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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
701Proffitt & Goodson Inc.$536,762$462,750,010$8,526,587$471,276,597
702Requisite Capital Management Llc$2,133,768$462,386,159$393,254,667$855,640,826
703James R. Martin Consulting, Inc$678,622$460,784,097$460,784,097
704Cambridge Advisors Inc$621,937$459,155,337$27,821,259$486,976,596
705Fagan Associates Inc$323,884$458,832,094$759,712$459,591,806
706Brickley Wealth Management$1,003,397$458,552,287$458,552,287
707Angeles Wealth Management, Llc$4,474,328$457,956,344$25,271,028$483,227,372
708Ma Private Wealth, Llc$393,018$454,865,145$33,656,393$488,521,538
709A. N. Culbertson & Company, Inc.$553,578$453,656,000$9,689,000$463,345,000
710Aevitas Wealth Management, Inc.$327,868$453,635,883$11,937,003$465,572,886
711Wealthstar Advisors, Llc$227,958$452,725,108$452,725,108
712White Oaks Wealth Advisors, Inc.$1,761,055$452,591,100$452,591,100
713White Oaks Wealth Advisors, Inc.$1,761,055$452,591,100$452,591,100
714Northwest Investment Counselors$543,751$452,400,420$452,400,420
715Kerntke Otto Mcglone Wealth Management Group$166,842$450,927,524$24,904,693$475,832,217
716Avion Wealth$283,123$450,732,597$450,732,597
717Providence Wealth Advisors, Llc$500,000$450,000,000$450,000,000
718Towercrest Capital Management, Llc$474,473$449,966,790$11,220,966$461,187,756
719Goodman Financial Corporation$1,957,319$448,226,070$448,226,070
720Q3 Asset Management Corporation$44,267$448,119,094$448,119,094
721Absher Wealth Management, Llc$376,282$446,763,275$45,413,843$492,177,118
722Progressive Investment Management Corporation$999,272$446,674,442$446,674,442
723Boston Research And Management, Inc.$1,096,319$446,201,807$446,201,807
724Youngs Advisory Group, Inc.$575,973$444,651,484$444,651,484
725Mcnamara Financial Services, Inc.$195,020$444,058,798$9,751,981$453,810,779
726Quadcap Wealth Management, Llc$582,131$443,328,320$4,912,597$448,240,917
727Moller Financial Services$474,557$441,812,970$441,812,970
728Cmh Wealth Management, Llc$1,251,207$441,676,052$441,676,052
72993 Financial Group, Llc$208,634$440,426,099$440,426,099
730Advisors Management Group Inc$123,067$439,711,468$32,740,862$472,452,330
731Warner Financial, Inc$736,891$438,724,993$13,725,891$452,450,884
732Sja Financial Advisory, Llc$366,934$437,961,402$891,822$438,853,224
733Biltmore Capital Advisors$552,155$437,859,206$437,859,206
734Creekside Partners$1,672,727$436,581,680$436,581,680
735Opus Capital Management$2,254,894$435,803,178$231,645,480$667,448,658
736Marietta Investment Partners, Llc$1,467,025$435,706,303$435,706,303
737Covington Investment Advisors, Inc.$1,164,307$435,427,519$12,830,785$448,258,304
738Wall Capital Group, Inc.$2,209,427$435,058,594$1,005,487,611$1,440,546,205
739Demming Financial Services Corp.$157,908$435,035,361$435,035,361
740Compass Financial Group, Inc$110,843$435,000,000$25,000,000$460,000,000
741Sherrill & Hutchins Financial Advisory Inc$349,026$434,647,984$13,501,944$448,149,928
742Financial Partners Capital Management, Llc$860,051$434,373,342$31,774,364$466,147,706
743Vestory, Llc$207,548$433,424,640$22,351,831$455,776,471
744Capital Planning Llc$337,953$432,287,483$2,320,555$434,608,038
745Beacon Capital Management, Llc$215,998$432,003,236$2,801,026$434,804,262
746Isto Advisors, Llc$250,631$431,994,611$23,651,787$455,646,398
747Timber Creek Capital Management, Llc$10,280,952$431,800,000$431,800,000
748Clearmark Partners, Llc$107,870,250$431,481,000$431,481,000
749Frisch Financial Group, Inc.$367,390$431,230,441$49,682,951$480,913,392
750Armbruster Capital Management, Inc.$1,509,958$429,791,771$35,275,264$465,067,035
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Showing 701 to 750 of 2,336 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.