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
301Tom Johnson Investment Management$486,440$628,469,000$170,752,000$799,221,000
302BSW Wealth Partners$374,003$769,000,000$28,000,000$797,000,000
304D'Orazio & Associates, Inc.$630,803$792,287,995$0$792,287,995
305Total Investment Management, Inc.$335,035$792,023,719$0$792,023,719
307Weatherstone Capital Management$165,480$786,493,252$1,851,695$788,344,947
308Edgemoor Investment Advisors$996,610$785,328,942$0$785,328,942
309Kanawha Capital Management$902,542$731,048,555$53,260,518$784,309,073
310Gerald L. Ray & Associates$1,158,093$781,712,622$0$781,712,622
311Artemis Wealth Advisors$70,979,455$737,680,000$43,094,000$780,774,000
312Fusion Family Wealth$3,730,464$779,667,014$0$779,667,014
313Stearns Financial Group$418,546$759,467,000$7,310,000$766,777,000
314Lenox Wealth Advisors, Inc.$1,436,858$762,971,523$0$762,971,523
315Diesslin & Associates Inc$412,371$540,000,000$220,000,000$760,000,000
316HFM Wealth Management$4,983,686$731,769,351$25,750,976$757,520,327
317Sharkey Howes & Javer Inc$245,317$609,642,077$145,198,480$754,840,557
318Reilly Financial Advisors$389,878$732,254,208$22,550,488$754,804,696
319Pillar Pacific Capital Management$2,107,435$707,849,526$38,182,299$746,031,825
320Willow Creek Wealth Management, Inc.$453,232$696,534,176$49,031,647$745,565,823
321The Welch Group$539,311$743,709,457$0$743,709,457
322Palisade Asset Management$1,811,459$711,581,596$27,493,525$739,075,121
323Berman Capital Advisors$623,835$66,828,208$671,792,573$738,620,781
324Meyer Capital Group$337,840$669,497,950$67,669,125$737,167,075
325Wacker Wealth Partners, LLC$1,330,340$735,048,969$1,959,430$737,008,399
326Beaird Harris$484,054$693,298,718$42,947,918$736,246,636
327Sheets Smith Wealth Management$862,243$728,595,000$0$728,595,000
328Independence Advisors$569,834$724,829,190$0$724,829,190
329Mitchell, McLeod, Pugh & Williams, Inc.$746,974$522,684,067$199,639,308$722,323,375
330Dan Goldie Financial Services$2,220,950$0$721,808,588$721,808,588
331Astraeus Advisers$1,579,346$248,212,392$471,969,471$720,181,863
332Osborn Rohs Williams & Donohoe$798,767$719,688,682$0$719,688,682
333Sigma Investment Counselors$411,935$718,414,550$0$718,414,550
334Parallel Advisors$265,566$697,439,450$17,995,569$715,435,019
335The Financial Advisory Group, Inc.$443,171$714,834,744$0$714,834,744
336Sunesis Advisors$2,138,361$322,335,066$391,877,441$714,212,507
337Paragon Capital Management$1,193,134$636,815,383$74,292,235$711,107,618
338Cookson Peirce Wealth Management$774,314$709,271,821$0$709,271,821
339Filbrandt Investment Advisers Incorporated$2,011,366$706,396,601$1,604,287$708,000,888
340Ulrich Consulting Group$7,952,355$283,684,156$424,075,401$707,759,557
341True North Management Group$88,030,125$704,241,000$0$704,241,000
342Cherry Creek Family Offices$1,331,348$0$701,620,291$701,620,291
343Libbie Agran Financial Services & Seminars$2,211,758$693,606,318$7,520,987$701,127,305
344Corda Investment Management$349,626$690,000,000$11,000,000$701,000,000
345Galapagos Partners, L.P.$31,754,022$140,015,898$558,572,584$698,588,482
346Lutz Financial$470,489$537,213,633$158,169,645$695,383,278
347Davidson & Garrard Inc$581,728$694,001,940$0$694,001,940
348Gries Financial$912,898$635,177,529$58,624,990$693,802,519
349Lenox Wealth Management, Inc.$507,071$691,400,330$1,766,193$693,166,523
350Veris Wealth Partners$508,130$523,545,582$169,035,588$692,581,170
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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 over 1,600 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2015. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2015, (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 11, 2015.