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.


# of employees


High-net-worth client assets

Total AUM


Total accounts


Discretionary AUM


Avg. discretionary account AUM


Non-discretionary AUM


Non-discretionary accounts


Average non-discretionary account AUM


Avg. account AUM

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
401Eagle Ridge Investment Management Llc$1,220,711$823,921,411$58,652,676$882,574,087
402Cws Financial Advisors Llc$396,402$820,492,348$32,960,515$853,452,863
403Griffin Asset Management, Llc$1,380,672$815,570,545$5,929,455$821,500,000
404Woodmont Investment Counsel, Llc$1,039,033$814,220,407$27,396,007$841,616,414
405Matrix Asset Advisors Inc$1,654,750$814,137,000$814,137,000
406J. L. Bainbridge & Co., Inc.$441,076$812,903,745$812,903,745
407Wallington Asset Management$1,050,282$811,868,324$811,868,324
408Lehman Financial Resources$463,596$811,755,999$811,755,999
409Dean Investments$1,506,619$809,054,152$809,054,152
410Signet Financial Management, Llc$459,278$805,114,804$805,114,804
411Azzad Asset Management, Inc.$304,406$804,229,836$8,231,065$812,460,901
412Marquette Wealth Management$2,014,455$801,753,000$801,753,000
413Sheets Smith Wealth Management$1,089,064$796,105,790$796,105,790
414Rebalance Llc$562,622$795,546,858$795,546,858
415Yorkbridge Wealth Partners, Llc$1,062,571$794,730,601$92,516,545$887,247,146
416Clear Harbor Asset Management, Llc$840,797$790,264,287$1,766,204$792,030,491
417Nicholas Hoffman & Company, Llc$676,364$788,891,005$337,254,880$1,126,145,885
418Urban Financial Advisory Corporation$1,228,013$788,047,564$82,613,301$870,660,865
419Mmbg Investment Advisors Co.$14,587,444$787,721,993$787,721,993
420Highland Private Wealth Management$826,727$786,924,700$29,881,938$816,806,638
421Syntrinsic Investment Counsel, Llc.$2,920,204$786,789,611$325,808,056$1,112,597,667
422Principle Wealth Partners Llc$767,157$783,267,081$783,267,081
423Gm Advisory Group, Inc.$1,592,282$782,374,299$1,325,806,829$2,108,181,128
424Dinuzzo Private Wealth, Inc.$317,311$780,267,999$780,267,999
425Towneley Capital Management, Inc.$2,353,752$779,091,955$779,091,955
426Sb Capital Management, Inc.$730,547$778,668,429$1,555,682$780,224,111
427Verus Financial Partners$388,023$777,598,000$777,598,000
428Telos Capital Management, Inc.$473,139$776,894,754$776,894,754
429Cahaba Wealth Management, Inc.$650,896$773,263,917$773,263,917
430Traphagen Financial Group$602,452$772,809,199$11,583,863$784,393,062
431Next Capital Management Llc$1,122,068$772,500,997$189,111,357$961,612,354
432Confluence Wealth Management Llc$569,718$772,279,810$9,943,485$782,223,295
433Avitas Wealth Management, Llc$1,436,802$771,562,639$771,562,639
434Financial Planning And Information Services, Inc.$771,505$771,504,952$771,504,952
435Cranbrook Wealth Management, Llc$697,624$770,874,831$770,874,831
436Segment Wealth Management, Llc$1,028,992$768,657,179$768,657,179
437Arthur M. Cohen & Associates Llc$994,407$767,682,075$767,682,075
438Blue Chip Partners, Inc.$536,610$763,377,059$4,512,388$767,889,447
439Tufton Capital Management, Llc$986,174$763,299,000$763,299,000
440Wbh Advisory, Inc.$505,078$762,162,904$762,162,904
441Roundview Capital, Llc$558,280$761,877,329$10,782,359$772,659,688
442Agili, P.C.$478,997$760,646,620$760,646,620
443Cabot Wealth Management$457,445$759,816,252$759,816,252
444True North Management Group, Llc$126,183,714$757,102,281$757,102,281
445Redw Wealth Llc$769,265$753,879,593$753,879,593
446Bridgecreek Investment Management, Llc$11,718,750$750,000,000$750,000,000
447Roble, Belko And Company, Inc.$1,040,897$747,364,080$747,364,080
448Wealthstream Advisors, Inc.$675,787$744,717,268$744,717,268
449Sbk Financial, Inc.$721,039$744,234,971$49,629,137$793,864,108
450Graves-Light Private Wealth Management, Inc.$775,915$744,102,313$744,102,313
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Showing 401 to 450 of 2,336 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.