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
201HFM Wealth Management$5,376,225$743,594,000$19,830,000$763,424,000
202Windham Brannon Financial Group$560,042$762,217,519$0$762,217,519
203Evensky & Katz$551,672$747,600,000$11,500,000$759,100,000
204Private Ocean$517,517$731,256,164$24,836,651$756,092,815
205New England Private Wealth Advisors$444,828$548,622,661$196,464,149$745,086,810
206Howard Financial Services$2,212,654$473,730,071$269,721,632$743,451,703
207Affiliated Private Investors$4,742,444$739,821,268$0$739,821,268
208Argos Wealth Advisors$716,120$648,579,492$89,739,964$738,319,456
209BSW Wealth Partners$375,127$721,000,000$15,000,000$736,000,000
210Heritage Financial Services Inc.$245,002$732,554,925$0$732,554,925
211Financial & Investment Management Group $219,451$654,827,883$76,383,966$731,211,849
212Tanglewood Wealth Management Inc.$876,182$717,592,760$0$717,592,760
213Howe And Rusling Inc.$592,180$683,599,814$31,753,057$715,352,871
214Asset Planning Services $336,365$0$713,094,308$713,094,308
215Abacus Planning Group Inc.$336,209$710,409,621$0$710,409,621
216Congress Wealth Management$830,601$710,164,021$0$710,164,021
217Jacobus Wealth Management Inc.$744,098$528,599,548$179,781,284$708,380,832
218Rand & Associates$903,672$696,597,000$8,267,400$704,864,400
219Donaldson Capital Management$475,416$665,499,703$36,689,537$702,189,240
220Aureus Asset Management$2,800,000$630,000,000$70,000,000$700,000,000
221Albion Financial Group$513,326$657,109,607$32,800,631$689,910,238
222Interocean Capital$888,685$263,802,658$420,485,080$684,287,738
223Summit Financial Strategies Inc.$1,281,265$478,436,617$194,227,573$672,664,190
224Lenox Wealth Management Inc.$481,857$666,752,000$4,475,000$671,227,000
225Empirical Wealth Management$279,074$650,373,931$16,890,873$667,264,804
226Condor Capital Management$302,063$553,494,203$111,648,808$665,143,011
227RTD Financial Advisors Inc.$1,526,608$661,922,539$2,151,750$664,074,289
228Endurance Wealth Management Inc.$907,702$589,143,072$74,387,000$663,530,072
229GHP Investment Advisors Inc.$353,689$649,562,345$12,897,375$662,459,720
230Bitterroot Capital Advisors$82,722,782$59,302,947$602,479,306$661,782,253
231Diversified Management Inc.$554,450$530,334,085$131,124,317$661,458,402
232Bedel Financial Consulting Inc.$245,039$660,379,144$0$660,379,144
233FBB Capital Partners$330,019$614,048,743$46,319,125$660,367,868
234Kaufman + Bernstein Inc.$2,052,201$654,652,134$0$654,652,134
235Rex Capital Advisors$1,459,452$652,375,082$0$652,375,082
236Paragon Capital Management$1,066,574$575,217,684$75,392,316$650,610,000
237Matheys Lane Capital Management$2,412,971$388,412,866$255,850,280$644,263,146
238Punch & Associates Investment Management Inc.$496,037$642,863,434$0$642,863,434
239Sadoff Investment Management$1,157,713$637,900,000$0$637,900,000
240FMA Advisory Inc.$286,285$587,540,711$50,302,479$637,843,190
241Glassman Wealth Services$659,231$635,498,342$0$635,498,342
242Spero-Smith Investment Advisers Inc.$464,575$619,988,085$11,833,739$631,821,824
243Tom Johnson Investment Management$530,761$543,941,000$85,011,000$628,952,000
244Artemis Wealth Advisors$78,387,500$419,600,000$207,500,000$627,100,000
245Waddell & Associates Inc.$240,067$587,759,557$34,973,965$622,733,522
246Joseph Barry Co.$458,241$23,885,221$595,197,898$619,083,119
247Total Investment Management Inc.$254,069$614,085,624$0$614,085,624
248Sheets Smith Wealth Management$790,155$610,000,000$0$610,000,000
249Argent Wealth Management Inc.$570,423$519,372,239$88,698,785$608,071,024
250Gratus Capital Management$665,198$415,000,000$189,000,000$604,000,000
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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 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.