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
1Regentatlantic$1,992,583$2,878,330,207$56,744,514$2,935,074,721
2Massey, Quick & Co.$4,411,451$499,416,624$1,918,058,617$2,417,475,241
3The MDE Group, Inc.$1,174,515$1,493,983,153$0$1,493,983,153
4Circle Wealth Management$2,459,046$252,813,979$870,970,022$1,123,784,001
5Round Table Services$861,894$754,693,356$90,824,465$845,517,821
6AEPG Wealth Strategies$521,906$540,101,933$239,103,626$779,205,559
7Condor Capital Management$342,515$590,332,665$175,187,693$765,520,358
8Meyer Capital Group$342,783$620,076,241$83,657,722$703,733,963
9Lassus Wherley$1,306,703$425,985,140$0$425,985,140
10Traphagen Financial Group$353,880$353,879,702$0$353,879,702
11Traust Sollus Wealth Management$459,725$337,015,843$13,754,261$350,770,104
12Delta Financial Group, Inc.$169,036$319,180,965$29,878,522$349,059,487
13Krasney Financial, LLC$399,027$344,360,168$0$344,360,168
14Quadrant Capital Management$746,617$332,581,869$2,649,265$335,231,134
15CRA Financial Services$217,636$14,680,018$302,415,235$317,095,253
16Hamel Associates,Inc.$1,384,332$304,588,330$9,655,008$314,243,338
17Heller Wealth Advisors.$326,766$300,182,627$2,402,985$302,585,612
18Chatham Wealth Management$406,036$296,000,000$0$296,000,000
19McRae Capital Management Inc.$618,391$279,018,945$5,440,968$284,459,913
20Biltmore Capital Advisors$643,474$279,413,586$2,427,897$281,841,483
21Beacon Wealth Management$367,553$251,455,434$28,987,802$280,443,236
22Black Coral Financial Advisors$250,000$175,000,000$100,000,000$275,000,000
23Wechter Feldman Wealth Management, Inc.$336,437$224,877,899$26,104,346$250,982,245
24Wealth Health$2,144,821$214,482,056$0$214,482,056
25Pinnacle Financial Advisors$373,735$203,664,393$8,990,903$212,655,296
26Lighthouse Financial Advisors, Inc.$133,250$632,288$210,701,574$211,333,862
27Asset Advisory Group Inc$500,580$1,761,900$208,982,107$210,744,007
28Ridgewood Investments$458,202$153,477,993$50,879,898$204,357,891
29Candor Wealth Advisors$495,565$190,549,653$5,198,607$195,748,260
30The Hogan-Knotts Financial Group, Inc.$247,791$189,064,340$0$189,064,340
31Baron Financial Group$241,956$179,000,000$9,000,000$188,000,000
32Point View Wealth Management, Inc.$449,726$179,440,685$0$179,440,685
33Covenant Asset Management$493,943$177,325,598$0$177,325,598
34National Wealth Management$240,950$160,240,995$4,809,940$165,050,935
35Regency Wealth Management$239,165$146,000,000$3,000,000$149,000,000
36Financial Focus$401,109$0$148,009,319$148,009,319
37Spoor Behrins Campbell & Young Securities Corp$1,041,485$0$142,683,388$142,683,388
38Breton Co$2,936,397$0$138,010,648$138,010,648
39Victory Asset Management Co Inc$261,375$14,870,572$122,612,533$137,483,105
40Blue Blaze Financial Advisors, LLC$391,386$131,717,372$3,310,805$135,028,177
41Stonegate Wealth Management$219,201$128,523,000$4,751,000$133,274,000
42Tandem Capital Management, Inc.$693,731$124,777,954$93,659$124,871,613
43Main Street Investment Advisors$275,911$102,428,051$14,834,152$117,262,203
44Friedenthal Financial$351,230$110,988,685$0$110,988,685
45Halberstadt Financial Consultants Inc$276,198$15,519,740$90,540,425$106,060,165

Showing 1 to 45 of 45 entries

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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, 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.