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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
451WESCAP GROUP$2,422,154$625,900,000$161,300,000$787,200,000
452MEDLEY & BROWN$1,513,135$786,830,211$786,830,211
453TRAPHAGEN FINANCIAL GROUP$602,452$772,809,199$11,583,863$784,393,062
454PRINCIPLE WEALTH PARTNERS LLC$767,157$783,267,081$783,267,081
455CONFLUENCE WEALTH MANAGEMENT LLC$569,718$772,279,810$9,943,485$782,223,295
456SANDERSON WEALTH MANAGEMENT, LLC$680,440$108,509,523$671,955,132$780,464,655
457SB CAPITAL MANAGEMENT, INC.$730,547$778,668,429$1,555,682$780,224,111
458TOWNELEY CAPITAL MANAGEMENT, INC.$2,353,752$779,091,955$779,091,955
459VERUS FINANCIAL PARTNERS$388,023$777,598,000$777,598,000
460TELOS CAPITAL MANAGEMENT, INC.$473,139$776,894,754$776,894,754
461THE PLANNING CENTER, INC.$281,735$720,848,277$55,613,846$776,462,123
462PENNINGTON PARTNERS & CO., LLC$2,454,208$354,622,393$420,907,488$775,529,881
463SHEETS SMITH WEALTH MANAGEMENT$961,362$773,896,459$773,896,459
464CHRISTOPHER WEIL & CO INC$1,218,186$681,192,015$92,355,973$773,547,988
465CAHABA WEALTH MANAGEMENT, INC.$650,896$773,263,917$773,263,917
466BOSTON HILL ADVISORS, LLC$254,470$738,652,006$34,173,360$772,825,366
467ROUNDVIEW CAPITAL, LLC$558,280$761,877,329$10,782,359$772,659,688
468VERSANT CAPITAL MANAGEMENT, INC.$627,118$727,616,580$44,992,789$772,609,369
469AVITAS WEALTH MANAGEMENT, LLC$1,436,802$771,562,639$771,562,639
470FINANCIAL PLANNING AND INFORMATION SERVICES, INC.$771,505$771,504,952$771,504,952
471CRANBROOK WEALTH MANAGEMENT, LLC$697,624$770,874,831$770,874,831
472ASCENT WEALTH PARTNERS, LLC$563,559$729,479,746$39,778,357$769,258,103
473SEGMENT WEALTH MANAGEMENT, LLC$1,028,992$768,657,179$768,657,179
474BLUE CHIP PARTNERS, INC.$536,610$763,377,059$4,512,388$767,889,447
475ARTHUR M. COHEN & ASSOCIATES LLC$994,407$767,682,075$767,682,075
476CRA FINANCIAL SERVICES, L.L.C.$911,092$333,335,656$431,070,135$764,405,791
477TUFTON CAPITAL MANAGEMENT, LLC$986,174$763,299,000$763,299,000
478SCHOOLCRAFT CAPITAL LLC$6,810,827$695,386,462$67,426,117$762,812,579
479WBH ADVISORY, INC.$505,078$762,162,904$762,162,904
480AGILI, P.C.$478,997$760,646,620$760,646,620
481APRIEM ADVISORS$382,587$756,244,522$3,955,170$760,199,692
482CABOT WEALTH MANAGEMENT$457,445$759,816,252$759,816,252
483RICHARD P. SLAUGHTER ASSOCIATES, INC.$534,688$622,756,284$134,896,419$757,652,703
484CRESCENT CAPITAL CONSULTING, LLC$1,084,947$610,423,236$146,869,909$757,293,145
485BURTON ENRIGHT WELCH$631,422$647,988,760$103,403,990$751,392,750
486DELTA FINANCIAL GROUP, INC.$264,799$680,246,504$70,989,401$751,235,905
487BRIDGECREEK INVESTMENT MANAGEMENT, LLC$11,718,750$750,000,000$750,000,000
488HFM WEALTH MANAGEMENT$3,858,505$711,289,325$37,260,684$748,550,009
489DIVIDEND ASSETS CAPITAL, LLC$820,619$742,110,956$5,473,271$747,584,227
490ROBLE, BELKO AND COMPANY, INC.$1,040,897$747,364,080$747,364,080
491WEALTHSTREAM ADVISORS, INC.$675,787$744,717,268$744,717,268
492GRAVES-LIGHT PRIVATE WEALTH MANAGEMENT, INC.$775,915$744,102,313$744,102,313
493YESKE BUIE INC.$593,479$730,600,306$13,029,151$743,629,457
494INVESTMENT SECURITY GROUP, INC.$302,356$742,888,185$742,888,185
495GREY STREET CAPITAL, LLC$1,790,763$741,375,929$741,375,929
496MCGOWAN GROUP ASSET MANAGEMENT, INC.$351,161$696,740,196$35,782,201$732,522,397
497FOURTHOUGHT PRIVATE WEALTH$322,663$732,122,156$732,122,156
498THE FINANCIAL ADVISORS, LLC$361,709$703,867,978$27,868,491$731,736,469
499VISION CAPITAL MANAGEMENT INC$585,346$728,170,319$728,170,319
500CAHILL FINANCIAL ADVISORS, INC.$948,671$598,228,133$129,402,351$727,630,484
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Showing 451 to 500 of 2,491 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 Sabrina Straub.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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) nor one who is an insurance company or agency.

Database last updated on June, 2020.