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
351Palisade Asset Management$1,877,747$809,133,457$48,997,031$858,130,488
352McKinley Carter Wealth Services, Inc.$426,800$808,708,268$195,126,106$1,003,834,374
353Telarray, LLC$1,363,037$808,280,690$808,280,690
354The Clarius Group, LLC$2,688,423$804,451,302$593,528,724$1,397,980,026
355Team Hewins, LLC$1,587,064$800,374,292$950,156,989$1,750,531,281
356Frank, Rimerman Advisors LLC$9,439,402$797,555,210$80,309,185$877,864,395
357Dean Investments$1,531,454$794,824,537$794,824,537
358The Retirement Planning Group, Inc.$256,784$792,435,908$792,435,908
359Madison Wealth Management$424,362$791,859,966$791,859,966
360Osborn Williams & Donohoe$809,047$787,203,058$787,203,058
361Column Capital Advisors$626,586$787,151,719$33,049,281$820,201,000
362True North Management Group$157,196,299$785,981,493$785,981,493
363Oakwood Capital Management LLC$954,429$783,586,079$783,586,079
364Oakmont Corporation$20,085,385$783,330,016$783,330,016
365Meyer Capital Group$428,728$779,051,172$68,115,858$847,167,030
366Ensemble Capital Management$1,465,006$778,855,000$1,993,000$780,848,000
367Kings Point Capital Management$987,671$778,350,647$10,798,816$789,149,463
368LJPR Financial Advisors$249,700$776,068,953$776,068,953
369Pacific Portfolio Consulting, LLC$12,030,888$770,923,550$2,633,817,831$3,404,741,381
370Financial Synergies$458,337$768,630,676$768,630,676
371Atlas Private Wealth Management, LLC$255,934$765,500,038$765,500,038
372Tradewinds Capital Management$158,400$764,279,147$764,279,147
373Galvin, Gaustad & Stein, LLC$454,436$761,445,664$17,911,828$779,357,492
374Next Capital Management LLC$832,568$760,765,228$181,701,372$942,466,600
375The Institute$227,829$758,957,510$82,413,558$841,371,068
376Forte Capital$404,967$758,111,922$39,672,725$797,784,647
377Urban Financial Advisory Corporation$1,235,794$756,483,814$114,750,998$871,234,812
378Northern Oak Wealth Management. Inc$848,367$756,336,551$2,103,414$758,439,965
379Perigon Wealth Management$832,794$751,000,000$21,000,000$772,000,000
380Mitchell, McLeod, Pugh & Williams, Inc.$808,301$750,271,001$297,287,226$1,047,558,227
381Endurance Wealth Management, Inc.$1,135,325$750,233,120$86,501,227$836,734,347
382Asset Planning Services Ltd..$471,513$748,209,908$13,755,239$761,965,147
383Adell Harriman & Carpenter$616,403$745,231,798$745,231,798
384Gamble Jones Investment Counsel$1,084,228$743,027,645$532,024,908$1,275,052,553
385SB Capital Management, Inc.$683,985$739,576,580$1,863,578$741,440,158
386Paragon Capital Management$1,244,914$737,881,134$78,782,281$816,663,415
387BIP Wealth$340,014$734,732,251$214,246,565$948,978,816
388Corrigan Financial Inc$722,932$732,132,000$3,813,000$735,945,000
389Sheets Smith Wealth Management$890,115$724,553,284$724,553,284
390Towneley Capital Management$2,153,559$723,595,985$723,595,985
391Signet Financial Management, LLC$402,419$718,720,365$718,720,365
392United Income, Inc.$1,083,503$716,863,532$4,749,574$721,613,106
393Cws Financial Advisors LLC$404,085$714,316,991$168,204,717$882,521,708
394Reliant Investment Management, LLC$2,263,279$713,859,149$214,085,382$927,944,531
395Stillwater Capital Advisors$431,625$713,295,965$105,927,581$819,223,546
396Dividend Assets Capital, LLC$740,484$713,000,435$4,528,447$717,528,882
397Leonetti & Associates$708,378$712,627,868$712,627,868
398Henry H. Armstrong Associates, Inc.$5,226,429$710,041,650$752,642$710,794,292
399AJ Wealth$1,302,391$708,000,000$218,000,000$926,000,000
400Hemington Wealth Management$459,052$706,481,576$706,481,576
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Showing 351 to 400 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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