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
401Maple Capital Management, Inc.$481,977$621,142,625$18,440,681$639,583,306
402JNBA Financial Advisors Inc$222,607$637,990,615$0$637,990,615
403Austin Asset$334,680$633,549,219$0$633,549,219
404Doyle Wealth Management, Inc.$429,782$625,554,696$7,514,339$633,069,035
405Monograph Wealth Advisors$2,361,795$603,772,437$29,188,623$632,961,060
406Eisneramper Wealth Advisors LLC$12,636,082$157,833,089$473,971,002$631,804,091
407Alexandria Capital$438,333$627,600,000$3,600,000$631,200,000
408Lexington Wealth Management, Inc.$342,577$630,000,000$0$630,000,000
409Lutz Financial$497,940$491,854,842$134,553,817$626,408,659
410The Clarius Group, LLC$1,875,415$403,737,410$222,651,329$626,388,739
411Paracle Advisors$440,483$620,831,806$3,332,222$624,164,028
412Fusion Family Wealth$307,738$609,577,695$11,438,165$621,015,860
413Barry Investment Advisors, LLC$446,451$490,757,582$123,559,487$614,317,069
414Sanderson Wealth Management$547,925$72,011,719$541,115,912$613,127,631
415Tortoise Investment Management$326,864$605,323,924$7,545,791$612,869,715
416Column Capital Advisors$610,000$568,555,625$43,884,454$612,440,079
417Redhawk Wealth Advisors, Inc.$385,401$573,419,537$36,669,888$610,089,425
418Stillwater Capital Advisors$408,845$504,732,933$101,583,747$606,316,680
419West Coast Financial$808,379$606,284,586$0$606,284,586
420The Marshall Financial Group, Inc$382,669$585,000,000$20,000,000$605,000,000
421Corrigan Financial Inc$650,879$601,516,000$1,198,000$602,714,000
422Henry H. Armstrong Associates, Inc.$4,391,121$600,698,768$884,782$601,583,550
423JoycePayne Partners, P.C.$322,641$595,917,238$0$595,917,238
424Versant Capital Management, Inc.$688,897$533,640,920$61,566,170$595,207,090
425Christopher Weil & Co., Inc.$762,379$475,263,239$118,629,647$593,892,886
426Schenck Investment Solutions LLC$612,905$282,338,619$310,953,782$593,292,401
427Towneley Capital Management$1,864,534$592,921,799$0$592,921,799
428GM Advisory Group, Inc.$2,069,991$590,452,849$1,564,652$592,017,501
429The Retirement Planning Group, Inc.$246,246$591,482,906$0$591,482,906
430Confluence Wealth Management$458,540$587,885,000$422,000$588,307,000
431Woodmont Investment Counsel$867,621$552,465,082$35,782,231$588,247,313
432Wallington Asset Management$1,031,573$586,964,881$0$586,964,881
433Adell Harriman & Carpenter$401,894$583,147,682$0$583,147,682
434Dean Investments$1,228,872$582,485,318$0$582,485,318
435Arthur M. Cohen & Associates$677,819$525,115,494$54,419,653$579,535,147
436Granite Investment Advisors, Inc.$1,191,511$567,271,077$9,420,274$576,691,351
437Medley & Brown$1,147,888$576,239,958$0$576,239,958
438Frank, Rimerman Advisors$6,953,618$500,909,419$69,287,238$570,196,657
439CJM Wealth Advisers, Ltd.$315,152$547,000,988$23,108,743$570,109,731
440Smith & Howard Wealth Management$754,204$566,407,316$0$566,407,316
441Aufman Associates Inc$4,073,385$566,200,562$0$566,200,562
442Redw Stanley Financial Advisors$588,040$565,106,219$0$565,106,219
443Capital Advantage, Inc.$1,030,263$560,463,107$0$560,463,107
444Verus Financial Partners$260,799$558,109,224$0$558,109,224
445Stepp & Rothwell Inc$310,105$454,566,391$102,691,432$557,257,823
446Xpyria Investment Advisors, Inc.$820,069$554,926,990$259,586$555,186,576
447Mosaic Financial Partners, Inc.$598,390$554,707,093$0$554,707,093
448Buckhead Investment Partners, LLC$200,368$486,793,320$65,420,255$552,213,575
449Tradewinds Capital Management$194,912$551,407,090$0$551,407,090
450Bridgecreek Investment Management$9,016,393$550,000,000$0$550,000,000
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Showing 401 to 450 of 1,778 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 1,778 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2016. 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) not one who is an insurance company or agency.

Database last updated on December 5, 2016.