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
651MCS Family Wealth Advisors$799,243$175,833,509$175,833,509
652Gilman Hill Asset Management$798,741$312,307,654$312,307,654
653Moneta Group Investment Advisors, LLC$798,198$9,217,129,738$11,040,339,199$20,257,468,937
654JVL Associates$795,814$186,220,454$186,220,454
655The Joseph Group Capital Management$791,719$417,236,134$417,236,134
656Mark Bell Advisory Services, Inc.$791,416$110,798,237$110,798,237
657R M Davis Inc$789,614$3,928,950,920$9,643,944$3,938,594,864
658Trail Ridge Investment Advisors, LLC$786,452$102,238,760$102,238,760
659Paladin Wealth Partners$784,194$130,273,120$3,039,939$133,313,059
660Daintree Advisors$779,946$1,023,474,000$13,854,000$1,037,328,000
661Green Square Capital$778,306$472,692,365$107,145,837$579,838,202
662New England Private Wealth Advisors$777,352$1,382,234,715$434,437,550$1,816,672,265
663Beta Wealth Group, Inc$776,177$280,200,000$280,200,000
664Altiora Financial Group, LLC$775,455$317,545,241$102,751,400$420,296,641
665Glassman Wealth Services$775,375$1,370,863,109$1,370,863,109
666Leconte Wealth Management, LLC$774,990$157,323,010$157,323,010
667Equity Advisors Of Kentucky Inc$774,160$3,300,000$101,211,617$104,511,617
668Balasa Dinverno Foltz$773,803$4,136,748,330$4,136,748,330
669Compass Financial Group, Inc.$773,467$302,425,750$302,425,750
670BGM Wealth Partners$769,748$402,446,942$5,519,410$407,966,352
671Wellesley Investment Partners, LLC$769,086$342,315,758$67,606,902$409,922,660
672Century Wealth Management$766,476$209,242,427$87,383,973$296,626,400
673North Star Asset Management Inc$764,815$1,551,233,500$25,815,519$1,577,049,019
674Quadrant Capital Management$764,524$477,404,795$1,187,023$478,591,818
675Portfolio Solutions LLC$764,006$1,355,347,120$1,355,347,120
676FCA Corp$762,556$382,046,084$52,611,088$434,657,172
677Parsons Capital Management Inc$760,708$1,191,268,867$1,191,268,867
678Boltwood Capital Management$760,556$175,892,904$39,344,367$215,237,271
679Fullen Financial Group, Inc.$758,963$128,264,704$128,264,704
680Drum Hill Capital$757,501$121,253,478$26,459,196$147,712,674
681Integra Capital Advisors$757,417$199,400,649$3,586,989$202,987,638
682Novare Capital Management$757,163$977,011,765$2,000,000$979,011,765
683MV Capital Management, Inc.$755,490$568,818,412$821,208$569,639,620
684Cobblestone Capital Advisors$755,105$1,593,123,339$156,455,606$1,749,578,945
685Baron Wealth Management$754,191$325,901,561$7,450,891$333,352,452
686Wilbanks, Smith & Thomas Asset Management$753,415$2,799,326,241$49,336,104$2,848,662,345
687Campion Asset Management, LLC$752,150$158,135,171$34,415,180$192,550,351
688Silveroak Wealth Management Llc$750,959$183,985,067$183,985,067
689Buckley Wealth Management, LLC$747,664$412,976,869$18,425,522$431,402,391
690Cedarstone Advisors$747,566$124,326,852$516,637$124,843,489
691Elm Advisors$744,599$230,545,337$66,549,612$297,094,949
692Capital Planning Advisors LLC$741,894$517,000,000$55,000,000$572,000,000
693Fort Vancouver Investment Management, LLC$741,822$110,531,461$110,531,461
694Pegasus Partners$741,386$1,314,698,063$89,486,566$1,404,184,629
695Dividend Assets Capital, LLC$740,484$713,000,435$4,528,447$717,528,882
696HeadInvest$738,882$558,172,534$10,766,767$568,939,301
697Baldwin Investment Management$737,201$393,582,804$308,969,805$702,552,609
698Riverstone Advisors, LLC$737,065$163,353,633$4,697,205$168,050,838
699Enrich Financial Partners LLC$736,023$206,823,206$2,943,437$209,766,643
700Pineno Levin & Ford Asset Management, Inc.$734,173$309,066,334$8,096,196$317,162,530
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Showing 651 to 700 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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