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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
501Cranbrook Wealth Management, Llc$697,624$770,874,831$770,874,831
502Ascent Wealth Partners, Llc$563,559$729,479,746$39,778,357$769,258,103
503Segment Wealth Management, Llc$1,028,992$768,657,179$768,657,179
504Blue Chip Partners, Inc.$536,610$763,377,059$4,512,388$767,889,447
505Arthur M. Cohen & Associates Llc$994,407$767,682,075$767,682,075
506Cra Financial Services, L.L.C.$911,092$333,335,656$431,070,135$764,405,791
507Tufton Capital Management, Llc$986,174$763,299,000$763,299,000
508Schoolcraft Capital Llc$6,810,827$695,386,462$67,426,117$762,812,579
509Wbh Advisory, Inc.$505,078$762,162,904$762,162,904
510Agili, P.C.$478,997$760,646,620$760,646,620
511Cabot Wealth Management$457,445$759,816,252$759,816,252
512Crescent Capital Consulting, Llc$1,084,947$610,423,236$146,869,909$757,293,145
513True North Management Group, Llc$126,183,714$757,102,281$757,102,281
514Redw Wealth Llc$769,265$753,879,593$753,879,593
515Burton Enright Welch$631,422$647,988,760$103,403,990$751,392,750
516Delta Financial Group, Inc.$264,799$680,246,504$70,989,401$751,235,905
517Bridgecreek Investment Management, Llc$11,718,750$750,000,000$750,000,000
518Hfm Wealth Management$3,858,505$711,289,325$37,260,684$748,550,009
519Dividend Assets Capital, Llc$820,619$742,110,956$5,473,271$747,584,227
520Roble, Belko And Company, Inc.$1,040,897$747,364,080$747,364,080
521Wealthstream Advisors, Inc.$675,787$744,717,268$744,717,268
522Graves-Light Private Wealth Management, Inc.$775,915$744,102,313$744,102,313
523Yeske Buie Inc.$593,479$730,600,306$13,029,151$743,629,457
524Yeske Buie Inc.$593,479$730,600,306$13,029,151$743,629,457
525Investment Security Group, Inc.$302,356$742,888,185$742,888,185
526Grey Street Capital, Llc$1,790,763$741,375,929$741,375,929
527Mcgowan Group Asset Management, Inc.$351,161$696,740,196$35,782,201$732,522,397
528Fourthought Private Wealth$322,663$732,122,156$732,122,156
529The Financial Advisors, Llc$361,709$703,867,978$27,868,491$731,736,469
530Vision Capital Management Inc$585,346$728,170,319$728,170,319
531Cahill Financial Advisors, Inc.$948,671$598,228,133$129,402,351$727,630,484
532Fmp Wealth Advisers$327,183$670,870,000$55,803,000$726,673,000
533Steigerwald, Gordon & Koch - Wealth Advisors$1,511,688$724,098,687$724,098,687
534Monticello Wealth Management, Llc$1,647,838$709,305,146$14,095,733$723,400,879
535Horan Capital Management,Llc$527,234$723,364,700$723,364,700
536Aufman Associates Inc$3,363,564$723,166,215$723,166,215
537Tarbox Family Office, Inc.$983,036$722,531,346$722,531,346
538Stonebridge Wealth Management$2,832,453$722,275,595$722,275,595
539Shine Wealth Partners$462,480$712,850,449$7,693,209$720,543,658
540Triad Financial Advisors, Inc.$348,988$698,332,542$21,979,066$720,311,608
541Anodos Advisors, Llc$3,476,768$719,691,000$719,691,000
542Argos Wealth Advisors Llc$3,271,397$716,435,864$716,435,864
543Landsberg Bennett Private Wealth Management$335,781$530,092,987$184,113,933$714,206,920
544Cambria Investment Management, L.P.$1,676,334$714,118,451$714,118,451
545Fierston Financial Group Inc$786,762$713,593,415$713,593,415
546Galapagos Partners, L.P.$27,399,707$219,322,890$493,069,483$712,392,373
547Auxano Advisors$568,037$580,443,900$129,033,800$709,477,700
548Hcm Wealth Advisors$334,241$707,922,569$707,922,569
549M Capital Advisors$1,259,306$703,974,812$3,755,141$707,729,953
550Atlas Capital Advisors Llc$1,936,986$658,000,000$49,000,000$707,000,000
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Showing 501 to 550 of 2,336 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.