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
251Baker Avenue Asset Management, LP$850,603$863,382,787$291,735,748$1,155,118,535
252Berman Capital Advisors$603,657$582,772,871$569,608,850$1,152,381,721
253Fairway Wealth Management LLC$6,430,138$0$1,150,994,772$1,150,994,772
254Capstone Financial Advisors Inc$554,714$1,139,771,497$6,821,825$1,146,593,322
255Pegasus Partners$894,028$1,056,358,000$85,316,000$1,141,674,000
256True North Advisors$2,728,724$1,123,511,913$8,908,397$1,132,420,310
257Acropolis Investment Management$459,145$1,019,183,646$108,476,158$1,127,659,804
258Trumbower Financial Advisors$1,556,543$358,292,207$767,088,492$1,125,380,699
259Sadoff Investment Management$932,408$1,119,821,587$0$1,119,821,587
260Cookson Peirce Wealth Management$1,708,529$1,119,086,517$0$1,119,086,517
261Parsons Capital Management Inc$741,808$1,118,646,799$0$1,118,646,799
262Emery Howard$710,747$1,111,489,160$5,805,401$1,117,294,561
263Roffman Miller Associates Inc$1,196,220$1,095,924,700$21,344,409$1,117,269,109
264Polaris Wealth Advisers$364,983$1,075,574,300$27,039,300$1,102,613,600
265Vista Capital Partners, Inc.$630,385$1,101,913,356$0$1,101,913,356
266Punch & Associates Investment Management, Inc.$765,436$1,100,697,619$0$1,100,697,619
267Bristlecone Advisors LLC$1,701,887$1,094,313,050$0$1,094,313,050
268Heritage Wealth Advisors$1,732,333$482,409,245$610,693,002$1,093,102,247
269Legacy Wealth Management Inc$421,320$996,545,743$75,293,076$1,071,838,819
270Tom Johnson Investment Management$376,595$762,077,896$299,918,855$1,061,996,751
271Circle Wealth Management$1,512,051$617,847,324$443,612,402$1,061,459,726
272GHP Investment Advisors Inc$425,821$1,045,377,893$12,360,425$1,057,738,318
273Sweetwater Investments Inc$5,802,826$557,849,226$498,265,149$1,056,114,375
274SFMG Wealth Advisors$299,656$1,024,861,708$27,828,627$1,052,690,335
275Sheaff Brock Investment Advisors, LLC$831,892$1,052,343,077$0$1,052,343,077
276Private Ocean$647,547$1,046,982,519$5,280,913$1,052,263,432
277Motley Fool Wealth Management, LLC$291,963$1,049,022,107$0$1,049,022,107
278Boys Arnold & Co. Inc.$976,376$1,047,651,521$0$1,047,651,521
279Daintree Advisors$927,961$1,023,900,000$18,200,000$1,042,100,000
280Nottingham Advisors Inc.$499,255$1,026,468,021$0$1,026,468,021
281Reilly Financial Advisors$278,845$966,442,813$57,198,461$1,023,641,274
282Summit Financial Strategies Inc$1,471,870$820,788,222$199,217,565$1,020,005,787
283Lee Financial Company$637,966$1,007,241,665$7,761,534$1,015,003,199
284Parentebeard Wealth Management$1,189,719$987,176,867$16,945,602$1,004,122,469
285Planning Alternatives Ltd$455,771$1,001,783,742$0$1,001,783,742
286Raub Brock Capital Management, LP$260,067$877,627,261$122,849,435$1,000,476,696
287Bedel Financial Consulting Inc$297,462$958,169,187$38,327,111$996,496,298
288Cornerstone Advisory$549,067$986,645,018$4,420,245$991,065,263
289Maryland Capital Management$661,589$965,045,571$21,383,376$986,428,947
290Heritage Investment Group, Inc.$663,306$986,335,935$0$986,335,935
291FBB Capital Partners$384,308$909,722,371$67,958,291$977,680,662
292The Mather Group, Inc.$533,577$692,997,783$281,847,883$974,845,666
293The Wealth Consulting Group$198,863$974,431,085$0$974,431,085
294Albion Financial Group$591,758$913,872,228$55,428,151$969,300,379
295California Financial Advisors$402,071$655,885,773$305,868,325$961,754,098
296Veris Wealth Partners$544,813$820,500,606$137,280,829$957,781,435
297Resource Management$2,243,975$953,689,580$0$953,689,580
298Glassman Wealth Services$673,112$953,127,089$0$953,127,089
299Stearns Financial Group$483,095$936,114,485$13,168,116$949,282,601
300Round Table Wealth Management$1,114,311$809,367,691$138,910,709$948,278,400
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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 1,906 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2017. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (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) nor one who is an insurance company or agency.

Database last updated on June 5, 2017.