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
401Firstrust$1,224,409$148,500,000$7,000,000$155,500,000
402The Mosaic Financial Group, Llc$1,222,778$414,521,805$414,521,805
403Castle Wealth Planning$1,222,770$135,727,424$135,727,424
404GM Advisory Group, Inc.$1,203,622$695,352,368$720,106,627$1,415,458,995
405Conway Jarvis$1,203,540$272,000,000$272,000,000
406Capital Advantage, Inc.$1,196,470$705,917,488$705,917,488
407Baltimore-Washington Financial Advisors$1,193,980$705,372,498$15,791,407$721,163,905
408Guardian Investment Management$1,193,711$204,175,011$40,535,739$244,710,750
409WhiteRock Wealth Management$1,192,462$151,442,676$151,442,676
410Aequitas Wealth Management$1,190,357$208,312,450$208,312,450
411First Fiduciary Investment Counsel Inc$1,187,069$535,368,333$535,368,333
412Wealthstreet Investment Advisors, LLC$1,186,750$814,562,319$1,921,478$816,483,797
413Bogdanovich Wealth Management PLLC$1,186,112$192,150,221$192,150,221
414Clear Rock Advisors, LLC$1,185,959$187,381,570$187,381,570
415B|O|S$1,184,822$3,480,511,891$576,317,038$4,056,828,929
416Rinet Company$1,180,032$1,701,334,339$121,814,802$1,823,149,141
417The Wealth Collaborative, Inc.$1,175,556$488,192,760$3,189,479$491,382,239
418Clifford Swan Investment Counsel$1,173,239$2,200,380,055$575,502,934$2,775,882,989
419C.J. Lawrence$1,172,053$377,120,365$8,485,052$385,605,417
420Bray Capital Advisors, LLC$1,168,195$259,339,188$259,339,188
421Cedar Wealth Management$1,166,598$212,411,948$9,241,742$221,653,690
422Vintage Financial Services$1,163,289$608,400,000$608,400,000
423Courier Capital, LLC$1,161,362$1,330,303,804$300,248,934$1,630,552,738
424Domani Wealth$1,160,947$1,055,910,065$15,644,037$1,071,554,102
425Laird Norton Wealth Management$1,156,537$1,416,319,379$206,302,171$1,622,621,550
426Aegis Wealth Management$1,154,681$521,915,587$521,915,587
427Source Financial Advisors, LLC$1,154,229$291,645,110$48,852,307$340,497,417
428Cherry Creek Family Offices$1,142,388$157,670,049$669,419,005$827,089,054
429Edge Wealth Management, LLC$1,140,763$839,601,672$839,601,672
430Wallington Asset Management$1,138,022$675,985,316$675,985,316
431Personal Business Management Group Ltd.$1,135,830$107,903,885$107,903,885
432Endurance Wealth Management, Inc.$1,135,325$750,233,120$86,501,227$836,734,347
433DeLPhi Private Advisors$1,133,390$860,243,058$860,243,058
434J.W. Coons Advisors, LLC$1,132,809$315,507,938$48,123,714$363,631,652
435Century Management Financial Advisors$1,132,321$1,033,808,909$1,033,808,909
436Sequent Asset Management, LLC$1,131,785$317,707,566$252,712,233$570,419,799
437Dakota Wealth, LLC$1,128,197$680,302,961$680,302,961
438Carmel Capital Management LLC$1,127,723$113,900,000$113,900,000
439Wealth Analytics Partners, LLC$1,127,581$149,968,253$149,968,253
440Intellectus Partners, LLC$1,125,466$413,048,048$248,725,786$661,773,834
441Verity Wealth Advisors$1,124,644$168,696,606$168,696,606
442Fortune Wealth Management, LLC$1,121,160$228,259,998$3,820,098$232,080,096
443Whitney & Company$1,120,054$483,434,268$2,669,339$486,103,607
444FundX Investment Group, LLC$1,118,518$809,807,001$809,807,001
445Harrington Investments, Inc.$1,117,498$239,690,464$571,550$240,262,014
446Savant Capital Management$1,114,254$5,382,962,097$5,382,962,097
447Spectrum Financial Management$1,113,132$135,275,630$4,978,941$140,254,571
448Round Table Wealth Management$1,109,829$881,889,776$130,274,187$1,012,163,963
449Private Wealth Management, Inc.$1,103,990$590,634,796$590,634,796
450VergePointe Wealth Management$1,096,364$171,130,107$4,288,171$175,418,278
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Showing 401 to 450 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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