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
501Palladium Registered Investment Advisors$1,018,037$2,130,344,637$28,912,713$2,159,257,350
502South Shore Capital Advisors, LLC$1,012,003$113,651,553$56,365,014$170,016,567
503Financial Planning Services, Inc.$1,007,839$112,877,931$112,877,931
504Water Oak Advisors, LLC$1,007,750$1,824,189,958$149,991,730$1,974,181,688
505David Vaughan Investments Inc$1,006,840$2,428,499,008$2,428,499,008
506Miracle Mile Advisors, LLC$1,006,248$1,399,690,508$1,399,690,508
507RKL Wealth Management LLC$1,005,718$1,001,514,564$2,192,140$1,003,706,704
508Advisory Partners, LLC$1,001,884$192,581,503$9,799,135$202,380,638
509Aperio Group, Llc$996,849$107,577,528$3,072,677$110,650,205
510Springwater Wealth Management, LLC$996,667$117,282,000$32,218,000$149,500,000
511Covenant Partners$994,096$445,124,575$61,864,228$506,988,803
512Berkson Asset Management, Inc.$991,785$21,778,580$134,923,463$156,702,043
513SK Wealth Management, LLC$987,749$251,110,544$8,667,422$259,777,966
514Kings Point Capital Management$987,671$778,350,647$10,798,816$789,149,463
515Vintage West Capital Management$987,655$136,759,851$159,536,522$296,296,373
516Jess S. Morgan & Company., Inc.$986,984$191,474,903$191,474,903
517Dowling & Yahnke, LLC$985,155$4,235,179,267$4,235,179,267
518Estate & Trust Advisors$984,546$122,572,219$25,109,622$147,681,841
519Sheppard Wealth Management, LLC$980,156$123,701,778$6,659,027$130,360,805
520Knickerbocker Advisors Inc.$974,426$105,238,019$105,238,019
521Adviceperiod, LLC$971,856$3,034,726,438$4,265,696$3,038,992,134
522Van Strum & Towne Inc$969,388$218,952,000$40,844,000$259,796,000
523Johnson Investment Counsel, Inc.$969,115$10,661,232,987$10,661,232,987
524Relevance Capital Management$966,461$230,017,694$230,017,694
525JMG Financial Group Ltd.$964,296$2,518,406,000$156,550,000$2,674,956,000
526Guardian Wealth Management, Inc.$963,649$226,457,614$226,457,614
527Waypoint Capital Advisors, LLC$957,726$190,761,166$2,699,481$193,460,647
528Camden Capital, LLC$957,072$2,086,695,918$1,087,911,557$3,174,607,475
529Covington Investment Advisors, Inc.$955,819$340,943,939$9,841,684$350,785,623
530Oakwood Capital Management LLC$954,429$783,586,079$783,586,079
531Charles Pratt & Company$953,162$478,346,485$139,302,720$617,649,205
532Crescent Capital Consulting$953,048$326,356,957$291,218,372$617,575,329
533BT Wealth Management$951,414$888,657,696$35,165,285$923,822,981
534Zuckerman Investment Group$948,045$812,186,702$22,092,789$834,279,491
535Wealth Dimensions Group, Ltd..$945,145$428,458,334$1,582,586$430,040,920
536Chequers Financial Management LLC$944,279$259,067,434$14,773,453$273,840,887
537Monument Group Wealth Advisors$941,868$271,800,117$5,109,000$276,909,117
538Toner Asset Management Group, Inc.$941,777$129,965,256$129,965,256
539Hamilton Point Investment Advisors$941,463$460,375,636$460,375,636
540Yorkbridge Wealth Partners, LLC$940,379$696,630,109$60,375,326$757,005,435
541Joel Isaacson & Co.$937,552$2,341,552,781$1,795,864,404$4,137,417,185
542Altrius Capital Management, Inc.$937,445$352,680,110$736,640$353,416,750
543NWK Group$934,078$264,343,963$264,343,963
544Via Global Advisors LLC$933,204$108,180,973$227,772,338$335,953,311
545Durbin Bennett Private Wealth Management, LLC$932,177$1,000,716,615$44,253,479$1,044,970,094
546Roble, Belko and Company, Inc.$932,139$611,482,883$611,482,883
547Personal Financial Consultants, Inc.$930,803$196,188,618$210,817$196,399,435
548Sadoff Investment Management$929,940$1,221,010,573$1,221,010,573
549Boston Research and Management, Inc.$928,649$385,389,223$385,389,223
550Scott Snow (Financial Advisors)$927,827$426,800,556$426,800,556
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Showing 501 to 550 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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