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
251BSW Wealth Partners$358,750$779,213,581$25,462,394$804,675,975
252Abacus Planning Group Inc$393,927$804,399,303$0$804,399,303
253Howe and Rusling, Inc.$580,719$764,794,014$33,695,254$798,489,268
254Diversified Management Inc$646,360$707,434,715$90,173,936$797,608,651
255Check Capital Management Inc$501,535$772,068,050$24,871,491$796,939,541
256Endurance Wealth Management, Inc.$1,077,496$711,245,493$83,946,443$795,191,936
257Carnegie Investment Counsel$406,989$771,000,000$21,000,000$792,000,000
258Tanglewood Wealth Management, Inc.$908,738$791,510,817$0$791,510,817
259RTD Financial Advisors Inc$1,853,268$789,639,689$1,705,676$791,345,365
260Howard Financial Services, Ltd.$795,130$513,773,809$275,790,756$789,564,565
261Huber Financial$207,762$784,923,684$0$784,923,684
262Waddell & Associates Inc$278,018$710,209,542$61,289,272$771,498,814
263Condor Capital Management$342,515$590,332,665$175,187,693$765,520,358
264FBB Capital Partners$365,604$707,909,143$56,568,257$764,477,400
265FMA Advisory Inc$335,469$635,809,384$127,717,086$763,526,470
266Zuckerman Investment Group$1,203,628$747,766,000$9,316,000$757,082,000
267Resource Management$2,404,211$745,305,405$0$745,305,405
268Kanawha Capital Management$872,617$688,777,095$50,329,120$739,106,215
269Sharkey Howes & Javer Inc$244,529$574,967,761$161,309,490$736,277,251
270Vista Capital Partners, Inc.$562,588$735,865,305$0$735,865,305
271Glassman Wealth Services$612,983$735,579,111$0$735,579,111
272Financial & Investment Management Group Ltd$219,451$654,827,883$76,383,966$731,211,849
273Castlekeep Investment Advisors$4,619,647$131,546,963$598,357,272$729,904,235
274Artemis Wealth Advisors$80,737,778$691,900,000$34,740,000$726,640,000
275Matheys Lane Capital Management L.P.$2,410,334$430,809,082$294,701,387$725,510,469
276Diesslin & Associates Inc$384,574$534,000,000$189,000,000$723,000,000
277Roffman Miller Associates Inc$1,001,722$705,347,869$13,888,259$719,236,128
278SFMG Wealth Advisors$1,814,298$717,900,689$561,342$718,462,031
279Gratus Capital Management$987,090$687,265,815$29,361,631$716,627,446
280Zhang Financial$243,726$716,310,877$0$716,310,877
281Lenox Wealth Management, Inc.$503,947$709,671,000$4,926,000$714,597,000
282Ulrich Consulting Group$8,207,704$296,065,392$418,004,854$714,070,246
283Paragon Capital Management$1,192,610$619,811,000$86,214,000$706,025,000
284Meyer Capital Group$342,783$620,076,241$83,657,722$703,733,963
285Sheets Smith Wealth Management$878,976$700,544,000$0$700,544,000
286Quantum Capital Management$1,022,342$700,304,534$0$700,304,534
287Rex Capital Advisors$1,438,364$699,044,975$0$699,044,975
288D'Orazio & Associates, Inc.$564,995$696,639,445$0$696,639,445
289Dan Goldie Financial Services$2,188,991$0$696,099,162$696,099,162
290Novare Capital Management$831,739$687,222,815$8,110,927$695,333,742
291Sigma Investment Counselors$415,409$691,656,476$0$691,656,476
292R. E. Wacker Wealth Partners$1,288,176$688,613,510$1,848,805$690,462,315
293Fusion Family Wealth$311,317$688,945,000$0$688,945,000
294Stearns Financial Group$439,168$680,731,318$6,126,963$686,858,281
295Pillar Pacific Capital Management$2,184,096$657,576,000$26,046,000$683,622,000
296Beacon Pointe Wealth Advisors$216,720$682,667,786$0$682,667,786
297The Financial Advisory Group, Inc.$344,044$672,950,019$0$672,950,019
298Tom Johnson Investment Management$558,446$598,884,000$66,784,000$665,668,000
299Veris Wealth Partners$562,555$470,106,584$195,396,032$665,502,616
300Willow Creek Wealth Management, Inc.$428,250$621,954,336$42,688,946$664,643,282
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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.