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
601Northern Oak Wealth Management. Inc$848,367$756,336,551$2,103,414$758,439,965
602Granite Investment Advisors, Inc.$848,196$594,465,267$25,565,964$620,031,231
603TFC Financial Management Inc$847,598$902,533,872$1,852,812$904,386,684
604Wealth Planning Corp$846,377$279,700,000$12,300,000$292,000,000
605Blueline Advisors$845,739$141,411,657$33,656,279$175,067,936
606Wimmer Associates LLC$845,649$279,710,000$14,576,000$294,286,000
607Contravisory Investment Management, Inc.$843,096$303,359,491$74,347,403$377,706,894
608Sullivan, Bruyette, Speros & Blayney, LLC$842,114$3,482,647,032$35,703,491$3,518,350,523
609Benemark, Inc$838,770$194,594,709$194,594,709
610Heritage Financial Counselors, LLC$837,795$106,400,000$106,400,000
611Townsend Asset Management Corp.$837,720$249,999,813$7,180,260$257,180,073
612Fairport Asset Management$836,908$1,310,199,917$379,517,287$1,689,717,204
613Tufton Capital Management, LLC$835,604$659,004,971$15,327,775$674,332,746
614R.W. Roge & Company, Inc$834,077$223,706,543$9,834,975$233,541,518
615Ariadne Wealth Management, LLC$833,355$244,400,831$4,772,203$249,173,034
616Perigon Wealth Management$832,794$751,000,000$21,000,000$772,000,000
617Next Capital Management LLC$832,568$760,765,228$181,701,372$942,466,600
618Narus Financial Partners, LLC$831,319$234,477,166$9,099,253$243,576,419
619Ferris Capital$828,627$575,050,460$2,502,898$577,553,358
620Cherry Creek Investment Advisors Inc$828,571$145,000,000$145,000,000
621Aries Wealth Management, LLC$825,459$170,044,639$170,044,639
622S.A. Mason$824,560$154,228,650$225,893,454$380,122,104
623Godshalk Welsh Capital Management, Inc.$823,503$209,993,348$209,993,348
624Cornerstone Advisors Inc$821,677$3,405,849,216$3,405,849,216
625Epsilon Financial Group, Inc.$821,607$329,464,469$329,464,469
626Salem Investment Counselors Inc$821,423$1,356,991,192$1,356,991,192
627SFC Financial LLC$821,330$143,732,747$143,732,747
628Sheaff Brock Investment Advisors, LLC$821,319$845,255,730$702,793$845,958,523
629Northwest Financial Services Inc$820,210$295,532,573$563,261$296,095,834
630Altschuler Financial Services$819,511$135,063,143$8,351,209$143,414,352
631Congress Wealth Management$815,959$1,784,633,072$9,660,942$1,794,294,014
632Brickley Wealth Management$815,350$373,937,777$308,100$374,245,877
633Arthur M. Cohen & Associates$814,972$643,828,199$643,828,199
634TandemGrowth Financial Advisors$813,029$139,963,910$1,503,088$141,466,998
635Stokes Capital Advisors, LLC$811,489$197,274,539$8,032,122$205,306,661
636Zacks Investment Management$811,347$4,774,778,847$4,774,778,847
637Hall Capital Management Company, Inc.$811,225$244,989,818$244,989,818
638Corient Capital Partners, LLC$810,479$1,687,807,706$635,024,220$2,322,831,926
639KM Capital Management, Ltd..$809,821$135,070,763$10,697,103$145,767,866
640The Hoerner Planning Group$809,566$444,402,786$205,678,952$650,081,738
641Osborn Williams & Donohoe$809,047$787,203,058$787,203,058
642Argent Wealth Management$808,800$1,163,966,759$397,017,930$1,560,984,689
643Mitchell, McLeod, Pugh & Williams, Inc.$808,301$750,271,001$297,287,226$1,047,558,227
644Arjuna Capital, LLC$806,618$211,333,852$211,333,852
645Marin Bay Wealth Advisors, LLC$806,017$132,972,368$78,204,082$211,176,450
646Waypoint Wealth Partners$805,539$456,740,745$456,740,745
647Tanglewood Total Wealth Management, Inc.$804,529$879,350,000$879,350,000
648Resource Consulting Group$802,140$1,756,686,019$1,756,686,019
649Renaissance Investment Group, LLC$801,711$288,097,218$16,553,120$304,650,338
650New Potomac Partners LLC$800,201$129,391,299$8,243,280$137,634,579
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Showing 601 to 650 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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