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
451SB Capital Management, Inc.$683,985$739,576,580$1,863,578$741,440,158
452Corrigan Financial Inc$722,932$732,132,000$3,813,000$735,945,000
453Schnieders Capital Management$878,873$331,062,972$403,674,441$734,737,413
454Lowery Asset Consulting, LLC$1,333,854$732,285,928$732,285,928
455Clayton Financial Group, LLC$347,712$728,108,686$728,108,686
456Eclectic Associates, Inc.$249,545$610,269,856$117,153,637$727,423,493
457Sheets Smith Wealth Management$890,115$724,553,284$724,553,284
458Towneley Capital Management$2,153,559$723,595,985$723,595,985
459United Income, Inc.$1,083,503$716,863,532$4,749,574$721,613,106
460Baltimore-Washington Financial Advisors$1,193,980$705,372,498$15,791,407$721,163,905
461Signet Financial Management, LLC$402,419$718,720,365$718,720,365
462CJM Wealth Advisers, Ltd..$346,659$692,383,119$26,240,684$718,623,803
463Dividend Assets Capital, LLC$740,484$713,000,435$4,528,447$717,528,882
464WESCAP Group$586,983$572,733,000$144,560,000$717,293,000
465Oakbridge Partners, Ltd..$454,209$700,107,510$15,271,449$715,378,959
466Pinnacle Wealth Planning Services, Inc.$356,726$698,837,524$16,397,895$715,235,419
467Woodmont Investment Counsel$2,241,601$672,738,935$42,331,691$715,070,626
468Leonetti & Associates$708,378$712,627,868$712,627,868
469Ellenbecker Investment Group$154,048$698,726,834$13,436,475$712,163,309
470Henry H. Armstrong Associates, Inc.$5,226,429$710,041,650$752,642$710,794,292
471Sharkey Howes & Javer Inc$255,479$598,415,975$112,071,405$710,487,380
472The Planning Center, Inc.$250,079$650,078,403$58,644,111$708,722,514
473Rockbridge Investment Management, LLC$247,341$656,466,363$51,918,527$708,384,890
474Cable Hill Partners, LLC$347,734$610,320,000$98,014,000$708,334,000
475Mainstay Capital Management, Llc$91,300$655,348,129$52,045,467$707,393,596
476Hemington Wealth Management$459,052$706,481,576$706,481,576
477Capital Advantage, Inc.$1,196,470$705,917,488$705,917,488
478Marquette Asset Management$1,832,987$705,700,000$705,700,000
479Argos Wealth Advisors LLC$3,698,145$702,647,527$702,647,527
480Baldwin Investment Management$737,201$393,582,804$308,969,805$702,552,609
481Cardan Capital Partners, LLC$373,890$666,201,989$36,336,529$702,538,518
482Dinuzzo Index Advisors, Inc.$309,709$699,014,000$699,014,000
483HFM Wealth Management$3,601,909$665,100,302$33,670,138$698,770,440
484Opus Capital Management$2,109,685$539,584,897$158,720,703$698,305,600
485Apriem Advisors$341,709$645,410,576$52,018,084$697,428,660
486Private Asset Management Inc$501,709$696,873,252$696,873,252
487Promus Capital, LLC$1,929,035$240,910,289$449,684,400$690,594,689
488Galapagos Partners, L.P.$22,942,789$248,482,645$439,801,033$688,283,678
489NextCapital Advisers$86,174$687,495,947$687,495,947
490Steel Peak Wealth Management, LLC$177,835$664,467,178$19,484,572$683,951,750
491Meyers Wealth Management, LLC$1,245,438$653,800,000$28,700,000$682,500,000
492Dakota Wealth, LLC$1,128,197$680,302,961$680,302,961
493Winthrop Capital Management$1,270,732$661,068,778$18,772,981$679,841,759
494Wallington Asset Management$1,138,022$675,985,316$675,985,316
495Tufton Capital Management, LLC$835,604$659,004,971$15,327,775$674,332,746
496Boston Hill Advisors$235,234$643,494,768$29,273,805$672,768,573
497Rockwood Wealth Management$318,577$597,025,840$75,171,961$672,197,801
498Cranbrook Wealth Management$577,449$672,151,070$672,151,070
499Strategic Financial Group, LLC$230,230$598,500,000$71,700,000$670,200,000
500John E. Sestina and Company$99,173$323,487,053$345,333,422$668,820,475
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Showing 451 to 500 of 2,205 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 2,206 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.

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