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
351Schaper Benz & Wise Investment Counsel Inc$1,176,195$583,170,046$2,575,129$585,745,175
352FSG Investment Management$1,104,996$507,042,256$75,290,774$582,333,030
353Galapagos Partners, L.P.$30,626,751$120,963,320$460,944,954$581,908,274
354Xpyria Investment Advisors, Inc.$980,625$580,797,142$713,729$581,510,871
355Corrigan Financial Inc$658,523$578,283,000$1,217,000$579,500,000
356Warwick Partners$947,717$0$577,159,588$577,159,588
357The Fiduciary Group$546,093$552,987,597$23,141,022$576,128,619
358Relyea Zuckerberg Hanson$693,141$567,000,000$9,000,000$576,000,000
359All Star Financial Inc$661,088$387,230,000$188,578,000$575,808,000
360Mosaic Financial Partners, Inc.$2,194,656$575,000,000$0$575,000,000
361Patriot Investment Management Group Inc$167,692$574,010,783$0$574,010,783
362Foldes Financial Management$307,764$570,595,242$0$570,595,242
363Hokanson Associates, Inc.$1,382,497$568,206,236$0$568,206,236
364Eclectic Associates, Inc.$238,612$478,577,624$86,932,674$565,510,298
365Astraeus Advisers$1,437,517$200,096,747$364,847,301$564,944,048
366JNBA Financial Advisors Inc$221,167$564,639,330$0$564,639,330
367Medley & Brown$1,165,586$564,143,536$0$564,143,536
368Kings Point Capital Management$986,084$562,143,030$1,897,288$564,040,318
369Schenck Investment Solutions LLC$626,635$267,083,282$291,874,994$558,958,276
370Colony Family Offices$1,740,472$532,667,522$22,542,932$555,210,454
371Redw Stanley Financial Advisors$574,377$554,273,364$0$554,273,364
372PDS Planning Inc$1,211,145$351,280,000$201,002,000$552,282,000
373Deerfield Financial Advisors, Inc.$565,579$442,818,570$109,186,486$552,005,056
374Bridgecreek Investment Management$8,870,968$550,000,000$0$550,000,000
375Stepp & Rothwell Inc$336,034$461,962,524$87,452,777$549,415,301
376Dean Investments$1,179,403$548,422,458$0$548,422,458
377GM Advisory Group, Inc.$2,005,379$544,609,494$2,858,863$547,468,357
378JoycePayne Partners, P.C.$337,464$545,679,822$0$545,679,822
379Maple Capital Management, Inc.$522,815$517,555,407$26,694,692$544,250,099
380RJR Associates Inc$1,569,607$425,872,000$117,212,000$543,084,000
381Cherry Creek Family Offices$1,094,755$0$542,998,615$542,998,615
382Rodgers & Associates$253,221$525,472,419$16,672,924$542,145,343
383Arthur M. Cohen & Associates$616,793$519,241,378$22,303,074$541,544,452
384Strategic Wealth Management Inc$5,009,896$538,471,687$2,597,044$541,068,731
385Gupta Wealth Management$727,322$487,700,000$52,700,000$540,400,000
386Confluence Wealth Management$462,347$538,119,100$515,400$538,634,500
387McLean Asset Management Corp.$352,421$511,213,100$25,876,500$537,089,600
388Granite Investment Advisors, Inc.$1,305,651$524,692,717$10,624,299$535,317,016
389Kinsight$2,124,179$499,121,945$36,171,222$535,293,167
390Financial Management Professionals Inc$287,035$469,519,000$64,366,000$533,885,000
391Sage Capital Management$775,362$392,463,545$140,210,351$532,673,896
392Albert Heeg Investment Management$53,165,420$97,599,174$434,055,024$531,654,198
393Paracle Advisors$385,541$510,536,405$19,581,900$530,118,305
394Wealth Architects$396,545$474,447,090$54,941,038$529,388,128
395Adell Harriman & Carpenter$422,715$528,394,298$0$528,394,298
396Lau Associates$3,747,857$524,700,000$0$524,700,000
397Wingate Wealth Advisors, Inc.$247,699$378,015,038$144,382,238$522,397,276
398BGM Trunorth Wealth Partners$408,409$493,918,884$25,986,089$519,904,973
399Cornerstone Capital Advisors$401,112$345,653,954$173,785,817$519,439,771
400True North Management Group$86,571,667$519,430,000$0$519,430,000
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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.