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
301Resource Management$2,243,975$953,689,580$0$953,689,580
302Stearns Financial Group$483,095$936,114,485$13,168,116$949,282,601
303Round Table Wealth Management$1,114,311$809,367,691$138,910,709$948,278,400
304Howard Financial Services, Ltd.$617,357$593,000,000$346,000,000$939,000,000
305Personal Financial Planning, Inc.$3,978,723$425,000,000$510,000,000$935,000,000
306McLean Asset Management Corp.$351,307$934,828,804$0$934,828,804
307Lindbrook Capital$847,204$781,900,000$142,400,000$924,300,000
308Beaird Harris$476,302$865,790,798$57,759,051$923,549,849
309Intrepid Capital Management Inc$3,962,728$905,449,151$9,941,026$915,390,177
310The Welch Group$566,126$914,859,919$0$914,859,919
311MG Financial$6,319,231$828,864,602$81,104,593$909,969,195
312Affiliated Private Investors$5,195,402$904,000,000$0$904,000,000
313Diversified Management Inc$654,386$807,656,128$96,051,102$903,707,230
314Willow Creek Wealth Management, Inc.$1,285,457$841,367,092$62,308,969$903,676,061
315Atlas Private Wealth Management, LLC$259,753$900,304,239$0$900,304,239
316McKinley Carter Wealth Services, Inc.$387,312$678,195,330$209,524,753$887,720,083
317Pillar Pacific Capital Management$2,323,697$846,502,736$41,149,538$887,652,274
318Matheys Lane Capital Management L.P.$2,392,949$538,802,870$344,195,308$882,998,178
319Perigon Wealth Management$1,190,925$868,804,147$13,671,466$882,475,613
320Abacus Planning Group Inc$373,757$882,439,163$0$882,439,163
321Cornerstone Capital Inc.$2,949,627$77,244,744$804,693,653$881,938,397
322RKL Wealth Management LLC$411,171$738,045,262$143,505,374$881,550,636
323Sigma Investment Counselors$470,966$876,468,614$0$876,468,614
324Captrust Financial Advisors$469,199$872,241,387$0$872,241,387
325Total Investment Management, Inc.$364,489$870,398,591$0$870,398,591
326WESCAP Group$2,032,460$709,427,132$160,465,628$869,892,760
327FundX Investment Group, LLC$1,257,353$867,573,890$0$867,573,890
328Durbin Bennett Private Wealth Management, LLC$907,933$845,583,756$20,584,280$866,168,036
329Monograph Wealth Advisors, LLC$2,352,153$822,686,468$42,905,730$865,592,198
330Steinberg Global Asset Management Ltd$690,674$802,056,000$63,359,000$865,415,000
331Mitchell, McLeod, Pugh & Williams, Inc.$766,431$594,346,652$270,953,639$865,300,291
332Laurel Wealth Advisors, Inc.$228,580$593,024,189$271,920,950$864,945,139
333Opus Capital Management$2,706,740$731,044,651$129,698,767$860,743,418
334Independence Advisors$580,219$854,898,079$3,825,807$858,723,886
335Lenox Wealth Advisors, Inc.$1,038,394$856,675,041$0$856,675,041
336Vivaldi Capital Management$864,726$430,341,335$420,548,750$850,890,085
337Endurance Wealth Management, Inc.$1,143,608$764,195,868$86,648,600$850,844,468
338TFC Financial Management Inc$853,326$848,974,496$1,791,786$850,766,282
340BSW Wealth Partners$390,639$811,000,000$32,000,000$843,000,000
341Edge Wealth Management, LLC$1,119,066$839,299,331$0$839,299,331
342Tanglewood Total Wealth Management, Inc.$823,219$838,860,314$0$838,860,314
343American Investment Services Inc$682,937$828,334,802$5,531,266$833,866,068
344Zuckerman Investment Group$1,166,292$812,300,000$18,100,000$830,400,000
345Cherry Creek Family Offices$855,893$0$828,504,007$828,504,007
346Edgemoor Investment Advisors$1,054,824$828,037,137$0$828,037,137
347Private Asset Management Inc$528,261$826,200,000$0$826,200,000
348Gries Financial$980,045$752,580,943$71,637,252$824,218,195
349Astraeus Advisers$1,377,910$378,850,449$442,384,143$821,234,592
350Artemis Wealth Advisors$51,100,000$622,000,000$195,600,000$817,600,000
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Showing 301 to 350 of 1,937 entries

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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 1,937 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2017. 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) nor one who is an insurance company or agency.

Database last updated on December 11, 2017.


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