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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
301Chicago Capital, Llc$1,713,297$2,041,974,366$1,988,696$2,043,963,062
302Camden Wealth Advisors Llc$1,708,816$206,637,644$3,546,664$210,184,308
303Bennicas & Associates, Inc.$1,693,699$211,712,328$211,712,328
304Aj Wealth$1,692,922$1,209,000,000$274,000,000$1,483,000,000
305Birch Hill Investment Advisors Llc$1,692,594$1,960,763,981$2,644,796$1,963,408,777
306Barry M. Corkern & Co., Inc.$1,684,090$117,886,287$117,886,287
307Ategra Capital Management, Llc$1,682,378$196,777,596$28,661,095$225,438,691
308Cambria Investment Management, L.P.$1,676,334$714,118,451$714,118,451
309Freestone Capital Management, Llc$1,675,018$4,752,298,724$649,633,025$5,401,931,749
310Creekside Partners$1,672,727$436,581,680$436,581,680
311Strategent Financial, Llc$1,672,555$163,910,370$163,910,370
312Bristlecone Advisors Llc$1,667,223$1,333,778,076$1,333,778,076
313Spielberger & Brooks, Inc.$1,664,384$343,469,870$6,050,822$349,520,692
314Matrix Asset Advisors Inc$1,654,750$814,137,000$814,137,000
315Monticello Wealth Management, Llc$1,647,838$709,305,146$14,095,733$723,400,879
316Trumbower Financial Advisors Llc$1,646,993$175,341,412$1,104,372,160$1,279,713,572
317The Mosaic Financial Group, Llc$1,639,451$386,033,526$589,440,046$975,473,572
318Arbor Wealth Advisors Llc$1,636,219$388,476,823$2,579,451$391,056,274
319Retirement Income Solutions, Inc.$1,633,403$1,966,617,358$1,966,617,358
320Taylor Frigon Capital Management Llc$1,632,820$220,430,670$220,430,670
321Magnolia Lane Financial Advisors, Llc$1,632,413$112,636,479$112,636,479
322Rwm Asset Management, Llc$1,615,301$240,151,211$528,571$240,679,782
323Raskob Kambourian Financial Advisors, Ltd.$1,613,413$53,811,000$94,623,000$148,434,000
324Raskob Kambourian Financial Advisors, Ltd.$1,613,413$53,811,000$94,623,000$148,434,000
325International Management Advisors Ltd.$1,605,632$112,394,227$112,394,227
326Investment Advisory Professionals Llc$1,602,143$224,300,000$224,300,000
327Clelland & Company Inc$1,597,425$203,078,687$145,160,006$348,238,693
328Gm Advisory Group, Inc.$1,592,282$782,374,299$1,325,806,829$2,108,181,128
329Talbot Financial, Llc$1,590,481$321,078,631$198,500$321,277,131
330Executive Wealth Group, Llc$1,590,215$353,027,792$353,027,792
331Kyle Financial Services$1,584,897$261,507,932$261,507,932
332Monarch Capital Management Inc$1,583,024$395,756,108$395,756,108
333Constellation Wealth Advisors$1,576,995$741,384,323$734,682,711$1,476,067,034
334Sequent Asset Management, Llc$1,569,115$344,446,718$287,906,692$632,353,410
335Triad Investment Management, Llc$1,561,175$121,771,663$121,771,663
336Park, Miller, Llc$1,560,872$188,864,837$647$188,865,484
337Everest Wealth Management$1,559,916$106,074,285$106,074,285
338Farr Miller & Washington Llc$1,551,117$1,797,617,181$66,824,998$1,864,442,179
339The Relaxing Retirement Coach, Inc.$1,546,361$417,517,508$417,517,508
340Sound Investment Management Inc$1,545,417$156,087,132$156,087,132
341Wacker Wealth Partners, Llc$1,544,623$978,812,113$6,657,578$985,469,691
342Gofen And Glossberg, L.L.C.$1,543,817$4,707,207,466$260,796,166$4,968,003,632
343Karpus Investment Management$1,539,301$3,443,416,125$3,443,416,125
344Alpha Fiduciary$1,534,220$307,003,297$197,755,136$504,758,433
345Source Financial Advisors, Llc$1,533,962$398,176,690$66,613,880$464,790,570
346Smithbridge Asset Management Inc$1,533,045$291,981,520$19,226,529$311,208,049
347Etesian Wealth Advisors, Inc.$1,529,412$231,500,000$2,500,000$234,000,000
348Telarray, Llc$1,517,238$913,377,343$913,377,343
349Steigerwald, Gordon & Koch - Wealth Advisors$1,511,688$724,098,687$724,098,687
350Franklin, Parlapiano, Turner & Welch Llc$1,511,019$529,400,325$2,478,406$531,878,731
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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.