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
401Brookfield Investment Partners$19,446,911$715,648,374$3,887,331$719,535,705
402Schaper Benz & Wise Investment Counsel Inc$1,265,156$710,816,256$6,527,242$717,343,498
403Column Capital Advisors$632,968$671,077,828$44,808,422$715,886,250
404The Clarius Group, LLC$1,846,673$464,739,067$249,923,374$714,662,441
405Sheets Smith Wealth Management$854,409$714,286,000$0$714,286,000
406Doyle Wealth Management, Inc.$455,238$712,414,680$1,398,671$713,813,351
407Fiduciary Wealth Partners, LLC$4,541,826$696,693,209$16,373,462$713,066,671
408Eisneramper Wealth Advisors LLC$12,269,801$207,646,242$504,002,219$711,648,461
409Main Street Research$500,521$709,238,665$0$709,238,665
410Northern Oak Wealth Management. Inc$895,216$705,363,339$1,857,256$707,220,595
411Steel Peak Wealth Management, LLC$430,977$681,594,722$20,035,870$701,630,592
412LJPR Financial Advisors$237,063$698,624,213$0$698,624,213
413Lutz Financial$525,247$530,901,330$165,575,764$696,477,094
414Tufton Capital Management, LLC$887,219$632,633,350$61,171,845$693,805,195
415Libbie Agran Financial Services & Seminars$2,155,401$682,662,187$9,221,573$691,883,760
416GM Advisory Group, Inc.$572,760$623,388,225$63,350,953$686,739,178
417Eclectic Associates, Inc.$281,681$587,385,169$98,788,865$686,174,034
418Davidson & Garrard Inc$511,818$679,609,269$5,202,890$684,812,159
419Ohana Advisors$56,942,885$4,885,771$678,428,851$683,314,622
420Forte Capital$321,160$639,825,781$43,282,398$683,108,179
421Leonetti & Associates$671,717$677,762,897$0$677,762,897
422Paracle Advisors$483,068$672,972,456$3,322,145$676,294,601
423Dynamic Wealth Advisors$206,011$641,763,599$33,951,677$675,715,276
424HFM Wealth Management$4,300,350$649,795,002$25,359,978$675,154,980
425Signet Financial Management, LLC$377,093$672,034,410$1,830,544$673,864,954
426Hillview Capital Advisors, LLC$1,070,196$669,947,223$2,135,871$672,083,094
427Johnson Financial Group$1,718,662$444,536,841$227,460,024$671,996,865
428Darrell & King, LLC$3,553,941$671,100,621$594,299$671,694,920
429Schenck Investment Solutions LLC$658,421$338,700,669$330,913,633$669,614,302
430The Marshall Financial Group, Inc$408,996$650,345,447$19,180,509$669,525,956
431Corrigan Financial Inc$671,400$660,500,000$1,500,000$662,000,000
432FIM Group$231,383$659,210,981$0$659,210,981
433Buckhead Investment Partners, LLC$279,696$564,934,480$92,911,175$657,845,655
434Port Capital LLC$2,793,907$656,568,055$0$656,568,055
435East Coast Asset Management$652,509$516,423,618$136,737,641$653,161,259
436Clear Harbor Asset Management, LLC$641,552$651,135,275$1,322,737$652,458,012
437Rex Capital Advisors$1,002,433$628,353,964$21,222,622$649,576,586
438The Retirement Planning Group, Inc.$292,919$648,523,641$0$648,523,641
439Sanderson Wealth Management$419,939$71,440,294$576,105,439$647,545,733
440Sierra Nevada Wealth Management, LLC$3,905,878$7,341,159$637,128,775$644,469,934
441Barry Investment Advisors, LLC$461,270$519,192,645$123,356,309$642,548,954
442Hardy Reed, LLC$2,632,202$642,257,334$0$642,257,334
443Frank, Rimerman Advisors LLC$2,942,478$565,608,218$75,852,074$641,460,292
444Promus Capital, LLC$1,294,249$173,957,855$461,518,626$635,476,481
445Weatherly Asset Management$527,229$625,209,043$9,047,692$634,256,735
446Henry H. Armstrong Associates, Inc.$4,804,956$633,365,259$888,891$634,254,150
447Medley & Brown$1,221,438$632,704,992$0$632,704,992
448Venturi Wealth Management, LLC$1,115,846$621,285,000$10,284,000$631,569,000
449Arthur M. Cohen & Associates$758,363$548,656,519$82,301,466$630,957,985
450Tradewinds Capital Management$193,340$630,289,872$0$630,289,872
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Showing 401 to 450 of 1,937 entries

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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 1,937 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2017. 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) nor one who is an insurance company or agency.

Database last updated on December 11, 2017.


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