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
651Lyell Wealth Management Lp$2,901,840$516,527,560$516,527,560
652Bedell Frazier Investment Counselling, Llc.$405,397$514,889,068$6,045,887$520,934,955
653Blue Ocean Capital$1,080,615$514,372,567$514,372,567
654Milestone Investment Advisors, Llc$531,189$514,359,363$89,071,053$603,430,416
655Greenwood Gearhart Inc.$363,792$512,947,200$512,947,200
656Isi Financial Group Inc$265,129$512,493,993$512,493,993
657J.P. King Advisors, Inc.$429,387$511,400,000$511,400,000
658Vantage Financial Partners Limited$585,126$510,046,630$4,864,372$514,911,002
659Sicart Associates, Llc$1,961,216$509,916,036$509,916,036
660The Joseph Group Capital Management$882,019$508,042,933$508,042,933
661Investment Management Of Virginia, Llc$1,084,779$507,144,524$2,701,735$509,846,259
662Mattern Capital Management, Llc$511,606$506,489,880$506,489,880
663Premier Financial Group Inc$553,857$505,371,663$121,040,486$626,412,149
664Marathon Capital Management$820,362$504,522,684$504,522,684
665Wealth Management Advisors Inc$1,487,771$504,354,312$504,354,312
666Total Wealth Planning, Llc$355,956$502,532,536$56,318,460$558,850,996
667Kmh Wealth Management, Llc$479,369$499,782,815$8,827,567$508,610,382
668The Berry Group$518,727$498,806,243$54,156,296$552,962,539
669Roberts, Glore & Co.$664,183$495,798,470$198,937,185$694,735,655
670Leonard Rickey Investment Advisors, P.L.L.C.$221,142$493,781,168$16,836,097$510,617,265
671Princeton Portfolio Strategies Group Llc$1,115,651$492,605,172$7,206,392$499,811,564
672Rs Crum Inc.$572,172$491,904,883$15,611,745$507,516,628
673Bernhardt Wealth Management, Inc.$516,592$489,742,150$503,501$490,245,651
674Sage Rhino Capital Llc$488,447$486,493,012$486,493,012
675Chatham Capital Group Inc$1,107,029$485,985,897$485,985,897
676Arin Risk Advisors Llc$6,643,836$485,000,000$485,000,000
677Brio Financial Group$148,659$484,993,925$79,822$485,073,747
678Galecki Financial Management Inc$264,608$484,497,165$484,497,165
679Tillman Hartley Llc$2,074,245$483,176,000$123,000$483,299,000
680Financial Partners Group, Llc$507,734$480,824,237$480,824,237
681Charles Pratt & Company, L.L.C.$953,162$478,346,485$139,302,720$617,649,205
682Embree Financial Group$2,409,386$477,818,000$746,150,000$1,223,968,000
683Silicon Valley Capital Partners, L.P.$462,834$477,181,979$477,181,979
684Bell Investment Advisors Inc$516,489$476,690,591$49,611,638$526,302,229
685Independent Family Office, Llc$4,068,762$475,547,399$497,714$476,045,113
686Mcrae Capital Management Inc.$756,028$474,029,652$474,029,652
687Foster Victor Wealth Advisors, Llc$210,530$473,899,461$24,424,608$498,324,069
688Lodestar Private Asset Management Llc$535,415$473,229,671$7,572,994$480,802,665
689Pin Oak Investment Advisors Inc$691,282$472,836,729$472,836,729
690Sensible Financial Planning And Management, Llc$397,180$472,830,355$62,964,903$535,795,258
691Noesis Capital Management Corp$623,962$472,821,392$48,811,047$521,632,439
692C.J. Lawrence$1,379,054$472,198,032$10,470,816$482,668,848
693J.J. Burns & Company$366,490$471,306,376$471,306,376
694Excalibur Management Corp$631,786$469,290,000$15,922,000$485,212,000
695Shulman Demeo Asset Management, Llc$640,659$465,526,208$59,173,408$524,699,616
696Baldwin Investment Management, Llc$870,026$465,326,899$335,966,620$801,293,519
697Navpoint Financial, Inc.$2,093,983$465,087,163$22,810,811$487,897,974
698Strategic Wealth Management Inc$6,442,619$464,729,042$63,565,693$528,294,735
699Buckley Wealth Management, Llc$800,185$463,307,169$463,307,169
700Cheviot Value Management, Llc$593,686$463,075,083$463,075,083
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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.