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
251Monograph Wealth Advisors, LLC$2,227,756$1,138,923,275$59,609,609$1,198,532,884
252Heritage Investment Group, Inc.$687,671$1,137,408,541$1,137,408,541
253Emery Howard$698,496$1,136,066,026$75,823,914$1,211,889,940
254ALPha Cubed Investments, LLC$347,597$1,104,381,781$39,211,580$1,143,593,361
255North American Management Corp$1,420,220$1,098,235,160$198,425,743$1,296,660,903
256Boys Arnold & Co. Inc.$1,038,679$1,091,651,390$1,091,651,390
257Vigilant Capital Management$1,081,767$1,087,176,244$1,087,176,244
258Efficient Advisors$178,997$1,075,054,158$1,075,054,158
259Domani Wealth$1,160,947$1,055,910,065$15,644,037$1,071,554,102
260True North Advisors$387,094$1,055,305,255$26,236,141$1,081,541,396
261Filament$3,453,920$1,047,757,934$689,563,777$1,737,321,711
262Lowenhaupt Global Advisors, LLC$1,971,657$1,046,949,852$1,046,949,852
263Nottingham Advisors Inc.$506,715$1,044,913,946$75,432,521$1,120,346,467
264Abacus Planning Group Inc$413,904$1,044,694,378$1,044,694,378
265Maryland Capital Management$653,559$1,038,008,149$8,992,985$1,047,001,134
266Lindbrook Capital$1,020,971$1,036,763,959$178,191,401$1,214,955,360
267Corda Investment Management, LLC$397,037$1,034,000,000$38,000,000$1,072,000,000
268Century Management Financial Advisors$1,132,321$1,033,808,909$1,033,808,909
269Captrust Financial Advisors$496,176$1,031,549,991$1,031,549,991
270Windsor Advisory Group, LLC$478,370$1,029,174,680$178,231,121$1,207,405,801
271Southeast Asset Advisors Inc$2,122,172$1,028,214,054$1,009,070,829$2,037,284,883
272FBB Capital Partners$389,845$1,026,650,834$98,050,962$1,124,701,796
273Daintree Advisors$779,946$1,023,474,000$13,854,000$1,037,328,000
274BSW Wealth Partners$420,540$1,023,403,497$48,973,263$1,072,376,760
275Planning Alternatives Ltd.$486,423$1,017,110,504$1,017,110,504
276Port Capital LLC$2,731,853$1,010,785,577$1,010,785,577
277Main Street Research$1,687,578$1,002,421,529$1,002,421,529
278Lee Financial Company$617,325$1,001,575,272$14,542,221$1,016,117,493
279RKL Wealth Management LLC$1,005,718$1,001,514,564$2,192,140$1,003,706,704
280Private Capital Management, LLC$370,330$1,001,371,294$1,001,371,294
281Durbin Bennett Private Wealth Management, LLC$932,177$1,000,716,615$44,253,479$1,044,970,094
282Venturi Wealth Management, LLC$568,813$992,833,000$16,242,000$1,009,075,000
283Veris Wealth Partners$655,159$991,467,567$142,613,067$1,134,080,634
284Asset Dedication, LLC$313,455$990,831,486$990,831,486
285Beaird Harris$481,508$986,998,000$85,319,577$1,072,317,577
286Yukon Wealth Management, Inc.$2,006,556$984,109,000$9,136,000$993,245,000
287Ritholtz Wealth Management$385,554$983,738,474$20,242,961$1,003,981,435
288Mcf Advisors, LLC$401,136$982,434,034$568,757,874$1,551,191,908
289Pillar Pacific Capital Management$2,522,430$979,654,058$46,974,808$1,026,628,866
290Novare Capital Management$757,163$977,011,765$2,000,000$979,011,765
291MG Financial$8,847,049$972,861,164$35,702,423$1,008,563,587
292Ashfield Capital Partners$1,623,046$967,335,408$967,335,408
293Sigma Investment Counselors$1,529,756$960,686,847$960,686,847
294Willow Creek Wealth Management, Inc.$480,255$949,904,747$73,039,382$1,022,944,129
295West Coast Financial$543,692$948,198,992$948,198,992
296Summit Financial Strategies Inc$1,501,606$938,719,639$208,507,650$1,147,227,289
297Tortoise Investment Management$388,234$938,361,733$14,752,952$953,114,685
298Kingsview Asset Management, LLC$188,381$937,382,350$937,382,350
299Diversified Management Inc$680,907$935,022,440$84,976,772$1,019,999,212
300Cornerstone Advisory$501,383$933,217,499$123,697,749$1,056,915,248
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Showing 251 to 300 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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