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
451Tarbox Family Office, Inc.$1,095,500$602,524,823$602,524,823
452Northeast Investment Management Inc$1,092,753$1,476,769,803$45,435,455$1,522,205,258
453Northstar Asset Management Inc$1,091,010$449,407,807$31,727,487$481,135,294
454Sunrise Advisors$1,089,135$607,156,794$13,650,000$620,806,794
455Gamble Jones Investment Counsel$1,084,228$743,027,645$532,024,908$1,275,052,553
456Madden Funds Management$1,084,211$206,000,000$206,000,000
457United Income, Inc.$1,083,503$716,863,532$4,749,574$721,613,106
458Quantum Capital Management$1,082,383$200,240,810$200,240,810
459Vigilant Capital Management$1,081,767$1,087,176,244$1,087,176,244
460Bradley Foster & Sargent Inc$1,080,249$3,437,624,292$2,969,721$3,440,594,013
461Boston Financial Management LLC$1,079,761$2,148,528,656$46,624,617$2,195,153,273
462Clearpath Capital Partners LLC$1,079,545$253,893,425$48,379,114$302,272,539
463Jamison Private Wealth Management, Inc.$1,078,996$295,786,000$11,728,000$307,514,000
464Premis Advisors, LLC$1,075,636$28,834,508$88,409,814$117,244,322
465Griffin Family Partners, LLC$1,074,366$114,132,615$33,055,477$147,188,092
466Landmark Wealth Management$1,072,195$187,200,000$32,600,000$219,800,000
467Eagle Ridge Investment Management LLC$1,071,615$699,962,149$52,311,713$752,273,862
468Syverson Strege$1,070,012$1,797,645,878$265,336,924$2,062,982,802
469Thun Financial Advisors$1,069,472$434,205,627$434,205,627
470Summit Portfolio Management LLC$1,069,005$89,751,875$13,941,615$103,693,490
471Wealth Management Consultants Colorado, LLC$1,065,264$153,398,023$153,398,023
472Mastrapasqua Asset Management, Inc.$1,056,262$558,046,607$4,941,091$562,987,698
473Chesley, Taft & Associates$1,055,240$1,491,350,231$118,945,319$1,610,295,550
474The Golub Group$1,054,685$1,430,230,367$51,601,834$1,481,832,201
475Worldview Wealth Advisors$1,052,632$117,700,000$2,300,000$120,000,000
476Eidelman Virant Capital$1,051,079$292,200,000$292,200,000
477Je Wilson Advisors, Llc$1,051,064$214,417,007$214,417,007
478Beirne Wealth Consulting Services, LLC$1,050,189$354,425,321$1,235,561,064$1,589,986,385
479Bromfield Financial Advisory Group, Inc.$1,047,795$293,382,558$293,382,558
480MRA Associates$1,044,316$1,607,461,673$711,964,906$2,319,426,579
481Full Sail Capital, LLC$1,041,950$632,450,771$30,229,130$662,679,901
482South Texas Money Management, Ltd..$1,039,051$3,337,314,455$47,912,097$3,385,226,552
483Boys Arnold & Co. Inc.$1,038,679$1,091,651,390$1,091,651,390
484Allstreet Capital LLC$1,038,189$124,582,679$124,582,679
485Chatham Capital Group Inc$1,037,528$437,836,808$437,836,808
486Beese Fulmer Private Wealth Management$1,037,496$584,110,326$584,110,326
487Rex Capital Advisors$1,035,856$676,242,248$135,869,058$812,111,306
488F.L.Putnam Investment Management Co.$1,033,912$1,865,877,016$11,707,537$1,877,584,553
489JP Wealth Management, Inc.$1,033,834$241,917,172$241,917,172
490Welch Hornsby, Inc.$1,033,518$1,817,958,121$1,817,958,121
491Obrien Greene & Co Inc$1,030,349$250,950,069$28,274,575$279,224,644
492Clear Point Advisors, Inc.$1,028,100$152,158,739$152,158,739
493Shakespeare Wealth Management$1,025,400$189,699,001$189,699,001
494Miller Capital$1,025,231$131,210,942$24,624,169$155,835,111
495Pathstone Federal Street$1,024,044$3,734,864,641$4,799,514,947$8,534,379,588
496Edgemoor Investment Advisors$1,023,751$871,212,281$871,212,281
497Osborne Partners$1,022,946$1,159,110,487$286,312,716$1,445,423,203
498RGT Wealth Advisors$1,022,024$3,530,583,411$326,534,888$3,857,118,299
499Bourgeon Capital Management LLC$1,021,068$314,200,000$29,900,000$344,100,000
500Lindbrook Capital$1,020,971$1,036,763,959$178,191,401$1,214,955,360
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Showing 451 to 500 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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