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
301Rex Capital Advisors$1,438,364$699,044,975$0$699,044,975
302D'Orazio & Associates, Inc.$564,995$696,639,445$0$696,639,445
303Dan Goldie Financial Services$2,188,991$0$696,099,162$696,099,162
304Novare Capital Management$831,739$687,222,815$8,110,927$695,333,742
305Lenox Wealth Management, Inc.$488,573$687,871,000$4,926,000$692,797,000
306Sigma Investment Counselors$415,409$691,656,476$0$691,656,476
307R. E. Wacker Wealth Partners$1,288,176$688,613,510$1,848,805$690,462,315
308Urban Financial Advisory Corporation$1,100,280$647,343,632$42,531,768$689,875,400
309Fusion Family Wealth$311,317$688,945,000$0$688,945,000
310Stearns Financial Group$439,168$680,731,318$6,126,963$686,858,281
312Pillar Pacific Capital Management$2,184,096$657,576,000$26,046,000$683,622,000
313Beacon Pointe Wealth Advisors$216,720$682,667,786$0$682,667,786
314Reilly Financial Advisors$410,341$679,114,432$0$679,114,432
315The Financial Advisory Group, Inc.$344,044$672,950,019$0$672,950,019
316Tom Johnson Investment Management$558,446$598,884,000$66,784,000$665,668,000
317Veris Wealth Partners$562,555$470,106,584$195,396,032$665,502,616
318Willow Creek Wealth Management, Inc.$428,250$621,954,336$42,688,946$664,643,282
319Bitterroot Capital Advisors$73,810,905$78,057,742$586,240,402$664,298,144
320Global Advisor Alliance, Accordia Americas, Ethos Private Wealt$13,481,133$18,413,325$642,162,182$660,575,507
321Forte Capital$316,899$622,400,000$37,700,000$660,100,000
322Libbie Agran Financial Services & Seminars$2,105,758$651,638,722$7,463,620$659,102,342
323Beaird Harris$482,502$629,880,915$26,804,043$656,684,958
324Total Investment Management, Inc.$311,875$654,313,414$0$654,313,414
325Joseph Barry Co.$485,651$134,690,553$518,024,657$652,715,210
326Lenox Wealth Advisors, Inc.$506,918$648,855,000$0$648,855,000
327Gries Financial$835,043$605,192,054$43,636,598$648,828,652
328Palisade Asset Management$1,769,237$617,189,184$28,582,434$645,771,618
329Acacia Wealth Advisors$5,249,212$0$645,653,050$645,653,050
330Sheaff Brock Investment Advisors$255,309$645,420,513$0$645,420,513
331The Welch Group$507,968$645,119,784$0$645,119,784
332Austin Asset$481,151$640,412,130$0$640,412,130
333Independence Advisors$331,661$627,002,704$11,112,276$638,114,980
334Aegis Wealth Management$1,513,675$308,986,545$328,270,828$637,257,373
335Oakmont Corporation$16,824,047$614,226,740$8,262,988$622,489,728
336Huntington Steele$1,922,032$620,816,405$0$620,816,405
337Lexington Wealth Management, Inc.$442,857$620,000,000$0$620,000,000
338Bell Investment Advisors Inc$501,832$611,586,716$7,172,198$618,758,914
339Lutz Financial$456,345$478,614,878$133,343,992$611,958,870
340Vigilant Capital Management$1,038,448$610,607,603$0$610,607,603
341Davidson & Garrard Inc$533,588$608,824,434$0$608,824,434
342Versant Capital Management, Inc.$800,477$514,306,229$93,256,067$607,562,296
343Aufman Associates Inc$4,393,920$606,360,896$0$606,360,896
344Sanderson Wealth Management$672,222$15,000,000$590,000,000$605,000,000
345Stillwater Capital Advisors$409,695$467,256,486$136,634,580$603,891,066
346Raub Brock Capital Management, LP$315,349$602,304,756$643,356$602,948,112
347Laurel Wealth Advisors, Inc.$308,049$201,450,377$400,477,454$601,927,831
348Sunesis Advisors$1,637,501$163,459,687$435,865,742$599,325,429
349Column Capital Advisors$458,306$573,120,487$14,885,814$588,006,301
350Callan Capital$688,898$586,252,184$0$586,252,184
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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.