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
451LGL Partners, LLC$4,431,076$642,519,389$1,129,910,885$1,772,430,274
452Clear Harbor Asset Management, LLC$643,276$642,429,598$1,489,177$643,918,775
453Avitas Wealth Management, LLC$1,291,711$641,980,143$641,980,143
454CCG Asset Management, LLC$12,819,686$640,984,315$640,984,315
455Willingdon Wealth Management Inc.$317,279$638,410,857$5,030,279$643,441,136
456WBH Advisory, Inc.$413,658$637,860,049$637,860,049
457Johnson Financial Group$1,816,637$636,302,061$313,798,974$950,101,035
458Full Sail Capital, LLC$1,041,950$632,450,771$30,229,130$662,679,901
459Redwood Wealth Management$226,550$631,846,602$631,846,602
460Bridgecreek Investment Management$5,208,333$625,000,000$625,000,000
461Darrell & King, LLC$3,219,058$624,497,329$624,497,329
462Howard Financial Services, Ltd..$394,079$624,072,503$542,685$624,615,188
463Grey Street Capital, LLC$1,921,166$619,819,356$4,559,660$624,379,016
464Fierston Financial Group Inc$676,381$618,888,954$618,888,954
465Cabot Wealth Management$384,299$618,219,643$2,423,435$620,643,078
466Investment Security Group, Inc.$277,053$617,550,621$617,550,621
467Aufman Associates Inc$3,171,332$614,662,411$32,289,238$646,951,649
468Roble, Belko and Company, Inc.$932,139$611,482,883$611,482,883
469Cable Hill Partners, LLC$347,734$610,320,000$98,014,000$708,334,000
470Eclectic Associates, Inc.$249,545$610,269,856$117,153,637$727,423,493
471American Financial Advisors.$286,747$609,624,968$609,624,968
472Vintage Financial Services$1,163,289$608,400,000$608,400,000
473Triad Financial Advisors, Inc.$311,158$608,368,411$19,547,852$627,916,263
474Sunrise Advisors$1,089,135$607,156,794$13,650,000$620,806,794
475Vision Capital Management Inc$490,982$604,890,381$604,890,381
476Traphagen Financial Group$503,025$603,425,946$6,743,919$610,169,865
477Tarbox Family Office, Inc.$1,095,500$602,524,823$602,524,823
478Affiliated Private Investors$4,549,204$600,494,951$600,494,951
479Azzad Asset Management, Inc.$287,381$600,279,297$7,244,489$607,523,786
480Financial Services Advisory$313,707$600,122,387$600,122,387
481Strategic Financial Group, LLC$230,230$598,500,000$71,700,000$670,200,000
482Sharkey Howes & Javer Inc$255,479$598,415,975$112,071,405$710,487,380
483Matheys Lane Capital Management L.P.$2,154,302$597,625,294$451,519,723$1,049,145,017
484Rockwood Wealth Management$318,577$597,025,840$75,171,961$672,197,801
485Tradition Capital Management LLC$1,899,375$596,000,824$15,597,973$611,598,797
486Flippin Bruce & Porter Inc$1,230,512$595,568,000$595,568,000
487Burt Wealth Advisors$552,233$594,754,580$594,754,580
488Granite Investment Advisors, Inc.$848,196$594,465,267$25,565,964$620,031,231
489Cahaba Wealth Management, Inc.$499,618$593,046,459$593,046,459
490Hengehold Capital Management LLC$295,180$590,064,770$590,064,770
491Isthmus Partners, LLC$512,933$588,847,494$588,847,494
492McGowan Group Asset Management$307,307$587,088,298$27,832,231$614,920,529
493Shine Investment Advisory Services Inc$406,033$586,540,134$7,080,211$593,620,345
494Beese Fulmer Private Wealth Management$1,037,496$584,110,326$584,110,326
495Roundview Capital, LLC$441,984$584,085,899$9,056,887$593,142,786
496Steigerwald, Gordon & Koch - Wealth Advisors$1,258,801$584,083,620$584,083,620
497Lvm Capital Management Ltd.$566,087$581,986,592$21,462,030$603,448,622
498Ferris Capital$828,627$575,050,460$2,502,898$577,553,358
499Horan Capital Management, LLC$404,349$574,984,522$574,984,522
500The Marshall Financial Group, Inc$394,647$573,527,086$8,971,207$582,498,293
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Showing 451 to 500 of 2,205 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 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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) not one who is an insurance company or agency.

Database last updated on June 5, 2019.

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