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
251Wealthplan Advisors$1,349,223$225,297,561$945,828,043$1,171,125,604
252Gamble Jones Investment Counsel$920,237$739,935,776$430,605,876$1,170,541,652
253Heritage Financial Services$322,266$1,164,347,091$0$1,164,347,091
254Foster & Motley Inc$1,735,016$1,143,462,536$20,733,415$1,164,195,951
256Fairway Wealth Management LLC$6,430,138$0$1,150,994,772$1,150,994,772
257Capstone Financial Advisors Inc$554,714$1,139,771,497$6,821,825$1,146,593,322
258Pegasus Partners$894,028$1,056,358,000$85,316,000$1,141,674,000
259True North Advisors$2,728,724$1,123,511,913$8,908,397$1,132,420,310
260Acropolis Investment Management$459,145$1,019,183,646$108,476,158$1,127,659,804
261Trumbower Financial Advisors$1,556,543$358,292,207$767,088,492$1,125,380,699
262Sadoff Investment Management$932,408$1,119,821,587$0$1,119,821,587
263Cookson Peirce Wealth Management$1,708,529$1,119,086,517$0$1,119,086,517
264Parsons Capital Management Inc$741,808$1,118,646,799$0$1,118,646,799
265Emery Howard$710,747$1,111,489,160$5,805,401$1,117,294,561
266Roffman Miller Associates Inc$1,196,220$1,095,924,700$21,344,409$1,117,269,109
267Polaris Wealth Advisers$364,983$1,075,574,300$27,039,300$1,102,613,600
268The Mather Group, Inc.$446,939$854,756,342$247,394,156$1,102,150,498
269Vista Capital Partners, Inc.$630,385$1,101,913,356$0$1,101,913,356
270Punch & Associates Investment Management, Inc.$765,436$1,100,697,619$0$1,100,697,619
271Bristlecone Advisors LLC$1,701,887$1,094,313,050$0$1,094,313,050
272Heritage Wealth Advisors$1,732,333$482,409,245$610,693,002$1,093,102,247
273Legacy Wealth Management Inc$421,320$996,545,743$75,293,076$1,071,838,819
274Tom Johnson Investment Management$376,595$762,077,896$299,918,855$1,061,996,751
275Circle Wealth Management$1,512,051$617,847,324$443,612,402$1,061,459,726
276GHP Investment Advisors Inc$425,821$1,045,377,893$12,360,425$1,057,738,318
277Sweetwater Investments Inc$5,802,826$557,849,226$498,265,149$1,056,114,375
278SFMG Wealth Advisors$299,656$1,024,861,708$27,828,627$1,052,690,335
279Sheaff Brock Investment Advisors, LLC$831,892$1,052,343,077$0$1,052,343,077
280Private Ocean$647,547$1,046,982,519$5,280,913$1,052,263,432
281Boys Arnold & Co. Inc.$976,376$1,047,651,521$0$1,047,651,521
282Daintree Advisors$927,961$1,023,900,000$18,200,000$1,042,100,000
283Novare Capital Management$769,099$1,019,798,963$20,022,332$1,039,821,295
284Nottingham Advisors Inc.$499,255$1,026,468,021$0$1,026,468,021
285Veris Wealth Partners$569,352$881,185,666$144,217,218$1,025,402,884
286Summit Financial Strategies Inc$1,471,870$820,788,222$199,217,565$1,020,005,787
287Lee Financial Company$637,966$1,007,241,665$7,761,534$1,015,003,199
288Parentebeard Wealth Management$1,189,719$987,176,867$16,945,602$1,004,122,469
289Planning Alternatives Ltd$455,771$1,001,783,742$0$1,001,783,742
290Raub Brock Capital Management, LP$260,067$877,627,261$122,849,435$1,000,476,696
291Bedel Financial Consulting Inc$297,462$958,169,187$38,327,111$996,496,298
292Glassman Wealth Services$613,628$893,168,197$100,294,800$993,462,997
293Cornerstone Advisory$549,067$986,645,018$4,420,245$991,065,263
294Maryland Capital Management$661,589$965,045,571$21,383,376$986,428,947
295Heritage Investment Group, Inc.$663,306$986,335,935$0$986,335,935
296Stonebridge Capital Advisors LLC$733,064$960,426,290$22,613,031$983,039,321
297FBB Capital Partners$384,308$909,722,371$67,958,291$977,680,662
298The Wealth Consulting Group$198,863$974,431,085$0$974,431,085
299Albion Financial Group$591,758$913,872,228$55,428,151$969,300,379
300California Financial Advisors$402,071$655,885,773$305,868,325$961,754,098
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Showing 251 to 300 of 1,937 entries

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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 1,937 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2017. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2016, (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 amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount 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.

Database last updated on December 11, 2017.


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