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
501Nelson Roberts Investment Advisors, Llc$1,050,184$675,268,230$675,268,230
502Rollins Financial Inc$827,811$674,666,344$674,666,344
503Affiliated Private Investors Llc$22,421,314$672,639,433$672,639,433
504Baxter Investment Management$1,742,794$670,975,807$670,975,807
505Fmp Wealth Advisers$327,183$670,870,000$55,803,000$726,673,000
506Stepp & Rothwell Inc$409,758$668,842,695$24,057,628$692,900,323
507Hutchinson Capital Management$1,020,661$665,713,987$6,901,751$672,615,738
508Capital Planning Advisors Llc$841,100$663,419,000$17,872,000$681,291,000
509Kays Financial Advisory Corp$329,639$662,245,674$662,245,674
510Meridian Wealth Advisors, Llc$704,855$662,173,160$35,633,443$697,806,603
511The Institute$301,879$660,076,000$134,000$660,210,000
512Allen Capital Group, Llc$381,797$658,217,988$658,217,988
513Atlas Capital Advisors Llc$1,936,986$658,000,000$49,000,000$707,000,000
514The Marshall Financial Group, Inc$454,891$656,921,156$10,403,351$667,324,507
515Prairieview Partners, Llc$2,038,736$656,484,087$4,066,419$660,550,506
516Meyers Wealth Management, Llc$1,245,438$653,800,000$28,700,000$682,500,000
517New England Investment & Retirement Group, Inc.$317,358$652,339,207$2,686,877$655,026,084
518Moisand Fitzgerald Tamayo, Llc$276,893$648,180,983$2,239,948$650,420,931
519Burt Wealth Advisors$576,562$648,055,923$648,055,923
520Burton Enright Welch$631,422$647,988,760$103,403,990$751,392,750
521Fusion Family Wealth, Llc$598,230$647,000,000$29,000,000$676,000,000
522Financial Services Advisory$354,156$645,980,603$645,980,603
523Howard Financial Services, Ltd.$464,523$644,850,086$56,579,580$701,429,666
524Raub Brock Capital Management, Lp$403,037$643,964,575$1,644,078,373$2,288,042,948
525Granite Investment Advisors, Llc$930,377$641,776,060$28,095,645$669,871,705
526Htg Investment Advisors Inc$535,125$641,614,535$641,614,535
527Lenox Wealth Management, Inc.$312,445$640,333,665$3,302,331$643,635,996
528River Wealth Advisors Llc$380,204$639,882,519$639,882,519
529Darrell & King, Llc$3,548,787$635,232,804$635,232,804
530Minot Wealth Management Llc$1,465,554$634,093,566$491,412$634,584,978
531Covenant Partners, Llc$1,179,413$632,418,334$61,076,357$693,494,691
532Stage Harbor Financial$750,857$631,470,357$631,470,357
533Lvm Capital Management Ltd$605,983$630,852,311$26,032,899$656,885,210
534Jgp Wealth Management, Llc$398,504$628,440,669$628,440,669
535Ars Wealth Advisors$417,709$627,044,500$10,379,918$637,424,418
536Westside Investment Management, Inc.$595,344$626,897,512$626,897,512
537Wingate Wealth Advisors, Inc.$340,578$626,440,049$293,460,560$919,900,609
538Wescap Group$2,422,154$625,900,000$161,300,000$787,200,000
539Evermay Wealth Management, Llc$682,624$625,822,168$28,131,475$653,953,643
540Pathway Financial Advisors, Llc$748,444$625,698,913$625,698,913
541Spectrum Management Group, Llc.$651,429$624,399,638$19,863,659$644,263,297
542Gries Financial Llc$690,134$623,880,772$623,880,772
544Derby And Company Inc$705,366$622,132,744$622,132,744
545Stillwater Capital Advisors, Llc$430,453$619,536,966$87,267,458$706,804,424
546Stratford Consulting, Llc$763,533$619,224,897$619,224,897
547Arbor Investment Advisors$657,667$619,001,795$16,962,251$635,964,046
548Indie Asset Partners, Llc$765,890$616,541,401$616,541,401
549Greenline Partners$22,775,000$616,000,000$295,000,000$911,000,000
550Toth Financial Advisory Corp$380,641$614,787,602$19,360,771$634,148,373
« Previous PageNext Page »

Showing 501 to 550 of 2,336 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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.