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
101Van Strum & Towne Inc.$822,633$195,582,000$48,740,000$244,322,000
102Cornerstone Wealth Management$479,717$240,081,490$3,614,832$243,696,322
103Silicon Valley Wealth Advisors$346,029$240,144,000$0$240,144,000
104Creative Capital Management Inc.$465,163$236,302,749$0$236,302,749
105Rosenblum Silverman Sutton Inc.$1,174,201$231,491,062$1,000,694$232,491,756
106Integrated Wealth Counsel$596,899$223,000,000$8,000,000$231,000,000
107Millie Capital Management$3,026,316$230,000,000$0$230,000,000
108Blume Capital Management Inc.$403,739$225,690,000$0$225,690,000
109MKKS Investment Advisory Services Inc.$2,643,705$71,116,205$153,598,731$224,714,936
110YellowBrickRoad Financial Advisors$209,593$219,652,937$0$219,652,937
111Harold Davidson & Associates Inc.$437,060$0$218,530,117$218,530,117
112Investor's Capital Management$262,018$208,233,998$8,979,263$217,213,261
113Watermark Asset Management Inc.$232,796$216,500,000$0$216,500,000
114Waypoint Wealth Partners$595,782$203,215,655$12,457,397$215,673,052
115Elm Advisors$522,895$161,729,880$52,134,275$213,864,155
116Atlas Capital Advisors$1,126,984$195,500,000$17,500,000$213,000,000
117MKT Advisors$304,913$90,000,000$121,000,000$211,000,000
118Hc Financial Advisors Inc.$310,515$210,218,360$0$210,218,360
119Avalon Capital Management$663,975$209,152,000$0$209,152,000
120Donnelly Wealth Advisors Inc.$437,902$162,572,327$46,306,879$208,879,206
121RS Crum Inc.$1,462,158$207,106,400$520,000$207,626,400
122Opes Advisors Inc.$298,563$207,203,041$0$207,203,041
123Financial Designs Corp.$268,914$201,426,683$5,099,295$206,525,978
124Osher Van De Voorde Investment Management$886,486$205,664,667$0$205,664,667
125Financial Horizons-Wealth Building Strategies$1,086,078$188,472,529$11,365,760$199,838,289
126Wheelerfrost - Wealth Managers$353,217$182,656,663$16,557,688$199,214,351
127Brian D. Lowder Inc.$1,136,102$197,408,814$272,880$197,681,694
128Neumann Capital Management$617,171$196,260,415$0$196,260,415
129Arterburn and Watters$2,910,776$0$195,022,000$195,022,000
130Kam Advisors$478,891$194,908,657$0$194,908,657
131Bedrock Capital Management Inc.$261,905$194,857,546$0$194,857,546
132Natural Investments$142,016$193,000,000$0$193,000,000
133Turnberry Financial Services Inc.$505,723$189,331,688$2,842,946$192,174,634
134Miller Park$1,078,209$150,029,764$38,656,875$188,686,639
135Grubman Wealth Management$328,147$188,356,594$0$188,356,594
136Rayner & Haynor$815,956$175,482,160$8,923,876$184,406,036
137Fair Haven Partners$9,000,000$180,000,000$0$180,000,000
138Meridian Investment Counsel Inc.$612,356$178,195,541$0$178,195,541
139Greenberg Graham Advisors$605,121$158,845,210$15,429,722$174,274,932
140Thalassa Capital$776,327$132,252,083$40,868,862$173,120,945
141Pennington Financial Group$318,752$172,247,090$197,676$172,444,766
142Pruneyard Financial Group Inc.$268,607$137,942,734$31,279,474$169,222,208
143Ariston Services Group$777,419$164,800,000$3,900,000$168,700,000
144Ward & Associates$3,013,882$158,183,928$4,565,681$162,749,609
145Perigon Wealth Management$2,322,979$148,957,019$13,651,499$162,608,518
146TABR Capital Management$256,370$162,025,922$0$162,025,922
147Concord Investment Counsel$307,579$157,404,860$3,766,471$161,171,331
148Personal Financial Consultants Inc.$213,034$0$159,775,538$159,775,538
149Certified Planners Inc.$161,902$157,301,334$2,009,948$159,311,282
150Financial Connections Group Inc.$245,826$158,803,515$0$158,803,515
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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 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, 2012. (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.