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
201Sapere Wealth Management$1,101,051$1,003,057,475$0$1,003,057,475
202Yale Capital Corp.$10,124,607$1,002,336,081$0$1,002,336,081
203Trumbower Financial Advisors$1,554,793$288,168,664$711,563,275$999,731,939
204Moody, Lynn & Lieberson, Inc.$1,445,098$997,117,353$0$997,117,353
205Abacus Wealth Partners$332,059$949,992,543$38,215,592$988,208,135
206Guyasuta Investment Advisors, Incorporated$1,153,829$984,216,000$0$984,216,000
207Reynders, McVeigh Capital Management$1,130,903$732,354,271$245,876,610$978,230,881
208New England Private Wealth Advisors$539,438$794,175,216$171,957,759$966,132,975
209Pure Financial Advisors, Inc.$190,617$953,050,527$5,945,862$958,996,389
210Cypress Wealth Advisors$2,950,540$730,696,724$219,377,077$950,073,801
211Wealthcare Capital Management$207,811$802,522,189$139,278,940$941,801,129
212Planning Alternatives Ltd$398,188$928,972,800$0$928,972,800
213Fairway Wealth Management LLC$7,003,712$0$917,486,281$917,486,281
214Foster & Motley Inc$1,619,109$898,802,915$14,374,396$913,177,311
215Acropolis Investment Management$464,330$801,239,233$111,632,613$912,871,846
216Dyson Capital Advisors$69,984,985$173,854,018$735,950,786$909,804,804
217Evensky & Katz$519,839$901,000,000$3,000,000$904,000,000
218WESCAP Group$1,982,613$717,085,000$175,091,000$892,176,000
219InterOcean Capital$920,511$449,408,059$436,123,422$885,531,481
220Sargent Bickham Lagudis$2,271,842$879,040,559$2,434,282$881,474,841
221Private Ocean$489,028$846,683,612$33,567,064$880,250,676
222Chicago Partners Investment Group$1,216,017$416,395,000$460,353,000$876,748,000
223Congress Wealth Management$860,406$873,679,405$2,213,409$875,892,814
224Aureus Asset Management$3,361,923$709,700,000$164,400,000$874,100,000
225Durbin Bennett Peterson Private Wealth Management$1,056,418$843,680,370$23,638,496$867,318,866
226Argos Wealth Advisors$617,719$755,301,786$109,504,300$864,806,086
227Rand & Associates$938,412$850,307,519$12,092,717$862,400,236
228Delegate Advisors$4,332,155$0$862,098,769$862,098,769
229Windham Brannon Financial Group$608,033$860,974,328$0$860,974,328
230Cardiff Park Advisors$2,831,910$0$858,068,829$858,068,829
231Empirical Wealth Management$310,682$833,380,576$24,100,514$857,481,090
232RMB West$591,623$638,873,713$217,796,869$856,670,582
233Sadoff Investment Management$1,470,923$850,193,449$0$850,193,449
234Cabot-Wellington$4,089,720$841,390,614$5,181,349$846,571,963
235Round Table Services$861,894$754,693,356$90,824,465$845,517,821
236Jacobus Wealth Management Inc$827,120$696,164,216$148,325,616$844,489,832
237Ohana Advisors$76,577,077$0$842,347,842$842,347,842
238Asset Planning Services Ltd.$411,533$0$839,938,473$839,938,473
239The Pacific Financial Group, Inc.$114,305$825,381,316$13,614,680$838,995,996
240Heritage Financial Services$267,470$837,448,286$0$837,448,286
241Albion Financial Group$582,953$793,222,467$39,816,703$833,039,170
242Affiliated Private Investors$5,784,885$833,023,453$0$833,023,453
243Punch & Associates Investment Management, Inc.$635,667$832,723,801$0$832,723,801
244Donaldson Capital Management$511,951$780,549,703$44,203,131$824,752,834
245GHP Investment Advisors Inc$422,445$806,961,961$14,693,620$821,655,581
246McKinley Carter Wealth Services, Inc.$347,107$642,501,568$172,851,939$815,353,507
247Summit Financial Strategies Inc$1,473,205$605,666,383$209,015,828$814,682,211
248HFM Wealth Management$5,543,666$786,102,900$23,272,297$809,375,197
249TFC Financial Management Inc$2,597,529$805,871,412$1,960,218$807,831,630
250Bedel Financial Consulting Inc$221,412$760,682,221$45,036,072$805,718,293
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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, 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.