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
2Massey, Quick & Co.$3,192,329$1,587,092,752$829,500,267$2,416,593,019
3Modera Wealth Management$379,835$2,054,933,838$11,370,279$2,066,304,117
4LBI Wealth Management$8,631,238$1,726,247,575$0$1,726,247,575
5Circle Wealth Management$1,512,051$617,847,324$443,612,402$1,061,459,726
6Round Table Wealth Management$1,114,311$809,367,691$138,910,709$948,278,400
7Meyer Capital Group$369,810$664,900,988$79,526,040$744,427,028
8Aepg Wealth Strategies$471,474$597,437,037$146,077,320$743,514,357
9Robustwealth Inc.$146,829$11,000,000$723,000,000$734,000,000
10Signet Financial Management, LLC$377,093$672,034,410$1,830,544$673,864,954
11Tradition Capital Management LLC$666,584$516,847,599$17,753,002$534,600,601
12CRA Financial Services$278,304$20,849,261$504,867,372$525,716,633
13Traphagen Financial Group$447,201$487,896,180$0$487,896,180
14Lassus Wherley$1,405,641$479,323,444$0$479,323,444
15Delta Financial Group, Inc.$170,886$425,531,992$41,499,151$467,031,143
16Roundview Capital, LLC$413,019$440,574,299$20,768,461$461,342,760
17Quadrant Capital Management$736,606$412,507,667$1,465,086$413,972,753
18Black Coral Financial Advisors$241,176$250,000,000$160,000,000$410,000,000
19Gateway Advisory$166,586$396,345,976$1,128,256$397,474,232
20Wealth Health$368,834$387,276,119$0$387,276,119
21Heller Wealth Advisors.$340,517$365,715,635$0$365,715,635
22Hamel Associates,Inc.$1,588,344$333,135,910$25,829,744$358,965,654
23Biltmore Capital Advisors$480,310$340,885,712$17,905,538$358,791,250
24McRae Capital Management Inc.$601,197$347,229,865$3,268,054$350,497,919
25Traust Sollus Wealth Management$459,163$326,533,228$17,839,313$344,372,541
26Withum Wealth Management$946,667$284,000,000$0$284,000,000
27Point View Wealth Management, Inc.$455,658$281,596,397$0$281,596,397
28Wechter Feldman Wealth Management, Inc.$370,204$248,178,900$32,065,540$280,244,440
29Parsons Capital Management, LLC$205,372$245,419,447$0$245,419,447
30Lighthouse Financial Advisors, Inc.$197,932$2,274,585$242,172,012$244,446,597
31Beacon Wealth Management$258,549$235,358,000$2,507,000$237,865,000
32Asset Advisory Group Inc$547,246$1,917,358$218,622,839$220,540,197
33Regency Wealth Management$292,165$207,000,000$13,000,000$220,000,000
345C Capital Management, LLC$286,919$205,425,596$13,493,717$218,919,313
35The Hogan-Knotts Financial Group, Inc.$250,820$209,685,222$0$209,685,222
36Covenant Asset Management$579,817$208,734,203$0$208,734,203
37Ridgewood Investments$452,647$169,358,335$38,859,279$208,217,614
38Financial Life Focus$436,913$0$203,164,418$203,164,418
39Baron Financial Group$240,866$193,607,106$7,997,618$201,604,724
40Private Wealth Management Group$348,303$173,598,594$21,799,469$195,398,063
41LWD Wealth Advisors, Inc.$355,680$184,100,000$6,900,000$191,000,000
42Highland Financial Advisors, LLC$222,566$190,071,190$0$190,071,190
43Lucas Capital Management, LLC$438,236$181,481,669$1,262,892$182,744,561
44National Wealth Management$252,329$167,956,655$9,935,410$177,892,065
45NCM Capital Management, LLC$334,998$152,839,000$2,600,000$155,439,000
46Mullooly Asset Management, Inc.$95,362$147,600,000$1,927,196$149,527,196
47Runnymede Capital Management Inc$987,789$146,192,833$0$146,192,833
48Maltin Wealth Management$179,987$139,448,881$6,700,542$146,149,423
49Breton Co$3,198,638$0$143,938,714$143,938,714
50RRBB Asset Management, LLC$677,802$140,304,972$0$140,304,972
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Showing 1 to 50 of 60 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 1,937 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2017. 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) nor one who is an insurance company or agency.

Database last updated on December 11, 2017.


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