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
401Capital Advantage, Inc.$1,196,470$705,917,488$705,917,488
402Marquette Asset Management$1,832,987$705,700,000$705,700,000
403Baltimore-Washington Financial Advisors$1,193,980$705,372,498$15,791,407$721,163,905
404Silveroak Wealth Management$602,039$703,387,493$56,987,302$760,374,795
405Argos Wealth Advisors LLC$3,698,145$702,647,527$702,647,527
406Oakbridge Partners, Ltd..$454,209$700,107,510$15,271,449$715,378,959
407Eagle Ridge Investment Management LLC$1,071,615$699,962,149$52,311,713$752,273,862
408Dinuzzo Index Advisors, Inc.$309,709$699,014,000$699,014,000
409Pinnacle Wealth Planning Services, Inc.$356,726$698,837,524$16,397,895$715,235,419
410Ellenbecker Investment Group$154,048$698,726,834$13,436,475$712,163,309
411Private Asset Management Inc$501,709$696,873,252$696,873,252
412Yorkbridge Wealth Partners, LLC$940,379$696,630,109$60,375,326$757,005,435
413GM Advisory Group, Inc.$1,203,622$695,352,368$720,106,627$1,415,458,995
414Colonial Trust Advisors, Inc.$477,577$693,018,418$76,358,158$769,376,576
415CJM Wealth Advisers, Ltd..$346,659$692,383,119$26,240,684$718,623,803
416NextCapital Advisers$86,174$687,495,947$687,495,947
417Artemis Wealth Advisors$92,228,565$683,879,346$515,092,000$1,198,971,346
418Christopher Weil & Co., Inc.$425,836$682,280,379$187,275,990$869,556,369
419Dakota Wealth, LLC$1,128,197$680,302,961$680,302,961
420Rex Capital Advisors$1,035,856$676,242,248$135,869,058$812,111,306
421Wallington Asset Management$1,138,022$675,985,316$675,985,316
422Woodmont Investment Counsel$2,241,601$672,738,935$42,331,691$715,070,626
423Cranbrook Wealth Management$577,449$672,151,070$672,151,070
424Cardan Capital Partners, LLC$373,890$666,201,989$36,336,529$702,538,518
425HFM Wealth Management$3,601,909$665,100,302$33,670,138$698,770,440
426Steel Peak Wealth Management, LLC$177,835$664,467,178$19,484,572$683,951,750
427REDW Stanley Financial Advisors$665,449$662,121,697$662,121,697
428Winthrop Capital Management$1,270,732$661,068,778$18,772,981$679,841,759
429McLean Asset Management Corp.$414,997$660,405,052$83,270,140$743,675,192
430Tufton Capital Management, LLC$835,604$659,004,971$15,327,775$674,332,746
431Aepg Wealth Strategies$535,684$657,941,512$254,864,783$912,806,295
432Rockbridge Investment Management, LLC$247,341$656,466,363$51,918,527$708,384,890
433Verus Financial Partners$325,099$656,050,742$656,050,742
434Personal Financial Planning, Inc.$6,554,000$655,400,000$655,400,000
435Mainstay Capital Management, Llc$91,300$655,348,129$52,045,467$707,393,596
436Meyers Wealth Management, LLC$1,245,438$653,800,000$28,700,000$682,500,000
437Yeske Buie Inc.$548,408$652,210,554$11,363,456$663,574,010
438Medley & Brown$1,254,172$650,915,136$650,915,136
439Harvest Capital Management Inc$891,416$650,733,868$650,733,868
440The Planning Center, Inc.$250,079$650,078,403$58,644,111$708,722,514
441Confluence Wealth Management LLC$493,141$650,027,022$3,877,476$653,904,498
442JoycePayne Partners, P.C.$411,115$649,562,422$649,562,422
443Dhr Investment Counsel Ltd$279,951$649,485,152$649,485,152
444Hillview Capital Advisors, LLC$2,587,371$649,201,401$199,456,334$848,657,735
445Brookfield Investment Partners$17,073,427$648,790,222$648,790,222
446Huntington Steele$4,070,606$647,115,000$118,159,000$765,274,000
447Apriem Advisors$341,709$645,410,576$52,018,084$697,428,660
448Sather Financial Group, Inc.$630,244$645,369,519$645,369,519
449Arthur M. Cohen & Associates$814,972$643,828,199$643,828,199
450Boston Hill Advisors$235,234$643,494,768$29,273,805$672,768,573
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Showing 401 to 450 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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