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
401Eisneramper Wealth Advisors LLC$12,636,082$157,833,089$473,971,002$631,804,091
402Alexandria Capital$438,333$627,600,000$3,600,000$631,200,000
403LJPR$207,415$631,163,349$0$631,163,349
404Lexington Wealth Management, Inc.$342,577$630,000,000$0$630,000,000
405Lutz Financial$497,940$491,854,842$134,553,817$626,408,659
406The Clarius Group, LLC$1,875,415$403,737,410$222,651,329$626,388,739
407Paracle Advisors$440,483$620,831,806$3,332,222$624,164,028
408Fusion Family Wealth$307,738$609,577,695$11,438,165$621,015,860
409Barry Investment Advisors, LLC$446,451$490,757,582$123,559,487$614,317,069
410Sanderson Wealth Management$547,925$72,011,719$541,115,912$613,127,631
411Tortoise Investment Management$326,864$605,323,924$7,545,791$612,869,715
412Column Capital Advisors$610,000$568,555,625$43,884,454$612,440,079
413Stillwater Capital Advisors$408,845$504,732,933$101,583,747$606,316,680
414West Coast Financial$808,379$606,284,586$0$606,284,586
415Corrigan Financial Inc$650,879$601,516,000$1,198,000$602,714,000
416Henry H. Armstrong Associates, Inc.$4,391,121$600,698,768$884,782$601,583,550
417Carnick & Kubik, LLC$1,345,291$600,000,000$0$600,000,000
418JoycePayne Partners, P.C.$322,641$595,917,238$0$595,917,238
419Versant Capital Management, Inc.$688,897$533,640,920$61,566,170$595,207,090
420Christopher Weil & Co., Inc.$762,379$475,263,239$118,629,647$593,892,886
421Schenck Investment Solutions LLC$612,905$282,338,619$310,953,782$593,292,401
422Towneley Capital Management$1,864,534$592,921,799$0$592,921,799
423GM Advisory Group, Inc.$2,069,991$590,452,849$1,564,652$592,017,501
424Confluence Wealth Management$458,540$587,885,000$422,000$588,307,000
425Woodmont Investment Counsel$867,621$552,465,082$35,782,231$588,247,313
426BGM Trunorth Wealth Partners$417,040$546,362,243$41,664,267$588,026,510
427Wallington Asset Management$1,031,573$586,964,881$0$586,964,881
428Adell Harriman & Carpenter$401,894$583,147,682$0$583,147,682
429Dean Investments$1,228,872$582,485,318$0$582,485,318
430Arthur M. Cohen & Associates$677,819$525,115,494$54,419,653$579,535,147
431Granite Investment Advisors, Inc.$1,191,511$567,271,077$9,420,274$576,691,351
432Medley & Brown$1,147,888$576,239,958$0$576,239,958
433Frank, Rimerman Advisors$6,953,618$500,909,419$69,287,238$570,196,657
434CJM Wealth Advisers, Ltd.$315,152$547,000,988$23,108,743$570,109,731
435Redw Stanley Financial Advisors$568,051$564,742,747$3,308,259$568,051,006
436Smith & Howard Wealth Management$754,204$566,407,316$0$566,407,316
437Aufman Associates Inc$4,073,385$566,200,562$0$566,200,562
438Verus Financial Partners$260,799$558,109,224$0$558,109,224
439Stepp & Rothwell Inc$310,105$454,566,391$102,691,432$557,257,823
440Xpyria Investment Advisors, Inc.$820,069$554,926,990$259,586$555,186,576
441Mosaic Financial Partners, Inc.$598,390$554,707,093$0$554,707,093
442Buckhead Investment Partners, LLC$200,368$486,793,320$65,420,255$552,213,575
443Tradewinds Capital Management$194,912$551,407,090$0$551,407,090
444Monograph Wealth Advisors$2,305,026$542,414,002$8,487,249$550,901,251
445Bridgecreek Investment Management$9,016,393$550,000,000$0$550,000,000
446Weatherly Asset Management$481,965$525,483,331$23,957,159$549,440,490
447The Retirement Planning Group, Inc.$238,336$549,364,909$0$549,364,909
448Lenox Wealth Management, Inc.$451,043$547,317,842$699,484$548,017,326
449Cabot Wealth Management$355,700$546,000,000$0$546,000,000
450Deerfield Financial Advisors, Inc.$535,098$490,766,994$51,822,145$542,589,139
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Showing 401 to 450 of 1,721 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 1,719 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 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 June 6, 2016.