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
601Partners In Financial Planning$275,203$479,679,459$479,679,459
602Keb Asset Management$339,202$478,913,758$72,628,914$551,542,672
603Monterey Private Wealth, Inc.$336,823$478,417,490$37,595,088$516,012,578
604Charles Pratt & Company$953,162$478,346,485$139,302,720$617,649,205
605Richard P. Slaughter Associates, Inc.$412,509$478,222,367$29,163,971$507,386,338
606Quadrant Capital Management$764,524$477,404,795$1,187,023$478,591,818
607Rollins Financial Inc$651,755$477,084,824$477,084,824
608Rinehart Wealth & Investment Advisory$1,564,356$474,000,000$474,000,000
609Mraz, Amerine & Associates, Inc.$257,945$473,071,328$473,071,328
610Green Square Capital$778,306$472,692,365$107,145,837$579,838,202
611Jackson Financial Management$267,147$472,375,004$5,016,454$477,391,458
612Starfire Investment Advisers Inc$518,929$471,584,000$12,058,000$483,642,000
613Sunesis Advisors$1,566,104$470,954,138$402,931,994$873,886,132
614Berkshire Money Management, Inc.$294,323$470,916,995$470,916,995
615Altavista Wealth Management, Inc.$526,842$469,480,873$18,375,197$487,856,070
616The Arkansas Financial Group, Inc.$365,526$467,142,352$467,142,352
617Wealth Management Advisors Inc$1,378,793$466,031,919$466,031,919
618Financial Plan, Inc.$215,087$465,878,923$465,878,923
619Exchange Capital Management Inc$494,936$464,857,820$1,372,226$466,230,046
620Raub Brock Capital Management, LP$327,986$464,835,537$1,447,979,878$1,912,815,415
621Aviance Capital Partners LLC$897,662$464,638,267$18,304,003$482,942,270
622Rappaport Reiches Capital Management,$457,100$463,956,194$463,956,194
623JBJ Investment Partners, LLC$417,091$463,767,931$49,671,540$513,439,471
624Greenwood Gearhart Inc.$371,139$462,810,348$462,810,348
625RPG Investment Advisory, LLC$625,952$462,578,401$462,578,401
626Whitley Penn Financial, LLP$238,493$460,799,322$51,959,820$512,759,142
627Hamilton Point Investment Advisors$941,463$460,375,636$460,375,636
628Smith Capital Management Inc$514,966$459,416,743$4,052,371$463,469,114
629Franklin, Parlapiano, Turner & Welch$1,240,738$458,224,755$2,088,983$460,313,738
630Bbr Partners, Llc$16,241,379$457,000,000$14,000,000$471,000,000
631Waypoint Wealth Partners$805,539$456,740,745$456,740,745
632Sicart Associates, LLC$2,305,099$456,409,503$456,409,503
633Summit Asset Management$391,407$456,271,133$64,691,826$520,962,959
634Pettyjohn, Wood & White, Inc.$565,186$456,105,289$456,105,289
635Cary Street Partners$286,123$455,418,160$1,162,320,164$1,617,738,324
636Coyle Financial Counsel, Inc.$287,432$455,097,691$131,551,509$586,649,200
637T.O.S. Advisors$8,060,794$451,404,463$451,404,463
638Worthpointe$342,730$451,375,500$451,375,500
639Bedell Frazier Investment Counselling$337,687$451,000,000$1,500,000$452,500,000
640Lodestar Private Asset Management$498,070$449,896,350$5,837,369$455,733,719
641Northstar Asset Management Inc$1,091,010$449,407,807$31,727,487$481,135,294
642Auxano Advisors$490,702$448,367,100$121,338,400$569,705,500
643Investment Management Of Virginia$921,317$446,516,578$2,164,920$448,681,498
644FJY Financial$346,142$446,393,718$46,859,009$493,252,727
645Covenant Partners$994,096$445,124,575$61,864,228$506,988,803
646Firestone Capital Management Inc$424,460$444,650,000$3,580,000$448,230,000
647The Hoerner Planning Group$809,566$444,402,786$205,678,952$650,081,738
648Roof Advisory Group, Inc.$1,992,686$444,109,212$32,142,643$476,251,855
649JGP Wealth Management, LLC$316,926$444,057,784$18,654,334$462,712,118
650Clayton Wealth Partners$314,173$443,926,730$443,926,730
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Showing 601 to 650 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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