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
351All Star Financial Inc$1,461,742$371,853,000$183,609,000$555,462,000
352Colony Family Offices$1,740,472$532,667,522$22,542,932$555,210,454
353PDS Planning Inc$1,211,145$351,280,000$201,002,000$552,282,000
354Deerfield Financial Advisors, Inc.$565,579$442,818,570$109,186,486$552,005,056
355Bridgecreek Investment Management$8,461,538$550,000,000$0$550,000,000
356Stepp & Rothwell Inc$336,034$461,962,524$87,452,777$549,415,301
357Dean Investments$1,179,403$548,422,458$0$548,422,458
358GM Advisory Group, Inc.$2,005,379$544,609,494$2,858,863$547,468,357
359JoycePayne Partners, P.C.$337,464$545,679,822$0$545,679,822
360Maple Capital Management, Inc.$522,815$517,555,407$26,694,692$544,250,099
361RJR Associates Inc$1,569,607$425,872,000$117,212,000$543,084,000
362Cherry Creek Family Offices$1,094,755$0$542,998,615$542,998,615
363Rodgers & Associates$253,221$525,472,419$16,672,924$542,145,343
364Arthur M. Cohen & Associates$616,793$519,241,378$22,303,074$541,544,452
365Strategic Wealth Management Inc$5,009,896$538,471,687$2,597,044$541,068,731
366Gupta Wealth Management$727,322$487,700,000$52,700,000$540,400,000
367Granite Investment Advisors, Inc.$1,305,651$524,692,717$10,624,299$535,317,016
368Kinsight$2,124,179$499,121,945$36,171,222$535,293,167
369Financial Management Professionals Inc$287,035$469,519,000$64,366,000$533,885,000
370Sage Capital Management$775,362$392,463,545$140,210,351$532,673,896
371Albert Heeg Investment Management$53,165,420$97,599,174$434,055,024$531,654,198
372Paracle Advisors$385,541$510,536,405$19,581,900$530,118,305
373Wealth Architects$396,545$474,447,090$54,941,038$529,388,128
374Adell Harriman & Carpenter$422,715$528,394,298$0$528,394,298
375SignalPoint Asset Management$279,513$472,034,550$53,450,380$525,484,930
376Lau Associates$3,747,857$524,700,000$0$524,700,000
377Wingate Wealth Advisors, Inc.$247,699$378,015,038$144,382,238$522,397,276
378BGM Trunorth Wealth Partners$408,409$493,918,884$25,986,089$519,904,973
379Cornerstone Capital Advisors$401,112$345,653,954$173,785,817$519,439,771
380True North Management Group$86,571,667$519,430,000$0$519,430,000
381Cabot Wealth Management$356,552$517,000,000$0$517,000,000
382The Hoerner Planning Group$783,512$516,334,712$0$516,334,712
383Patton Albertson & Miller$610,258$508,924,387$7,354,233$516,278,620
384American Financial Advisors.$223,358$515,509,677$0$515,509,677
385CJM Wealth Advisers, Ltd.$321,190$493,076,406$20,184,455$513,260,861
386Yolles, Toal & Post - Diversified Portfolios, Inc.$398,713$512,745,105$0$512,745,105
387Berman Capital Advisors$591,260$0$512,031,328$512,031,328
388Redw Stanley Financial Advisors$556,799$507,404,226$4,294,404$511,698,630
389Cornerstone Management, Inc.$441,410$511,097,255$496,881$511,594,136
390Smith & Howard Wealth Management$843,506$511,164,913$0$511,164,913
391Raub Brock Capital Management, LP$317,099$313,055,507$197,790,651$510,846,158
392Paragon Advisors, Inc.$7,274,286$141,300,000$367,900,000$509,200,000
393Mastrapasqua Asset Management, Inc.$1,617,649$502,258,651$5,683,183$507,941,834
394Lindbrook Capital$754,536$423,360,825$83,687,302$507,048,127
395Frank, Rimerman Advisors$5,805,572$434,060,871$71,023,915$505,084,786
396Parallel Advisors$305,735$504,462,016$0$504,462,016
397Main Street Research$451,532$503,457,899$0$503,457,899
398Sequent Asset Management$1,610,256$286,254,268$216,145,712$502,399,980
399Yeske Buie Inc.$546,510$492,625,587$9,070,375$501,695,962
400Burt Wealth Advisors$530,644$500,927,891$0$500,927,891
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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.