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
351Armbruster Capital Management, Inc.$1,509,958$429,791,771$35,275,264$465,067,035
352Mitchell Vaught & Taylor Inc$1,508,434$256,515,873$11,985,414$268,501,287
353Dean Investments$1,506,619$809,054,152$809,054,152
354Compton Wealth Advisory Group, Llc$1,499,876$377,891,498$139,565,839$517,457,337
355Waypoint Wealth Counsel Llc$1,496,504$332,846,216$152,021,196$484,867,412
356Paragon Capital Management$1,491,853$843,781,014$119,955,716$963,736,730
357Wealth Management Advisors Inc$1,487,771$504,354,312$504,354,312
358Jupiter Wealth Management, Llc$1,485,610$334,507,783$33,923,541$368,431,324
359Acumen Wealth Advisors, Llc$1,477,716$194,030,636$37,970,782$232,001,418
360Acumen Wealth Advisors, Llc$1,477,716$194,030,636$37,970,782$232,001,418
361Banyan Global Investment Advisors, Llc$1,475,913$208,103,708$208,103,708
362Marietta Investment Partners, Llc$1,467,025$435,706,303$435,706,303
363Asset Planning & Management, Inc.$1,465,827$117,266,150$117,266,150
364Minot Wealth Management Llc$1,465,554$634,093,566$491,412$634,584,978
365Goelzer Investment Management$1,463,445$1,827,416,529$57,501,095$1,884,917,624
366Beirne Wealth Consulting Services, Llc$1,458,931$519,819,667$1,244,027,760$1,763,847,427
367Spoor Behrins Campbell & Young Securities Corp$1,450,316$176,938,575$176,938,575
368Carmel Capital Management L.L.C.$1,448,515$146,300,000$146,300,000
369Aspiriant, LLC$1,447,224$10,639,610,000$2,119,121,000$12,758,731,000
370Opes Wealth Management, Llc$1,444,075$411,561,244$411,561,244
371Harbour Capital Advisors, Llc$1,438,520$407,101,244$407,101,244
372Avitas Wealth Management, Llc$1,436,802$771,562,639$771,562,639
373Interocean Capital - Tn, Llc$1,434,570$97,616,846$18,583,340$116,200,186
374Peddock Capital Advisors, Llc$1,429,302$271,221,651$21,785,346$293,006,997
375Meritage Portfolio Management, Inc.$1,428,074$1,738,361,811$75,292,486$1,813,654,297
376Baltimore-Washington Financial Advisors$1,428,008$883,007,913$28,060,889$911,068,802
377Alpha Financial Advisors, Llc$1,423,445$145,191,400$145,191,400
378Landmark Wealth Management$1,422,018$255,200,000$54,800,000$310,000,000
379Wetherby Asset Management$1,419,325$5,093,686,405$247,232,218$5,340,918,623
380Bray Capital Advisors, Llc$1,417,243$355,727,994$355,727,994
381Mosaic Advisors Llc$1,416,512$239,876,827$43,425,666$283,302,493
382Logan Capital Management, Inc.$1,414,620$1,544,818,644$514,867,866$2,059,686,510
383Pinnacle Associates, Ltd.$1,413,867$6,245,050,417$6,245,050,417
384Global Wealth Management, Llc$1,413,720$559,171,178$45,900,810$605,071,988
385Schaper Benz & Wise Investment Counsel Inc$1,406,735$1,026,669,459$21,348,147$1,048,017,606
386Brownson, Rehmus & Foxworth, Inc.$1,402,150$5,570,743,864$5,570,743,864
387Bull Street Advisors$1,390,435$175,194,869$175,194,869
388Wealthstreet Investment Advisors, Llc$1,384,385$1,028,976,473$1,005,987$1,029,982,460
389Rw Investment Management Llc$1,383,058$578,220,000$85,648,000$663,868,000
390Bogdanovich Wealth Management Pllc$1,382,523$219,821,159$219,821,159
391Griffin Asset Management, Llc$1,380,672$815,570,545$5,929,455$821,500,000
392C.J. Lawrence$1,379,054$472,198,032$10,470,816$482,668,848
393Fundx Investment Group, Llc$1,378,638$857,512,551$857,512,551
394Adams Ashby Financial Advisors$1,377,530$165,303,593$165,303,593
395Griffin Family Partners, Llc$1,368,014$126,335,673$46,034,064$172,369,737
396Intrepid Capital Management Inc$1,362,783$380,985,546$11,495,889$392,481,435
397Clifford Swan Investment Counselors$1,359,956$2,648,741,498$604,273,218$3,253,014,716
398Courier Capital, Llc$1,356,597$1,533,658,935$375,073,370$1,908,732,305
399Vintage Financial Services Llc$1,352,039$696,300,000$696,300,000
400Sapere Wealth Management, Llc$1,346,077$285,368,228$285,368,228
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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.