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
352Botty Investors$3,909,623$175,028,368$516,974,984$692,003,352
353Warwick Partners$1,087,837$0$686,425,050$686,425,050
354Vigilant Capital Management$1,061,675$685,842,347$0$685,842,347
355Forte Capital$322,452$646,700,686$36,897,798$683,598,484
356Syntrinsic Investment Counsel$5,792,946$164,197,221$519,370,384$683,567,605
357Barry Investment Advisors, LLC$494,261$520,866,417$160,719,998$681,586,415
358Stillwater Capital Advisors$435,708$543,515,464$133,139,322$676,654,786
359Relyea Zuckerberg Hanson$761,238$669,294,000$5,924,000$675,218,000
360Raub Brock Capital Management, LP$322,573$633,843,188$41,301,176$675,144,364
361Laurel Wealth Advisors, Inc.$257,414$377,609,259$294,240,607$671,849,866
362Aufman Associates Inc$4,861,962$637,608,392$33,342,374$670,950,766
363Huntington Steele$1,913,753$665,986,169$0$665,986,169
364Rex Capital Advisors$1,367,067$665,761,801$0$665,761,801
365Ethos Private Wealth$13,418,367$15,500,000$642,000,000$657,500,000
366FSG Investment Management$1,160,778$654,678,915$0$654,678,915
367Wealth Architects$421,339$591,693,510$59,696,693$651,390,203
368Aegis Wealth Management$1,363,412$650,347,643$0$650,347,643
369Lexington Wealth Management, Inc.$464,286$650,000,000$0$650,000,000
370Acacia Wealth Advisors$5,001,459$0$645,188,180$645,188,180
371Kings Point Capital Management$1,049,710$636,133,909$2,089,948$638,223,857
372Patriot Investment Management Group Inc$178,068$638,194,395$0$638,194,395
373Woodmont Investment Counsel$883,491$612,426,644$25,453,678$637,880,322
374JNBA Financial Advisors Inc$224,912$636,950,132$0$636,950,132
375Oakmont Corporation$15,162,437$631,227,669$5,594,676$636,822,345
376The Fiduciary Group$1,330,758$607,603,071$27,168,599$634,771,670
377Eclectic Associates, Inc.$255,007$538,628,413$95,064,907$633,693,320
378Schaper Benz & Wise Investment Counsel Inc$1,219,088$626,106,976$6,599,780$632,706,756
379Leonetti & Associates$605,740$631,786,540$0$631,786,540
380Sanderson Wealth Management$2,797,319$69,850,517$556,748,903$626,599,420
381Diversified Portfolios, Inc.$448,338$625,880,022$0$625,880,022
382The Mather Group, Inc.$512,484$395,541,819$230,201,280$625,743,099
383Bridgecreek Investment Management$10,080,645$625,000,000$0$625,000,000
384Austin Asset$445,714$624,000,000$0$624,000,000
385Maple Capital Management, Inc.$528,185$598,184,074$23,489,214$621,673,288
386Versant Capital Management, Inc.$765,963$531,607,052$89,588,676$621,195,728
387Main Street Research$299,632$619,339,600$0$619,339,600
388Fischer & Co.$22,073,425$482,788,083$135,267,815$618,055,898
389Lindbrook Capital$2,135,889$574,897,903$38,102,097$613,000,000
390Mosaic Financial Partners, Inc.$655,734$611,800,000$0$611,800,000
391Towneley Capital Management$1,915,794$611,138,413$0$611,138,413
392Medley & Brown$1,225,385$610,241,800$0$610,241,800
393Corrigan Financial Inc$642,727$603,131,000$1,032,000$604,163,000
394Rodgers & Associates$854,377$585,839,205$17,350,956$603,190,161
395Adell Harriman & Carpenter$435,390$598,660,906$0$598,660,906
396Xpyria Investment Advisors, Inc.$929,905$595,837,427$231,852$596,069,279
397Stepp & Rothwell Inc$350,537$490,592,845$105,320,762$595,913,607
398Arthur M. Cohen & Associates$675,173$556,674,654$36,802,841$593,477,495
399Bitterroot Capital Advisors$65,824,072$65,591,271$526,825,376$592,416,647
400Paracle Advisors$441,082$588,396,915$3,534,740$591,931,655
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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.