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
701The Rice Partnership$733,856$255,054,353$23,810,966$278,865,319
702Curtis Advisory Group$733,801$149,695,380$149,695,380
703Intelligent Capitalworks$730,631$160,600,000$1,600,000$162,200,000
704Excalibur Management Corp$728,020$384,486,228$17,380,637$401,866,865
705Cooper Lapman Financial, LLC$727,580$208,815,470$208,815,470
706Adkins Seale Capital Management$724,949$237,646,217$16,086,021$253,732,238
707Coe Capital Management, LLC$724,388$161,538,565$161,538,565
708Stage Harbor Financial, LLC$723,342$543,229,967$543,229,967
709Corrigan Financial Inc$722,932$732,132,000$3,813,000$735,945,000
710Tax Efficient Asset Management Solution, Inc.$720,092$136,097,380$136,097,380
711Highland Private Wealth Management$719,148$567,643,343$30,687,904$598,331,247
712Enright, Mollin, Cascio & Ramusevic, Inc.$716,457$191,294,027$191,294,027
713Torch Wealth Management$713,693$264,268,955$511,324$264,780,279
714VR Advisors, LLC$712,069$226,438,000$226,438,000
715The Mather Group, Inc.$711,629$2,931,483,053$1,213,755,493$4,145,238,546
716Interocean Capital, LLC$710,970$1,542,101,562$405,245,115$1,947,346,677
717Steinberg Global Asset Management Ltd.$709,513$919,199,000$125,204,000$1,044,403,000
718Leonetti & Associates$708,378$712,627,868$712,627,868
719Keystone Global Partners LLC$708,108$76,200,000$2,400,000$78,600,000
720Greerwalker Wealth Management LLC$708,038$407,121,620$407,121,620
721The Colony Group, LLC$707,696$6,263,262,872$1,359,335,398$7,622,598,270
722Pagnatokarp Partners, LLC$706,470$1,753,599,813$47,899,639$1,801,499,452
723West Financial Services, Inc.$704,345$1,464,712,188$17,229,845$1,481,942,033
724Stonebridge Capital Advisors LLC$702,732$1,191,591,997$36,080,667$1,227,672,664
725Integral Investment Advisors, Inc.$702,701$51,526,547$88,311,009$139,837,556
726Eliot Finkel Investment Counsel$702,493$147,523,490$147,523,490
727Lesjak Planning Corp$702,247$250,000,000$250,000,000
728John A. Bysko Associates$699,978$148,395,243$148,395,243
729Summit Asset Management Llc$699,144$552,314,342$9,452$552,323,794
730Financial Partners Group$698,601$166,267,122$166,267,122
731Emery Howard$698,496$1,136,066,026$75,823,914$1,211,889,940
732Redrock Wealth Management, LLC$698,305$116,200,000$7,400,000$123,600,000
733Obermeyer Wood Investment Counsel, LLP$695,189$1,346,580,140$1,346,580,140
734FCI Advisors$694,268$7,490,447,883$1,122,635,661$8,613,083,544
735Peak Capital Management$692,181$242,263,409$242,263,409
736JLFranklin Wealth Planning$690,465$111,164,902$111,164,902
737Causey Demgen & Moore P.C.$690,330$203,358,452$11,334,162$214,692,614
738Heritage Investment Group, Inc.$687,671$1,137,408,541$1,137,408,541
739Trebuchet Consulting$686,184$288,883,503$288,883,503
740Punch & Associates Investment Management, Inc.$686,051$1,164,228,679$1,164,228,679
741Mainstay Capital Management$684,819$2,296,719,506$189,173,952$2,485,893,458
742SB Capital Management, Inc.$683,985$739,576,580$1,863,578$741,440,158
743Tandem Capital Management, Inc.$683,877$126,494,415$2,074,447$128,568,862
744Columbia Asset Management$683,057$516,015,624$63,899,383$579,915,007
745Howe And Rusling, Inc.$681,215$1,175,820,197$2,001,287$1,177,821,484
746Diversified Management Inc$680,907$935,022,440$84,976,772$1,019,999,212
747Independence Advisors$680,797$921,099,497$2,061,764$923,161,261
748Grand Wealth Management$679,002$299,328,476$26,592,443$325,920,919
749Elgethun Capital Management$677,279$339,993,853$339,993,853
750Scholtz & Co$677,132$187,092,131$473,296$187,565,427
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Showing 701 to 750 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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