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
301RMR Wealth Advisors$1,538,654$240,029,961$240,029,961
302Professional Financial$1,535,217$147,380,838$147,380,838
303Conlon Dart Wealth Management$1,534,686$484,960,806$484,960,806
304Dean Investments$1,531,454$794,824,537$794,824,537
305Sigma Investment Counselors$1,529,756$960,686,847$960,686,847
306The Lubitz Financial Group$1,526,558$215,244,678$215,244,678
307Johnson Lyman Wealth Advisors$1,525,908$179,730,734$3,378,244$183,108,978
308Chamberlain Financial Planning & Wealth Management$1,523,500$243,760,000$243,760,000
309Altium Wealth Management LLC$1,511,232$1,202,940,722$1,202,940,722
310The Mosaic Financial Group$1,507,922$406,909,048$505,383,796$912,292,844
311Atlas Capital Advisors$1,505,646$438,143,000$438,143,000
312Balentine$1,502,104$2,154,103,220$453,549,201$2,607,652,421
313Bristlecone Advisors LLC$1,502,066$1,186,632,301$1,186,632,301
314Summit Financial Strategies Inc$1,501,606$938,719,639$208,507,650$1,147,227,289
315Lawson Kroeker Investment Management Inc$1,500,993$360,238,200$360,238,200
316Etesian Wealth Advisors$1,484,133$213,299,291$1,900,000$215,199,291
317Cambria Investment Management, L.P.$1,483,578$921,301,999$921,301,999
318Trumbower Financial Advisors$1,483,098$215,934,861$955,712,415$1,171,647,276
319Clelland & Company Inc$1,479,024$176,258,839$131,378,119$307,636,958
320Altamont Wealth Management, Inc.$1,477,835$153,694,800$153,694,800
321Mercantile Investment Advisors$1,475,197$107,689,413$107,689,413
322White Oaks Wealth Advisors$1,473,581$393,819,894$2,573,476$396,393,370
323Montag$1,471,597$1,658,649,353$213,221,821$1,871,871,174
324Investment Advisory Professionals LLC$1,466,165$195,000,000$195,000,000
325Ensemble Capital Management$1,465,006$778,855,000$1,993,000$780,848,000
326Brownson, Rehmus & Foxworth, Inc.$1,461,933$10,892,864,000$10,892,864,000
327Bennicas & Associates$1,453,250$178,749,688$178,749,688
328Fielder Capital Group LLC$1,448,750$74,039,084$73,733,464$147,772,548
329Kyle Financial Services$1,443,719$215,114,109$215,114,109
330Retirement Income Solutions, Inc.$1,432,471$1,713,234,765$1,713,234,765
331The Welch Group$1,428,705$1,431,562,472$1,431,562,472
332SP Asset Management$1,428,571$350,000,000$150,000,000$500,000,000
333Concorde Investment Management$1,424,339$114,285,307$48,089,294$162,374,601
334North American Management Corp$1,420,220$1,098,235,160$198,425,743$1,296,660,903
335Arbor Wealth Advisors$1,414,417$326,259,215$1,885,509$328,144,724
336Chicago Capital, LLC$1,410,007$1,586,263,267$1,404,602$1,587,667,869
337International Management Advisors Ltd..$1,409,273$104,286,182$104,286,182
338Birch Hill Investment Advisors LLC$1,407,746$1,562,274,409$1,731,230$1,564,005,639
339Executive Wealth Group, LLC$1,403,009$310,064,952$310,064,952
340Taylor Frigon Capital Management LLC$1,390,381$189,091,859$189,091,859
341Armbruster Capital Management, Inc.$1,387,429$391,940,132$31,225,818$423,165,950
342Monticello Wealth Management, LLC$1,386,152$476,836,286$476,836,286
343Sound Investment Management Inc$1,381,354$142,279,481$142,279,481
344Wealth Management Advisors Inc$1,378,793$466,031,919$466,031,919
345Peddock Capital Advisors, LLC$1,372,773$255,103,789$15,332,535$270,436,324
346Tru Independence Asset Management, LLC$1,372,201$830,181,375$830,181,375
347South Texas Money Management, Ltd.$1,364,561$391,629,025$391,629,025
348Telarray, LLC$1,363,037$808,280,690$808,280,690
349Harbour Capital Advisors$1,361,293$379,800,728$379,800,728
350Wetherby Asset Management$1,359,847$4,616,675,454$235,258,532$4,851,933,986
« Previous PageNext Page »

Showing 301 to 350 of 2,205 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.