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
401Cabot Wealth Management$356,552$517,000,000$0$517,000,000
402The Hoerner Planning Group$783,512$516,334,712$0$516,334,712
403Patton Albertson & Miller$610,258$508,924,387$7,354,233$516,278,620
404American Financial Advisors.$223,358$515,509,677$0$515,509,677
405CJM Wealth Advisers, Ltd.$321,190$493,076,406$20,184,455$513,260,861
406Yolles, Toal & Post - Diversified Portfolios, Inc.$398,713$512,745,105$0$512,745,105
407Berman Capital Advisors$591,260$0$512,031,328$512,031,328
408Cornerstone Management, Inc.$441,410$511,097,255$496,881$511,594,136
409Smith & Howard Wealth Management$843,506$511,164,913$0$511,164,913
410Paragon Advisors, Inc.$7,274,286$141,300,000$367,900,000$509,200,000
411Mastrapasqua Asset Management, Inc.$1,617,649$502,258,651$5,683,183$507,941,834
412Lindbrook Capital$754,536$423,360,825$83,687,302$507,048,127
413Frank, Rimerman Advisors$5,805,572$434,060,871$71,023,915$505,084,786
414Parallel Advisors$305,735$504,462,016$0$504,462,016
415Efficient Market Advisors$294,999$435,361,779$68,201,349$503,563,128
416Main Street Research$451,532$503,457,899$0$503,457,899
417Sequent Asset Management$1,610,256$286,254,268$216,145,712$502,399,980
418Capital Advantage, Inc.$1,061,621$502,146,895$0$502,146,895
419Yeske Buie Inc.$546,510$492,625,587$9,070,375$501,695,962
420Burt Wealth Advisors$530,644$500,927,891$0$500,927,891
421HeadInvest$665,687$500,596,729$0$500,596,729
422GKFO$3,166,304$221,549,000$278,727,000$500,276,000
423Shine Investment Advisory Services Inc$431,039$491,819,380$7,754,377$499,573,757
424Wallington Asset Management$972,899$499,097,431$0$499,097,431
425Promus Capital$642,788$203,695,920$294,464,640$498,160,560
426Doyle Wealth Management, Inc.$420,903$489,375,124$8,553,049$497,928,173
427Pinnacle Wealth Planning Services, Inc.$226,071$447,235,464$49,895,341$497,130,805
428LVM Capital Management Ltd$595,242$475,280,289$19,960,844$495,241,133
429Cypress Wealth Management$2,451,083$348,521,122$146,597,676$495,118,798
430Schaefer Financial Management, Inc.$299,101$0$491,123,896$491,123,896
431Silveroak Wealth Management$625,454$452,213,571$37,516,819$489,730,390
432John E. Sestina and Company$179,139$0$488,511,169$488,511,169
433SignalPoint Asset Management$270,901$435,346,412$53,087,969$488,434,381
434West Coast Financial$807,279$486,788,956$0$486,788,956
435Sigma Investment Management Company$753,597$483,336,512$1,980,007$485,316,519
436Cohen Capital Management Inc$5,059,986$480,698,699$0$480,698,699
437MTX Wealth Management$732,406$480,458,135$0$480,458,135
438Summit Asset Management$395,306$413,399,063$64,130,237$477,529,300
439Windsor Capital Management$396,182$477,399,123$0$477,399,123
440Dynamic Wealth Advisors$178,172$430,405,285$46,917,630$477,322,915
441Briaud Financial Advisors$267,608$468,089,880$3,703,502$471,793,382
442Wagner Bowman Management Corp$400,953$469,917,000$0$469,917,000
443Verus Financial Partners$224,790$469,810,940$0$469,810,940
444Tortoise Investment Management$326,776$463,849,245$5,728,228$469,577,473
445Zephyr Management, L.P.$878,492$468,236,391$0$468,236,391
446Charles Pratt & Company$683,874$215,889,000$251,881,000$467,770,000
447Mitchell, McLeod, Pugh & Williams, Inc.$551,230$461,228,570$4,560,909$465,789,479
448Buckhead Investment Partners, LLC$312,422$345,308,824$118,324,908$463,633,732
449Madden Advisory Services, Inc.$488,689$462,788,451$0$462,788,451
450Ironsides Asset Advisors$3,438,200$377,088,249$80,192,364$457,280,613
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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.