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
251Pinnacle Wealth Planning Services, Inc.$593,974$1,343,974,563$18,006,988$1,361,981,551
252Howe And Rusling, Inc.$731,761$1,341,377,258$2,135,062$1,343,512,320
253Bristlecone Advisors Llc$1,667,223$1,333,778,076$1,333,778,076
254Dt Investment Partners, Llc$715,924$1,330,799,689$21,579,992$1,352,379,681
255North American Management Corp$1,718,458$1,329,334,776$234,461,640$1,563,796,416
256Emery Howard$2,218,027$1,322,625,061$90,258,065$1,412,883,126
257Independence Advisors, Llc$862,098$1,320,937,720$2,382,718$1,323,320,438
258Laurel Wealth Advisors, Inc.$325,814$1,318,662,512$238,401,298$1,557,063,810
259Conservest Capital Advisors Inc$5,768,557$1,315,230,917$1,315,230,917
260Natural Investments$1,307,198$1,310,258,625$3,475,605$1,313,734,230
261Natural Investments$1,307,198$1,310,258,625$3,475,605$1,313,734,230
262Boys Arnold & Co. Inc.$1,191,080$1,307,805,416$1,307,805,416
263Veris Wealth Partners, Llc$808,007$1,304,710,536$201,414,031$1,506,124,567
264Reilly Financial Advisors$177,912$1,302,906,016$47,268,679$1,350,174,695
265Altfest Personal Wealth Management$447,279$1,300,000,000$15,000,000$1,315,000,000
266Domani Wealth, Llc$473,257$1,298,726,562$15,507,411$1,314,233,973
267Abacus Planning Group, Inc.$223,462$1,287,141,330$1,287,141,330
268Osborne Partners$1,169,407$1,281,078,584$351,413,164$1,632,491,748
269Efficient Advisors$200,736$1,279,952,666$6,762,074$1,286,714,740
270Osborn Williams & Donohoe, Llc$1,024,877$1,270,030,626$9,015,783$1,279,046,409
271Blb & B Advisors, Llc$589,086$1,263,340,094$158,123,254$1,421,463,348
272Winthrop Capital Management$2,090,447$1,261,736,304$19,707,494$1,281,443,798
273Fbb Capital Partners$534,864$1,258,000,000$1,258,000,000
274Filament, Llc$3,805,466$1,255,714,033$749,766,663$2,005,480,696
275Cookson Peirce Wealth Management$1,016,464$1,255,332,677$1,255,332,677
276Retirement Management Systems$439,123$1,244,475,778$1,244,475,778
277Asset Dedication, Llc$24,793$1,235,044,177$1,235,044,177
278Bsw Wealth Partners$440,572$1,230,087,897$7,037,673$1,237,125,570
279Paracle Advisors Llc$760,839$1,229,155,778$4,925,299$1,234,081,077
280Aureus Asset Management, Llc$6,610,043$1,228,047,021$2,605,778,166$3,833,825,187
281Private Capital Management, Llc$468,624$1,225,794,343$124,975$1,225,919,318
282Sigma Investment Counselors$1,821,626$1,222,311,247$1,222,311,247
283Pillar Pacific Capital Management Llc$3,098,744$1,219,009,526$54,574,269$1,273,583,795
284Aj Wealth$1,692,922$1,209,000,000$274,000,000$1,483,000,000
285Ashfield Capital Partners$2,080,609$1,208,833,649$1,208,833,649
286United Income, Inc.$746,691$1,199,185,772$1,199,185,772
287Circle Wealth Management, Llc$3,471,911$1,192,653,808$727,312,698$1,919,966,506
288Frank, Rimerman Advisors Llc$14,266,845$1,187,475,879$210,674,927$1,398,150,806
289Young Richard C & Co Ltd$739,510$1,181,736,781$1,181,736,781
290Port Capital Llc$3,055,561$1,172,123,943$89,822,555$1,261,946,498
291Diversified Management Inc$829,500$1,162,012,521$89,703,600$1,251,716,121
292Durbin Bennett Private Wealth Management, Llc$863,151$1,160,444,136$49,692,962$1,210,137,098
293Novare Capital Management$832,353$1,160,240,946$2,556,060$1,162,797,006
294Gryphon Financial Partners$764,230$1,157,656,639$20,785,687$1,178,442,326
295Capwealth Advisors, Llc$1,732,110$1,150,356,739$20,549,812$1,170,906,551
296Heritage Wealth Advisors$1,924,890$1,144,602,421$1,124,843,372$2,269,445,793
297Mg Financial Llc$10,293,787$1,142,620,384$41,165,128$1,183,785,512
298Mcf Advisors, Llc$488,062$1,139,944,200$727,867,218$1,867,811,418
299West Coast Financial, Llc$700,735$1,139,394,644$1,139,394,644
300Dakota Wealth, Llc$497,262$1,138,772,443$3,935,548$1,142,707,991
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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.