$1,006,239,380
243TrueWealth Management$714,231$1,001,352,310$0$1,001,352,310
244Acropolis Investment Management$476,735$874,202,300$126,464,893$1,000,667,193
245Relative Value Partners$1,105,431$1,000,414,968$0$1,000,414,968
246Sadoff Investment Management$887,064$997,947,325$0$997,947,325
247Boys Arnold & Co. Inc.$1,024,494$939,298,508$52,412,033$991,710,541
248Round Table Services$994,380$903,107,900$82,322,996$985,430,896
249Windsor Financial Group$1,300,277$511,265,000$454,841,000$966,106,000
250RTD Financial Advisors Inc$2,026,925$902,897,793$55,837,513$958,735,306
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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 over 1,600 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2015. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2015, (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) nor one who is an insurance company or agency.

Database last updated on June 11, 2015.