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
251Cabot-Wellington$4,089,720$841,390,614$5,181,349$846,571,963
252Round Table Services$861,894$754,693,356$90,824,465$845,517,821
253Jacobus Wealth Management Inc$827,120$696,164,216$148,325,616$844,489,832
254Ohana Advisors$76,577,077$0$842,347,842$842,347,842
255Asset Planning Services Ltd.$411,533$0$839,938,473$839,938,473
256Heritage Financial Services$267,470$837,448,286$0$837,448,286
257Albion Financial Group$582,953$793,222,467$39,816,703$833,039,170
258Affiliated Private Investors$5,784,885$833,023,453$0$833,023,453
259Punch & Associates Investment Management, Inc.$635,667$832,723,801$0$832,723,801
260GHP Investment Advisors Inc$422,445$806,961,961$14,693,620$821,655,581
261McKinley Carter Wealth Services, Inc.$347,107$642,501,568$172,851,939$815,353,507
262Summit Financial Strategies Inc$1,473,205$605,666,383$209,015,828$814,682,211
263HFM Wealth Management$5,543,666$786,102,900$23,272,297$809,375,197
264TFC Financial Management Inc$2,597,529$805,871,412$1,960,218$807,831,630
265Bedel Financial Consulting Inc$221,412$760,682,221$45,036,072$805,718,293
266BSW Wealth Partners$358,750$779,213,581$25,462,394$804,675,975
267Abacus Planning Group Inc$393,927$804,399,303$0$804,399,303
268Howe and Rusling, Inc.$580,719$764,794,014$33,695,254$798,489,268
269Diversified Management Inc$646,360$707,434,715$90,173,936$797,608,651
270Check Capital Management Inc$501,535$772,068,050$24,871,491$796,939,541
271Carnegie Investment Counsel$406,989$771,000,000$21,000,000$792,000,000
272Tanglewood Wealth Management, Inc.$908,738$791,510,817$0$791,510,817
273RTD Financial Advisors Inc$1,853,268$789,639,689$1,705,676$791,345,365
274Howard Financial Services, Ltd.$795,130$513,773,809$275,790,756$789,564,565
275Huber Financial$207,762$784,923,684$0$784,923,684
276AEPG Wealth Strategies$521,906$540,101,933$239,103,626$779,205,559
277Zhang Financial$257,645$777,830,905$0$777,830,905
278Waddell & Associates Inc$278,018$710,209,542$61,289,272$771,498,814
279Condor Capital Management$342,515$590,332,665$175,187,693$765,520,358
280FBB Capital Partners$365,604$707,909,143$56,568,257$764,477,400
281FMA Advisory Inc$335,469$635,809,384$127,717,086$763,526,470
282Zuckerman Investment Group$1,203,628$747,766,000$9,316,000$757,082,000
283Resource Management$2,404,211$745,305,405$0$745,305,405
284Kanawha Capital Management$872,617$688,777,095$50,329,120$739,106,215
285Sharkey Howes & Javer Inc$244,529$574,967,761$161,309,490$736,277,251
286Vista Capital Partners, Inc.$562,588$735,865,305$0$735,865,305
287Glassman Wealth Services$612,983$735,579,111$0$735,579,111
288Financial & Investment Management Group Ltd$219,451$654,827,883$76,383,966$731,211,849
289Castlekeep Investment Advisors$4,619,647$131,546,963$598,357,272$729,904,235
290Artemis Wealth Advisors$81,066,667$505,200,000$224,400,000$729,600,000
291Matheys Lane Capital Management L.P.$2,410,334$430,809,082$294,701,387$725,510,469
292Diesslin & Associates Inc$384,574$534,000,000$189,000,000$723,000,000
293Roffman Miller Associates Inc$1,001,722$705,347,869$13,888,259$719,236,128
294SFMG Wealth Advisors$1,814,298$717,900,689$561,342$718,462,031
295Gratus Capital Management$987,090$687,265,815$29,361,631$716,627,446
296Ulrich Consulting Group$8,207,704$296,065,392$418,004,854$714,070,246
297Paragon Capital Management$1,192,610$619,811,000$86,214,000$706,025,000
298Meyer Capital Group$342,783$620,076,241$83,657,722$703,733,963
299Sheets Smith Wealth Management$878,976$700,544,000$0$700,544,000
300Quantum Capital Management$1,022,342$700,304,534$0$700,304,534
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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.