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
351Wealth Architects$456,464$754,432,271$61,269,462$815,701,733
352D'Orazio & Associates, Inc.$664,725$811,628,732$0$811,628,732
353Schultz Collins$4,792,600$0$809,949,452$809,949,452
354PPCM$5,729,172$252,991,494$549,092,645$802,084,139
355Jacobus Wealth Management Inc$716,848$690,589,157$100,810,751$791,399,908
356West Capital Management$395,246$782,580,597$2,377,498$784,958,095
357Diesslin Group, Inc.$433,040$543,010,497$239,492,982$782,503,479
358Urban Financial Advisory Corporation$1,150,052$721,282,152$60,753,509$782,035,661
359Paragon Capital Management$1,271,304$702,980,720$75,057,348$778,038,068
360West Coast Financial$704,550$775,005,230$0$775,005,230
361Austin Asset$447,742$746,134,604$28,459,349$774,593,953
362The Financial Advisory Group, Inc.$438,164$771,168,901$0$771,168,901
363Vigilant Capital Management$1,062,906$765,291,963$0$765,291,963
364Jnba Financial Advisors Inc$255,450$725,196,312$38,342,562$763,538,874
365Next Capital Management LLC$786,223$631,690,257$130,946,045$762,636,302
366Patriot Investment Management Group Inc$212,569$760,785,132$0$760,785,132
367Cornerstone Management, Inc.$540,177$757,421,200$986,635$758,407,835
368Wacker Wealth Partners, LLC$1,329,291$749,409,107$5,628,013$755,037,120
369Sunesis Advisors$1,714,305$418,451,740$335,842,343$754,294,083
370The Institute$227,128$667,746,544$86,318,965$754,065,509
371Miracle Mile Advisors, LLC$1,113,435$753,795,823$0$753,795,823
372Investor Solutions$537,320$574,960,613$178,361,335$753,321,948
373Argos Wealth Advisors LLC$6,414,957$750,550,020$0$750,550,020
374Maple Capital Management, Inc.$530,430$732,923,610$17,103,952$750,027,562
375Archpoint Investors$3,366,432$169,410,383$577,937,551$747,347,934
376RZH Advisors LLC$846,982$732,874,591$13,316,912$746,191,503
377Delphi Private Advisors$1,156,589$746,000,000$0$746,000,000
378Galapagos Partners, L.P.$24,842,769$264,397,959$480,885,122$745,283,081
379Meyer Capital Group$369,810$664,900,988$79,526,040$744,427,028
380Stillwater Capital Advisors$428,936$625,024,913$119,178,339$744,203,252
381Aepg Wealth Strategies$471,474$597,437,037$146,077,320$743,514,357
382Telarray, LLC$1,264,239$743,372,654$0$743,372,654
383Diastole Wealth Management$651,457$192,026,993$549,982,391$742,009,384
384Diversified Portfolios, Inc.$467,371$710,680,031$31,037,120$741,717,151
385Sharkey Howes & Javer Inc$254,518$576,039,037$163,080,672$739,119,709
386Dan Goldie Financial Services$625,713$0$738,341,607$738,341,607
387Huntington Steele$1,696,780$738,099,423$0$738,099,423
388Lexington Wealth Management, Inc.$474,080$641,220,000$95,500,000$736,720,000
389Palisade Asset Management$1,712,655$709,739,160$26,702,396$736,441,556
390Syntrinsic Investment Counsel$1,756,396$377,543,749$358,386,072$735,929,821
391Robustwealth Inc.$146,829$11,000,000$723,000,000$734,000,000
392Warwick Partners$1,108,227$0$733,646,000$733,646,000
393Kings Point Capital Management$1,063,780$725,292,616$7,651,959$732,944,575
394Osborn Williams & Donohoe$751,314$731,779,491$0$731,779,491
395Tortoise Investment Management$348,249$720,967,866$7,916,909$728,884,775
396Dean Investments$1,489,149$728,193,778$0$728,193,778
397Asset Planning Services Ltd.$397,220$602,850,866$125,254,178$728,105,044
398Financial Partners Capital Management, LLC$1,084,876$703,877,122$21,904,870$725,781,992
399Rodgers & Associates$277,859$710,697,798$12,847,926$723,545,724
400Silveroak Wealth Management$623,923$663,853,607$56,777,246$720,630,853
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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.