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


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