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
251Circle Wealth Management$1,564,886$467,793,296$569,725,948$1,037,519,244
252Parallel Advisors$246,125$1,030,634,357$6,537,243$1,037,171,600
253Citrin Cooperman Wealth Management, Lp$2,042,114$71,134,751$964,217,220$1,035,351,971
254Century Management$771,744$1,025,647,624$0$1,025,647,624
255Guyasuta Investment Advisors, Incorporated$1,074,991$1,021,241,000$0$1,021,241,000
256TrueWealth Management$512,457$1,020,815,271$0$1,020,815,271
257Lee Financial Corp$648,226$1,010,328,629$9,330,995$1,019,659,624
258Legacy Wealth Management Inc$417,251$959,734,937$59,609,910$1,019,344,847
259Acropolis Investment Management$432,631$916,421,662$96,368,383$1,012,790,045
260Check Capital Management Inc$519,119$978,606,820$28,484,519$1,007,091,339
261Heritage Financial Services$293,464$1,001,592,175$0$1,001,592,175
262Trumbower Financial Advisors$1,448,210$330,806,167$669,906,787$1,000,712,954
263Boys Arnold & Co. Inc.$987,097$935,026,875$60,954,122$995,980,997
264Bristlecone Advisors LLC$4,247,663$993,953,189$0$993,953,189
265Maryland Capital Management$659,356$954,447,893$21,399,632$975,847,525
266Polaris Wealth Advisers$343,255$931,376,000$44,154,000$975,530,000
267Atlas Private Wealth Management, LLC$221,042$968,165,908$0$968,165,908
268Nottingham Advisors Inc.$488,024$967,263,391$0$967,263,391
269Huber Financial$197,326$836,717,629$127,811,992$964,529,621
270Berman Capital Advisors$645,554$521,354,488$437,938,778$959,293,266
271Private Ocean$589,525$934,254,367$21,365,026$955,619,393
272Planning Alternatives Ltd$405,741$943,347,295$0$943,347,295
273Punch & Associates Investment Management, Inc.$685,238$938,090,351$0$938,090,351
274Heritage Wealth Advisors$1,521,772$398,508,850$537,380,751$935,889,601
275Bedel Financial Consulting Inc$246,163$891,563,288$36,962,784$928,526,072
276Roffman Miller Associates Inc$1,117,854$21,845,588$899,266,475$921,112,063
277Vista Capital Partners, Inc.$577,915$920,040,172$0$920,040,172
278SFMG Wealth Advisors$280,949$887,620,802$26,869,162$914,489,964
279GHP Investment Advisors Inc$402,988$900,015,859$10,334,171$910,350,030
280FBB Capital Partners$376,833$842,450,234$67,600,509$910,050,743
281Albion Financial Group$566,412$861,511,297$44,748,271$906,259,568
282Tom Johnson Investment Management$416,590$645,500,000$260,584,000$906,084,000
283WESCAP Group$2,037,197$728,105,261$174,372,921$902,478,182
284Summit Financial Strategies Inc$1,358,219$709,758,557$185,307,438$895,065,995
285Round Table Services$778,048$804,267,491$85,040,987$889,308,478
286Captrust Financial Advisors$504,863$887,549,734$0$887,549,734
287Baker Avenue Asset Management, LP$626,515$790,000,000$89,000,000$879,000,000
288Lenox Wealth Advisors, Inc.$1,159,633$876,682,233$0$876,682,233
289Braver Wealth Management, LLC$335,563$777,665,927$97,817,057$875,482,984
290AEPG Wealth Strategies$584,729$506,215,425$369,124,162$875,339,587
291Durbin Bennett Peterson Private Wealth Management$899,897$854,000,000$18,000,000$872,000,000
292Howe and Rusling, Inc.$490,749$819,137,286$49,978,768$869,116,054
293Personal Financial Planning, Inc.$3,853,333$395,000,000$472,000,000$867,000,000
294Oakmont Corporation$23,978,564$863,228,028$267$863,228,295
295Asset Planning Services Ltd.$409,004$0$859,726,194$859,726,194
296The Welch Group$561,007$853,852,393$0$853,852,393
297Resource Management$460,636$852,176,419$0$852,176,419
298Matheys Lane Capital Management L.P.$2,488,972$524,293,601$324,445,837$848,739,438
299Condor Capital Management$338,449$731,525,413$114,597,399$846,122,812
300Tufton Capital Management$1,181,617$757,406,439$87,450,065$844,856,504
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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 1,778 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2016. 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) not one who is an insurance company or agency.

Database last updated on December 5, 2016.