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
351Gofen and Glossberg$1,353,666$3,937,677,090$249,211,741$4,186,888,831
352Strategent Financial, LLC$1,351,825$121,664,261$121,664,261
353Interocean Capital - Tn, LLC$1,351,710$81,438,195$22,643,504$104,081,699
354Acumen Wealth Advisors, LLC$1,347,021$153,314,306$31,227,622$184,541,928
355Aspiriant, LLC$1,346,174$9,903,594,000$1,766,385,000$11,669,979,000
356Wacker Wealth Partners, LLC$1,346,142$826,482,075$5,433,821$831,915,896
357Fortiter Wealth Management$1,345,164$242,695,948$3,469,038$246,164,986
358The Relaxing Retirement Coach, Inc.$1,344,716$363,073,217$363,073,217
359Farr Miller & Washington$1,343,364$1,505,292,700$4,648,251$1,509,940,951
360Delegate Advisors, LLC$1,337,693$147,404,496$647,185,282$794,589,778
361Lowery Asset Consulting, LLC$1,333,854$732,285,928$732,285,928
362Monarch Capital Management Inc$1,333,482$321,369,081$321,369,081
363Asset Planning & Management, Inc.$1,329,275$105,012,694$105,012,694
364Global Wealth Management, LLC$1,325,758$509,013,550$29,244,028$538,257,578
365Traub Capital Management$1,325,322$107,351,052$107,351,052
366Keystone Asset Management, Inc.$1,320,896$160,000,000$17,000,000$177,000,000
367Goelzer Investment Management$1,316,131$1,421,106,014$100,341,202$1,521,447,216
368Smithbridge Asset Management Inc$1,314,280$236,990,232$21,922,829$258,913,061
369Northwest Investment Counselors$1,313,702$413,816,000$413,816,000
370Reynders, McVeigh Capital Management$1,311,881$1,734,349,731$194,115,130$1,928,464,861
371AJ Wealth$1,302,391$708,000,000$218,000,000$926,000,000
372Evergreen Capital Management LLC$1,295,457$2,078,874,887$118,219,338$2,197,094,225
373Avitas Wealth Management, LLC$1,291,711$641,980,143$641,980,143
374Talbot Financial$1,288,627$220,260,473$94,682$220,355,155
375Boston Private Wealth$1,287,292$6,405,786,760$383,389,591$6,789,176,351
376Cookson Peirce Wealth Management$1,282,657$1,351,920,931$1,351,920,931
377Red Hook Management$1,278,948$284,595,200$15,957,681$300,552,881
378Seascape Capital Management,LLC$1,278,323$168,738,573$168,738,573
379Winthrop Capital Management$1,270,732$661,068,778$18,772,981$679,841,759
380Schaper Benz & Wise Investment Counsel Inc$1,269,343$814,560,445$13,050,999$827,611,444
381Spoor Behrins Campbell & Young Securities Corp$1,267,504$148,297,946$148,297,946
382Steigerwald, Gordon & Koch - Wealth Advisors$1,258,801$584,083,620$584,083,620
383H.M. Payson$1,256,139$3,241,362,563$398,927,048$3,640,289,611
384Medley & Brown$1,254,172$650,915,136$650,915,136
385St. Clair Advisors$1,251,300$554,326,060$554,326,060
386Waypoint Wealth Counsel LLC$1,249,284$307,232,931$100,033,658$407,266,589
387Roffman Miller Associates Inc$1,246,463$1,382,249,952$27,499,935$1,409,749,887
388IMS Capital Management$1,245,933$273,411,125$35,580,219$308,991,344
389Meyers Wealth Management, LLC$1,245,438$653,800,000$28,700,000$682,500,000
390Paragon Capital Management$1,244,914$737,881,134$78,782,281$816,663,415
391Franklin, Parlapiano, Turner & Welch$1,240,738$458,224,755$2,088,983$460,313,738
392Triad Investment Management$1,239,365$106,585,401$106,585,401
393Covenant$1,238,884$1,357,635,395$44,781,765$1,402,417,160
394Kore Private Wealth, LLC$1,237,448$2,807,770,565$2,807,770,565
395Urban Financial Advisory Corporation$1,235,794$756,483,814$114,750,998$871,234,812
396Guyasuta Investment Advisors, Incorporated$1,234,308$1,310,835,000$1,310,835,000
397Concordia Wealth Management, LLC$1,232,314$120,483,820$23,696,946$144,180,766
398Flippin Bruce & Porter Inc$1,230,512$595,568,000$595,568,000
399Smith, Salley & Associates$1,229,161$1,377,889,908$1,377,889,908
400Pinnacle Associates, Ltd..$1,228,377$5,323,786,659$5,323,786,659
« Previous PageNext Page »

Showing 351 to 400 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.