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 |
|---|---|---|---|---|---|
| 501 | Cranbrook Wealth Management, Llc | $697,624 | $770,874,831 | — | $770,874,831 |
| 502 | Ascent Wealth Partners, Llc | $563,559 | $729,479,746 | $39,778,357 | $769,258,103 |
| 503 | Segment Wealth Management, Llc | $1,028,992 | $768,657,179 | — | $768,657,179 |
| 504 | Blue Chip Partners, Inc. | $536,610 | $763,377,059 | $4,512,388 | $767,889,447 |
| 505 | Arthur M. Cohen & Associates Llc | $994,407 | $767,682,075 | — | $767,682,075 |
| 506 | Cra Financial Services, L.L.C. | $911,092 | $333,335,656 | $431,070,135 | $764,405,791 |
| 507 | Tufton Capital Management, Llc | $986,174 | $763,299,000 | — | $763,299,000 |
| 508 | Schoolcraft Capital Llc | $6,810,827 | $695,386,462 | $67,426,117 | $762,812,579 |
| 509 | Wbh Advisory, Inc. | $505,078 | $762,162,904 | — | $762,162,904 |
| 510 | Agili, P.C. | $478,997 | $760,646,620 | — | $760,646,620 |
| 511 | Cabot Wealth Management | $457,445 | $759,816,252 | — | $759,816,252 |
| 512 | Crescent Capital Consulting, Llc | $1,084,947 | $610,423,236 | $146,869,909 | $757,293,145 |
| 513 | True North Management Group, Llc | $126,183,714 | $757,102,281 | — | $757,102,281 |
| 514 | Redw Wealth Llc | $769,265 | $753,879,593 | — | $753,879,593 |
| 515 | Burton Enright Welch | $631,422 | $647,988,760 | $103,403,990 | $751,392,750 |
| 516 | Delta Financial Group, Inc. | $264,799 | $680,246,504 | $70,989,401 | $751,235,905 |
| 517 | Bridgecreek Investment Management, Llc | $11,718,750 | $750,000,000 | — | $750,000,000 |
| 518 | Hfm Wealth Management | $3,858,505 | $711,289,325 | $37,260,684 | $748,550,009 |
| 519 | Dividend Assets Capital, Llc | $820,619 | $742,110,956 | $5,473,271 | $747,584,227 |
| 520 | Roble, Belko And Company, Inc. | $1,040,897 | $747,364,080 | — | $747,364,080 |
| 521 | Wealthstream Advisors, Inc. | $675,787 | $744,717,268 | — | $744,717,268 |
| 522 | Graves-Light Private Wealth Management, Inc. | $775,915 | $744,102,313 | — | $744,102,313 |
| 523 | Yeske Buie Inc. | $593,479 | $730,600,306 | $13,029,151 | $743,629,457 |
| 524 | Yeske Buie Inc. | $593,479 | $730,600,306 | $13,029,151 | $743,629,457 |
| 525 | Investment Security Group, Inc. | $302,356 | $742,888,185 | — | $742,888,185 |
| 526 | Grey Street Capital, Llc | $1,790,763 | $741,375,929 | — | $741,375,929 |
| 527 | Mcgowan Group Asset Management, Inc. | $351,161 | $696,740,196 | $35,782,201 | $732,522,397 |
| 528 | Fourthought Private Wealth | $322,663 | $732,122,156 | — | $732,122,156 |
| 529 | The Financial Advisors, Llc | $361,709 | $703,867,978 | $27,868,491 | $731,736,469 |
| 530 | Vision Capital Management Inc | $585,346 | $728,170,319 | — | $728,170,319 |
| 531 | Cahill Financial Advisors, Inc. | $948,671 | $598,228,133 | $129,402,351 | $727,630,484 |
| 532 | Fmp Wealth Advisers | $327,183 | $670,870,000 | $55,803,000 | $726,673,000 |
| 533 | Steigerwald, Gordon & Koch - Wealth Advisors | $1,511,688 | $724,098,687 | — | $724,098,687 |
| 534 | Monticello Wealth Management, Llc | $1,647,838 | $709,305,146 | $14,095,733 | $723,400,879 |
| 535 | Horan Capital Management,Llc | $527,234 | $723,364,700 | — | $723,364,700 |
| 536 | Aufman Associates Inc | $3,363,564 | $723,166,215 | — | $723,166,215 |
| 537 | Tarbox Family Office, Inc. | $983,036 | $722,531,346 | — | $722,531,346 |
| 538 | Stonebridge Wealth Management | $2,832,453 | $722,275,595 | — | $722,275,595 |
| 539 | Shine Wealth Partners | $462,480 | $712,850,449 | $7,693,209 | $720,543,658 |
| 540 | Triad Financial Advisors, Inc. | $348,988 | $698,332,542 | $21,979,066 | $720,311,608 |
| 541 | Anodos Advisors, Llc | $3,476,768 | — | $719,691,000 | $719,691,000 |
| 542 | Argos Wealth Advisors Llc | $3,271,397 | $716,435,864 | — | $716,435,864 |
| 543 | Landsberg Bennett Private Wealth Management | $335,781 | $530,092,987 | $184,113,933 | $714,206,920 |
| 544 | Cambria Investment Management, L.P. | $1,676,334 | $714,118,451 | — | $714,118,451 |
| 545 | Fierston Financial Group Inc | $786,762 | $713,593,415 | — | $713,593,415 |
| 546 | Galapagos Partners, L.P. | $27,399,707 | $219,322,890 | $493,069,483 | $712,392,373 |
| 547 | Auxano Advisors | $568,037 | $580,443,900 | $129,033,800 | $709,477,700 |
| 548 | Hcm Wealth Advisors | $334,241 | $707,922,569 | — | $707,922,569 |
| 549 | M Capital Advisors | $1,259,306 | $703,974,812 | $3,755,141 | $707,729,953 |
| 550 | Atlas Capital Advisors Llc | $1,936,986 | $658,000,000 | $49,000,000 | $707,000,000 |
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.
