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
251Pillar Financial Advisors Inc.$880,961$463,376,676$140,081,329$603,458,005
252D'Orazio & Associates Inc.$513,072$601,833,706$0$601,833,706
253Zhang Financial$231,473$600,671,868$0$600,671,868
254Libbie Agran Financial Services & Seminars$1,911,478$587,470,385$12,733,835$600,204,220
255Johnson Martin Advisors Inc.$13,953,488$600,000,000$0$600,000,000
256Paragon Advisors Inc.$8,184,151$49,928,000$547,515,000$597,443,000
257Acacia Wealth Advisors$5,047,934$0$595,656,202$595,656,202
258Zuckerman Investment Group$1,074,410$585,000,000$7,000,000$592,000,000
259Urban Financial Advisory Corp.$1,127,598$559,697,868$30,036,040$589,733,908
260Forte Capital$274,126$553,000,000$35,000,000$588,000,000
261Kanawha Capital Management$725,406$537,880,228$49,698,826$587,579,054
262Meyer Capital Group$289,345$511,422,746$75,946,944$587,369,690
263Vista Capital Partners Inc.$487,330$586,257,639$0$586,257,639
264Check Capital Management Inc.$451,082$564,000,000$19,700,000$583,700,000
265Dan Goldie Financial Services$600,051$0$582,049,494$582,049,494
266McKinley Carter Wealth Services Inc.$279,908$459,408,688$120,000,000$579,408,688
267Cardiff Park Advisors$2,499,113$0$572,296,870$572,296,870
268Versant Capital Management Inc.$751,034$491,428,530$74,851,131$566,279,661
269Sigma Investment Counselors$389,513$565,962,704$0$565,962,704
270The Pacific Financial Group Inc.$90,419$557,964,154$7,877,009$565,841,163
271Towneley Capital Management Inc.$1,890,437$563,350,261$0$563,350,261
272Independence Advisors$508,589$552,916,933$10,091,207$563,008,140
273Ulrich Consulting Group$7,032,238$133,319,222$429,259,803$562,579,025
274Chicago Partners Investment Group$3,638,592$88,951,912$471,391,239$560,343,151
275The Financial Advisory Group Inc.$446,402$560,234,452$0$560,234,452
276LJPR$201,464$559,666,752$0$559,666,752
277Gries Financial$768,248$520,330,398$36,649,137$556,979,535
278SFMG Wealth Advisors$298,264$553,110,933$1,362,570$554,473,503
279Roffman Miller Associates Inc.$839,374$531,450,553$15,821,124$547,271,677
280Carnegie Investment Counsel$417,272$539,950,000$0$539,950,000
281The Welch Group$503,138$538,860,771$0$538,860,771
282Mastrapasqua Asset Management Inc.$2,181,274$505,483,609$28,928,623$534,412,232
283Stearns Financial Group$376,860$528,202,928$4,676,805$532,879,733
284Aegis Wealth Management$1,511,350$147,708,504$384,286,864$531,995,368
285Deerfield Financial Advisors Inc.$540,744$419,203,190$109,644,528$528,847,718
286Beaird Harris Wealth Management Inc.$2,163,628$525,761,724$0$525,761,724
287Veris Wealth Partners$456,121$334,034,305$190,505,051$524,539,356
288Cookson Peirce Investment Management$1,108,794$524,459,324$0$524,459,324
289Novare Capital Management$2,879,923$520,895,197$3,250,860$524,146,057
290Sanderson Wealth Management$581,667$523,500,000$0$523,500,000
291Huntington Steele$1,469,714$523,218,070$0$523,218,070
292Galapagos Partners$14,906,257$134,789,394$386,929,600$521,718,994
293Cherry Creek Family Offices$1,014,467$0$521,436,270$521,436,270
294PDS Planning Inc.$1,203,903$312,774,000$208,516,000$521,290,000
295Mosaic Financial Partners Inc.$2,050,633$520,070,672$790,128$520,860,800
296All Star Financial Inc.$587,878$333,943,564$186,916,673$520,860,237
297Lutz Financial$419,253$415,314,336$105,398,454$520,712,790
298Lexington Wealth Management Inc.$367,491$500,000,000$20,000,000$520,000,000
299Granite Investment Advisors Inc.$1,146,276$514,276,102$4,986,783$519,262,885
300Wingate Financial Corp.$229,041$369,249,527$147,009,587$516,259,114
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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, 2012. (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.