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