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 | Sanderson Wealth Management | $463,331 | $79,669,321 | $587,063,738 | $666,733,059 |
| 502 | Smith & Howard Wealth Management, Llc | $404,187 | $568,176,451 | $98,328,459 | $666,504,910 |
| 503 | Pennington Partners & Co., LLC | $14,463,360 | $350,748,636 | $314,565,942 | $665,314,578 |
| 504 | Yeske Buie Inc. | $548,408 | $652,210,554 | $11,363,456 | $663,574,010 |
| 505 | Full Sail Capital, LLC | $1,041,950 | $632,450,771 | $30,229,130 | $662,679,901 |
| 506 | Milestone Investment Advisors | $556,713 | $487,284,000 | $175,205,000 | $662,489,000 |
| 507 | REDW Stanley Financial Advisors | $665,449 | $662,121,697 | — | $662,121,697 |
| 508 | Intellectus Partners, LLC | $1,125,466 | $413,048,048 | $248,725,786 | $661,773,834 |
| 509 | Verus Financial Partners | $325,099 | $656,050,742 | — | $656,050,742 |
| 510 | Personal Financial Planning, Inc. | $6,554,000 | $655,400,000 | — | $655,400,000 |
| 511 | Confluence Wealth Management LLC | $493,141 | $650,027,022 | $3,877,476 | $653,904,498 |
| 512 | Medley & Brown | $1,254,172 | $650,915,136 | — | $650,915,136 |
| 513 | Harvest Capital Management Inc | $891,416 | $650,733,868 | — | $650,733,868 |
| 514 | The Hoerner Planning Group | $809,566 | $444,402,786 | $205,678,952 | $650,081,738 |
| 515 | JoycePayne Partners, P.C. | $411,115 | $649,562,422 | — | $649,562,422 |
| 516 | Dhr Investment Counsel Ltd | $279,951 | $649,485,152 | — | $649,485,152 |
| 517 | Anodos Advisors | $2,798,905 | — | $649,346,000 | $649,346,000 |
| 518 | Brookfield Investment Partners | $17,073,427 | $648,790,222 | — | $648,790,222 |
| 519 | Aufman Associates Inc | $3,171,332 | $614,662,411 | $32,289,238 | $646,951,649 |
| 520 | Sather Financial Group, Inc. | $630,244 | $645,369,519 | — | $645,369,519 |
| 521 | Clear Harbor Asset Management, LLC | $643,276 | $642,429,598 | $1,489,177 | $643,918,775 |
| 522 | Arthur M. Cohen & Associates | $814,972 | $643,828,199 | — | $643,828,199 |
| 523 | Willingdon Wealth Management Inc. | $317,279 | $638,410,857 | $5,030,279 | $643,441,136 |
| 524 | Avitas Wealth Management, LLC | $1,291,711 | $641,980,143 | — | $641,980,143 |
| 525 | CCG Asset Management, LLC | $12,819,686 | $640,984,315 | — | $640,984,315 |
| 526 | Cabana Asset Management | $103,724 | $563,981,794 | $76,719,868 | $640,701,662 |
| 527 | Payne Capital Management, LLC | $185,284 | $212,300,664 | $426,187,876 | $638,488,540 |
| 528 | WBH Advisory, Inc. | $413,658 | $637,860,049 | — | $637,860,049 |
| 529 | CRA Financial Services | $283,884 | $158,394,630 | $475,235,370 | $633,630,000 |
| 530 | Redwood Wealth Management | $226,550 | $631,846,602 | — | $631,846,602 |
| 531 | Deerfield Financial Advisors, Inc. | $616,713 | $555,001,820 | $74,044,990 | $629,046,810 |
| 532 | Triad Financial Advisors, Inc. | $311,158 | $608,368,411 | $19,547,852 | $627,916,263 |
| 533 | Bridgecreek Investment Management | $5,208,333 | $625,000,000 | — | $625,000,000 |
| 534 | Howard Financial Services, Ltd.. | $394,079 | $624,072,503 | $542,685 | $624,615,188 |
| 535 | Darrell & King, LLC | $3,219,058 | $624,497,329 | — | $624,497,329 |
| 536 | Grey Street Capital, LLC | $1,921,166 | $619,819,356 | $4,559,660 | $624,379,016 |
| 537 | Sunrise Advisors | $1,089,135 | $607,156,794 | $13,650,000 | $620,806,794 |
| 538 | Cabot Wealth Management | $384,299 | $618,219,643 | $2,423,435 | $620,643,078 |
| 539 | Granite Investment Advisors, Inc. | $848,196 | $594,465,267 | $25,565,964 | $620,031,231 |
| 540 | Fierston Financial Group Inc | $676,381 | $618,888,954 | — | $618,888,954 |
| 541 | Delta Financial Group, Inc. | $219,706 | $556,655,272 | $62,038,112 | $618,693,384 |
| 542 | Paragon Advisors, Inc. | $9,088,235 | $309,000,000 | $309,000,000 | $618,000,000 |
| 543 | Charles Pratt & Company | $953,162 | $478,346,485 | $139,302,720 | $617,649,205 |
| 544 | Crescent Capital Consulting | $953,048 | $326,356,957 | $291,218,372 | $617,575,329 |
| 545 | Investment Security Group, Inc. | $277,053 | $617,550,621 | — | $617,550,621 |
| 546 | McGowan Group Asset Management | $307,307 | $587,088,298 | $27,832,231 | $614,920,529 |
| 547 | Tradition Capital Management LLC | $1,899,375 | $596,000,824 | $15,597,973 | $611,598,797 |
| 548 | Roble, Belko and Company, Inc. | $932,139 | $611,482,883 | — | $611,482,883 |
| 549 | Traphagen Financial Group | $503,025 | $603,425,946 | $6,743,919 | $610,169,865 |
| 550 | American Financial Advisors. | $286,747 | $609,624,968 | — | $609,624,968 |
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.
