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
601Renaissance Investment Group, Llc$975,929$383,758,125$11,492,932$395,251,057
602Downtown Investment Advisory$972,263$146,811,754$146,811,754
603Ferris Capital, Llc$971,202$591,013,275$1,419,799$592,433,074
604Gilman Hill Asset Management, Llc$969,564$388,794,977$388,794,977
605Wealth Advisors, Inc.$967,555$165,851,402$2,503,174$168,354,576
606Chilton Capital Management Llc$967,375$1,593,951,090$1,250,340$1,595,201,430
607Stokes Family Office Llc$964,992$1,104,915,861$1,104,915,861
608The Hoerner Planning Group, Llc$963,279$583,465,468$291,192,243$874,657,711
609Monte Financial Group, Llc$961,139$273,924,658$273,924,658
610Hamilton Point Investment Advisors, Llc$961,087$524,753,580$524,753,580
611Northwest Financial Services Inc$958,850$343,546,554$680,640$344,227,194
612High Probability Advisors, Llc$957,879$200,004,571$4,981,519$204,986,090
613Asset Planning, Inc$956,884$324,345,521$995,108$325,340,629
614Charles Pratt & Company, L.L.C.$953,162$478,346,485$139,302,720$617,649,205
615R M Davis Inc$950,770$4,841,133,150$15,399,992$4,856,533,142
616Waypoint Wealth Partners$949,425$566,806,478$566,806,478
617Cahill Financial Advisors, Inc.$948,671$598,228,133$129,402,351$727,630,484
618Cornerstone Advisors Inc$947,966$3,960,599,929$3,960,599,929
619Hall Capital Management Company, Inc.$946,557$298,165,571$298,165,571
620Life Line Wealth Management Llc$944,451$154,704,442$2,074,426$156,778,868
621F L Putnam Investment Management Co.$941,641$2,766,710,777$18,662,501$2,785,373,278
622Contravisory Investment Management, Inc.$941,182$339,107,130$82,542,279$421,649,409
623Vintage West Capital Management$939,461$135,327,022$159,663,725$294,990,747
624Congress Wealth Management Llc$938,894$2,320,940,879$11,271,928$2,332,212,807
625Gpm Growth Investors, Inc.$938,012$160,400,000$160,400,000
626Mitchell, Mcleod, Pugh & Williams, Inc.$935,369$927,911,024$376,928,167$1,304,839,191
627Granite Investment Advisors, Llc$930,377$641,776,060$28,095,645$669,871,705
628Tfc Financial Management Inc$928,027$1,079,946,959$2,132,927$1,082,079,886
629Argent Wealth Management, Llc$923,664$1,653,948,483$140,730,753$1,794,679,236
630Northern Oak Wealth Management, Inc.$921,530$879,488,942$2,415,122$881,904,064
631Davis Capital Management$920,168$109,200,000$300,000$109,500,000
632Salem Investment Counselors Inc$914,031$1,613,012,118$27,673,866$1,640,685,984
633Parsons Capital Management Inc$913,361$1,433,976,424$1,433,976,424
634Hohimer Wealth Management, Llc$913,319$517,646,457$52,264,867$569,911,324
635Curtis Advisory Group, Llc$913,224$216,434,142$216,434,142
636Tanglewood Total Wealth Management, Inc.$912,138$1,037,101,000$1,037,101,000
637Century Wealth Management, Llc$911,540$260,054,713$98,180,672$358,235,385
638Cra Financial Services, L.L.C.$911,092$333,335,656$431,070,135$764,405,791
639Cardiff Park Advisors$911,042$150,927,888$1,844,253,259$1,995,181,147
640Blue Fin Capital, Inc.$910,626$283,204,655$283,204,655
641S.A. Mason, Llc$910,254$190,570,230$280,030,833$470,601,063
642Withum Wealth Management$909,702$579,480,000$579,480,000
643Sfc Financial Llc$905,304$159,333,520$159,333,520
644Operose Advisors Llc$905,195$197,999,542$3,858,831$201,858,373
645Mark Bell Advisory Services, Inc.$901,653$124,428,155$124,428,155
646Bt Wealth Management, Llc$901,391$994,791,367$30,991,896$1,025,783,263
647Arjuna Capital, Llc$900,020$254,705,606$254,705,606
648Union Financial Partners, San Francisco, Inc.$897,516$113,984,551$113,984,551
649Miller Global Investments, L.L.C.$892,672$136,578,873$136,578,873
650Flagship Capital Management Inc$891,525$105,200,000$105,200,000
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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.