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 |
|---|---|---|---|---|---|
| 451 | Colonial Trust Advisors, Inc. | $485,293 | $700,937,600 | $64,854,505 | $765,792,105 |
| 452 | Diastole Wealth Management | $671,590 | $196,688,395 | $568,252,451 | $764,940,846 |
| 453 | AJ Wealth | $1,635,974 | $614,000,000 | $150,000,000 | $764,000,000 |
| 454 | Intellectus Partners, LLC | $1,431,961 | $474,817,899 | $288,417,333 | $763,235,232 |
| 455 | Avitas Wealth Management, LLC | $1,139,748 | $639,839,885 | $122,651,649 | $762,491,534 |
| 456 | Weatherly Asset Management | $590,909 | $750,100,319 | $9,808,786 | $759,909,105 |
| 457 | Anchor Capital | $7,219,516 | $758,049,189 | $0 | $758,049,189 |
| 458 | Marquette Asset Management | $2,020,856 | $755,800,000 | $0 | $755,800,000 |
| 459 | Silveroak Wealth Management | $642,720 | $694,598,941 | $57,383,337 | $751,982,278 |
| 460 | Tradewinds Capital Management | $219,053 | $743,683,225 | $0 | $743,683,225 |
| 461 | Sanderson Wealth Management | $607,055 | $77,131,502 | $664,689,929 | $741,821,431 |
| 462 | Clear Harbor Asset Management, LLC | $786,171 | $739,375,297 | $1,197,947 | $740,573,244 |
| 463 | McLean Asset Management Corp. | $394,914 | $687,322,542 | $52,352,065 | $739,674,607 |
| 464 | Lowery Asset Consulting, LLC | $1,680,886 | $0 | $736,228,248 | $736,228,248 |
| 465 | HFM Wealth Management | $4,516,386 | $701,859,408 | $34,311,500 | $736,170,908 |
| 466 | Rex Capital Advisors | $1,037,110 | $687,644,024 | $45,592,996 | $733,237,020 |
| 467 | Tufton Capital Management, LLC | $1,005,597 | $715,035,000 | $18,045,000 | $733,080,000 |
| 468 | CJM Wealth Advisers, Ltd. | $369,931 | $707,424,504 | $25,408,183 | $732,832,687 |
| 469 | The Retirement Planning Group, Inc. | $297,818 | $729,655,001 | $0 | $729,655,001 |
| 470 | Meyers Wealth Management, LLC | $1,465,795 | $699,500,000 | $29,000,000 | $728,500,000 |
| 471 | Medley & Brown | $1,398,097 | $727,010,636 | $0 | $727,010,636 |
| 472 | Adell Harriman & Carpenter | $643,213 | $726,187,360 | $0 | $726,187,360 |
| 473 | Eclectic Associates, Inc. | $252,366 | $617,845,873 | $105,182,682 | $723,028,555 |
| 474 | Hardy Reed, LLC | $3,107,632 | $720,970,673 | $0 | $720,970,673 |
| 475 | Ensemble Capital Management | $1,422,711 | $716,118,360 | $2,350,902 | $718,469,262 |
| 476 | Henry H. Armstrong Associates, Inc. | $5,568,667 | $717,570,000 | $788,000 | $718,358,000 |
| 477 | Galvin, Gaustad & Stein, LLC | $480,655 | $711,768,140 | $6,330,353 | $718,098,493 |
| 478 | Rockbridge Investment Management, LLC | $280,343 | $685,206,585 | $32,471,875 | $717,678,460 |
| 479 | Towneley Capital Management | $2,146,277 | $716,856,415 | $0 | $716,856,415 |
| 480 | Hemington Wealth Management | $481,644 | $716,686,310 | $0 | $716,686,310 |
| 481 | Clayton Financial Group, LLC | $373,833 | $0 | $715,889,277 | $715,889,277 |
| 482 | Cypress Wealth Advisors | $2,767,471 | $501,621,760 | $212,385,880 | $714,007,640 |
| 483 | Leonetti & Associates | $708,378 | $712,627,868 | $0 | $712,627,868 |
| 484 | Yeske Buie Inc. | $621,709 | $702,155,943 | $8,457,525 | $710,613,468 |
| 485 | The Planning Center, Inc. | $266,651 | $660,274,528 | $48,483,530 | $708,758,058 |
| 486 | Ritholtz Wealth Management | $364,121 | $708,214,383 | $0 | $708,214,383 |
| 487 | Pinnacle Wealth Planning Services, Inc. | $329,937 | $697,311,189 | $10,403,713 | $707,714,902 |
| 488 | REDW Stanley Financial Advisors | $716,178 | $707,583,725 | $0 | $707,583,725 |
| 489 | Wallington Asset Management | $1,195,130 | $707,517,142 | $0 | $707,517,142 |
| 490 | Verus Financial Partners | $940,095 | $706,011,383 | $0 | $706,011,383 |
| 491 | Ellenbecker Investment Group | $179,525 | $688,256,633 | $15,840,758 | $704,097,391 |
| 492 | JoycePayne Partners, P.C. | $2,216,485 | $702,625,713 | $0 | $702,625,713 |
| 493 | Cardan Capital Partners, LLC | $396,441 | $701,692,376 | $404,028 | $702,096,404 |
| 494 | FIM Group | $251,281 | $700,320,521 | $0 | $700,320,521 |
| 495 | McGowan Group Asset Management | $361,438 | $678,375,021 | $19,562,306 | $697,937,327 |
| 496 | Oakbridge Partners, Ltd. | $491,241 | $680,588,612 | $15,499,422 | $696,088,034 |
| 497 | Financial Synergies | $498,710 | $687,489,642 | $8,211,180 | $695,700,822 |
| 498 | Harvest Capital Management Inc | $958,781 | $692,239,927 | $0 | $692,239,927 |
| 499 | Libbie Agran Financial Services & Seminars | $2,155,401 | $682,662,187 | $9,221,573 | $691,883,760 |
| 500 | Aufman Associates Inc | $4,889,531 | $653,684,138 | $35,739,758 | $689,423,896 |
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 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (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 11, 2018.
