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
201Sirius Wealth Management Strategies, LLC$2,113,407$207,113,918$207,113,918
202Opus Capital Management$2,109,685$539,584,897$158,720,703$698,305,600
203Lourdmurray$2,092,546$3,316,483,274$318,268,815$3,634,752,089
204Northeast Financial Consultants, Inc$2,077,770$2,527,716,253$133,906,894$2,661,623,147
205Fairbanks Capital Management$2,067,218$171,579,075$171,579,075
206Foster & Motley Inc$2,058,260$1,268,781,232$34,097,074$1,302,878,306
207Barrett Asset Management$2,025,661$1,516,061,884$199,673,030$1,715,734,914
208Yukon Wealth Management, Inc.$2,006,556$984,109,000$9,136,000$993,245,000
209Copper Harbor Investment Advisors$2,000,000$269,975,000$25,000$270,000,000
210Roof Advisory Group, Inc.$1,992,686$444,109,212$32,142,643$476,251,855
211Jack Point Advisors, LLC$1,979,167$95,000,000$95,000,000
212Lowenhaupt Global Advisors, LLC$1,971,657$1,046,949,852$1,046,949,852
213Ashford Advisors$1,958,679$352,217,453$131,576,151$483,793,604
214Lexngton Research and Capital Group$1,941,033$310,565,255$310,565,255
215Promus Capital, LLC$1,929,035$240,910,289$449,684,400$690,594,689
216Oak Wealth Advisors LLC$1,925,393$117,449,000$117,449,000
217Tillman Hartley LLC$1,923,041$422,929,000$140,000$423,069,000
218Grey Street Capital, LLC$1,921,166$619,819,356$4,559,660$624,379,016
219Heritage Investors Management Corp$1,909,315$2,303,229,051$18,498,316$2,321,727,367
220Wealth Health$1,905,741$383,053,894$383,053,894
221Private Capital Management, Inc.$1,905,043$119,691,696$21,281,522$140,973,218
222Salem Partners Advisors LLC Dba Salem Partners Wealth Management$1,901,739$275,752,186$275,752,186
223Tradition Capital Management LLC$1,899,375$596,000,824$15,597,973$611,598,797
224Johnston & Associates Inc$1,888,310$116,412,013$153,616,269$270,028,282
225Siligmueller & Norvid Wealth Advisors LLC$1,887,977$164,254,000$164,254,000
226Bull City Advisors, LLC$1,887,909$105,722,902$105,722,902
227Choate Investment Advisors$1,883,243$3,863,214,998$632,085,653$4,495,300,651
228Palisade Asset Management$1,877,747$809,133,457$48,997,031$858,130,488
229G & O Financial Services, Inc.$1,875,500$132,149,459$12,264,073$144,413,532
230AMI Investment Management Inc$1,857,838$501,616,355$501,616,355
231Optima Asset Management Inc$1,841,208$452,937,101$452,937,101
232Ariston Services Group$1,836,521$434,920,000$2,172,000$437,092,000
233Wealthplan Advisors$1,836,024$244,491,573$1,345,504,903$1,589,996,476
234Rosenblum Silverman Sutton Sf Inc$1,835,569$299,924,522$1,108,833$301,033,355
235Marquette Asset Management$1,832,987$705,700,000$705,700,000
236SageVest Wealth Management$1,829,467$174,449,942$10,326,212$184,776,154
237Mosaic Advisors LLC$1,826,930$138,590,890$82,467,643$221,058,533
238Navpoint Financial, Inc.$1,826,307$399,796,256$20,254,259$420,050,515
239Johnson Financial Group$1,816,637$636,302,061$313,798,974$950,101,035
240Mitchell Vaught & Taylor Inc$1,798,329$395,679,283$59,298,051$454,977,334
241Trinity Wealth Management LLC$1,792,793$198,000,000$1,000,000$199,000,000
242Goldstein Munger + Associates$1,785,419$504,495,970$56,125,701$560,621,671
243Wellspring Financial Advisors$1,784,734$276,705,883$1,158,219,944$1,434,925,827
244Ironsides Asset Advisors$1,778,582$416,436,846$166,937,895$583,374,741
245Efficient Wealth Management, LLC$1,774,940$374,512,442$374,512,442
246Sapere Wealth Management, LLC$1,772,936$436,142,152$436,142,152
247The Spielberger Group$1,768,162$318,685,000$8,425,000$327,110,000
248Waypoint Advisors$1,763,150$169,262,419$169,262,419
249Schlindwein Associates Llc$1,758,875$6,828,957,938$160,810,194$6,989,768,132
250Pollock Planning Associates Inc$1,756,563$140,525,000$140,525,000
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Showing 201 to 250 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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