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
301Cookson Peirce Wealth Management$775,216$841,109,178$0$841,109,178
302Affiliated Private Investors$4,833,838$841,087,796$0$841,087,796
303Parentebeard Wealth Management$1,338,957$799,214,443$37,633,766$836,848,209
304Motley Fool Wealth Management, LLC$260,599$836,000,000$0$836,000,000
305Diversified Management Inc$602,813$727,870,500$103,408,700$831,279,200
306McKinley Carter Wealth Services, Inc.$413,268$636,993,992$191,194,086$828,188,078
307Raub Brock Capital Management, LP$284,775$758,804,079$63,340,681$822,144,760
308Straightline$154,717$780,076,184$38,993,290$819,069,474
309Endurance Wealth Management, Inc.$1,061,609$733,946,444$83,492,801$817,439,245
310Tanglewood Wealth Management, Inc.$834,061$816,546,000$0$816,546,000
311Gries Financial$1,014,316$733,799,408$75,624,509$809,423,917
312Astraeus Advisers$1,503,684$367,493,179$441,488,596$808,981,775
313The Mather Group, Inc.$520,519$540,837,030$268,048,856$808,885,886
314Abacus Planning Group Inc$369,188$806,676,427$0$806,676,427
315Novare Capital Management$813,790$786,769,508$18,068,543$804,838,051
316Cherry Creek Family Offices$1,106,948$36,231,775$768,519,057$804,750,832
317Stearns Financial Group$441,963$792,383,564$9,779,220$802,162,784
318Total Investment Management, Inc.$320,878$801,873,087$0$801,873,087
319Veris Wealth Partners$530,858$669,566,853$132,029,369$801,596,222
320Stanford Investment Group, Inc.$813,412$778,055,097$23,155,772$801,210,869
321Opus Capital Group$2,657,142$691,195,338$108,604,528$799,799,866
322Quantum Capital Management$2,494,567$798,190,443$71,067$798,261,510
323Intrepid Capital Management Inc$3,454,005$782,780,288$11,640,893$794,421,181
324Howard Financial Services, Ltd.$569,046$460,737,220$330,236,295$790,973,515
325Glassman Wealth Services$538,947$790,096,278$0$790,096,278
326Jacobus Wealth Management Inc$697,518$699,772,807$88,422,987$788,195,794
327PPCM$6,303,119$271,304,301$516,585,585$787,889,886
328TFC Financial Management Inc$832,862$786,151,470$1,735,913$787,887,383
329Vivaldi Capital Management$842,469$342,815,771$444,892,277$787,708,048
330Beaird Harris$464,601$742,968,018$44,066,649$787,034,667
331McLean Asset Management Corp.$354,103$783,984,059$0$783,984,059
332Independence Advisors$576,100$782,919,555$0$782,919,555
333D'Orazio & Associates, Inc.$624,783$782,852,622$0$782,852,622
334Willow Creek Wealth Management, Inc.$435,795$731,427,473$50,824,755$782,252,228
335BSW Wealth Partners$382,843$750,000,000$31,000,000$781,000,000
336Sapere Wealth Management$1,027,541$780,931,400$0$780,931,400
337Reilly Financial Advisors$364,823$760,128,832$18,037,888$778,166,720
338The Rainier Group, Inc.$735,145$717,769,221$56,338,499$774,107,720
339Castlekeep Investment Advisors$4,247,171$216,374,730$552,363,299$768,738,029
340Pillar Pacific Capital Management$2,094,078$736,421,239$32,105,417$768,526,656
341Artemis Wealth Advisors$58,868,000$509,234,000$256,050,000$765,284,000
342Sigma Investment Counselors$443,608$762,561,294$0$762,561,294
343Next Capital Management LLC$781,453$640,757,584$118,033,265$758,790,849
344Edge Wealth Management, LLC$1,082,549$757,784,419$0$757,784,419
345Zuckerman Investment Group$1,029,643$741,157,609$15,630,070$756,787,679
346Edgemoor Investment Advisors$960,166$756,610,774$0$756,610,774
347Steinberg Global Asset Management Ltd$646,352$703,500,000$49,500,000$753,000,000
348Mitchell, McLeod, Pugh & Williams, Inc.$722,431$520,308,895$229,574,487$749,883,382
349Krasney Financial, LLC$385,597$741,631,005$2,185,901$743,816,906
350Sharkey Howes & Javer Inc$253,279$585,829,236$157,544,296$743,373,532
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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.