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.$477,577$693,018,418$76,358,158$769,376,576
452Financial Synergies$458,337$768,630,676$768,630,676
453Baltimore-Washington Financial Advisors$416,664$748,014,779$17,812,965$765,827,744
454Huntington Steele$4,070,606$647,115,000$118,159,000$765,274,000
455Tradewinds Capital Management, Llc$158,400$764,279,147$764,279,147
456Asset Planning Services Ltd.$471,513$748,209,908$13,755,239$761,965,147
457Silveroak Wealth Management Llc$602,039$703,387,493$56,987,302$760,374,795
458Klcm Advisors, Inc.$1,650,203$759,093,361$759,093,361
459Northern Oak Wealth Management, Inc.$848,367$756,336,551$2,103,414$758,439,965
460Yorkbridge Wealth Partners, Llc$940,379$696,630,109$60,375,326$757,005,435
461Rebalance Llc$534,365$756,126,460$756,126,460
462Sargent Investment Group, Llc$875,956$276,378,000$476,068,000$752,446,000
463Eagle Ridge Investment Management Llc$1,071,615$699,962,149$52,311,713$752,273,862
464Principle Wealth Partners Llc$732,261$743,635,969$5,467,094$749,103,063
465Hudson Valley Investment Advisors, Inc.$512,799$595,621,262$150,500,986$746,122,248
466United Income, Inc.$994,735$746,051,572$746,051,572
467Adell Harriman & Carpenter$616,403$745,231,798$745,231,798
468Mclean Asset Management Corp.$414,997$660,405,052$83,270,140$743,675,192
469Sb Capital Management, Inc.$683,985$739,576,580$1,863,578$741,440,158
470Corrigan Financial Inc$722,932$732,132,000$3,813,000$735,945,000
471Schnieders Capital Management, Llc.$878,873$331,062,972$403,674,441$734,737,413
472Lowery Asset Consulting, Llc$1,333,854$732,285,928$732,285,928
473Clayton Financial Group, Llc$347,712$728,108,686$728,108,686
474Eclectic Associates, Inc.$249,545$610,269,856$117,153,637$727,423,493
475Sheets Smith Wealth Management$890,115$724,553,284$724,553,284
476Towneley Capital Management, Inc.$2,153,559$723,595,985$723,595,985
477Estabrook Capital Management Llc$731,021$721,517,474$721,517,474
478Signet Financial Management, Llc$402,419$718,720,365$718,720,365
479Cjm Wealth Advisers, Ltd.$346,659$692,383,119$26,240,684$718,623,803
480Lehman Financial Resources$438,640$718,492,722$718,492,722
481Dividend Assets Capital, Llc$740,484$713,000,435$4,528,447$717,528,882
482Matrix Asset Advisors Inc$1,446,355$717,392,000$717,392,000
483Wescap Group$586,983$572,733,000$144,560,000$717,293,000
484Dinuzzo Index Advisors, Inc.$283,621$716,426,000$716,426,000
485Oakbridge Partners, Ltd.$454,209$700,107,510$15,271,449$715,378,959
486Pinnacle Wealth Planning Services, Inc.$356,726$698,837,524$16,397,895$715,235,419
487Woodmont Investment Counsel, Llc$2,241,601$672,738,935$42,331,691$715,070,626
488Ellenbecker Investment Group$154,048$698,726,834$13,436,475$712,163,309
489Henry H. Armstrong Associates, Inc.$5,226,429$710,041,650$752,642$710,794,292
490Sharkey Howes & Javer Inc$255,479$598,415,975$112,071,405$710,487,380
491The Planning Center, Inc.$250,079$650,078,403$58,644,111$708,722,514
492Rockbridge Investment Management, Llc$247,341$656,466,363$51,918,527$708,384,890
493Cable Hill Partners, Llc$347,734$610,320,000$98,014,000$708,334,000
494Sound Income Strategies, Llc$91,300$655,348,129$52,045,467$707,393,596
495Pennington Partners & Co., Llc$15,374,230$392,648,636$314,565,942$707,214,578
496Hemington Wealth Management$459,052$706,481,576$706,481,576
497Capital Advantage, Inc.$1,196,470$705,917,488$705,917,488
498Marquette Wealth Management$1,832,987$705,700,000$705,700,000
499Argos Wealth Advisors Llc$3,698,145$702,647,527$702,647,527
500Baldwin Investment Management, Llc$737,201$393,582,804$308,969,805$702,552,609
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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.