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
151AG Asset Advisory, LLC$3,016,356$211,144,900$0$211,144,900
152Park, Miller$1,003,426$209,715,732$350$209,716,082
153American Money Management$189,254$202,767,006$5,034,202$207,801,208
154Financial Connections Group, Inc.$290,802$206,760,056$0$206,760,056
155Dean Roland Russell$395,291$204,481,509$1,860,342$206,341,851
156Beta Wealth Group, Inc$292,857$205,000,000$0$205,000,000
157WP Advisors$279,432$185,642,355$18,902,165$204,544,520
158Curran & Lewis Investment Management, Inc.$1,083,896$196,444,152$5,160,416$201,604,568
159Integris Wealth Management$379,176$184,974,368$12,955,586$197,929,954
160Meritas Wealth Management$336,649$192,563,177$0$192,563,177
161Concentric Wealth Management$368,514$191,259,000$0$191,259,000
162Integral Investment Advisors, Inc.$241,632$29,653,875$158,093,868$187,747,743
163Personal Financial Consultants, Inc.$826,617$173,608,745$14,033,246$187,641,991
164Johnson Lyman Wealth Advisors$384,080$187,046,954$0$187,046,954
165Thalassa Capital$779,226$140,846,735$46,167,417$187,014,152
166Silver Oak Wealth Advisors$380,098$187,008,080$0$187,008,080
167Sirius Wealth Management Strategies$2,397,436$187,000,000$0$187,000,000
168Harrison - De Charon$342,806$186,143,399$0$186,143,399
169Wealth Quest Partners$342,806$186,143,399$0$186,143,399
170Bennicas & Associates$1,377,597$185,975,545$0$185,975,545
171Gradient Capital Advisors$227,867$149,400,000$35,400,000$184,800,000
172Asset Planning, Inc$311,936$181,541,914$1,876,545$183,418,459
173Powers Capital Investments, Inc.$270,251$181,479,453$399,570$181,879,023
174Lamia Financial Group, Inc.$339,102$179,723,968$0$179,723,968
175Clearview Investment Partners$292,726$175,687,742$1,411,258$177,099,000
176Trinity Capital Management$290,900$161,369,934$8,224,588$169,594,522
177Baker, Brose & Mitsutome Wealth Management LLC$311,234$169,000,000$0$169,000,000
178Linda A. Barlow, CFP$583,738$156,088,981$12,611,260$168,700,241
179Taylor Frigon Capital Management$1,213,110$167,409,120$0$167,409,120
180Quality Growth Management, Inc.$1,109,614$164,222,829$0$164,222,829
181Aequitas Wealth Management$646,025$156,984,000$0$156,984,000
182Wealth Analytics Partners, LLC$547,585$122,046,397$32,372,658$154,419,055
183Sierra Asset Management$158,847$150,119,883$3,167,246$153,287,129
184The Humphreys Group$1,384,715$152,318,704$0$152,318,704
185Omega Financial Group$276,697$150,800,000$0$150,800,000
186Regatta Capital Group$143,094$97,288,051$53,389,705$150,677,756
187Vernal Point Advisors$5,662,520$15,652,719$131,572,795$147,225,514
188Eliot Finkel Investment Counsel$696,578$146,978,019$0$146,978,019
189Certified Planners, Inc.$183,022$145,951,874$648,429$146,600,303
190Caves & Associates$492,416$139,148,107$7,099,489$146,247,596
191C-J Advisory, Inc.$178,487$144,752,738$0$144,752,738
192Berkson Asset Management, Inc.$1,120,874$18,230,943$126,361,756$144,592,699
193Regal Wealth Group Inc.$335,841$144,411,452$0$144,411,452
194Nautilus Advisors$225,499$144,319,626$0$144,319,626
195AWM Global Advisors$273,267$144,011,803$0$144,011,803
196Victus Capital Wealth$258,528$139,000,000$5,000,000$144,000,000
197Curtis Advisory Group$1,121,581$139,053,561$3,387,198$142,440,759
198Athena Investment Management$517,138$140,127,809$2,085,006$142,212,815
199Portfolio Advisors, Inc.$215,478$0$142,000,000$142,000,000
200Financial Avengers, Inc.$233,355$131,702,897$8,076,702$139,779,599
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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 over 1,600 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2015. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2015, (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 11, 2015.