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
501Cardan Capital Partners, Llc$373,890$666,201,989$36,336,529$702,538,518
502Hfm Wealth Management$3,601,909$665,100,302$33,670,138$698,770,440
503Apriem Advisors$341,709$645,410,576$52,018,084$697,428,660
504Private Asset Management Inc$501,709$696,873,252$696,873,252
505Promus Capital, Llc$1,929,035$240,910,289$449,684,400$690,594,689
506Galapagos Partners, L.P.$22,942,789$248,482,645$439,801,033$688,283,678
507Nextcapital Advisers$86,174$687,495,947$687,495,947
508Steel Peak Wealth Management, LLC$177,835$664,467,178$19,484,572$683,951,750
509Meyers Wealth Management, Llc$1,245,438$653,800,000$28,700,000$682,500,000
510Winthrop Capital Management$1,270,732$661,068,778$18,772,981$679,841,759
511Wallington Asset Management$1,138,022$675,985,316$675,985,316
512Tufton Capital Management, Llc$835,604$659,004,971$15,327,775$674,332,746
513Boston Hill Advisors, Llc$235,234$643,494,768$29,273,805$672,768,573
514Rockwood Wealth Management, Llc$318,577$597,025,840$75,171,961$672,197,801
515Cranbrook Wealth Management, Llc$577,449$672,151,070$672,151,070
516Strategiq Financial Group, Llc$230,230$598,500,000$71,700,000$670,200,000
517Sanderson Wealth Management, Llc$463,331$79,669,321$587,063,738$666,733,059
518Prism Financial Group, L.L.C.$404,187$568,176,451$98,328,459$666,504,910
519Yeske Buie Inc.$548,408$652,210,554$11,363,456$663,574,010
520Full Sail Capital, Llc$1,041,950$632,450,771$30,229,130$662,679,901
521Milestone Investment Advisors, Llc$556,713$487,284,000$175,205,000$662,489,000
522REDW Stanley Financial Advisors$665,449$662,121,697$662,121,697
523Intellectus Partners, Llc$1,125,466$413,048,048$248,725,786$661,773,834
524Sunrise Advisors$1,134,911$660,518,107$660,518,107
525Lvm Capital Management Ltd$605,983$630,852,311$26,032,899$656,885,210
526Verus Financial Partners$325,099$656,050,742$656,050,742
527Personal Financial Planning, Inc.$6,554,000$655,400,000$655,400,000
528Confluence Wealth Management Llc$493,141$650,027,022$3,877,476$653,904,498
529Cypress Point Wealth Management, Llc$3,748,172$607,844,523$44,337,475$652,181,998
530Medley & Brown$1,254,172$650,915,136$650,915,136
531Harvest Capital Management Inc$891,416$650,733,868$650,733,868
532The Hoerner Planning Group, Llc$809,566$444,402,786$205,678,952$650,081,738
533Agili, P.C.$411,115$649,562,422$649,562,422
534Pwa Wealth Management$279,951$649,485,152$649,485,152
535Anodos Advisors, Llc$2,798,905$649,346,000$649,346,000
536Brookfield Investment Partners, Llc$17,073,427$648,790,222$648,790,222
537Aufman Associates Inc$3,171,332$614,662,411$32,289,238$646,951,649
538Sather Financial Group, Inc.$630,244$645,369,519$645,369,519
539Clear Harbor Asset Management, Llc$643,276$642,429,598$1,489,177$643,918,775
540Arthur M. Cohen & Associates Llc$814,972$643,828,199$643,828,199
541Willingdon Wealth Management Llc$317,279$638,410,857$5,030,279$643,441,136
542Avitas Wealth Management, Llc$1,291,711$641,980,143$641,980,143
543CCG Asset Management, LLC$12,819,686$640,984,315$640,984,315
544Payne Capital Management, Llc$185,284$212,300,664$426,187,876$638,488,540
545Rathbone Warwick Investment Management$1,052,587$558,673,157$79,194,416$637,867,573
546Wbh Advisory, Inc.$413,658$637,860,049$637,860,049
547Cra Financial Services, L.L.C.$283,884$158,394,630$475,235,370$633,630,000
548Redwood Wealth Management, Llc$226,550$631,846,602$631,846,602
549Opus Capital Management$2,088,516$405,982,140$224,749,714$630,731,854
550Deerfield Financial Advisors, Inc.$616,713$555,001,820$74,044,990$629,046,810
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Showing 501 to 550 of 2,439 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.