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
301Motley Fool Wealth Management, LLC$260,599$836,000,000$0$836,000,000
302Jacobus Wealth Management Inc$733,741$705,694,857$130,036,312$835,731,169
303Diversified Management Inc$602,813$727,870,500$103,408,700$831,279,200
304McKinley Carter Wealth Services, Inc.$413,268$636,993,992$191,194,086$828,188,078
305Raub Brock Capital Management, LP$284,775$758,804,079$63,340,681$822,144,760
307Endurance Wealth Management, Inc.$1,061,609$733,946,444$83,492,801$817,439,245
308Tanglewood Wealth Management, Inc.$834,061$816,546,000$0$816,546,000
309Gries Financial$1,014,316$733,799,408$75,624,509$809,423,917
310Astraeus Advisers$1,503,684$367,493,179$441,488,596$808,981,775
311The Mather Group, Inc.$520,519$540,837,030$268,048,856$808,885,886
312Abacus Planning Group Inc$369,188$806,676,427$0$806,676,427
313Novare Capital Management$813,790$786,769,508$18,068,543$804,838,051
314Cherry Creek Family Offices$1,106,948$36,231,775$768,519,057$804,750,832
315Stearns Financial Group$441,963$792,383,564$9,779,220$802,162,784
316Total Investment Management, Inc.$320,878$801,873,087$0$801,873,087
317Veris Wealth Partners$530,858$669,566,853$132,029,369$801,596,222
318Stanford Investment Group, Inc.$813,412$778,055,097$23,155,772$801,210,869
319Opus Capital Group$2,657,142$691,195,338$108,604,528$799,799,866
320Quantum Capital Management$2,494,567$798,190,443$71,067$798,261,510
321Intrepid Capital Management Inc$3,454,005$782,780,288$11,640,893$794,421,181
322Howard Financial Services, Ltd.$569,046$460,737,220$330,236,295$790,973,515
323Glassman Wealth Services$538,947$790,096,278$0$790,096,278
325TFC Financial Management Inc$832,862$786,151,470$1,735,913$787,887,383
326Beaird Harris$464,601$742,968,018$44,066,649$787,034,667
327The Welch Group$517,070$786,980,022$0$786,980,022
328McLean Asset Management Corp.$354,103$783,984,059$0$783,984,059
329Independence Advisors$576,100$782,919,555$0$782,919,555
330D'Orazio & Associates, Inc.$624,783$782,852,622$0$782,852,622
331Willow Creek Wealth Management, Inc.$435,795$731,427,473$50,824,755$782,252,228
332BSW Wealth Partners$382,843$750,000,000$31,000,000$781,000,000
333Sapere Wealth Management$1,027,541$780,931,400$0$780,931,400
334Reilly Financial Advisors$364,823$760,128,832$18,037,888$778,166,720
335The Rainier Group, Inc.$735,145$717,769,221$56,338,499$774,107,720
336Castlekeep Investment Advisors$4,247,171$216,374,730$552,363,299$768,738,029
337Pillar Pacific Capital Management$2,094,078$736,421,239$32,105,417$768,526,656
338Artemis Wealth Advisors$58,868,000$509,234,000$256,050,000$765,284,000
339Sigma Investment Counselors$443,608$762,561,294$0$762,561,294
340Next Capital Management LLC$781,453$640,757,584$118,033,265$758,790,849
341Edge Wealth Management, LLC$1,082,549$757,784,419$0$757,784,419
342Zuckerman Investment Group$1,029,643$741,157,609$15,630,070$756,787,679
343Edgemoor Investment Advisors$960,166$756,610,774$0$756,610,774
344Steinberg Global Asset Management Ltd$646,352$703,500,000$49,500,000$753,000,000
345Waddell & Associates Inc$273,778$675,570,254$74,854,428$750,424,682
346Mitchell, McLeod, Pugh & Williams, Inc.$722,431$520,308,895$229,574,487$749,883,382
347Krasney Financial, LLC$385,597$741,631,005$2,185,901$743,816,906
348Sharkey Howes & Javer Inc$253,279$585,829,236$157,544,296$743,373,532
349Diesslin & Associates Inc$406,353$530,000,000$212,000,000$742,000,000
350Wacker Wealth Partners, LLC$1,301,343$733,148,772$4,712,732$737,861,504
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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 1,719 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 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 June 6, 2016.