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
451Darrell & King, LLC$4,312,470$793,494,436$0$793,494,436
452Venturi Wealth Management, LLC$1,184,575$781,839,000$9,457,000$791,296,000
453Ohana Advisors$71,756,356$64,536,390$724,783,529$789,319,919
454Forte Capital$416,797$742,070,513$45,258,832$787,329,345
455Christopher Weil & Co., Inc.$343,481$645,293,594$141,964,925$787,258,519
456Northern Oak Wealth Management. Inc$903,860$783,309,193$2,145,576$785,454,769
457BT Wealth Management$745,000$600,302,324$184,927,715$785,230,039
458Sharkey Howes & Javer Inc$275,263$645,477,627$139,572,760$785,050,387
459Eisneramper Wealth Advisors LLC$12,221,283$234,935,608$547,226,516$782,162,124
460Opus Capital Management$2,346,678$614,938,841$166,505,052$781,443,893
461Wingate Wealth Advisors, Inc.$314,400$504,805,792$276,478,711$781,284,503
462Corrigan Financial Inc$787,734$777,700,000$2,157,000$779,857,000
463Eagle Ridge Investment Management LLC$1,166,375$724,078,495$53,893,937$777,972,432
464LJPR Financial Advisors$249,700$776,068,953$0$776,068,953
465Weatherly Asset Management$600,059$765,330,451$9,946,042$775,276,493
466Sheets Smith Wealth Management$955,721$775,089,721$0$775,089,721
467Godsey & Gibb Wealth Management$627,040$771,795,732$2,598,345$774,394,077
468Colonial Trust Advisors, Inc.$485,293$700,937,600$64,854,505$765,792,105
469Diastole Wealth Management$671,590$196,688,395$568,252,451$764,940,846
470AJ Wealth$1,635,974$614,000,000$150,000,000$764,000,000
471Intellectus Partners, LLC$1,431,961$474,817,899$288,417,333$763,235,232
472Avitas Wealth Management, LLC$1,139,748$639,839,885$122,651,649$762,491,534
473Anchor Capital$7,219,516$758,049,189$0$758,049,189
474Marquette Asset Management$2,020,856$755,800,000$0$755,800,000
475Silveroak Wealth Management$642,720$694,598,941$57,383,337$751,982,278
476Tradewinds Capital Management$219,053$743,683,225$0$743,683,225
477Sanderson Wealth Management$607,055$77,131,502$664,689,929$741,821,431
478Clear Harbor Asset Management, LLC$786,171$739,375,297$1,197,947$740,573,244
479McLean Asset Management Corp.$394,914$687,322,542$52,352,065$739,674,607
480Old Dominion Capital Management Inc.$632,657$733,794,340$3,883,439$737,677,779
481Lowery Asset Consulting, LLC$1,680,886$0$736,228,248$736,228,248
482HFM Wealth Management$4,516,386$701,859,408$34,311,500$736,170,908
483Rex Capital Advisors$1,037,110$687,644,024$45,592,996$733,237,020
484Tufton Capital Management, LLC$1,005,597$715,035,000$18,045,000$733,080,000
485CJM Wealth Advisers, Ltd..$369,931$707,424,504$25,408,183$732,832,687
486The Retirement Planning Group, Inc.$297,818$729,655,001$0$729,655,001
487Meyers Wealth Management, LLC$1,465,795$699,500,000$29,000,000$728,500,000
488Medley & Brown$1,398,097$727,010,636$0$727,010,636
489Adell Harriman & Carpenter$643,213$726,187,360$0$726,187,360
490Eclectic Associates, Inc.$252,366$617,845,873$105,182,682$723,028,555
491REDW Stanley Financial Advisors$716,751$722,485,110$0$722,485,110
492Hardy Reed, LLC$3,107,632$720,970,673$0$720,970,673
493Ensemble Capital Management$1,422,711$716,118,360$2,350,902$718,469,262
494Henry H. Armstrong Associates, Inc.$5,568,667$717,570,000$788,000$718,358,000
495Galvin, Gaustad & Stein, LLC$480,655$711,768,140$6,330,353$718,098,493
496Rockbridge Investment Management, LLC$280,343$685,206,585$32,471,875$717,678,460
497Towneley Capital Management$2,146,277$716,856,415$0$716,856,415
498Hemington Wealth Management$481,644$716,686,310$0$716,686,310
499Clayton Financial Group, LLC$373,833$0$715,889,277$715,889,277
500Cypress Wealth Advisors$2,767,471$501,621,760$212,385,880$714,007,640
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Showing 451 to 500 of 2,314 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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