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
201Conservative Wealth Management$910,676$0$120,209,209$120,209,209
202Sagent Wealth Management$160,000$100,000,000$20,000,000$120,000,000
203Fluent Wealth Partners$255,675$118,888,664$0$118,888,664
204Duckworth Mehner Private Wealth Advisors Inc.$687,825$113,194,487$5,111,477$118,305,964
205Taylor Frigon Capital Management$1,005,019$115,577,157$0$115,577,157
206Baker & Associates$270,606$100,477,000$14,801,000$115,278,000
207Rebalance Inc.$547,619$115,000,000$0$115,000,000
208Berkson Asset Management Inc.$951,250$13,322,733$100,827,238$114,149,971
209Cannon Beach Consultants Inc.$126,637$64,369,424$48,844,075$113,213,499
210Dobson Asset Management$664,480$110,390,225$1,906,952$112,297,177
211Athena Investment Management$450,897$110,057,642$1,313,945$111,371,587
212Holbrook Global Strategies$1,294,118$110,000,000$0$110,000,000
213Sheridan Capital Management$660,870$107,060,900$0$107,060,900
214Millennium Investment Services$293,022$106,660,033$0$106,660,033
215Lowery Thomas$257,986$0$105,258,233$105,258,233
216Daniel Wealth Advisors$325,466$72,600,000$32,200,000$104,800,000
217Regatta Capital Group$103,621$45,323,166$59,437,319$104,760,485
218Simplyrich$641,313$104,533,940$0$104,533,940
219Gasber Financial Advisors Inc.$214,041$104,451,941$0$104,451,941
220Financial Alternatives Inc.$247,301$103,124,714$0$103,124,714
221Matrix Planning Inc.$316,449$59,244,847$42,651,779$101,896,626
222Pathways Advisory Group Inc.$153,030$0$101,765,000$101,765,000
223Aequitas Wealth Management$410,464$100,974,196$0$100,974,196
224Pacific Financial Strategies Inc.$149,775$100,948,599$0$100,948,599
225Westend Capital Management.$438,456$100,844,948$0$100,844,948
226Eliot Finkel Investment Counsel$589,019$100,722,307$0$100,722,307
227Reed & Ball Inc.$234,366$93,822,832$6,485,748$100,308,580
228Topturn Capital$498,515$72,465,443$27,736,039$100,201,482
229Financial Avengers Inc.$163,935$93,825,211$6,338,815$100,164,026
230Parkshore Wealth Management$183,576$97,487,422$2,561,732$100,049,154
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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.