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
201Rocky Mountain Advisers$5,440,614$1,376,255,531$219,915$1,376,475,446
202Glassman Wealth Services$775,375$1,370,863,109$1,370,863,109
203Zhang Financial$648,403$1,369,919,981$1,342,997,121$2,712,917,102
204Beaumont Financial Partners$608,303$1,365,137,195$464,639,587$1,829,776,782
205Covenant$1,238,884$1,357,635,395$44,781,765$1,402,417,160
206Salem Investment Counselors Inc$821,423$1,356,991,192$1,356,991,192
207Portfolio Solutions LLC$764,006$1,355,347,120$1,355,347,120
208Cookson Peirce Wealth Management$1,282,657$1,351,920,931$1,351,920,931
209Obermeyer Wood Investment Counsel, LLP$695,189$1,346,580,140$1,346,580,140
210Foster Dykema Cabot & Co Inc$2,205,076$1,342,891,244$1,342,891,244
211Gutt Financial Management, Llc$922,535$1,340,786,377$215,530,286$1,556,316,663
212Vista Capital Partners, Inc.$671,209$1,340,404,949$1,340,404,949
213Courier Capital, LLC$1,161,362$1,330,303,804$300,248,934$1,630,552,738
214Bridgewater Advisors Inc.$600,865$1,323,705,174$1,323,705,174
215Pegasus Partners$741,386$1,314,698,063$89,486,566$1,404,184,629
216Guyasuta Investment Advisors, Incorporated$1,234,308$1,310,835,000$1,310,835,000
217Stearns Financial Group$619,532$1,310,310,191$1,310,310,191
218Fairport Asset Management$836,908$1,310,199,917$379,517,287$1,689,717,204
219Dynamic Wealth Advisors$232,273$1,298,701,687$152,541,188$1,451,242,875
220The Wealth Consulting Group$215,431$1,295,086,137$113,399,636$1,408,485,773
221TrueWealth Management$557,308$1,291,736,545$41,343,225$1,333,079,770
222Reilly Financial Advisors$244,803$1,290,942,920$43,479,893$1,334,422,813
223Lenox Wealth Advisors, Inc.$629,922$1,276,221,413$1,276,221,413
224Arlington Partners$2,265,906$1,272,374,109$152,880,823$1,425,254,932
225Foster & Motley Inc$2,058,260$1,268,781,232$34,097,074$1,302,878,306
226Iht Wealth Management LLC$166,214$1,267,880,055$1,267,880,055
227GHP Investment Advisors Inc$367,874$1,265,249,918$12,007,390$1,277,257,308
228Check Capital Management Inc$563,796$1,255,497,329$72,241,154$1,327,738,483
229Wealthcare Capital Management LLC$209,481$1,238,276,613$25,731,983$1,264,008,596
230Sadoff Investment Management$929,940$1,221,010,573$1,221,010,573
231Altair Advisers$6,282,980$1,220,299,298$3,184,069,923$4,404,369,221
232Altium Wealth Management LLC$1,511,232$1,202,940,722$1,202,940,722
233Altfest Personal Wealth Management$431,373$1,200,000,000$10,000,000$1,210,000,000
234Stonebridge Capital Advisors LLC$702,732$1,191,591,997$36,080,667$1,227,672,664
235Bedel Financial Consulting Inc$310,825$1,191,573,088$6,345,375$1,197,918,463
236Tom Johnson Investment Management$364,034$1,191,482,234$1,191,482,234
237Parsons Capital Management Inc$760,708$1,191,268,867$1,191,268,867
238Bristlecone Advisors LLC$1,502,066$1,186,632,301$1,186,632,301
239SFMG Wealth Advisors$430,871$1,181,086,297$131,347,617$1,312,433,914
240Arcus Capital Partners, LLC$528,575$1,178,886,173$8,822,861$1,187,709,034
241Howe And Rusling, Inc.$681,215$1,175,820,197$2,001,287$1,177,821,484
242Huber Financial$307,330$1,170,815,047$32,689,099$1,203,504,146
243Punch & Associates Investment Management, Inc.$686,051$1,164,228,679$1,164,228,679
244Argent Wealth Management$808,800$1,163,966,759$397,017,930$1,560,984,689
245Osborne Partners$1,022,946$1,159,110,487$286,312,716$1,445,423,203
246Vivaldi Capital Management$542,529$1,158,340,498$367,249,953$1,525,590,451
247Resource Management$2,381,947$1,152,862,375$1,152,862,375
248Legacy Wealth Management Inc$400,131$1,146,423,843$78,776,547$1,225,200,390
249Acropolis Investment Management$464,251$1,141,362,730$20,194,453$1,161,557,183
250Foundation Resource Management, Inc.$2,792,977$1,140,361,243$136,029,258$1,276,390,501
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Showing 201 to 250 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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