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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 | Forte Capital LLC | $270,577 | $522,223,174 | $30,836,002 | $553,059,176 |
| 252 | Libbie Agran Financial Services & Seminars | $1,888,727 | $452,586,691 | $98,921,612 | $551,508,303 |
| 253 | Pds Planning Inc. | $410,238 | $284,757,000 | $263,321,000 | $548,078,000 |
| 254 | Argent Wealth Management Inc. | $430,560 | $546,811,489 | N/A | $546,811,489 |
| 255 | Endurance Wealth Management Inc. | $759,441 | $543,000,000 | N/A | $543,000,000 |
| 256 | Towneley Capital Management Inc. | $1,868,019 | $541,725,566 | N/A | $541,725,566 |
| 257 | Urban Financial Advisory Corporation | $914,462 | $480,730,409 | $58,801,978 | $539,532,387 |
| 258 | R. E. Wacker Associates Inc. | $1,074,093 | $537,100,145 | $1,020,233 | $538,120,378 |
| 259 | Artemis Wealth Advisors LLC | $76,428,571 | $345,000,000 | $190,000,000 | $535,000,000 |
| 260 | Paragon Advisors Inc. | $7,391,722 | $47,944,000 | $484,260,000 | $532,204,000 |
| 261 | Pure Financial Advisors Inc. | $136,187 | $527,323,649 | $3,668,098 | $530,991,747 |
| 262 | Cabot-Wellington LLC | $2,919,777 | $524,762,571 | $797,328 | $525,559,899 |
| 263 | Rjr Associates Inc. | $1,742,696 | $315,417,600 | $207,391,300 | $522,808,900 |
| 264 | Sheets Smith Wealth Management | $784,639 | $521,000,000 | N/A | $521,000,000 |
| 265 | D'Orazio & Associates Inc. | $466,734 | $517,141,557 | N/A | $517,141,557 |
| 266 | Mckinley Carter Wealth Services Inc. | $251,003 | $463,607,000 | $52,957,000 | $516,564,000 |
| 267 | Dan Goldie Financial Services LLC | $477,851 | N/A | $516,079,203 | $516,079,203 |
| 268 | Spero-Smith Investment Advisers Inc. | $364,035 | $504,442,127 | $10,667,401 | $515,109,528 |
| 269 | The Financial Advisory Group Inc. | $344,314 | $511,994,621 | N/A | $511,994,621 |
| 270 | Lau Associates LLC | $3,693,696 | $509,730,000 | N/A | $509,730,000 |
| 271 | Glassman Wealth Services LLC | $582,282 | $504,838,449 | N/A | $504,838,449 |
| 272 | Trovena LLC. | $506,098 | $484,579,679 | $20,000,000 | $504,579,679 |
| 273 | Pronvest Inc. | $31,982 | $232,637,835 | $269,609,220 | $502,247,055 |
| 274 | Gkfo LLC | $2,564,451 | $279,916,000 | $220,152,000 | $500,068,000 |
| 275 | Lexington Wealth Management Inc. | $500,000 | $480,000,000 | $20,000,000 | $500,000,000 |
| 276 | Chicago Partners Investment Group LLC | $4,344,559 | $50,801,673 | $448,822,650 | $499,624,323 |
| 277 | Granite Investment Advisors Inc. | $1,062,161 | $491,273,472 | $4,755,519 | $496,028,991 |
| 278 | Dyson Capital Advisors LLC | $82,217,872 | $158,365,859 | $334,941,375 | $493,307,234 |
| 279 | Punch & Associates Investment Management Inc. | $378,276 | $476,247,759 | $12,485,270 | $488,733,029 |
| 280 | Sigma Investment Counselors | $385,498 | $486,883,468 | N/A | $486,883,468 |
| 281 | Veris Wealth Partners LLC | $418,243 | $314,926,227 | $171,072,614 | $485,998,841 |
| 282 | Gries Financial LLC | $698,020 | $485,123,636 | N/A | $485,123,636 |
| 283 | Roffman Miller Associates Inc. | $765,654 | $475,111,185 | $9,547,710 | $484,658,895 |
| 284 | Briaud Financial Advisors | $263,817 | $477,113,759 | $7,517,502 | $484,631,261 |
| 285 | Vista Capital Partners Inc. | $429,688 | $484,258,440 | N/A | $484,258,440 |
| 286 | Valentine Capital Asset Management Inc. | $1,004,396 | $481,105,600 | N/A | $481,105,600 |
| 287 | The Fiduciary Group | $544,303 | $458,842,685 | $21,776,763 | $480,619,448 |
| 288 | Zuckerman Investment Group | $1,034,603 | $474,227,000 | $5,829,000 | $480,056,000 |
| 289 | Pinnacle Wealth Planning Services Inc. | $223,027 | $315,703,244 | $163,803,968 | $479,507,212 |
| 290 | Portfolio Capital Management Inc. | $1,273,489 | $188,869,000 | $289,963,000 | $478,832,000 |
| 291 | Cabot Money Management Inc. | $315,471 | $476,676,000 | N/A | $476,676,000 |
| 292 | Deerfield Financial Advisors Inc. | $495,527 | $370,620,463 | $105,085,503 | $475,705,966 |
| 293 | Patton Albertson & Miller LLC | $564,688 | $464,783,542 | $7,860,474 | $472,644,016 |
| 294 | Eclectic Associates Inc. | $159,691 | $393,292,079 | $77,476,252 | $470,768,331 |
| 295 | Stearns Financial Group | $318,611 | $454,988,923 | $15,599,500 | $470,588,423 |
| 296 | Cardiff Park Advisors | $2,329,299 | N/A | $470,518,489 | $470,518,489 |
| 297 | Bridgecreek Investment Management LLC | $7,580,645 | $470,000,000 | N/A | $470,000,000 |
| 298 | Kinsight LLC | $2,042,555 | $463,292,543 | $6,494,992 | $469,787,535 |
| 299 | Gratus Capital Management LLC | $656,821 | $287,000,000 | $180,000,000 | $467,000,000 |
| 300 | Novare Capital Management | $2,843,477 | $461,147,183 | $5,183,000 | $466,330,183 |
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*Methodology: InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2012. To qualify, a firm must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2012, (2) total AUM is at least $100M, (3) no employees 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.