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
501Leonetti & Associates$708,378$712,627,868$0$712,627,868
502Yeske Buie Inc.$621,709$702,155,943$8,457,525$710,613,468
503The Planning Center, Inc.$266,651$660,274,528$48,483,530$708,758,058
504Ritholtz Wealth Management$364,121$708,214,383$0$708,214,383
505Pinnacle Wealth Planning Services, Inc.$329,937$697,311,189$10,403,713$707,714,902
506Wallington Asset Management$1,195,130$707,517,142$0$707,517,142
507Verus Financial Partners$940,095$706,011,383$0$706,011,383
508Ellenbecker Investment Group$179,525$688,256,633$15,840,758$704,097,391
509JoycePayne Partners, P.C.$2,216,485$702,625,713$0$702,625,713
510Cardan Capital Partners, LLC$396,441$701,692,376$404,028$702,096,404
511FIM Group$251,281$700,320,521$0$700,320,521
512Baltimore-Washington Financial Advisors$421,433$686,869,160$13,131,840$700,001,000
513McGowan Group Asset Management$361,438$678,375,021$19,562,306$697,937,327
514CCG Asset Management, LLC$13,943,431$697,171,554$0$697,171,554
515Oakbridge Partners, Ltd..$491,241$680,588,612$15,499,422$696,088,034
516Financial Synergies$498,710$687,489,642$8,211,180$695,700,822
517Sloy Dahl & Holst Inc$961,708$530,192,012$164,161,365$694,353,377
518Harvest Capital Management Inc$958,781$692,239,927$0$692,239,927
519Aufman Associates Inc$4,889,531$653,684,138$35,739,758$689,423,896
520Woodmont Investment Counsel$938,387$671,941,390$16,834,439$688,775,829
521Promus Capital, LLC$1,651,468$290,722,904$397,939,410$688,662,314
522Granite Investment Advisors, Inc.$997,188$657,423,084$29,639,342$687,062,426
523Strategic Financial Group, LLC$234,674$586,255,845$92,656,365$678,912,210
524Confluence Wealth Management LLC$471,112$674,992,973$3,879,602$678,872,575
525Barry Investment Advisors, LLC$475,602$562,758,396$114,498,320$677,256,716
526Baldwin Investment Management$731,873$353,102,881$321,683,703$674,786,584
527Deerfield Financial Advisors, Inc.$642,124$600,306,110$72,640,192$672,946,302
528Payne Capital Management, LLC$224,151$204,087,108$468,815,508$672,902,616
529Investment Security Group, Inc.$271,230$656,882,922$12,240,369$669,123,291
530SB Capital Management, Inc.$687,849$663,090,339$4,123,544$667,213,883
531The Marshall Financial Group, Inc$415,780$656,591,169$9,073,085$665,664,254
532Howard Financial Services, Ltd..$500,045$614,801,541$50,758,425$665,559,966
533Dinuzzo Index Advisors, Inc.$282,453$664,610,000$845$664,610,845
534Brookfield Investment Partners$20,723,529$663,152,928$0$663,152,928
535Charles Pratt & Company$1,027,131$500,697,479$160,775,139$661,472,618
536Rockwood Wealth Management$298,444$570,905,550$90,447,058$661,352,608
537Capital Advantage, Inc.$1,140,172$661,300,000$0$661,300,000
538Lehman Financial Resources, Inc.$485,007$657,669,183$0$657,669,183
539Tradition Capital Management LLC$2,011,748$634,842,209$20,987,750$655,829,959
540Dakota Wealth, LLC$1,571,867$655,025,209$443,325$655,468,534
541Fierston Financial Group Inc$734,468$655,145,579$0$655,145,579
542Financial Services Advisory$329,191$653,773,648$0$653,773,648
543Castlekeep Investment Advisors$4,293,980$99,910,000$552,775,000$652,685,000
544Cabot Wealth Management$383,371$648,785,398$1,794,705$650,580,103
545Galapagos Partners, L.P.$24,078,420$258,358,150$391,759,182$650,117,332
546Bridgecreek Investment Management$10,156,250$650,000,000$0$650,000,000
547Apriem Advisors$346,733$636,120,667$12,616,149$648,736,816
548Arthur M. Cohen & Associates$818,351$645,679,303$0$645,679,303
549American Financial Advisors.$309,626$645,571,002$0$645,571,002
550WBH Advisory, Inc.$449,512$644,600,000$0$644,600,000
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Showing 501 to 550 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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