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
551New England Investment & Retirement Group, Inc.$262,480$522,113,283$1,010,026$523,123,309
552Spectrum Management Group, Inc.$590,725$521,977,314$1,405,455$523,382,769
553Aegis Wealth Management$1,154,681$521,915,587$521,915,587
554Natural Investments$169,853$521,418,489$2,748,334$524,166,823
555Ascent Wealth Partners, LLC$404,291$521,007,523$20,742,749$541,750,272
556Cornerstone Capital Advisors$292,647$520,034,107$520,034,107
557Slatestone Wealth LLC$467,977$517,940,700$110,370$518,051,070
558The Family Firm, Inc.$513,468$517,236,825$852,669$518,089,494
559Capital Planning Advisors LLC$741,894$517,000,000$55,000,000$572,000,000
560Financial Planning And Information Services, Inc.$547,090$517,000,000$517,000,000
561Evermay Wealth Management$597,371$516,218,599$35,752,661$551,971,260
562Columbia Asset Management$683,057$516,015,624$63,899,383$579,915,007
563Nelson Roberts Investment Advisors$867,143$515,950,000$515,950,000
564Roof, Eidam & Maycock$393,098$511,430,285$32,223,604$543,653,889
565CV Advisors LLC$8,792,516$510,355,224$4,554,133,977$5,064,489,201
566Allen Capital Group, LLC$110,970$510,240,808$510,240,808
567Lassus Wherley$300,945$509,801,111$509,801,111
568Arbor Investment Advisors$584,687$509,791,633$21,104,137$530,895,770
569Global Wealth Management, LLC$1,325,758$509,013,550$29,244,028$538,257,578
570Barry Investment Advisors, LLC$431,964$506,282,882$95,874,481$602,157,363
571Nicholas Hoffman & Company$624,004$506,180,463$363,680,528$869,860,991
572Peak Asset Management$547,589$506,125,268$21,750,459$527,875,727
573Goldstein Munger + Associates$1,785,419$504,495,970$56,125,701$560,621,671
574Blankinship & Foster$589,379$503,918,925$503,918,925
575NewFocus Financial Group$361,341$503,709,525$503,709,525
576PDS Planning Inc$244,429$502,691,327$69,516,023$572,207,350
577Pinney & Scofield, Inc.$454,809$502,108,597$502,108,597
578Windsor Capital Management, LLC$438,500$502,082,972$502,082,972
579AMI Investment Management Inc$1,857,838$501,616,355$501,616,355
580Montis Financial, LLC$451,678$498,700,000$12,600,000$511,300,000
581ARS Wealth Advisors$383,175$495,353,279$7,756,000$503,109,279
582ALPha & Omega$5,005$495,145,827$12,274,025$507,419,852
583Baxter Investment Management$625,952$495,128,283$495,128,283
584Kays Financial Advisory Corp$269,210$495,076,338$495,076,338
585Spectrum Asset Management Inc$562,818$492,745,501$10,413,374$503,158,875
586River Wealth Advisors LLC$321,691$491,543,888$491,543,888
587Viridian Ria, LLC$246,794$490,830,487$55,323,710$546,154,197
588Smith & Howard Wealth Management$904,291$490,125,713$490,125,713
589Gateway Advisory$229,696$489,481,899$489,481,899
590Intrepid Capital Management Inc$1,683,499$489,234,224$12,448,438$501,682,662
591The Wealth Collaborative, Inc.$1,175,556$488,192,760$3,189,479$491,382,239
592PJS Investment Management$886,831$488,019,711$21,021,079$509,040,790
593Gibraltar Capital Management, Inc.$2,347,913$487,523,382$3,190,447$490,713,829
594Milestone Investment Advisors$556,713$487,284,000$175,205,000$662,489,000
595Cooper/Haims Advisors$401,128$486,166,659$486,166,659
596Cahill Financial Advisors, Inc.$236,934$485,869,173$106,467,055$592,336,228
597Conlon Dart Wealth Management$1,534,686$484,960,806$484,960,806
598Withum Wealth Management$862,246$484,582,000$484,582,000
599Anchor Investment Management$370,289$484,217,747$6,785,056$491,002,803
600Whitney & Company$1,120,054$483,434,268$2,669,339$486,103,607
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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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