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.

Filters

# of employees

MinMax

High-net-worth client assets

Total AUM

MinMax

Total accounts

MinMax

Discretionary AUM

MinMax

Avg. discretionary account AUM

MinMax

Non-discretionary AUM

MinMax

Non-discretionary accounts

MinMax

Average non-discretionary account AUM

MinMax

Avg. account AUM

MinMax
Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
401Justinvest, Llc$1,336,829$372,314,697$6,007,864$378,322,561
402B|O|S$1,333,145$3,915,428,426$711,919,010$4,627,347,436
403Brightside Partners$1,330,822$194,300,000$194,300,000
404Flippin Bruce & Porter Inc$1,328,206$677,385,000$677,385,000
405Spectrum Financial Management$1,326,871$161,402,423$5,783,288$167,185,711
406Fortiter Wealth Management, Llc$1,322,210$296,480,082$2,339,426$298,819,508
407Keystone Asset Management, Inc.$1,320,896$160,000,000$17,000,000$177,000,000
408Endurance Wealth Management, Inc.$1,313,521$862,081,705$105,982,906$968,064,611
409Reynders, Mcveigh Capital Management, Llc$1,311,881$1,734,349,731$194,115,130$1,928,464,861
410Natural Investments$1,307,198$1,310,258,625$3,475,605$1,313,734,230
411Natural Investments$1,307,198$1,310,258,625$3,475,605$1,313,734,230
412Guardian Investment Management$1,304,911$227,959,639$42,156,930$270,116,569
413Wealth Management Consultants Colorado, Llc$1,297,005$178,986,693$178,986,693
414G & O Financial Services, Inc.$1,296,163$134,517,857$14,540,917$149,058,774
415Jamison Private Wealth Management, Inc.$1,295,196$366,135,000$10,767,000$376,902,000
416First Fiduciary Investment Counsel Inc$1,285,381$577,135,960$577,135,960
417Frontier Asset Management, Llc$1,285,224$1,450,275,997$3,586,517,089$5,036,793,086
418St. Clair Advisors, Llc$1,283,433$681,502,999$681,502,999
419Whitney & Company$1,279,866$603,544,665$3,111,837$606,656,502
420Via Global Advisors Llc$1,277,423$206,164,077$229,436,997$435,601,074
421Bradley Foster & Sargent Inc$1,273,929$4,234,983,943$3,379,252$4,238,363,195
422Savant Capital Management$1,273,202$6,688,128,321$6,688,128,321
423Eidelman Virant Capital$1,265,814$332,909,001$332,909,001
424The Wealth Collaborative, Inc.$1,262,676$549,473,682$6,103,961$555,577,643
425Rkl Wealth Management Llc$1,260,696$969,524,415$73,070,895$1,042,595,310
426Gray Equity Management, Llc$1,259,816$214,396,931$4,811,131$219,208,062
427M Capital Advisors$1,259,306$703,974,812$3,755,141$707,729,953
428Haber Investment Counsel$1,258,847$204,641,112$5,586,286$210,227,398
429Laird Norton Wealth Management$1,256,300$1,499,434,619$270,692,417$1,770,127,036
430H.M. Payson$1,256,139$3,241,362,563$398,927,048$3,640,289,611
431Guyasuta Investment Advisors, Incorporated$1,254,345$1,404,866,000$1,404,866,000
432Gamble Jones Investment Counsel$1,254,122$874,854,737$684,019,043$1,558,873,780
433Traub Capital Management$1,252,492$113,976,742$113,976,742
434Cmh Wealth Management, Llc$1,251,207$441,676,052$441,676,052
435New Potomac Partners Llc$1,251,080$139,359,818$15,774,045$155,133,863
436Harrington Investments, Inc.$1,249,769$264,353,831$597,182$264,951,013
437Hollingsworth Avent Averre & Purvis, Pa$1,246,809$119,693,644$119,693,644
438Worldview Wealth Advisors$1,246,696$139,630,000$139,630,000
439Summitry, Llc$1,245,962$1,708,745,750$60,520,974$1,769,266,724
440Meyers Wealth Management, Llc$1,245,438$653,800,000$28,700,000$682,500,000
441Premis Advisors, Llc$1,243,082$24,669,000$112,070,000$136,739,000
442Hamrick Investment Counsel, Llc$1,240,489$163,744,508$163,744,508
443J.W. Coons Advisors, Llc$1,234,491$376,014,062$49,885,317$425,899,379
444Abbrea Capital, Llc$1,232,347$716,789,770$105,185,764$821,975,534
445Urban Financial Advisory Corporation$1,228,013$788,047,564$82,613,301$870,660,865
446Chesley, Taft & Associates, Llc$1,225,497$1,797,142,947$146,494,732$1,943,637,679
447Cherry Creek Family Offices$1,223,828$183,665,870$681,580,406$865,246,276
448Personal Financial Management$1,221,751$307,933,488$153,888,290$461,821,778
449Red Tortoise$1,221,364$197,380,845$480,170$197,861,015
450Eagle Ridge Investment Management Llc$1,220,711$823,921,411$58,652,676$882,574,087
« Previous PageNext Page »

Showing 401 to 450 of 2,336 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.