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
501Sanderson Wealth Management$463,331$79,669,321$587,063,738$666,733,059
502Smith & Howard Wealth Management, Llc$404,187$568,176,451$98,328,459$666,504,910
503Pennington Partners & Co., LLC$14,463,360$350,748,636$314,565,942$665,314,578
504Yeske Buie Inc.$548,408$652,210,554$11,363,456$663,574,010
505Full Sail Capital, LLC$1,041,950$632,450,771$30,229,130$662,679,901
506Milestone Investment Advisors$556,713$487,284,000$175,205,000$662,489,000
507REDW Stanley Financial Advisors$665,449$662,121,697$662,121,697
508Intellectus Partners, LLC$1,125,466$413,048,048$248,725,786$661,773,834
509Verus Financial Partners$325,099$656,050,742$656,050,742
510Personal Financial Planning, Inc.$6,554,000$655,400,000$655,400,000
511Confluence Wealth Management LLC$493,141$650,027,022$3,877,476$653,904,498
512Medley & Brown$1,254,172$650,915,136$650,915,136
513Harvest Capital Management Inc$891,416$650,733,868$650,733,868
514The Hoerner Planning Group$809,566$444,402,786$205,678,952$650,081,738
515JoycePayne Partners, P.C.$411,115$649,562,422$649,562,422
516Dhr Investment Counsel Ltd$279,951$649,485,152$649,485,152
517Anodos Advisors$2,798,905$649,346,000$649,346,000
518Brookfield Investment Partners$17,073,427$648,790,222$648,790,222
519Aufman Associates Inc$3,171,332$614,662,411$32,289,238$646,951,649
520Sather Financial Group, Inc.$630,244$645,369,519$645,369,519
521Clear Harbor Asset Management, LLC$643,276$642,429,598$1,489,177$643,918,775
522Arthur M. Cohen & Associates$814,972$643,828,199$643,828,199
523Willingdon Wealth Management Inc.$317,279$638,410,857$5,030,279$643,441,136
524Avitas Wealth Management, LLC$1,291,711$641,980,143$641,980,143
525CCG Asset Management, LLC$12,819,686$640,984,315$640,984,315
526Cabana Asset Management$103,724$563,981,794$76,719,868$640,701,662
527Payne Capital Management, LLC$185,284$212,300,664$426,187,876$638,488,540
528WBH Advisory, Inc.$413,658$637,860,049$637,860,049
529CRA Financial Services$283,884$158,394,630$475,235,370$633,630,000
530Redwood Wealth Management$226,550$631,846,602$631,846,602
531Deerfield Financial Advisors, Inc.$616,713$555,001,820$74,044,990$629,046,810
532Triad Financial Advisors, Inc.$311,158$608,368,411$19,547,852$627,916,263
533Bridgecreek Investment Management$5,208,333$625,000,000$625,000,000
534Howard Financial Services, Ltd..$394,079$624,072,503$542,685$624,615,188
535Darrell & King, LLC$3,219,058$624,497,329$624,497,329
536Grey Street Capital, LLC$1,921,166$619,819,356$4,559,660$624,379,016
537Sunrise Advisors$1,089,135$607,156,794$13,650,000$620,806,794
538Cabot Wealth Management$384,299$618,219,643$2,423,435$620,643,078
539Granite Investment Advisors, Inc.$848,196$594,465,267$25,565,964$620,031,231
540Fierston Financial Group Inc$676,381$618,888,954$618,888,954
541Delta Financial Group, Inc.$219,706$556,655,272$62,038,112$618,693,384
542Paragon Advisors, Inc.$9,088,235$309,000,000$309,000,000$618,000,000
543Charles Pratt & Company$953,162$478,346,485$139,302,720$617,649,205
544Crescent Capital Consulting$953,048$326,356,957$291,218,372$617,575,329
545Investment Security Group, Inc.$277,053$617,550,621$617,550,621
546McGowan Group Asset Management$307,307$587,088,298$27,832,231$614,920,529
547Tradition Capital Management LLC$1,899,375$596,000,824$15,597,973$611,598,797
548Roble, Belko and Company, Inc.$932,139$611,482,883$611,482,883
549Traphagen Financial Group$503,025$603,425,946$6,743,919$610,169,865
550American Financial Advisors.$286,747$609,624,968$609,624,968
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Showing 501 to 550 of 2,205 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.

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