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
1Regentatlantic$2,115,811$3,186,940,143$77,756,210$3,264,696,353
2Modera Wealth Management$379,835$2,054,933,838$11,370,279$2,066,304,117
3Massey, Quick & Co.$3,874,818$776,744,883$1,156,789,256$1,933,534,139
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
7Condor Capital Management$348,774$787,220,699$113,314,871$900,535,570
8Meyer Capital Group$369,810$664,900,988$79,526,040$744,427,028
9Aepg Wealth Strategies$471,474$597,437,037$146,077,320$743,514,357
10Signet Financial Management, LLC$377,093$672,034,410$1,830,544$673,864,954
11Sax Wealth Advisors, LLC$503,206$602,551,761$10,856,581$613,408,342
12Tradition Capital Management LLC$666,584$516,847,599$17,753,002$534,600,601
13CRA Financial Services$278,304$20,849,261$504,867,372$525,716,633
14Traphagen Financial Group$447,201$487,896,180$0$487,896,180
15Lassus Wherley$1,405,641$479,323,444$0$479,323,444
16Delta Financial Group, Inc.$170,886$425,531,992$41,499,151$467,031,143
17Roundview Capital, LLC$413,019$440,574,299$20,768,461$461,342,760
18Quadrant Capital Management$736,606$412,507,667$1,465,086$413,972,753
19Black Coral Financial Advisors$241,176$250,000,000$160,000,000$410,000,000
20Gateway Advisory$166,586$396,345,976$1,128,256$397,474,232
21Wealth Health$368,834$387,276,119$0$387,276,119
22Heller Wealth Advisors.$340,517$365,715,635$0$365,715,635
23Hamel Associates,Inc.$1,588,344$333,135,910$25,829,744$358,965,654
24Biltmore Capital Advisors$480,310$340,885,712$17,905,538$358,791,250
25McRae Capital Management Inc.$601,197$347,229,865$3,268,054$350,497,919
26Traust Sollus Wealth Management$459,163$326,533,228$17,839,313$344,372,541
27Chatham Wealth Management$326,283$292,675,654$0$292,675,654
28Withum Wealth Management$946,667$284,000,000$0$284,000,000
29Point View Wealth Management, Inc.$455,658$281,596,397$0$281,596,397
30Wechter Feldman Wealth Management, Inc.$370,204$248,178,900$32,065,540$280,244,440
31Parsons Capital Management, LLC$205,372$245,419,447$0$245,419,447
32Lighthouse Financial Advisors, Inc.$197,932$2,274,585$242,172,012$244,446,597
33Beacon Wealth Management$258,549$235,358,000$2,507,000$237,865,000
34Asset Advisory Group Inc$547,246$1,917,358$218,622,839$220,540,197
35Regency Wealth Management$292,165$207,000,000$13,000,000$220,000,000
36The Hogan-Knotts Financial Group, Inc.$250,820$209,685,222$0$209,685,222
37Covenant Asset Management$579,817$208,734,203$0$208,734,203
38Ridgewood Investments$452,647$169,358,335$38,859,279$208,217,614
39Financial Life Focus$436,913$0$203,164,418$203,164,418
40Baron Financial Group$240,866$193,607,106$7,997,618$201,604,724
41Private Wealth Management Group$348,303$173,598,594$21,799,469$195,398,063
42Highland Financial Advisors, LLC$222,566$190,071,190$0$190,071,190
43National Wealth Management$252,329$167,956,655$9,935,410$177,892,065
44LWD Wealth Advisors, Inc.$305,186$158,797,000$6,614,000$165,411,000
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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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.