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
451Bromfield Sneider Wealth Advisors, Inc.$1,219,967$341,590,643$341,590,643
452Falcon Capital Management Inc$1,219,581$99,716,000$5,168,000$104,884,000
453Parcion Private Wealth Llc$1,219,091$1,130,097,150$1,130,097,150
454Christopher Weil & Co Inc$1,218,186$681,192,015$92,355,973$773,547,988
455Knickerbocker Advisors Inc.$1,216,647$127,747,951$127,747,951
456Verity Wealth Advisors, Llc$1,215,880$201,836,098$201,836,098
457Fielder Capital Group Llc$1,206,037$150,557,286$49,644,791$200,202,077
458Conway Jarvis Llc$1,203,540$272,000,000$272,000,000
459Delegate Advisors, Llc$1,203,471$171,052,821$640,086,312$811,139,133
460Edgemoor Investment Advisors, Inc.$1,202,920$1,066,989,964$1,066,989,964
461Red Hook Management$1,201,637$264,184,691$84,290,000$348,474,691
462Sunrise Advisors$1,199,803$706,684,116$706,684,116
465Smith, Salley & Associates, Llc$1,196,230$1,691,469,449$1,691,469,449
466Boys Arnold & Co. Inc.$1,191,080$1,307,805,416$1,307,805,416
467Castle Wealth Planning$1,185,551$142,266,112$142,266,112
468Rinet Company, Llc$1,185,436$1,822,627,490$122,673,074$1,945,300,564
469Blue Zone Wealth Advisors, Llc$1,185,325$228,767,721$228,767,721
470Vigilant Capital Management, Llc$1,185,060$1,388,889,926$1,388,889,926
471Shaker Investments$1,184,021$176,419,129$176,419,129
472Advisory Partners, Llc$1,181,585$207,958,889$207,958,889
473Covenant Partners, Llc$1,179,413$632,418,334$61,076,357$693,494,691
474David Vaughan Investments, Llc$1,174,864$3,045,248,045$3,045,248,045
475Kore Private Wealth, Llc$1,172,034$3,571,188,631$3,571,188,631
476Aurora Investment Counsel$1,170,368$186,741,178$2,858,421$189,599,599
477Osborne Partners$1,169,407$1,281,078,584$351,413,164$1,632,491,748
478Thun Financial Advisors$1,168,914$2,000,000$571,936,816$573,936,816
479Berkson Asset Management, Inc.$1,166,619$26,069,136$161,756,602$187,825,738
480Jp Wealth Management, Inc.$1,165,038$295,919,635$295,919,635
481Covington Investment Advisors, Inc.$1,164,307$435,427,519$12,830,785$448,258,304
482Moirai Wealth Management Llc$1,160,311$132,069,520$1,366,235$133,435,755
483Osher Van De Voorde Investment Management$1,159,311$370,979,643$370,979,643
484Sadoff Investment Management Llc$1,157,168$1,460,346,509$1,460,346,509
485Bourgeon Capital Management Llc$1,156,495$339,500,000$43,300,000$382,800,000
486Carnegie Investment Counsel$1,156,102$2,393,019,121$52,137,315$2,445,156,436
487Clearpath Capital Partners Llc$1,155,725$245,264,504$74,871,418$320,135,922
488Fortune Wealth Management, Llc$1,155,071$252,636,239$3,789,538$256,425,777
489Private Wealth Management, Inc.$1,152,761$623,643,433$623,643,433
490&Wealth Partners$1,151,718$104,044,440$147,030,147$251,074,587
491Edge Wealth Management, Llc$1,148,359$933,616,108$933,616,108
492Ahc Advisors, Inc.$1,147,453$102,250,612$153,631,472$255,882,084
493Ball & Company$1,143,441$165,798,908$165,798,908
494Cannon Capital Management, Inc.$1,143,176$88,187,506$74,143,519$162,331,025
495Leavell Investment Management, Inc.$1,142,080$1,753,894,888$201,345,718$1,955,240,606
496Guardian Wealth Management, Inc.$1,142,025$267,657,395$718,537$268,375,932
497Springwater Wealth Management, Llc$1,140,000$130,498,000$40,502,000$171,000,000
498Joel Isaacson & Co., Llc$1,137,449$2,653,585,535$2,139,623,133$4,793,208,668
499Hillcrest Wealth Advisors - Ny, Llc$1,137,238$253,604,141$253,604,141
500Personal Business Management Group Ltd$1,135,830$107,903,885$107,903,885
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Showing 451 to 500 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.