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
501Oak Grove Capital, Llc$1,135,323$292,913,251$292,913,251
502Palladium Registered Investment Advisors$1,128,963$2,498,160,568$34,103,417$2,532,263,985
503Casilio Leitch Investments$1,128,059$121,830,422$121,830,422
504Next Capital Management Llc$1,122,068$772,500,997$189,111,357$961,612,354
505Camden Capital, Llc$1,121,829$2,231,345,230$1,857,720,864$4,089,066,094
506Emerald Advisors, Llc$1,117,057$311,658,921$311,658,921
507Lexington Research And Capital Group, Llc$1,117,027$325,054,928$325,054,928
508Lexington Research And Capital Group, Llc$1,117,027$325,054,928$325,054,928
509Princeton Portfolio Strategies Group Llc$1,115,651$492,605,172$7,206,392$499,811,564
510Custos Family Office Llc$1,114,771$121,240,036$5,843,825$127,083,861
511Dedicated Capital Advisors, Llc$1,114,698$86,333,840$13,989,022$100,322,862
512Kaizen Financial Advisors, Llc$1,112,110$144,049,215$1,637,138$145,686,353
513Water Oak Advisors, Llc$1,111,937$2,101,164,206$144,948,809$2,246,113,015
514Relevance Capital Management$1,109,301$262,904,393$262,904,393
515Waters, Parkerson & Co., Llc$1,109,247$1,765,127,542$117,264,781$1,882,392,323
516Chatham Capital Group Inc$1,107,029$485,985,897$485,985,897
517Aegis Wealth Management Llc$1,106,470$521,147,281$521,147,281
518Van Strum & Towne Inc$1,104,504$283,160,072$29,414,496$312,574,568
519Stonegate Wealth Management, Llc$1,103,834$157,325,000$2,731,000$160,056,000
520South Shore Capital Advisors, Llc$1,103,739$121,463,565$72,794,534$194,258,099
521Madden Funds Management$1,100,000$198,000,000$198,000,000
522Fsm Wealth Advisors, Llc$1,097,944$245,939,522$245,939,522
524Matrix Planning Inc$1,097,101$75,580,038$51,683,728$127,263,766
525Boston Research And Management, Inc.$1,096,319$446,201,807$446,201,807
526Modus Advisors, Llc$1,092,644$271,982,002$11,012,881$282,994,883
527Obrien Greene & Co Inc$1,092,427$258,891,170$39,341,289$298,232,459
528Baker Ellis Asset Management Llc$1,091,173$590,324,664$590,324,664
529Mra Associates$1,090,565$1,742,370,597$901,158,881$2,643,529,478
530Sheets Smith Wealth Management$1,089,064$796,105,790$796,105,790
531Jfg Wealth Management, Llc$1,088,054$208,757,623$4,500,873$213,258,496
533Court Place Advisors Llc$1,086,005$334,571,257$23,810,506$358,381,763
534Crescent Capital Consulting, Llc$1,084,947$610,423,236$146,869,909$757,293,145
535Investment Management Of Virginia, Llc$1,084,779$507,144,524$2,701,735$509,846,259
536Beese Fulmer Private Wealth Management$1,082,516$1,012,152,565$1,012,152,565
537Blue Ocean Capital$1,080,615$514,372,567$514,372,567
538Sheaff Brock Investment Advisors, Llc$1,080,337$1,037,106,007$1,097,941$1,038,203,948
539Mendel Money Management Inc$1,076,178$173,264,644$173,264,644
540Meridian Financial, Llc$1,073,629$133,130,000$133,130,000
541Schnieders Capital Management, Llc.$1,071,480$422,455,259$503,303,672$925,758,931
542Rgt Wealth Advisors$1,068,105$4,112,801,814$222,637,226$4,335,439,040
543Zuckerman Investment Group$1,064,644$875,006,834$71,461,625$946,468,459
544Yorkbridge Wealth Partners, Llc$1,062,571$794,730,601$92,516,545$887,247,146
545Round Table Wealth Management$1,062,530$993,753,493$136,778,401$1,130,531,894
546Full Sail Capital, Llc$1,058,637$884,486,920$42,878,791$927,365,711
547Sheppard Wealth Management, Llc$1,058,632$129,153,099$129,153,099
548Lindbrook Capital, Llc$1,057,950$1,115,640,008$174,000,688$1,289,640,696
549Miller Capital$1,055,765$140,585,658$26,225,183$166,810,841
550Aviance Capital Partners Llc$1,054,623$565,003,592$29,803,554$594,807,146
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Showing 501 to 550 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.