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.


# of employees


Total AUM


Total accounts


Discretionary AUM


Avg. discretionary account AUM


Non-discretionary AUM


Non-discretionary accounts


Average non-discretionary account AUM


Avg. account AUM

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
2Massey, Quick & Co.$3,673,829$398,968,148$1,750,222,045$2,149,190,193
3The MDE Group Inc.$1,215,437$1,403,830,101$0$1,403,830,101
4Circle Wealth Management$2,309,681$176,531,639$768,127,819$944,659,458
5Round Table Services$1,336,226$587,735,332$334,260,440$921,995,772
6LBI Wealth Management$3,815,162$858,411,460$0$858,411,460
7Condor Capital Management$302,063$553,494,203$111,648,808$665,143,011
8Meyer Capital Group$289,345$511,422,746$75,946,944$587,369,690
9Lassus Wherley$1,199,753$385,120,659$0$385,120,659
10Traust Sollus Wealth Management$389,873$283,486,126$11,647,719$295,133,845
11Quadrant Capital Management$712,365$289,431,982$2,637,704$292,069,686
12Delta Financial Group Inc.$118,174$232,623,721$44,375,000$276,998,721
13Traphagen Financial Group$291,063$272,143,786$0$272,143,786
14CRA Financial Services$199,750$45,736,689$225,324,485$271,061,174
15Beacon Wealth Management$347,013$215,702,898$53,925,902$269,628,800
16Heller Wealth Advisors$285,041$263,663,000$0$263,663,000
17Lighthouse Financial Advisors Inc.$161,431$0$261,357,056$261,357,056
18Hamel Associates Inc.$1,080,989$239,090,407$13,861,048$252,951,455
19Chatham Wealth Management$436,800$245,918,204$0$245,918,204
20Mcrae Capital Management Inc.$544,750$239,304,900$4,743,229$244,048,129
21Pinnacle Financial Advisors$435,599$204,013,251$7,252,253$211,265,504
22Wechter Feldman Wealth Management Inc.$285,702$181,690,434$19,729,803$201,420,237
23Black Coral Financial Advisors$266,667$150,000,000$50,000,000$200,000,000
24Asset Advisory Group Inc.$1,669,987$797,179$186,241,317$187,038,496
25Candor Wealth Advisors$462,698$167,959,525$0$167,959,525
26Covenant Asset Management$456,269$157,412,970$0$157,412,970
27Ridgewood Investments$418,710$109,316,256$39,744,474$149,060,730
28Baron Financial Group$201,091$135,900,000$11,500,000$147,400,000
29National Wealth Management$212,192$140,728,432$3,561,810$144,290,242
30Wealth Health$288,991$139,871,765$0$139,871,765
31Point View Wealth Management Inc.$357,016$136,380,115$0$136,380,115
32Breton Co.$2,454,336$0$127,625,456$127,625,456
33Spoor Behrins Campbell & Young Securities Corp.$917,285$0$127,502,617$127,502,617
34Regency Wealth Management$231,481$121,000,000$4,000,000$125,000,000
35Stonegate Wealth Management$288,756$121,500,100$1,510,000$123,010,100
36Eks Associates$3,218,547$0$122,304,797$122,304,797
37Financial Focus$340,507$0$120,199,082$120,199,082
38Pollock Planning Associates Inc.$1,361,632$118,462,000$0$118,462,000
39Tandem Capital Management Inc.$613,171$110,279,750$91,110$110,370,860
40Eames Financial$1,741,667$0$104,500,000$104,500,000
41Friedenthal Financial$404,651$104,400,000$0$104,400,000

Showing 1 to 41 of 41 entries

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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.