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
301Lexington Wealth Management, Inc.$431,773$929,176,425$929,176,425
302Cambria Investment Management, L.P.$1,483,578$921,301,999$921,301,999
303Independence Advisors$680,797$921,099,497$2,061,764$923,161,261
304Steinberg Global Asset Management Ltd.$709,513$919,199,000$125,204,000$1,044,403,000
305Equius Partners, Inc.$630,898$916,248,707$25,681,584$941,930,291
306Maple Capital Management, Inc.$565,611$909,380,835$13,129,942$922,510,777
307Aureus Asset Management$5,155,374$907,019,594$1,928,435,977$2,835,455,571
308Circle Wealth Management$3,187,017$903,194,125$840,104,078$1,743,298,203
309TFC Financial Management Inc$847,598$902,533,872$1,852,812$904,386,684
310Albion Financial Group$535,913$898,314,947$80,262,692$978,577,639
311Wealth Architects$497,509$897,521,689$70,630,610$968,152,299
312Paracle Advisors$626,752$897,472,775$8,183,196$905,655,971
313Cornerstone Management, Inc.$606,992$897,141,029$1,207,263$898,348,292
314Laurel Wealth Advisors, Inc.$313,996$896,550,000$263,350,000$1,159,900,000
315Moisand Fitzgerald Tamayo, Llc$1,551,427$890,371,050$28,073,698$918,444,748
316BT Wealth Management$951,414$888,657,696$35,165,285$923,822,981
317Biltmore Family Office, LLC$2,263,571$887,552,705$696,947,068$1,584,499,773
318Round Table Wealth Management$1,109,829$881,889,776$130,274,187$1,012,163,963
319Tanglewood Total Wealth Management, Inc.$804,529$879,350,000$879,350,000
320The Financial Advisory Group, Inc.$500,786$874,373,133$874,373,133
321Edgemoor Investment Advisors$1,023,751$871,212,281$871,212,281
322Berman Capital Advisors, LLC$3,407,765$866,748,967$1,409,638,250$2,276,387,217
323Capital Management Llc$7,202,969$864,661,760$122,144,946$986,806,706
324Pine Ridge Advisers LLC$71,949,209$863,390,502$863,390,502
325RZH Advisors LLC$914,471$863,260,610$863,260,610
326Rodgers & Associates$285,155$862,593,459$862,593,459
327Patriot Investment Management Group Inc$220,130$861,656,316$1,474,609$863,130,925
328D'Orazio & Associates, Inc.$522,149$861,546,152$861,546,152
329DeLPhi Private Advisors$1,133,390$860,243,058$860,243,058
330JNBA Financial Advocates$276,380$859,342,186$25,903,671$885,245,857
331Condor Capital Wealth Management$347,065$856,634,100$104,042,260$960,676,360
332Straightline$160,432$854,253,645$68,229,927$922,483,572
333Lutz Financial$611,305$852,760,081$110,656,632$963,416,713
334Sheaff Brock Investment Advisors, LLC$821,319$845,255,730$702,793$845,958,523
335Doyle Wealth Management, Inc.$427,513$843,731,100$9,584,100$853,315,200
336Edge Wealth Management, LLC$1,140,763$839,601,672$839,601,672
337Austin Asset$505,195$834,645,549$11,051,117$845,696,666
338Versant Capital Management, Inc.$641,056$833,816,292$37,378,144$871,194,436
339Fiduciary Wealth Partners, LLC$4,423,601$832,428,854$34,596,925$867,025,779
340Tru Independence Asset Management, LLC$1,372,201$830,181,375$830,181,375
341Wacker Wealth Partners, LLC$1,346,142$826,482,075$5,433,821$831,915,896
342Weatherly Asset Management$633,336$823,795,037$9,675,041$833,470,078
343Godsey & Gibb Wealth Management$609,164$819,802,662$1,959,151$821,761,813
344Sax Wealth Advisors, LLC$456,984$818,495,257$34,694,781$853,190,038
345Heritage Wealth Advisors$1,594,332$818,307,686$823,853,893$1,642,161,579
346Wealthstreet Investment Advisors, LLC$1,186,750$814,562,319$1,921,478$816,483,797
347Schaper Benz & Wise Investment Counsel Inc$1,269,343$814,560,445$13,050,999$827,611,444
348Zuckerman Investment Group$948,045$812,186,702$22,092,789$834,279,491
349Diversified Portfolios, Inc.$533,512$810,747,637$31,134,615$841,882,252
350FundX Investment Group, LLC$1,118,518$809,807,001$809,807,001
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Showing 301 to 350 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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