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
701KMH Wealth Management, LLC$433,247$405,477,348$14,772,316$420,249,664
702Independent Family Office$3,559,791$404,630,782$1,185,375$405,816,157
703The Johnston Group, LLC$404,110$403,000,000$10,000,000$413,000,000
704BGM Wealth Partners$769,748$402,446,942$5,519,410$407,966,352
705Avier Wealth Advisors$282,671$401,768,173$26,760,537$428,528,710
706Moller Financial Services$400,436$401,637,317$401,637,317
707TMD & Associates, Inc.$371,705$400,886,000$12,078,000$412,964,000
708Pin Oak Investment Advisors Inc$602,130$400,416,707$400,416,707
709Youngs Advisory Group, Inc.$518,230$400,073,698$400,073,698
710Navpoint Financial, Inc.$1,826,307$399,796,256$20,254,259$420,050,515
711Landsberg Bennett Private Wealth Management$313,876$398,774,982$158,040,342$556,815,324
712Bernhardt Wealth Management, Inc.$450,241$398,528,795$385,117$398,913,912
713Cypress Wealth Advisors$2,158,899$397,056,558$179,369,475$576,426,033
714Mitchell Vaught & Taylor Inc$1,798,329$395,679,283$59,298,051$454,977,334
715Total Wealth Planning, LLC$280,549$395,166,298$49,504,201$444,670,499
716Princeton Portfolio Strategies Group LLC$892,885$394,551,992$5,460,266$400,012,258
717White Oaks Wealth Advisors$1,473,581$393,819,894$2,573,476$396,393,370
718Level Financial Advisors$245,613$393,717,211$393,717,211
719Baldwin Investment Management$737,201$393,582,804$308,969,805$702,552,609
720Armbruster Capital Management, Inc.$1,387,429$391,940,132$31,225,818$423,165,950
721South Texas Money Management, Ltd.$1,364,561$391,629,025$391,629,025
722Towercrest Capital Management$446,773$391,614,735$10,927,509$402,542,244
723TC Wealth Partners, LLC$383,929$390,818,900$11,154,386$401,973,286
724Paradigm Financial Advisors$336,275$390,463,573$53,756,254$444,219,827
725Trunorth Wealth Partners$462,173$388,711,134$13,841,498$402,552,632
726McRae Capital Management Inc.$1,582,984$388,677,809$736,315$389,414,124
727Shulman Demeo Asset Management, LLC$541,516$388,282,543$50,886,527$439,169,070
728Woodmont Investment Counsel, Llc$4,677,986$388,232,610$42,142,056$430,374,666
729Tealwood Asset Management$413,798$388,142,909$388,142,909
730Lyell Wealth Management LP$2,468,774$387,597,484$387,597,484
731HHM Wealth Advisors$164,826$386,646,790$32,998,962$419,645,752
732Goodman Financial Corporation$1,623,082$386,293,616$386,293,616
733Hanson & Doremus Investment Management$419,505$386,258,968$32,826,675$419,085,643
734James R. Martin Consulting, Inc$650,181$386,207,585$386,207,585
735Boston Research and Management, Inc.$928,649$385,389,223$385,389,223
736Sherrill & Hutchins Financial Advisory Inc$307,394$384,713,918$7,520,567$392,234,485
737Excalibur Management Corp$728,020$384,486,228$17,380,637$401,866,865
738Fagan Associates Inc$234,194$383,562,173$515,539$384,077,712
739A. N. Culbertson & Company, Inc.$459,953$383,496,000$8,384,000$391,880,000
740Harfst And Associates, Inc.$354,364$383,266,744$31,339,103$414,605,847
741Wealth Health$1,905,741$383,053,894$383,053,894
742FCA Corp$762,556$382,046,084$52,611,088$434,657,172
743McNamara Financial Services, Inc.$168,158$381,870,416$7,414,514$389,284,930
744Creekside Partners Financial Advisers$457,892$381,423,931$381,423,931
745Cambridge Advisors Inc$533,283$380,193,621$25,101,137$405,294,758
746Harbour Capital Advisors$1,361,293$379,800,728$379,800,728
747Timber Creek Capital Management$9,032,857$379,380,000$379,380,000
748Grubman Wealth Management$510,393$377,690,479$377,690,479
749C.J. Lawrence$1,172,053$377,120,365$8,485,052$385,605,417
750Compass Financial Group$195,000$375,000,000$15,000,000$390,000,000
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Showing 701 to 750 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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