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
151Silicon Valley Capital Partners, L.P.$202,175$191,257,209$0$191,257,209
152Pennington Financial Group$354,993$190,416,646$214,518$190,631,164
153Johnson Lyman Wealth Advisors$1,475,471$187,384,857$0$187,384,857
154Financial Connections Group, Inc.$277,433$186,989,916$0$186,989,916
155Dean Roland Russell$332,055$185,216,110$1,730,659$186,946,769
156Peninsula Wealth$221,429$168,000,000$18,000,000$186,000,000
157Integris Wealth Management$394,853$182,972,000$240,000$183,212,000
158WP Advisors$260,713$159,198,931$17,564,326$176,763,257
159Concord Investment Counsel$339,378$171,459,389$5,017,136$176,476,525
160Personal Financial Consultants, Inc.$728,245$139,350,362$36,884,924$176,235,286
161Silver Oak Wealth Advisors$382,256$176,220,000$0$176,220,000
162Curran & Lewis Investment Management, Inc.$1,038,829$175,562,041$0$175,562,041
163Thalassa Capital$710,776$99,942,955$74,907,841$174,850,796
164Integral Investment Advisors, Inc.$246,708$36,870,581$137,798,831$174,669,412
165McCarthy Asset Management, Inc.$275,955$173,024,026$0$173,024,026
166Powers Capital Investments, Inc.$269,274$170,872,462$2,001,238$172,873,700
167Meritas Wealth Management$342,409$170,861,975$0$170,861,975
168Caves & Associates$594,843$165,362,980$5,356,870$170,719,850
169Concentric Wealth Management$358,705$170,385,000$0$170,385,000
170Harrison - De Charon$314,070$169,598,005$0$169,598,005
171Jess S. Morgan & Company., Inc.$876,244$169,115,162$0$169,115,162
172Lighthouse Financial Services Inc$247,913$168,580,920$0$168,580,920
173Quality Growth Management, Inc.$1,035,438$166,705,462$0$166,705,462
174KK Wealth Advisors$438,549$165,771,462$0$165,771,462
175Sage Capital Advisors$817,337$161,941,440$3,160,730$165,102,170
176Beta Wealth Group, Inc$158,807$165,000,000$0$165,000,000
177Lamia Financial Group, Inc.$290,706$164,539,408$0$164,539,408
178Clearview Investment Partners$227,190$162,611,769$1,419,406$164,031,175
179Private Financial Counseling$302,179$161,061,363$0$161,061,363
180Certified Planners, Inc.$177,243$159,665,002$739,537$160,404,539
181Asset Planning, Inc$287,865$158,037,693$2,015,225$160,052,918
182Omega Financial Group$302,457$155,000,000$5,000,000$160,000,000
183Wealth Analytics Partners, LLC$547,585$122,046,397$32,372,658$154,419,055
184Taylor Frigon Capital Management$1,186,266$151,842,009$0$151,842,009
185Linda A. Barlow, CFP$344,983$143,076,271$5,611,260$148,687,531
186TABR Capital Management$242,720$148,302,137$0$148,302,137
187Beverly Investment Advisors$1,054,783$63,629,865$84,039,709$147,669,574
188Trinity Capital Management$279,548$147,321,920$0$147,321,920
189The Humphreys Group$578,404$144,601,110$0$144,601,110
190Creekside Partners, Inc.$1,290,179$138,000,000$6,500,000$144,500,000
191Clutinger Williams & Verhoye Inc$357,581$130,955,436$13,149,848$144,105,284
192Portfolio Advisors, Inc.$227,488$0$144,000,000$144,000,000
193Sierra Asset Management$164,752$141,026,225$1,978,822$143,005,047
194Glenn Woody Financial Consultants Inc$790,738$119,203,421$20,757,146$139,960,567
195Nautilus Advisors$373,297$137,000,000$0$137,000,000
196C-J Advisory, Inc.$184,701$136,863,353$0$136,863,353
197Eliot Finkel Investment Counsel$716,512$136,853,733$0$136,853,733
198Bergquist Wang$1,363,062$57,279,008$79,027,188$136,306,196
199Athena Investment Management$530,996$132,883,256$1,458,762$134,342,018
200Regal Wealth Group Inc.$488,344$134,294,546$0$134,294,546
« Previous PageNext Page »

Showing 151 to 200 of 240 entries

Page 1 | 2 | 3 | 4 | 5

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.