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
401Ashford Advisors$1,352,432$268,117,292$114,621,057$382,738,349
402Madison Wealth Management$324,786$372,000,000$8,000,000$380,000,000
403Horan Capital Management$338,054$379,635,116$0$379,635,116
404Waypoint Advisors$4,568,765$379,207,503$0$379,207,503
405Cranbrook Wealth Management$448,121$376,870,000$0$376,870,000
406The Mosaic Financial Group$781,139$63,982,658$311,745,055$375,727,713
407Goldstein Munger + Associates$1,163,230$358,134,219$16,425,867$374,560,086
408Raub Brock Capital Management$387,911$373,368,840$577,803$373,946,643
409Silveroak Wealth Management$557,746$353,271,912$19,302,477$372,574,389
410Weatherly Asset Management$437,926$361,545,446$10,691,366$372,236,812
411Comprehensive Investment Solutions$386,490$291,146,129$75,246,094$366,392,223
412Doyle Wealth Management Inc.$397,378$359,934,493$6,050,328$365,984,821
413O'Brien Management$292,015$365,310,430$0$365,310,430
414Private Wealth Management Inc.$660,304$0$363,167,183$363,167,183
415Wagner Wealth Management$278,308$361,800,000$0$361,800,000
416AMI Investment Management Inc.$3,380,985$361,765,342$0$361,765,342
417Rocky Mountain Advisers$2,596,592$360,926,352$0$360,926,352
418Sterneck Capital Management$494,346$356,232,876$4,639,921$360,872,797
419Vivaldi Capital Management$743,849$77,192,000$283,575,000$360,767,000
420Family WMS$701,301$299,575,422$60,893,296$360,468,718
421FJY Financial$240,000$250,000,000$110,000,000$360,000,000
422Roble, Belko and Co. Inc.$972,814$358,968,212$0$358,968,212
423Spectrum Asset Management Inc.$550,251$327,751,594$27,160,574$354,912,168
424Harvest Financial Advisors$1,030,838$101,437,504$252,140,084$353,577,588
425SBK Financial Inc.$435,804$303,243,881$50,192,994$353,436,875
426Marietta Investment Partners$660,938$343,070,634$9,209,557$352,280,191
427Highland Private Wealth Management$684,471$332,694,000$19,124,000$351,818,000
428Baltimore-Washington Financial Advisors$891,439$350,989,275$237,500$351,226,775
429Stratford Consulting$581,081$343,521,732$6,870,093$350,391,825
430Buckhead Investment Partners$374,850$282,392,140$67,717,806$350,109,946
431Roof, Eidam & Maycock$173,454$345,609,313$3,380,031$348,989,344
432IMC Advisors$18,247,947$0$346,711,000$346,711,000
433Pinney & Scofield Inc.$397,723$344,428,404$0$344,428,404
434Payne Capital Management$191,169$0$343,339,433$343,339,433
435Blankinship & Foster$397,912$343,000,000$0$343,000,000
436Bedell Frazier Investment Counselling$236,888$342,539,326$0$342,539,326
437Janiczek & Co.$398,544$340,998,774$155,253$341,154,027
438Efficient Market Advisors$247,911$331,493,873$9,383,735$340,877,608
439Sherpa Investment Management$246,705$340,699,668$0$340,699,668
440GDM Advisory Group $407,229$338,000,000$0$338,000,000
441HTG Investment Advisors Inc.$1,299,944$337,985,407$0$337,985,407
442Cornerstone Advisory$437,168$263,895,829$74,035,043$337,930,872
443Capelli Financial Services Inc.$410,951$334,922,555$1,646,160$336,568,715
444Wagner Bowman Management Corp.$288,803$336,455,000$0$336,455,000
445The Fairman Group$3,772,478$0$335,750,532$335,750,532
446Cooper/Haims Advisors$383,488$266,086,090$64,864,185$330,950,275
447Lodestar Private Asset Management$494,680$307,792,352$23,148,535$330,940,887
448Columbia Asset Management$605,883$279,600,102$50,000,000$329,600,102
449Personal Financial Management$1,651,704$170,624,277$158,064,873$328,689,150
450Covenant Financial Services$545,062$324,099,342$4,572,865$328,672,207
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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, 2012. (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.