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
151Taddei, Ludwig & Associates, Inc.$352,897$242,597,383$17,487,644$260,085,027
152Silicon Valley Capital Partners, L.P.$322,403$256,310,536$0$256,310,536
153Stevens First Principles Investment Advisors$531,192$256,034,375$0$256,034,375
154Lowder Brian D Inc$414,311$251,124,702$362,118$251,486,820
155Integris Wealth Management$427,070$238,532,000$11,304,000$249,836,000
156Anodos Advisors$1,878,195$0$249,800,000$249,800,000
157Guardian Investment Management$1,240,576$199,021,444$50,334,279$249,355,723
158Lyell Wealth Management Lp$2,217,130$248,318,588$0$248,318,588
159Gradient Capital Advisors, LLC$218,373$191,697,935$56,373,648$248,071,583
160Authent Advisors, Inc.$217,754$165,863,979$80,633,230$246,497,209
161Millie Capital Management LLC$3,200,000$240,000,000$0$240,000,000
162Ariston Services Group$1,059,735$237,400,000$2,100,000$239,500,000
163Whelan Financial$310,622$238,868,325$0$238,868,325
164American Money Management$224,932$233,292,155$5,361,101$238,653,256
165Trinity Capital Management$357,461$228,562,734$8,791,368$237,354,102
166Newport Wealth Strategies, Inc.$462,083$174,425,000$60,775,000$235,200,000
167Wealthvalues, LLC$1,028,577$233,486,947$0$233,486,947
168Meritas Wealth Management$373,345$232,593,895$0$232,593,895
169YellowBrickRoad Financial Advisors$234,557$232,211,123$0$232,211,123
170Wealth Quest Partners$381,113$229,810,910$0$229,810,910
171WP Advisors$304,619$215,289,382$13,175,007$228,464,389
172Concentric Wealth Management$391,460$227,438,000$0$227,438,000
173Cedar Wealth Management$1,554,249$212,945,291$13,975,046$226,920,337
174Pennington Financial Group$401,531$226,153,090$310,313$226,463,403
175Lighthouse Financial Services Inc$293,339$226,457,350$0$226,457,350
176McCarthy Asset Management, Inc.$335,967$225,434,106$0$225,434,106
177Occidental Asset Management, LLC$450,000$225,000,000$0$225,000,000
178NBS Financial Services, Inc.$463,741$220,606,262$3,844,458$224,450,720
179Lamia Financial Group, Inc.$327,038$224,021,199$0$224,021,199
180Ariadne Wealth Management, LLC$772,262$178,053,110$45,902,961$223,956,071
181Financial Connections Group, Inc.$281,961$221,339,210$0$221,339,210
182Navigoe$441,800$183,000,000$37,900,000$220,900,000
183Asset Planning, Inc$336,268$218,874,532$1,381,319$220,255,851
184De Groote Financial Group, LLC$220,000$200,000,000$20,000,000$220,000,000
185Dean Roland Russell, LLC$398,115$211,410,834$2,775,166$214,186,000
186Integral Investment Advisors, Inc.$270,928$53,009,749$160,481,566$213,491,315
187Shone Asset Management LLC$247,793$206,042,236$6,316,198$212,358,434
188Curran & Lewis Investment Management, Inc.$1,217,839$205,409,025$5,277,208$210,686,233
189Regatta Capital Group$152,460$140,610,860$69,326,171$209,937,031
190Silver Oak Wealth Advisors$401,036$208,939,652$0$208,939,652
191Beta Wealth Group, Inc$775,000$207,700,000$0$207,700,000
192AG Asset Advisory, LLC$2,115,683$207,336,900$0$207,336,900
193Manhattan West Asset Management, LLC$673,563$202,069,030$0$202,069,030
194Walpole Financial Advisors$486,301$128,934,845$72,393,728$201,328,573
195Park, Miller$948,649$195,415,712$5,964$195,421,676
196Bell & Brown Wealth Advisors, LLC$465,617$177,771,233$12,200,481$189,971,714
197Arterburn And Watters, LLP$1,013,324$0$187,465,000$187,465,000
198Personal Financial Consultants, Inc.$855,857$177,550,145$9,026,711$186,576,856
199AWM Global Advisors$403,630$185,266,000$0$185,266,000
200Avalan, LLC$442,691$169,575,000$15,470,000$185,045,000
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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 1,906 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2017. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (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 June 5, 2017.