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
401Cornerstone Management, Inc.$487,828$588,002,625$317,851$588,320,476
402Adviceperiod, LLC$1,415,667$526,282,000$61,220,000$587,502,000
403Efficient Market Advisors$129,139$458,256,246$124,421,152$582,677,398
404Column Capital Advisors$660,225$562,763,782$18,234,098$580,997,880
405Doyle Wealth Management, Inc.$433,489$568,366,636$10,774,099$579,140,735
406Hokanson Associates, Inc.$834,461$579,115,759$0$579,115,759
407Schenck Investment Solutions LLC$667,435$275,134,964$303,531,422$578,666,386
408All Star Financial Inc$661,088$387,230,000$188,578,000$575,808,000
409Dean Investments$1,197,771$574,930,055$0$574,930,055
410GM Advisory Group, Inc.$1,729,675$572,627,369$1,624,704$574,252,073
411Tortoise Investment Management$344,904$565,210,127$7,330,553$572,540,680
412Bell Investment Advisors Inc$450,283$555,102,779$17,207,061$572,309,840
413JoycePayne Partners, P.C.$347,351$571,393,020$0$571,393,020
414BGM Trunorth Wealth Partners$416,904$547,590,169$22,734,093$570,324,262
415Wallington Asset Management$1,032,632$570,012,861$0$570,012,861
416McLean Asset Management Corp.$345,482$566,244,937$0$566,244,937
417Confluence Wealth Management$469,038$563,670,751$1,519,724$565,190,475
418Cornerstone Capital Advisors$366,333$384,871,754$177,815,956$562,687,710
419CJM Wealth Advisers, Ltd.$322,392$535,023,063$20,458,988$555,482,051
420Smith & Howard Wealth Management$773,180$555,142,976$0$555,142,976
421Mcgowan Group Asset Management$332,355$540,160,401$14,539,907$554,700,308
422Financial Management Professionals Inc$289,136$488,601,000$65,672,000$554,273,000
423Cabot Wealth Management$368,501$552,751,579$0$552,751,579
424West Coast Financial$842,442$550,957,049$0$550,957,049
425Investment Management Of Virginia$818,438$544,028,168$5,143,790$549,171,958
426Columbia Pacific Capital Management$3,668,524$539,637,740$6,972,285$546,610,025
427Redw Stanley Financial Advisors$544,350$546,527,174$0$546,527,174
428Dynamic Wealth Advisors$172,122$496,282,834$50,205,732$546,488,566
429Deerfield Financial Advisors, Inc.$552,771$477,376,449$65,444,526$542,820,975
430Garde Capital, Inc.$1,670,299$477,550,000$63,627,000$541,177,000
431Sequent Asset Management$1,618,140$313,847,368$224,993,253$538,840,621
432Kinsight$2,202,499$501,399,267$36,010,569$537,409,836
433Lau Associates$3,881,022$531,700,000$0$531,700,000
434Vivaldi Capital Management$728,045$107,364,486$424,108,222$531,472,708
435Brookfield Investment Partners$12,607,810$524,652,092$4,875,936$529,528,028
436Wingate Wealth Advisors, Inc.$271,952$384,472,570$145,017,892$529,490,462
437Krasney Financial, LLC$411,091$529,485,453$0$529,485,453
438Yeske Buie Inc.$517,025$514,325,016$15,108,874$529,433,890
439Silveroak Wealth Management$602,882$487,173,562$40,347,935$527,521,497
440The Hoerner Planning Group$767,628$364,114,054$162,479,029$526,593,083
441Patton Albertson & Miller$622,094$516,815,438$8,853,924$525,669,362
442Quantum Capital Management$1,277,037$490,362,266$34,500,000$524,862,266
443HeadInvest$689,699$524,860,658$0$524,860,658
444Weatherly Asset Management$510,063$512,335,909$12,518,710$524,854,619
445Pinnacle Wealth Planning Services, Inc.$233,226$482,590,402$42,168,613$524,759,015
446Quadrant Partners$2,858,330$285,810,144$237,264,251$523,074,395
447Burt Wealth Advisors$521,246$522,809,979$0$522,809,979
448Shine Investment Advisory Services Inc$429,806$513,105,074$8,679,833$521,784,907
449Frank, Rimerman Advisors$6,177,474$446,910,217$71,997,613$518,907,830
450Polaris Wealth Advisers$435,043$517,447,000$1,124,000$518,571,000
« Previous PageNext Page »

Showing 401 to 450 of 1,606 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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.