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
651Blue Ocean Capital$877,232$443,001,929$443,001,929
652TBH Global Asset Management, LLC$283,761$442,813,934$9,501,621$452,315,555
653ISI Financial Group Inc$253,257$441,174,313$441,174,313
654ClearRock Capital$487,949$440,677,798$1,891,976$442,569,774
655Compton Wealth Advisory Group, LLC$907,933$440,462,659$43,465,458$483,928,117
656Ccp, Inc$368,779$439,399,780$31,530,684$470,930,464
657Atlas Capital Advisors$1,505,646$438,143,000$438,143,000
658Chatham Capital Group Inc$1,037,528$437,836,808$437,836,808
659Quadrant Family Wealth Advisors$2,544,318$436,244,119$393,203,650$829,447,769
660Sapere Wealth Management, LLC$1,772,936$436,142,152$436,142,152
661Ariston Services Group$1,836,521$434,920,000$2,172,000$437,092,000
662Galecki Financial Management Inc$212,186$434,768,404$434,768,404
663RS Crum Inc.$534,362$434,542,587$10,046,394$444,588,981
664Financial Partners Capital Management, LLC$860,051$434,373,342$31,774,364$466,147,706
665Harris Financial Advisors, Inc.$390,648$432,579,112$20,962,901$453,542,013
666Clearmark Partners, LLC$107,870,250$431,481,000$431,481,000
667King Wealth Management Group, LLC$307,669$429,661,784$9,381,432$439,043,216
668Leonard Rickey Investment Advisors, PLLC$205,882$428,906,867$15,798,298$444,705,165
669Wealth Dimensions Group, Ltd..$945,145$428,458,334$1,582,586$430,040,920
670MTX Wealth Management$441,445$427,760,182$427,760,182
671Premier Financial Group Inc$489,156$426,246,085$99,596,263$525,842,348
672Sage Rhino Capital LLC$462,634$426,085,931$426,085,931
673Bluesky Wealth Advisors$345,845$426,080,912$426,080,912
674Noesis Capital Management Corp$581,059$425,245,523$70,397,949$495,643,472
675Roberts, Glore & Co.$584,178$423,678,680$169,262,316$592,940,996
676Tillman Hartley LLC$1,923,041$422,929,000$140,000$423,069,000
677Demming Financial Services Corp.$156,701$418,706,131$418,706,131
678Strategic Wealth Management Inc$4,711,622$418,234,434$24,658,044$442,892,478
679Scot McCormick$10,716,733$417,952,594$417,952,594
680The Joseph Group Capital Management$791,719$417,236,134$417,236,134
681Ironsides Asset Advisors$1,778,582$416,436,846$166,937,895$583,374,741
682Family WMS$864,920$416,111,937$96,785,840$512,897,777
683Anchor Capital$4,719,136$415,283,993$415,283,993
684Oak Root LLC$9,709,302$415,000,000$2,500,000$417,500,000
685The Mosaic Financial Group, Llc$1,222,778$414,521,805$414,521,805
686Northwest Investment Counselors$1,313,702$413,816,000$413,816,000
687Bell Investment Advisors Inc$440,392$413,666,946$46,102,505$459,769,451
688Ma Private Wealth, LLC$346,074$413,212,916$413,212,916
689Intellectus Partners, LLC$1,125,466$413,048,048$248,725,786$661,773,834
690Buckley Wealth Management, LLC$747,664$412,976,869$18,425,522$431,402,391
691Nova Wealth Management Group$438,023$412,947,237$546,128$413,493,365
692Vantage Financial Partners Limited$499,718$412,174,986$5,588,953$417,763,939
693Sitrin Capital Management, LLC$676,137$410,995,000$17,000,000$427,995,000
694HaLPern Financial, Inc.$547,091$409,224,166$409,224,166
695Quantitative Advantage, LLC$241,672$408,908,546$408,908,546
696Financial Consulate$157,553$407,801,097$7,666,696$415,467,793
697Greerwalker Wealth Management LLC$708,038$407,121,620$407,121,620
698The Mosaic Financial Group$1,507,922$406,909,048$505,383,796$912,292,844
699McAdam LLC$104,237$406,455,720$487,289$406,943,009
700FMA Advisory Inc$374,986$405,776,298$5,958,225$411,734,523
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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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