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
151Acima Private Wealth Llc$2,848,370$210,779,368$210,779,368
152Stonebridge Wealth Management$2,832,453$722,275,595$722,275,595
153Gkfo, Llc$2,826,449$256,182,374$306,281,042$562,463,416
154Bryspen, Incorporated$2,817,811$177,522,081$177,522,081
155Alesco Advisors Llc$2,803,349$3,540,629,605$3,540,629,605
156T.O.S. Advisors, Llc$2,773,864$524,260,203$524,260,203
157Hi-Line Capital Management, Llc$2,749,050$320,397,477$80,963,801$401,361,278
158Walter & Keenan Finanical Consulting Co$2,747,411$527,030,001$25,199,529$552,229,530
159Alethea Capital Management, Llc$2,728,637$300,150,085$300,150,085
160Reliant Investment Management, Llc$2,710,530$840,869,284$275,869,222$1,116,738,506
161Litman Gregory Asset Management, Llc$2,687,841$2,030,254,718$2,410,058,736$4,440,313,454
162Pacifica Wealth Advisors, Inc.$2,684,711$119,207,761$12,343,091$131,550,852
163Manchester Capital Management Llc$2,660,871$3,142,500,375$1,021,763,406$4,164,263,781
165Vergepointe Wealth Management, Llc$2,614,685$185,328,384$5,543,640$190,872,024
166Persimmon Capital Management Lp$2,607,161$103,217,000$139,249,000$242,466,000
167Generation Capital Management Llc$2,603,289$76,638,716$589,803,336$666,442,052
168Ami Investment Management Inc$2,584,353$602,154,188$602,154,188
169Palo Alto Wealth Advisors, Llc$2,575,259$195,139,552$67,536,859$262,676,411
170Cottage Street Advisors$2,541,945$213,523,369$213,523,369
171Lgl Partners, Llc$2,538,860$676,989,285$770,161,170$1,447,150,455
172Pacific Edge Advisors, Llc$2,527,596$402,698,260$1,717,089$404,415,349
173Beacon Financial Advisors Ltd$2,509,091$271,400,000$4,600,000$276,000,000
174Northeast Financial$2,501,662$3,267,352,856$52,352,579$3,319,705,435
175Schiavi + Dattani$2,499,324$398,571,372$56,305,613$454,876,985
176Barrett Asset Management, Llc$2,468,168$1,874,569,093$250,523,842$2,125,092,935
177Horrell Capital Management, Inc.$2,466,364$323,093,655$323,093,655
178Bluestone Wealth Management Llc$2,465,646$197,251,717$197,251,717
179Harpswell Capital Advisors, Llc$2,450,893$178,915,168$178,915,168
180Wescap Group$2,422,154$625,900,000$161,300,000$787,200,000
181Promus Capital, Llc$2,418,712$326,336,578$522,631,415$848,967,993
182Embree Financial Group$2,409,386$477,818,000$746,150,000$1,223,968,000
183Southeast Asset Advisors, Llc$2,385,658$1,395,821,685$1,147,289,782$2,543,111,467
184Monograph Wealth Advisors, Llc$2,364,498$1,454,579,005$77,615,982$1,532,194,987
185Towneley Capital Management, Inc.$2,353,752$779,091,955$779,091,955
186Autumn Lane Advisors, Llc$2,347,249$293,305,000$272,382,000$565,687,000
187Ashford Advisors, Llc$2,315,093$387,054,680$154,677,079$541,731,759
188Somerset Group Llc$2,302,356$138,121,923$19,416$138,141,339
189Fiduciary Wealth Advisors, Llc$2,287,425$157,832,355$157,832,355
190Garde Capital, Inc.$2,284,497$1,041,873,000$34,125,000$1,075,998,000
191Opus Capital Management$2,254,894$435,803,178$231,645,480$667,448,658
192Goldstein Munger + Associates$2,239,314$586,885,250$105,062,624$691,947,874
193Copper Harbor Investment Advisors, Llc$2,236,025$359,955,000$45,000$360,000,000
194Armis Advisers$2,232,943$64,248,225$94,290,734$158,538,959
195Johnson Lyman Wealth Advisors$2,232,328$104,577,121$4,806,942$109,384,063
196Haymarket Wealth Management Llc$2,229,673$65,822,414$264,169,252$329,991,666
197Knuff & Company Llc$2,224,204$193,505,758$193,505,758
198Siligmueller & Norvid Wealth Advisors Llc$2,221,437$193,265,000$193,265,000
199Trinity Wealth Management Llc$2,221,053$211,000,000$211,000,000
200Emery Howard$2,218,027$1,322,625,061$90,258,065$1,412,883,126
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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.