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
501Woodmont Investment Counsel$938,387$671,941,390$16,834,439$688,775,829
502Promus Capital, LLC$1,651,468$290,722,904$397,939,410$688,662,314
503Granite Investment Advisors, Inc.$997,188$657,423,084$29,639,342$687,062,426
504Strategic Financial Group, LLC$234,674$586,255,845$92,656,365$678,912,210
505Confluence Wealth Management LLC$471,112$674,992,973$3,879,602$678,872,575
506Barry Investment Advisors, LLC$475,602$562,758,396$114,498,320$677,256,716
507Baldwin Investment Management$731,873$353,102,881$321,683,703$674,786,584
508Deerfield Financial Advisors, Inc.$642,124$600,306,110$72,640,192$672,946,302
509Payne Capital Management, LLC$224,151$204,087,108$468,815,508$672,902,616
510SB Capital Management, Inc.$687,849$663,090,339$4,123,544$667,213,883
511The Marshall Financial Group, Inc$415,780$656,591,169$9,073,085$665,664,254
512Howard Financial Services, Ltd.$500,045$614,801,541$50,758,425$665,559,966
513Dinuzzo Index Advisors, Inc.$282,453$664,610,000$845$664,610,845
514Brookfield Investment Partners$20,723,529$663,152,928$0$663,152,928
515Charles Pratt & Company$1,027,131$500,697,479$160,775,139$661,472,618
516Rockwood Wealth Management$298,444$570,905,550$90,447,058$661,352,608
517Capital Advantage, Inc.$1,140,172$661,300,000$0$661,300,000
518Lehman Financial Resources, Inc.$485,007$657,669,183$0$657,669,183
519Baltimore-Washington Financial Advisors$424,831$642,514,984$15,123,171$657,638,155
520Tradition Capital Management LLC$2,011,748$634,842,209$20,987,750$655,829,959
521Fierston Financial Group Inc$734,468$655,145,579$0$655,145,579
522Financial Services Advisory$329,191$653,773,648$0$653,773,648
523Castlekeep Investment Advisors$4,293,980$99,910,000$552,775,000$652,685,000
524Cabot Wealth Management$383,371$648,785,398$1,794,705$650,580,103
525Galapagos Partners, L.P.$24,078,420$258,358,150$391,759,182$650,117,332
526Bridgecreek Investment Management$10,156,250$650,000,000$0$650,000,000
527Apriem Advisors$346,733$636,120,667$12,616,149$648,736,816
528Arthur M. Cohen & Associates$818,351$645,679,303$0$645,679,303
529American Financial Advisors.$309,626$645,571,002$0$645,571,002
530WBH Advisory, Inc.$449,512$644,600,000$0$644,600,000
531Schnieders Capital Management$804,784$339,211,264$303,811,152$643,022,416
532CRA Financial Services$303,799$24,937,841$616,685,817$641,623,658
533Stepp & Rothwell Inc$342,518$625,082,083$12,002,169$637,084,252
534The H Group, Inc.$303,117$635,635,683$0$635,635,683
535John E. Sestina and Company$46,885$248,107,934$387,322,885$635,430,819
536Redwood Wealth Management$230,784$634,193,292$0$634,193,292
537Goldstein Munger + Associates$1,967,995$569,505,013$64,189,275$633,694,288
538River Wealth Advisors LLC$428,128$526,400,100$107,228,800$633,628,900
539Shine Investment Advisory Services Inc$464,660$623,870,973$8,995,491$632,866,464
540Fusion Family Wealth$489,642$601,371,659$24,879,941$626,251,600
541Perigon Wealth Management$718,454$611,195,382$13,859,555$625,054,937
542Mosaic Financial Partners, Inc.$2,359,346$622,867,243$0$622,867,243
543Hengehold Capital Management LLC$321,763$619,714,633$0$619,714,633
544Roberts, Glore & Co.$606,179$440,952,419$177,349,986$618,302,405
545Cable Hill Partners, LLC$387,699$548,517,000$68,700,000$617,217,000
546Delta Financial Group, Inc.$226,835$554,110,040$60,159,679$614,269,719
547Intersect Capital LLC$1,711,707$593,834,481$17,244,904$611,079,385
548Triad Financial Advisors, Inc.$310,558$585,336,899$25,220,014$610,556,913
549Steigerwald, Gordon & Koch - Wealth Advisors$1,384,128$609,016,192$0$609,016,192
550Tarbox Family Office, Inc.$1,159,698$608,841,386$0$608,841,386
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Showing 501 to 550 of 2,172 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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