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
351Diesslin & Associates Inc$406,353$530,000,000$212,000,000$742,000,000
352Wacker Wealth Partners, LLC$1,301,343$733,148,772$4,712,732$737,861,504
353Schultz Collins$4,515,885$0$731,573,350$731,573,350
354Wealth Architects$415,288$674,220,555$55,440,797$729,661,352
355Financial & Investment Management Group Ltd$215,605$618,297,678$108,508,300$726,805,978
356Ohana Advisors$60,421,740$4,298,450$720,762,425$725,060,875
357HFM Wealth Management$4,758,489$699,480,064$23,810,279$723,290,343
358Paragon Capital Management$1,165,498$652,872,375$69,736,609$722,608,984
359Perigon Wealth Management$1,229,772$708,686,421$13,189,543$721,875,964
360Botty Investors$3,817,199$159,109,398$558,524,049$717,633,447
361Dan Goldie Financial Services$611,111$0$715,000,000$715,000,000
362Kings Point Capital Management$1,125,286$711,843,140$2,713,780$714,556,920
363Galapagos Partners, L.P.$23,766,923$194,235,105$518,772,582$713,007,687
364Investor Solutions$529,373$696,388,328$10,324,803$706,713,131
365Meyer Capital Group$334,025$641,644,318$62,145,754$703,790,072
366Corda Investment Management$341,440$691,000,000$11,000,000$702,000,000
367Hillview Capital Advisors, LLC$1,000,716$699,748,516$752,430$700,500,946
368Sheets Smith Wealth Management$818,102$700,295,000$0$700,295,000
369Laurel Wealth Advisors, Inc.$282,857$433,361,089$266,144,363$699,505,452
370Urban Financial Advisory Corporation$1,089,632$642,993,991$55,460,091$698,454,082
371Argos Wealth Advisors LLC$6,323,893$695,628,176$0$695,628,176
372Sunesis Advisors$1,750,000$320,000,000$373,000,000$693,000,000
373Palisade Asset Management$1,630,060$666,619,423$24,526,085$691,145,508
374Syntrinsic Investment Counsel$1,470,131$309,571,846$379,919,458$689,491,304
375The Financial Advisory Group, Inc.$400,369$680,627,916$0$680,627,916
376Warwick Partners$1,028,090$0$680,595,500$680,595,500
377Osborn Williams & Donohoe$709,199$675,866,983$0$675,866,983
378Vigilant Capital Management$962,934$675,016,545$0$675,016,545
379Lindbrook Capital$706,903$576,281,013$97,397,781$673,678,794
380Huntington Steele$1,636,364$670,909,065$0$670,909,065
381Adviceperiod, LLC$1,040,513$666,968,711$0$666,968,711
382Diversified Portfolios, Inc.$458,495$628,169,845$37,565,058$665,734,903
383Libbie Agran Financial Services & Seminars$2,034,313$654,677,330$8,508,687$663,186,017
384Cornerstone Management, Inc.$494,899$660,873,191$1,796,736$662,669,927
385Relyea Zuckerberg Hanson$673,764$654,275,000$6,014,000$660,289,000
386Forte Capital$316,328$633,560,997$25,034,630$658,595,627
387Ethos Private Wealth$13,418,367$15,500,000$642,000,000$657,500,000
388LJPR$224,300$653,610,255$0$653,610,255
389Leonetti & Associates$626,629$653,574,113$0$653,574,113
390Dynamic Wealth Advisors$198,276$616,479,946$37,038,016$653,517,962
391Davidson & Garrard Inc$510,671$648,084,893$4,041,940$652,126,833
392Main Street Research$427,766$651,487,433$0$651,487,433
393West Capital Management$395,541$649,555,305$1,900,546$651,455,851
394American Investment Services Inc$579,465$647,841,873$0$647,841,873
395FSG Investment Management$1,127,855$647,388,803$0$647,388,803
396Eclectic Associates, Inc.$239,058$555,930,990$89,047,747$644,978,737
397Patriot Investment Management Group Inc$180,193$644,912,469$0$644,912,469
398Schaper Benz & Wise Investment Counsel Inc$1,170,539$632,572,473$11,223,999$643,796,472
399Rodgers & Associates$257,783$627,720,087$15,964,352$643,684,439
400Rex Capital Advisors$1,060,444$621,561,123$21,067,937$642,629,060
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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.