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
351Gries Financial$980,045$752,580,943$71,637,252$824,218,195
352Astraeus Advisers$1,377,910$378,850,449$442,384,143$821,234,592
353Artemis Wealth Advisors$51,100,000$622,000,000$195,600,000$817,600,000
354Wealth Architects$456,464$754,432,271$61,269,462$815,701,733
355D'Orazio & Associates, Inc.$664,725$811,628,732$0$811,628,732
356Schultz Collins$4,792,600$0$809,949,452$809,949,452
357Efficient Market Advisors, LLC$436,520$807,998,004$0$807,998,004
359Jacobus Wealth Management Inc$716,848$690,589,157$100,810,751$791,399,908
360West Capital Management$395,246$782,580,597$2,377,498$784,958,095
361Diesslin & Associates Inc$433,040$543,010,497$239,492,982$782,503,479
362Monograph Wealth Advisors, LLC$2,329,834$739,078,284$41,416,066$780,494,350
363Paragon Capital Management$1,271,304$702,980,720$75,057,348$778,038,068
364West Coast Financial$704,550$775,005,230$0$775,005,230
365Austin Asset$447,742$746,134,604$28,459,349$774,593,953
366The Financial Advisory Group, Inc.$438,164$771,168,901$0$771,168,901
367Vigilant Capital Management$1,062,906$765,291,963$0$765,291,963
368Jnba Financial Advisors Inc$255,450$725,196,312$38,342,562$763,538,874
369Next Capital Management LLC$786,223$631,690,257$130,946,045$762,636,302
370Patriot Investment Management Group Inc$212,569$760,785,132$0$760,785,132
371Cornerstone Management, Inc.$540,177$757,421,200$986,635$758,407,835
372Wacker Wealth Partners, LLC$1,329,291$749,409,107$5,628,013$755,037,120
373Sunesis Advisors$1,714,305$418,451,740$335,842,343$754,294,083
374Miracle Mile Advisors, LLC$1,113,435$753,795,823$0$753,795,823
375Investor Solutions$537,320$574,960,613$178,361,335$753,321,948
376Argos Wealth Advisors LLC$6,414,957$750,550,020$0$750,550,020
377Maple Capital Management, Inc.$530,430$732,923,610$17,103,952$750,027,562
378Archpoint Investors$3,366,432$169,410,383$577,937,551$747,347,934
379RZH Advisors LLC$846,982$732,874,591$13,316,912$746,191,503
380Delphi Private Advisors$1,156,589$746,000,000$0$746,000,000
381Galapagos Partners, L.P.$24,842,769$264,397,959$480,885,122$745,283,081
382Meyer Capital Group$369,810$664,900,988$79,526,040$744,427,028
383Stillwater Capital Advisors$428,936$625,024,913$119,178,339$744,203,252
384Aepg Wealth Strategies$471,474$597,437,037$146,077,320$743,514,357
385Telarray, LLC$1,264,239$743,372,654$0$743,372,654
386Diversified Portfolios, Inc.$467,371$710,680,031$31,037,120$741,717,151
387Sharkey Howes & Javer Inc$254,518$576,039,037$163,080,672$739,119,709
388Dan Goldie Financial Services$625,713$0$738,341,607$738,341,607
389Huntington Steele$1,696,780$738,099,423$0$738,099,423
390Palisade Asset Management$1,712,655$709,739,160$26,702,396$736,441,556
391Syntrinsic Investment Counsel$1,756,396$377,543,749$358,386,072$735,929,821
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
395Lexington Wealth Management, Inc.$398,254$730,000,000$0$730,000,000
396Tortoise Investment Management$348,249$720,967,866$7,916,909$728,884,775
397Dean Investments$1,489,149$728,193,778$0$728,193,778
398Asset Planning Services Ltd.$397,220$602,850,866$125,254,178$728,105,044
399Financial Partners Capital Management, LLC$1,084,876$703,877,122$21,904,870$725,781,992
400Rodgers & Associates$277,859$710,697,798$12,847,926$723,545,724
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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 1,906 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2017. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (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 5, 2017.