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
251Parallel Advisors$246,125$1,030,634,357$6,537,243$1,037,171,600
252Century Management$771,744$1,025,647,624$0$1,025,647,624
253Guyasuta Investment Advisors, Incorporated$1,074,991$1,021,241,000$0$1,021,241,000
254TrueWealth Management$512,457$1,020,815,271$0$1,020,815,271
255Lee Financial Corp$648,226$1,010,328,629$9,330,995$1,019,659,624
256Legacy Wealth Management Inc$417,251$959,734,937$59,609,910$1,019,344,847
257Acropolis Investment Management$432,631$916,421,662$96,368,383$1,012,790,045
258Check Capital Management Inc$519,119$978,606,820$28,484,519$1,007,091,339
259Heritage Financial Services$293,464$1,001,592,175$0$1,001,592,175
260Trumbower Financial Advisors$1,448,210$330,806,167$669,906,787$1,000,712,954
261Boys Arnold & Co. Inc.$987,097$935,026,875$60,954,122$995,980,997
262Bristlecone Advisors LLC$4,247,663$993,953,189$0$993,953,189
263Moody, Lynn & Lieberson, Inc.$1,285,779$977,192,169$0$977,192,169
264Polaris Wealth Advisers$343,255$931,376,000$44,154,000$975,530,000
265Atlas Private Wealth Management, LLC$221,042$968,165,908$0$968,165,908
266Nottingham Advisors Inc.$488,024$967,263,391$0$967,263,391
267Huber Financial$197,326$836,717,629$127,811,992$964,529,621
268Berman Capital Advisors$645,554$521,354,488$437,938,778$959,293,266
269Maryland Capital Management$648,562$938,484,000$20,090,000$958,574,000
270Private Ocean$589,525$934,254,367$21,365,026$955,619,393
271Planning Alternatives Ltd$405,741$943,347,295$0$943,347,295
272Punch & Associates Investment Management, Inc.$685,238$938,090,351$0$938,090,351
273Heritage Wealth Advisors$1,521,772$398,508,850$537,380,751$935,889,601
274Bedel Financial Consulting Inc$246,163$891,563,288$36,962,784$928,526,072
275Roffman Miller Associates Inc$1,117,854$21,845,588$899,266,475$921,112,063
276Vista Capital Partners, Inc.$577,915$920,040,172$0$920,040,172
277SFMG Wealth Advisors$280,949$887,620,802$26,869,162$914,489,964
278GHP Investment Advisors Inc$402,988$900,015,859$10,334,171$910,350,030
279FBB Capital Partners$376,833$842,450,234$67,600,509$910,050,743
280Albion Financial Group$566,412$861,511,297$44,748,271$906,259,568
281Tom Johnson Investment Management$416,590$645,500,000$260,584,000$906,084,000
282WESCAP Group$2,037,197$728,105,261$174,372,921$902,478,182
283Summit Financial Strategies Inc$1,358,219$709,758,557$185,307,438$895,065,995
284Round Table Services$778,048$804,267,491$85,040,987$889,308,478
285Captrust Financial Advisors$504,863$887,549,734$0$887,549,734
286Baker Avenue Asset Management, LP$626,515$790,000,000$89,000,000$879,000,000
287Lenox Wealth Advisors, Inc.$1,159,633$876,682,233$0$876,682,233
288AEPG Wealth Strategies$584,729$506,215,425$369,124,162$875,339,587
289Durbin Bennett Peterson Private Wealth Management$899,897$854,000,000$18,000,000$872,000,000
290Howe and Rusling, Inc.$490,749$819,137,286$49,978,768$869,116,054
291Personal Financial Planning, Inc.$3,853,333$395,000,000$472,000,000$867,000,000
292Oakmont Corporation$23,978,564$863,228,028$267$863,228,295
293Asset Planning Services Ltd.$409,004$0$859,726,194$859,726,194
294Resource Management$460,636$852,176,419$0$852,176,419
295Matheys Lane Capital Management L.P.$2,488,972$524,293,601$324,445,837$848,739,438
296Condor Capital Management$338,449$731,525,413$114,597,399$846,122,812
297Tufton Capital Management$1,181,617$757,406,439$87,450,065$844,856,504
298Cookson Peirce Wealth Management$775,216$841,109,178$0$841,109,178
299Affiliated Private Investors$4,833,838$841,087,796$0$841,087,796
300Parentebeard Wealth Management$1,338,957$799,214,443$37,633,766$836,848,209
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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 1,719 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 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 June 6, 2016.