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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
701Diversified Management Inc$829,500$1,162,012,521$89,703,600$1,251,716,121
702Rollins Financial Inc$827,811$674,666,344$674,666,344
703Highland Private Wealth Management$826,727$786,924,700$29,881,938$816,806,638
704Beta Wealth Group, Inc$826,613$307,500,000$307,500,000
705Tandem Capital Management, Inc.$824,886$163,801,556$2,825,366$166,626,922
706Cobblestone Capital Advisors, Llc$824,202$1,933,035,300$59,885,245$1,992,920,545
707Canter Wealth$822,060$108,511,917$108,511,917
708Alpha Omega Investment Advisors$821,957$881,438,757$84,360,179$965,798,936
709Dividend Assets Capital, Llc$820,619$742,110,956$5,473,271$747,584,227
710Marathon Capital Management$820,362$504,522,684$504,522,684
711Cohen Investment Advisors, Llc$818,369$119,251,500$1,048,800$120,300,300
712Artemis Financial Advisors$818,235$160,374,113$160,374,113
713North Star Asset Management Inc$814,929$1,891,452,136$45,633,426$1,937,085,562
714Fca Corp$812,165$396,647,276$39,485,170$436,132,446
715Wilbanks, Smith & Thomas Asset Management, Llc$812,119$3,453,190,627$54,352,628$3,507,543,255
716Altius Financial, Inc.$808,186$106,680,606$106,680,606
717Veris Wealth Partners, Llc$808,007$1,304,710,536$201,414,031$1,506,124,567
718Westbourne Investments, Inc.$804,992$173,073,228$173,073,228
719Paladin Wealth Partners$802,239$154,019,501$3,219,254$157,238,755
720Kahala Financial Advisors, Llc$802,120$127,537,079$127,537,079
721Balasa Dinverno Foltz Llc$801,371$4,595,063,036$4,595,063,036
722Redmond Asset Management, Llc$800,535$297,074,016$23,940,683$321,014,699
723Vansant Mewshaw$800,399$357,778,346$357,778,346
724Buckley Wealth Management, Llc$800,185$463,307,169$463,307,169
725The Rice Partnership, Llc$800,172$306,267,126$29,005,139$335,272,265
726Jlfranklin Wealth Planning$800,113$142,420,041$142,420,041
727Stonebridge Capital Advisors Llc$798,606$1,431,777,672$43,247,375$1,475,025,047
728Moneta Group Investment Advisors, LLC$798,198$9,217,129,738$11,040,339,199$20,257,468,937
729Obermeyer Wood Investment Counsel, Lllp$797,674$1,536,320,760$1,536,320,760
730Homrich Berg$797,220$6,441,699,297$543,543,888$6,985,243,185
731Homrich Berg$797,220$6,441,699,297$543,543,888$6,985,243,185
732Wealth Planning Corp$795,266$257,100,000$11,700,000$268,800,000
733Pegasus Partners$794,851$1,695,304,695$94,699,202$1,790,003,897
734Hexagon Capital Partners, Llc$793,635$416,658,597$416,658,597
735Zacks Investment Management, Inc.$793,353$4,973,528,399$4,973,528,399
736Punch & Associates Investment Management, Inc.$793,183$1,433,282,568$1,433,282,568
737Stirling Wealth Advisors Llc$791,841$5,611,400$125,834,200$131,445,600
738Enrich Financial Partners Llc$790,000$233,500,000$3,500,000$237,000,000
739Interocean Capital, Llc$789,725$1,963,117,713$489,767,149$2,452,884,862
740Ulland Investment Advisors, Llc$788,787$359,686,894$359,686,894
741Neumann Capital Management$788,210$392,334,398$1,770,829$394,105,227
742Connecticut Capital Management Group, Llc$787,351$180,303,344$180,303,344
743Beaumont Financial Partners Llc$787,316$1,648,195,535$574,396,243$2,222,591,778
744Sather Financial Group, Inc.$786,813$853,692,481$853,692,481
745Fierston Financial Group Inc$786,762$713,593,415$713,593,415
746Kayne Anderson Rudnick Investment Management, Llc$786,691$25,685,495,749$7,320,902,440$33,006,398,189
747Toner Asset Management Group, Inc.$785,172$112,279,570$112,279,570
748Adkins Seale Capital Management Llc$784,742$256,155,349$22,428,156$278,583,505
749Family Cfo, Llc$782,509$120,717,207$6,049,310$126,766,517
750Running Point Capital Advisors Llc$782,251$218,247,934$218,247,934
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Showing 701 to 750 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.