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
551Cohen Capital Management Inc$3,546,781$613,593,058$613,593,058
552Buffington Mohr Mcneal$535,956$611,897,820$18,922,320$630,820,140
553Crescent Capital Consulting, Llc$1,084,947$610,423,236$146,869,909$757,293,145
554Berkshire Money Management, Inc.$363,151$609,003,770$609,003,770
555Pds Planning Inc$270,288$606,503,866$75,703,927$682,207,793
556Sloan Investment Management, L.L.C.$1,849,212$606,167,594$2,223,071$608,390,665
557Deerfield Financial Advisors, Inc.$702,258$605,402,886$91,939,703$697,342,589
558Whitney & Company$1,279,866$603,544,665$3,111,837$606,656,502
5593D Asset Management, Inc.$328,088$603,025,169$603,025,169
560Newfocus Financial Group, Llc$380,186$602,974,548$602,974,548
561Blankinship & Foster, Llc$690,905$602,469,568$602,469,568
562Ami Investment Management Inc$2,584,353$602,154,188$602,154,188
563The Family Firm, Inc.$602,818$600,908,630$703,680$601,612,310
564Montis Financial, Llc$551,123$600,200,000$13,200,000$613,400,000
565Werba Rubin Papier Wealth Management, Llc$442,785$600,117,128$41,920,674$642,037,802
566Werba Rubin Papier Wealth Management, Llc$442,785$600,117,128$41,920,674$642,037,802
567Roof, Eidam & Maycock, Llc$636,987$599,717,249$17,523,366$617,240,615
568Janiczek Wealth Management$574,967$599,690,523$599,690,523
569Mcadam Llc$129,823$599,448,895$594,752$600,043,647
570Cypress Point Wealth Management, Llc$110,225$599,298,417$89,940,649$689,239,066
571Cahill Financial Advisors, Inc.$948,671$598,228,133$129,402,351$727,630,484
572Tbh Global Asset Management, Llc$311,328$597,279,276$14,791,158$612,070,434
573Financial Solutions Advisory Group$473,810$597,000,000$597,000,000
574Peak Asset Management, Llc$614,063$595,876,445$24,327,159$620,203,604
575Rvw Wealth Llc$423,813$593,120,720$12,931,970$606,052,690
576Hudson Valley Investment Advisors, Inc.$541,042$592,120,919$234,049,735$826,170,654
577Ferris Capital, Llc$971,202$591,013,275$1,419,799$592,433,074
578Mitchell Capital Management Co$1,038,523$590,919,835$590,919,835
579Columbia Asset Management, L.L.C.$722,884$590,700,317$51,943,621$642,643,938
580Baker Ellis Asset Management Llc$1,091,173$590,324,664$590,324,664
581Martel Wealth Advisors Inc$268,614$589,519,621$104,041,125$693,560,746
582Anchor Investment Management$453,478$588,687,460$72,483,028$661,170,488
583Goldstein Munger + Associates$2,239,314$586,885,250$105,062,624$691,947,874
584Financial Concepts$144,514$586,583,594$586,583,594
585Starfire Investment Advisers Inc$595,506$584,813,000$13,671,000$598,484,000
586Resonant Capital Advisors, Llc$280,464$583,997,739$63,874,784$647,872,523
587Suncoast Equity Management, Llc$697,117$583,486,835$583,486,835
588The Hoerner Planning Group, Llc$963,279$583,465,468$291,192,243$874,657,711
589Briaud Financial Advisors$313,678$582,770,489$11,021,437$593,791,926
590Viridian Ria, Llc$282,870$581,386,000$32,725,000$614,111,000
592Auxano Advisors$568,037$580,443,900$129,033,800$709,477,700
593Clear Creek Financial Management, Llc$129,510$580,302,000$1,200,000$581,502,000
594Lassus Wherley$348,891$579,857,338$579,857,338
595Withum Wealth Management$909,702$579,480,000$579,480,000
596Rw Investment Management Llc$1,383,058$578,220,000$85,648,000$663,868,000
597Paragon Advisors, Inc.$12,772,973$577,600,000$367,600,000$945,200,000
598First Fiduciary Investment Counsel Inc$1,285,381$577,135,960$577,135,960
599Rappaport Reiches Capital Management,$501,050$574,704,366$574,704,366
600Pwa Wealth Management$260,321$574,457,612$591,704$575,049,316
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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.