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