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.


# of employees


High-net-worth client assets

Total AUM


Total accounts


Discretionary AUM


Avg. discretionary account AUM


Non-discretionary AUM


Non-discretionary accounts


Average non-discretionary account AUM


Avg. account AUM

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
551Stillwater Capital Advisors, Llc$430,453$619,536,966$87,267,458$706,804,424
552Sunrise Advisors$1,199,803$706,684,116$706,684,116
553Brookfield Investment Partners, Llc$18,529,526$704,121,979$704,121,979
554Howard Financial Services, Ltd.$464,523$644,850,086$56,579,580$701,429,666
555Triune Financial Partners, Llc$320,590$545,009,762$153,555,030$698,564,792
556Meridian Wealth Advisors, Llc$704,855$662,173,160$35,633,443$697,806,603
557Deerfield Financial Advisors, Inc.$702,258$605,402,886$91,939,703$697,342,589
558Vintage Financial Services Llc$1,352,039$696,300,000$696,300,000
559Isthmus Partners, Llc$591,038$696,242,577$696,242,577
560Roberts, Glore & Co.$664,183$495,798,470$198,937,185$694,735,655
561Martel Wealth Advisors Inc$268,614$589,519,621$104,041,125$693,560,746
562Covenant Partners, Llc$1,179,413$632,418,334$61,076,357$693,494,691
563Stepp & Rothwell Inc$409,758$668,842,695$24,057,628$692,900,323
564Goldstein Munger + Associates$2,239,314$586,885,250$105,062,624$691,947,874
565Cypress Point Wealth Management, Llc$110,225$599,298,417$89,940,649$689,239,066
566Sbc Wealth Management$319,537$688,602,742$688,602,742
567First Pacific Financial, Inc.$285,489$683,174,366$683,174,366
568Meyers Wealth Management, Llc$1,245,438$653,800,000$28,700,000$682,500,000
569Pds Planning Inc$270,288$606,503,866$75,703,927$682,207,793
570St. Clair Advisors, Llc$1,283,433$681,502,999$681,502,999
571Capital Planning Advisors Llc$841,100$663,419,000$17,872,000$681,291,000
573Financial Advisory Corporation$708,931$678,325,644$120,982$678,446,626
574Ironsides Asset Advisors, Llc$1,982,359$385,832,431$292,134,387$677,966,818
575Flippin Bruce & Porter Inc$1,328,206$677,385,000$677,385,000
576Fusion Family Wealth, Llc$598,230$647,000,000$29,000,000$676,000,000
577Nelson Roberts Investment Advisors, Llc$1,050,184$675,268,230$675,268,230
578Diastole Wealth Management$553,102$231,893,827$442,890,313$674,784,140
579Rollins Financial Inc$827,811$674,666,344$674,666,344
580Coyle Financial Counsel, Llc$320,863$543,049,228$129,799,775$672,849,003
581Affiliated Private Investors Llc$22,421,314$672,639,433$672,639,433
582Hutchinson Capital Management$1,020,661$665,713,987$6,901,751$672,615,738
583Baxter Investment Management$1,742,794$670,975,807$670,975,807
584Granite Investment Advisors, Llc$930,377$641,776,060$28,095,645$669,871,705
585Opus Capital Management$2,254,894$435,803,178$231,645,480$667,448,658
586The Marshall Financial Group, Inc$454,891$656,921,156$10,403,351$667,324,507
587Generation Capital Management Llc$2,603,289$76,638,716$589,803,336$666,442,052
588Rw Investment Management Llc$1,383,058$578,220,000$85,648,000$663,868,000
589Kays Financial Advisory Corp$329,639$662,245,674$662,245,674
590Anchor Investment Management$453,478$588,687,460$72,483,028$661,170,488
591Prairieview Partners, Llc$2,038,736$656,484,087$4,066,419$660,550,506
592The Institute$301,879$660,076,000$134,000$660,210,000
593Allen Capital Group, Llc$381,797$658,217,988$658,217,988
594Schaefer Financial Management, Inc.$414,881$658,001,811$658,001,811
595Lvm Capital Management Ltd$605,983$630,852,311$26,032,899$656,885,210
596Keb Asset Management, Llc$382,206$567,849,223$88,398,804$656,248,027
597New England Investment & Retirement Group, Inc.$317,358$652,339,207$2,686,877$655,026,084
598Evermay Wealth Management, Llc$682,624$625,822,168$28,131,475$653,953,643
599Family Wms, Llc$1,004,068$536,774,261$115,870,192$652,644,453
600Moisand Fitzgerald Tamayo, Llc$276,893$648,180,983$2,239,948$650,420,931
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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.