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


High-net-worth client assets

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
451Investment Security Group, Inc.$302,356$742,888,185$742,888,185
452Dividend Assets Capital, Llc$820,619$742,110,956$5,473,271$747,584,227
453Constellation Wealth Advisors$1,576,995$741,384,323$734,682,711$1,476,067,034
454Grey Street Capital, Llc$1,790,763$741,375,929$741,375,929
455Boston Hill Advisors, Llc$254,470$738,652,006$34,173,360$772,825,366
456Fourthought Private Wealth$322,663$732,122,156$732,122,156
457Yeske Buie Inc.$593,479$730,600,306$13,029,151$743,629,457
458Yeske Buie Inc.$593,479$730,600,306$13,029,151$743,629,457
459Ascent Wealth Partners, Llc$563,559$729,479,746$39,778,357$769,258,103
460Vision Capital Management Inc$585,346$728,170,319$728,170,319
461Versant Capital Management, Inc.$627,118$727,616,580$44,992,789$772,609,369
462Steigerwald, Gordon & Koch - Wealth Advisors$1,511,688$724,098,687$724,098,687
463Horan Capital Management,Llc$527,234$723,364,700$723,364,700
464Aufman Associates Inc$3,363,564$723,166,215$723,166,215
465Tarbox Family Office, Inc.$983,036$722,531,346$722,531,346
466Stonebridge Wealth Management$2,832,453$722,275,595$722,275,595
467The Planning Center, Inc.$281,735$720,848,277$55,613,846$776,462,123
468Abbrea Capital, Llc$1,232,347$716,789,770$105,185,764$821,975,534
469Argos Wealth Advisors Llc$3,271,397$716,435,864$716,435,864
470Cambria Investment Management, L.P.$1,676,334$714,118,451$714,118,451
471Fierston Financial Group Inc$786,762$713,593,415$713,593,415
472Shine Wealth Partners$462,480$712,850,449$7,693,209$720,543,658
473Hfm Wealth Management$3,858,505$711,289,325$37,260,684$748,550,009
474Monticello Wealth Management, Llc$1,647,838$709,305,146$14,095,733$723,400,879
475Hcm Wealth Advisors$334,241$707,922,569$707,922,569
476Strategiq Financial Group, Llc$289,257$707,391,612$82,568,647$789,960,259
477Sunrise Advisors$1,199,803$706,684,116$706,684,116
478Brookfield Investment Partners, Llc$18,529,526$704,121,979$704,121,979
479M Capital Advisors$1,259,306$703,974,812$3,755,141$707,729,953
480The Financial Advisors, Llc$361,709$703,867,978$27,868,491$731,736,469
481Triad Financial Advisors, Inc.$348,988$698,332,542$21,979,066$720,311,608
482Mcgowan Group Asset Management, Inc.$351,161$696,740,196$35,782,201$732,522,397
483Vintage Financial Services Llc$1,352,039$696,300,000$696,300,000
484Isthmus Partners, Llc$591,038$696,242,577$696,242,577
485Schoolcraft Capital Llc$6,810,827$695,386,462$67,426,117$762,812,579
486Ohana Advisors$79,317,747$694,985,675$256,827,285$951,812,960
487Sharkey Howes & Javer Inc$288,746$694,486,397$111,403,085$805,889,482
488Sharkey Howes & Javer Inc$288,746$694,486,397$111,403,085$805,889,482
489Strategic Family Wealth Counselors, L.L.C.$289,844$692,587,511$134,338,509$826,926,020
490Sbc Wealth Management$319,537$688,602,742$688,602,742
491Eclectic Associates, Inc.$302,648$688,219,051$133,772,023$821,991,074
492Prism Financial Group, L.L.C.$437,915$683,375,757$118,447,461$801,823,218
493First Pacific Financial, Inc.$285,489$683,174,366$683,174,366
494St. Clair Advisors, Llc$1,283,433$681,502,999$681,502,999
495Christopher Weil & Co Inc$1,218,186$681,192,015$92,355,973$773,547,988
496Delta Financial Group, Inc.$264,799$680,246,504$70,989,401$751,235,905
498Financial Advisory Corporation$708,931$678,325,644$120,982$678,446,626
499Flippin Bruce & Porter Inc$1,328,206$677,385,000$677,385,000
500Lgl Partners, Llc$2,538,860$676,989,285$770,161,170$1,447,150,455
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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.