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
301Bitterroot Capital Advisors$73,810,905$78,057,742$586,240,402$664,298,144
302Global Advisor Alliance, Accordia Americas, Ethos Private Wealt$13,481,133$18,413,325$642,162,182$660,575,507
303Forte Capital$316,899$622,400,000$37,700,000$660,100,000
304Libbie Agran Financial Services & Seminars$2,105,758$651,638,722$7,463,620$659,102,342
305Beaird Harris$482,502$629,880,915$26,804,043$656,684,958
306Total Investment Management, Inc.$311,875$654,313,414$0$654,313,414
307Joseph Barry Co.$485,651$134,690,553$518,024,657$652,715,210
308Gries Financial$835,043$605,192,054$43,636,598$648,828,652
309Palisade Asset Management$1,769,237$617,189,184$28,582,434$645,771,618
310Acacia Wealth Advisors$5,249,212$0$645,653,050$645,653,050
311Sheaff Brock Investment Advisors$255,309$645,420,513$0$645,420,513
312The Welch Group$507,968$645,119,784$0$645,119,784
313LJPR$214,436$645,024,571$0$645,024,571
314Confluence Wealth Management$411,476$539,851,442$98,347,249$638,198,691
315Independence Advisors$331,661$627,002,704$11,112,276$638,114,980
316Aegis Wealth Management$1,513,675$308,986,545$328,270,828$637,257,373
317Oakmont Corporation$16,824,047$614,226,740$8,262,988$622,489,728
318Huntington Steele$1,922,032$620,816,405$0$620,816,405
319Lexington Wealth Management, Inc.$442,857$620,000,000$0$620,000,000
320Bell Investment Advisors Inc$501,832$611,586,716$7,172,198$618,758,914
321Lutz Financial$456,345$478,614,878$133,343,992$611,958,870
322Reilly Financial Advisors$399,932$611,896,576$0$611,896,576
323Vigilant Capital Management$1,038,448$610,607,603$0$610,607,603
324Davidson & Garrard Inc$533,588$608,824,434$0$608,824,434
325Versant Capital Management, Inc.$800,477$514,306,229$93,256,067$607,562,296
326Aufman Associates Inc$4,393,920$606,360,896$0$606,360,896
327Sanderson Wealth Management$672,222$15,000,000$590,000,000$605,000,000
328Stillwater Capital Advisors$409,695$467,256,486$136,634,580$603,891,066
329Laurel Wealth Advisors, Inc.$308,049$201,450,377$400,477,454$601,927,831
330Sunesis Advisors$1,637,501$163,459,687$435,865,742$599,325,429
331Column Capital Advisors$458,306$573,120,487$14,885,814$588,006,301
332Callan Capital$688,898$586,252,184$0$586,252,184
333Schaper Benz & Wise Investment Counsel Inc$1,176,195$583,170,046$2,575,129$585,745,175
334FSG Investment Management$1,104,996$507,042,256$75,290,774$582,333,030
335Galapagos Partners, L.P.$30,626,751$120,963,320$460,944,954$581,908,274
336Xpyria Investment Advisors, Inc.$980,625$580,797,142$713,729$581,510,871
337Corrigan Financial Inc$658,523$578,283,000$1,217,000$579,500,000
338Warwick Partners$947,717$0$577,159,588$577,159,588
339The Fiduciary Group$546,093$552,987,597$23,141,022$576,128,619
340Relyea Zuckerberg Hanson$693,141$567,000,000$9,000,000$576,000,000
341Austin Asset$410,311$575,255,927$0$575,255,927
342Mosaic Financial Partners, Inc.$2,194,656$575,000,000$0$575,000,000
343Foldes Financial Management$307,764$570,595,242$0$570,595,242
344Wealthquest Corporation$211,873$555,091,378$14,000,000$569,091,378
345Hokanson Associates, Inc.$1,382,497$568,206,236$0$568,206,236
346Eclectic Associates, Inc.$238,612$478,577,624$86,932,674$565,510,298
347Astraeus Advisers$1,437,517$200,096,747$364,847,301$564,944,048
348JNBA Financial Advisors Inc$221,167$564,639,330$0$564,639,330
349Medley & Brown$1,165,586$564,143,536$0$564,143,536
350Kings Point Capital Management$5,127,639$562,143,030$1,897,288$564,040,318
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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, 2014. (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.