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
251Breeds Hill Capital LLC$1,749,109$65,209,982$713,143,716$778,353,698
252Wealthvalues, LLC$1,746,819$312,680,656$312,680,656
253Prairieview Partners, LLC$1,738,712$530,649,585$3,134,939$533,784,524
254AG Asset Advisory, LLC$1,735,951$229,145,586$229,145,586
255Tolleson Private Wealth Management$1,729,339$5,439,770,306$123,513,227$5,563,283,533
256Oak Grove Capital, LLC$1,724,554$132,790,647$132,790,647
257Wade Financial Advisory, Inc.$1,718,125$242,798,606$121,443,938$364,242,544
258The Humphreys Group$1,714,214$193,706,126$193,706,126
259Raylign Advisory$1,710,475$141,969,449$141,969,449
260Seaward Management$1,704,521$2,560,190,632$2,560,190,632
261Zimmerman Wealth Management$1,696,410$208,658,372$208,658,372
262Casilio Leitch Investments$1,687,897$129,968,069$129,968,069
263Main Street Research$1,687,578$1,002,421,529$1,002,421,529
264Intrepid Capital Management Inc$1,683,499$489,234,224$12,448,438$501,682,662
265Prowell Financial Management, LLC$1,676,445$233,025,815$233,025,815
267Hamel Associates,Inc.$1,663,809$350,650,089$28,698,307$379,348,396
268Wms Partners, Llc$1,663,479$141,387,044$209,607,031$350,994,075
269Welch & Forbes$1,661,545$4,304,506,005$284,679,994$4,589,185,999
270Perspective Wealth Partners$1,652,338$223,065,655$223,065,655
271Ferguson Wellman Capital Management, Inc.$1,649,221$4,965,805,899$4,965,805,899
272Holbrook Global Strategies$1,642,857$115,000,000$115,000,000
273Fisher Investments$1,638,710$94,107,835,606$94,107,835,606
274Osher Van De Voorde Investment Management$1,635,955$291,200,000$291,200,000
275Badgley PheLPs Wealth Managers$1,633,505$2,452,668,095$183,808,878$2,636,476,973
276The Ellerson Group Inc$1,630,408$136,185,833$768,443$136,954,276
277Appleton Partners,Inc.$1,627,172$9,650,758,503$9,650,758,503
278TCG Advisors, LP$1,625,702$2,133,105,051$684,236,218$2,817,341,269
279David M. Lee, P.C.$1,623,143$397,669,969$397,669,969
280Goodman Financial Corporation$1,623,082$386,293,616$386,293,616
281Ashfield Capital Partners$1,623,046$967,335,408$967,335,408
282Parkstone Wealth Management, LLC$1,617,896$121,342,197$121,342,197
283Raskob Kambourian Financial Advisors, Ltd..$1,613,413$53,811,000$94,623,000$148,434,000
284Alex Green Investment Management$1,610,491$178,764,455$178,764,455
285Delta Wealth Management$1,601,312$296,242,748$296,242,748
286Ballentine Partners$1,598,549$4,231,564,578$2,193,003,321$6,424,567,899
287Heritage Wealth Advisors$1,594,332$818,307,686$823,853,893$1,642,161,579
288Private Vista, LLC$1,590,746$1,486,635,464$37,298,815$1,523,934,279
289Michael J. Crew, Investment Advisor$1,588,073$173,100,000$173,100,000
290Team Hewins, LLC$1,587,064$800,374,292$950,156,989$1,750,531,281
291McRae Capital Management Inc.$1,582,984$388,677,809$736,315$389,414,124
292Sunesis Advisors$1,566,104$470,954,138$402,931,994$873,886,132
293Rinehart Wealth & Investment Advisory$1,564,356$474,000,000$474,000,000
294New England Guild Wealth Advisors, Inc.$1,561,378$279,486,742$279,486,742
295Everest Wealth Management$1,559,916$106,074,285$106,074,285
296Barry M. Corkern & Co., Inc.$1,553,116$108,718,117$108,718,117
297Moisand Fitzgerald Tamayo, Llc$1,551,427$890,371,050$28,073,698$918,444,748
298Custom Portfolio Group$1,545,981$116,522,665$7,155,821$123,678,486
299Sand Hill Global Advisors, LLC$1,545,165$1,936,854,189$113,580,388$2,050,434,577
300Ropes Wealth Advisors$1,543,609$4,121,547,509$138,812,176$4,260,359,685
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Showing 251 to 300 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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