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
151Guardian Investment Management$1,433,125$126,984,689$30,659,100$157,643,789
152Jess S. Morgan & Co. Inc.$828,109$157,340,758$0$157,340,758
153Clearview Investment Partners$229,298$154,992,972$1,388,579$156,381,551
154Integral Investment Advisors Inc.$259,882$35,706,891$119,962,268$155,669,159
155Curran & Lewis Investment Management Inc.$907,230$155,136,357$0$155,136,357
156American Money Management$153,949$149,426,303$3,290,802$152,717,105
157SP Asset Management$1,875,000$150,000,000$0$150,000,000
158Johnson Lyman Wealth Advisors$282,942$148,827,464$0$148,827,464
159Sage Capital Advisors$1,002,938$148,434,755$0$148,434,755
160Berman, Steven M.$3,448,605$148,290,000$0$148,290,000
161KK Wealth Advisors$2,397,427$145,253,667$989,390$146,243,057
162Integris Wealth Management$366,834$146,000,000$0$146,000,000
163WP Advisors$223,959$129,836,388$15,737,022$145,573,410
164Caves & Associates$530,110$139,289,496$4,900,497$144,189,993
165Verity Wealth Advisors$4,117,270$144,104,453$0$144,104,453
166Private Financial Counseling$245,142$143,898,590$0$143,898,590
167Quality Growth Management Inc.$921,279$143,719,576$0$143,719,576
168Tax Efficient Asset Management Solution Inc.$92,097$142,750,000$0$142,750,000
169Silicon Valley Capital Partners$164,008$142,687,243$0$142,687,243
170Lamia Financial Group$255,591$139,042,562$1,532,699$140,575,261
171Clutinger Williams & Verhoye Inc.$329,999$121,454,329$17,475,387$138,929,716
172Meritas Wealth Management$301,301$138,899,727$0$138,899,727
173AWM Global Advisors$235,299$137,649,769$0$137,649,769
174Powers Capital Investments Inc.$227,297$132,541,841$4,291,060$136,832,901
175McCarthy Asset Management Inc.$230,347$136,825,833$0$136,825,833
176Banta Asset Management$216,092$107,539,961$29,246,396$136,786,357
177Long-Term Solutions$693,118$124,712,270$10,445,812$135,158,082
178Asset Planning Inc.$261,964$132,482,291$1,905,418$134,387,709
179Harrison - De Charon$265,508$134,346,957$0$134,346,957
180Trinity Capital Management$323,672$134,000,000$0$134,000,000
181Haydel, Biel & Associates$113,283$132,300,000$1,600,000$133,900,000
182Peninsula Wealth$312,554$128,903,071$4,870,200$133,773,271
183Glenn Woody Financial Consultants Inc.$309,791$119,521,826$13,688,148$133,209,974
184Beverly Investment Advisors$899,161$54,602,373$78,473,417$133,075,790
185Bergquist Wang$1,254,801$51,848,160$79,905,919$131,754,079
186The Humphreys Group$1,873,610$131,152,700$0$131,152,700
187Creekside Partners Inc.$625,990$119,832,000$11,000,000$130,832,000
188Concentric Wealth Management$306,662$130,638,000$0$130,638,000
189Linda A. Barlow$238,762$128,862,282$1,024,376$129,886,658
190Sierra Asset Management$156,659$125,247,265$1,960,167$127,207,432
191Dean Roland Russell$325,264$124,503,484$1,373,580$125,877,064
1925T Wealth Management$406,609$124,306,387$929,070$125,235,457
193V.H. King Associates$275,859$124,136,745$0$124,136,745
194Portfolio Advisors Inc.$202,441$0$123,489,000$123,489,000
195Total Wealth Management Inc.$100,039$123,348,329$0$123,348,329
196Empyrion Wealth Management Inc.$408,653$122,533,344$62,434$122,595,778
197Omega Financial Group$257,353$122,400,000$100,000$122,500,000
198Nautilus Advisors$313,158$121,191,992$0$121,191,992
199Regal Wealth Group Inc.$440,000$121,000,000$0$121,000,000
200Christopher D. Croft Inc.$1,449,842$120,336,900$0$120,336,900
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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.