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
501The Financial Advisors, LLC$316,394$573,210,136$23,193,214$596,403,350
502WESCAP Group$586,983$572,733,000$144,560,000$717,293,000
503O'Brien Wealth Partners LLC$352,432$570,939,231$570,939,231
504MV Capital Management, Inc.$755,490$568,818,412$821,208$569,639,620
505Wealthstream Advisors, Inc.$499,965$568,460,593$568,460,593
506Smith & Howard Wealth Management, Llc$404,187$568,176,451$98,328,459$666,504,910
507Highland Private Wealth Management$719,148$567,643,343$30,687,904$598,331,247
508Cohen Capital Management Inc$3,530,392$564,862,701$564,862,701
509Janiczek Wealth Management$541,150$564,419,311$564,419,311
510Cabana Asset Management$103,724$563,981,794$76,719,868$640,701,662
511Financial Advisory Corporation$616,199$563,102,289$103,567$563,205,856
512Telos Capital Management$389,080$561,442,974$561,442,974
513Wingate Wealth Advisors, Inc.$311,193$560,601,930$282,419,107$843,021,037
515Mastrapasqua Asset Management, Inc.$1,056,262$558,046,607$4,941,091$562,987,698
516First Pacific Financial, Inc.$249,338$556,771,575$556,771,575
517Delta Financial Group, Inc.$219,706$556,655,272$62,038,112$618,693,384
518Deerfield Financial Advisors, Inc.$616,713$555,001,820$74,044,990$629,046,810
519St. Clair Advisors$1,251,300$554,326,060$554,326,060
520Summit Asset Management Llc$699,144$552,314,342$9,452$552,323,794
521Werba Rubin Papier Wealth Management$457,457$551,235,573$551,235,573
522FMP Wealth Advisers$297,190$550,816,000$57,234,000$608,050,000
523Fusion Family Wealth$491,537$550,360,000$20,315,000$570,675,000
524Sloan Investment Management$852,318$549,596,800$2,705,366$552,302,166
525Cypress Point Wealth Management$3,032,783$549,437,249$41,955,521$591,392,770
526Apella Capital$277,413$549,000,000$549,000,000
527Diesslin Group, Inc.$458,314$548,900,322$250,857,683$799,758,005
528Gries Financial$633,638$545,562,355$545,562,355
529RVW Wealth LLC$331,119$544,691,451$544,691,451
530Stage Harbor Financial, LLC$723,342$543,229,967$543,229,967
531Stepp & Rothwell Inc$312,767$542,859,829$22,623,343$565,483,172
532Toth Financial Advisory Corp$342,664$541,752,147$541,752,147
533HTG Investment Advisors Inc$455,532$541,627,397$541,627,397
534Moisand Fitzgerald Tamayo$257,040$539,789,104$3,592,542$543,381,646
535Opus Capital Management$2,109,685$539,584,897$158,720,703$698,305,600
536Abbrea Capital, LLC$885,645$538,284,568$20,557,515$558,842,083
537Lenox Wealth Management, Inc.$211,891$537,771,377$3,399,481$541,170,858
538First Fiduciary Investment Counsel Inc$1,187,069$535,368,333$535,368,333
539Sbc Wealth Management$252,770$534,609,178$534,609,178
540PBMares Wealth Management$318,453$534,009,297$4,494,748$538,504,045
541Syntrinsic Investment Counsel$2,152,829$532,692,429$352,120,112$884,812,541
542Blue Chip Partners, Inc.$436,958$532,650,451$4,371,045$537,021,496
543The H Group, Inc.$274,975$531,801,855$531,801,855
544All Star Financial Inc$421,390$531,794,135$531,794,135
545Prairieview Partners, LLC$1,738,712$530,649,585$3,134,939$533,784,524
546Briaud Financial Advisors$286,467$529,039,586$10,663,600$539,703,186
547Derby And Company Inc$636,918$528,373,948$1,541,758$529,915,706
548SBK Financial, Inc.$562,445$525,224,799$49,031,518$574,256,317
549Pathway Financial Advisors$628,853$522,576,489$522,576,489
550Buffington Mohr McNeal$480,944$522,416,220$16,721,859$539,138,079
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Showing 501 to 550 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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