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
551Boston Hill Advisors$241,204$598,316,833$10,241,457$608,558,290
552Crescent Capital Consulting$1,028,546$334,848,740$273,021,848$607,870,588
553FMP Wealth Advisers$307,948$558,497,000$49,084,000$607,581,000
554Sapere Wealth Management, LLC$952,317$607,578,168$0$607,578,168
555Burt Wealth Advisors$574,624$607,377,710$0$607,377,710
556Beese Fulmer Private Wealth Management$1,139,766$606,355,631$0$606,355,631
557Quadrant Family Wealth Advisors$1,124,465$538,653,315$67,433,540$606,086,855
558Schaefer Financial Management, Inc.$411,536$0$605,369,439$605,369,439
559Horan Capital Management, LLC$425,605$604,784,951$0$604,784,951
560Anodos Advisors$3,216,489$0$604,700,000$604,700,000
561The Hoerner Planning Group$790,946$427,654,424$175,046,301$602,700,725
562Cranbrook Wealth Management$608,210$601,520,134$0$601,520,134
563Private Wealth Management, Inc.$1,128,017$0$600,104,903$600,104,903
564Azzad Asset Management, Inc.$307,444$590,210,422$8,383,490$598,593,912
565Ferris Capital$1,079,681$589,333,419$3,411,192$592,744,611
566Ironsides Asset Advisors$2,167,413$362,887,097$226,649,203$589,536,300
567MV Capital Management, Inc.$808,393$588,512,197$806,477$589,318,674
568Sather Financial Group, Inc.$593,777$561,098,748$27,928,393$589,027,141
569First Fiduciary Investment Counsel Inc$1,280,684$587,833,731$0$587,833,731
570Sloan Investment Management$1,000,069$584,985,282$2,055,314$587,040,596
571Diesslin Group, Inc.$473,981$585,366,950$0$585,366,950
572Vintage Financial Services$1,205,687$585,000,000$0$585,000,000
573Vision Capital Management Inc$529,462$583,467,000$0$583,467,000
574Financial Advisory Corporation$645,165$582,457,483$126,133$582,583,616
575Premier Financial Group Inc$575,073$469,908,705$112,064,662$581,973,367
576Ruggie Wealth Management$296,228$578,580,848$2,617,900$581,198,748
577O'Brien Wealth Partners LLC$394,410$580,571,981$0$580,571,981
578Traphagen Financial Group$515,138$574,243,153$6,317,620$580,560,773
579Cahaba Wealth Management, Inc.$568,982$580,361,980$0$580,361,980
580Sequent Asset Management, LLC$1,468,852$331,328,089$248,868,293$580,196,382
581Mastrapasqua Asset Management, Inc.$1,161,252$573,349,692$6,115,122$579,464,814
582Roble, Belko and Company, Inc.$976,684$579,173,558$0$579,173,558
583Apella Capital$315,016$579,000,000$0$579,000,000
584Generation Capital Management LLC$2,877,676$69,213,770$509,199,066$578,412,836
585Cohen Capital Management Inc$4,125,431$577,560,405$0$577,560,405
586Altiora Group$777,209$473,540,644$103,148,761$576,689,405
587Isthmus Partners, LLC$542,207$574,739,113$0$574,739,113
588Sunrise Advisors$1,105,208$560,543,404$14,164,800$574,708,204
589First Pacific Financial, Inc.$273,258$573,294,647$0$573,294,647
590Winthrop Capital Management$1,544,207$554,452,317$18,448,571$572,900,888
591Summit Asset Management$448,919$499,050,040$72,423,767$571,473,807
592Cypress Point Wealth Management$3,121,058$539,446,382$31,707,141$571,153,523
593St. Clair Advisors$1,489,805$570,595,254$0$570,595,254
594Aequitas Investment Advisors, LLC$618,304$0$569,458,099$569,458,099
595Werba Rubin Papier Wealth Management$1,279,412$569,338,261$0$569,338,261
596Telos Capital Management$424,294$568,978,097$0$568,978,097
598Derby And Company Inc$1,342,588$567,914,627$0$567,914,627
599Milestone Investment Advisors$523,283$456,714,728$110,523,971$567,238,699
600PDS Planning Inc$234,838$497,468,958$68,021,347$565,490,305
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Showing 551 to 600 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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