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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
251Paragon Advisors Inc.$8,184,151$49,928,000$547,515,000$597,443,000
252Acacia Wealth Advisors LLC$5,047,934$0$595,656,202$595,656,202
253Zuckerman Investment Group$1,074,410$585,000,000$7,000,000$592,000,000
254Forte Capital LLC$274,126$553,000,000$35,000,000$588,000,000
255Kanawha Capital Management LLC$725,406$537,880,228$49,698,826$587,579,054
256Meyer Capital Group$289,345$511,422,746$75,946,944$587,369,690
257Vista Capital Partners Inc.$487,330$586,257,639$0$586,257,639
258Check Capital Management Inc.$451,082$564,000,000$19,700,000$583,700,000
259Dan Goldie Financial Services LLC$600,051$0$582,049,494$582,049,494
260Mckinley Carter Wealth Services Inc.$279,908$459,408,688$120,000,000$579,408,688
261Cardiff Park Advisors$2,499,113$0$572,296,870$572,296,870
262Artemis Wealth Advisors LLC$71,500,000$380,000,000$192,000,000$572,000,000
263Sigma Investment Counselors$389,513$565,962,704$0$565,962,704
264The Pacific Financial Group Inc.$90,419$557,964,154$7,877,009$565,841,163
265Towneley Capital Management Inc.$1,890,437$563,350,261$0$563,350,261
266Independence Advisors LLC$508,589$552,916,933$10,091,207$563,008,140
267Ulrich Consulting Group LLC$7,032,238$133,319,222$429,259,803$562,579,025
268Chicago Partners Investment Group LLC$3,638,592$88,951,912$471,391,239$560,343,151
269The Financial Advisory Group Inc.$446,402$560,234,452$0$560,234,452
270Gries Financial LLC$768,248$520,330,398$36,649,137$556,979,535
271SFMG Wealth Advisors$298,264$553,110,933$1,362,570$554,473,503
272Roffman Miller Associates Inc.$839,374$531,450,553$15,821,124$547,271,677
273Carnegie Investment Counsel$417,272$539,950,000$0$539,950,000
274Urban Financial Advisory Corp.$914,462$480,730,409$58,801,978$539,532,387
275The Welch Group LLC$503,138$538,860,771$0$538,860,771
276Mastrapasqua Asset Management Inc.$2,181,274$505,483,609$28,928,623$534,412,232
277Stearns Financial Group$376,860$528,202,928$4,676,805$532,879,733
278Aegis Wealth Management LLC$1,511,350$147,708,504$384,286,864$531,995,368
279Deerfield Financial Advisors Inc.$540,744$419,203,190$109,644,528$528,847,718
280Beaird Harris Wealth Management Inc.$2,163,628$525,761,724$0$525,761,724
281Veris Wealth Partners LLC$456,121$334,034,305$190,505,051$524,539,356
282Novare Capital Management$2,879,923$520,895,197$3,250,860$524,146,057
283Sanderson Wealth Management LLC$581,667$523,500,000$0$523,500,000
284Huntington Steele LLC$1,469,714$523,218,070$0$523,218,070
285Galapagos Partners LP$14,906,257$134,789,394$386,929,600$521,718,994
286Cherry Creek Family Offices$1,014,467$0$521,436,270$521,436,270
287PDS Planning Inc.$1,203,903$312,774,000$208,516,000$521,290,000
288Mosaic Financial Partners Inc.$2,050,633$520,070,672$790,128$520,860,800
289All Star Financial Inc.$587,878$333,943,564$186,916,673$520,860,237
290Lutz Financial$419,253$415,314,336$105,398,454$520,712,790
291Versant Capital Management Inc.$748,907$453,569,359$66,920,805$520,490,164
292Lexington Wealth Management Inc.$367,491$500,000,000$20,000,000$520,000,000
293Granite Investment Advisors Inc.$1,146,276$514,276,102$4,986,783$519,262,885
294Wingate Financial Corp..$229,041$369,249,527$147,009,587$516,259,114
295Stillwater Capital Advisors LLC$321,875$345,000,000$170,000,000$515,000,000
296Lau Associates LLC$3,900,000$514,800,000$0$514,800,000
297Pillar Pacific Capital Management LLC$1,841,960$494,030,000$18,035,000$512,065,000
298Relyea Zuckerberg Hanson LLC$648,101$493,000,000$19,000,000$512,000,000
299Arthur M. Cohen & Associates LLC$598,981$488,783,415$20,350,424$509,133,839
300Aufman Associates Inc.$3,715,467$509,018,914$0$509,018,914
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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.