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
551Schnieders Capital Management$804,784$339,211,264$303,811,152$643,022,416
552CRA Financial Services$303,799$24,937,841$616,685,817$641,623,658
553Stepp & Rothwell Inc$342,518$625,082,083$12,002,169$637,084,252
554The H Group, Inc.$303,117$635,635,683$0$635,635,683
555John E. Sestina and Company$46,885$248,107,934$387,322,885$635,430,819
556Redwood Wealth Management$230,784$634,193,292$0$634,193,292
557Goldstein Munger + Associates$1,967,995$569,505,013$64,189,275$633,694,288
558River Wealth Advisors LLC$428,128$526,400,100$107,228,800$633,628,900
559Shine Investment Advisory Services Inc$464,660$623,870,973$8,995,491$632,866,464
560Fusion Family Wealth$489,642$601,371,659$24,879,941$626,251,600
561Perigon Wealth Management$718,454$611,195,382$13,859,555$625,054,937
562Mosaic Financial Partners, Inc.$2,359,346$622,867,243$0$622,867,243
563Hengehold Capital Management LLC$321,763$619,714,633$0$619,714,633
564Roberts, Glore & Co.$606,179$440,952,419$177,349,986$618,302,405
565Cable Hill Partners, LLC$387,699$548,517,000$68,700,000$617,217,000
566Delta Financial Group, Inc.$226,835$554,110,040$60,159,679$614,269,719
567Intersect Capital LLC$1,711,707$593,834,481$17,244,904$611,079,385
568Triad Financial Advisors, Inc.$310,558$585,336,899$25,220,014$610,556,913
569Steigerwald, Gordon & Koch - Wealth Advisors$1,384,128$609,016,192$0$609,016,192
570Tarbox Family Office, Inc.$1,159,698$608,841,386$0$608,841,386
571Boston Hill Advisors$241,204$598,316,833$10,241,457$608,558,290
572Crescent Capital Consulting$1,028,546$334,848,740$273,021,848$607,870,588
573FMP Wealth Advisers$307,948$558,497,000$49,084,000$607,581,000
574Sapere Wealth Management, LLC$952,317$607,578,168$0$607,578,168
575Burt Wealth Advisors$574,624$607,377,710$0$607,377,710
576Beese Fulmer Private Wealth Management$1,139,766$606,355,631$0$606,355,631
577Quadrant Family Wealth Advisors$1,124,465$538,653,315$67,433,540$606,086,855
578Schaefer Financial Management, Inc.$411,536$0$605,369,439$605,369,439
579Horan Capital Management, LLC$425,605$604,784,951$0$604,784,951
580Anodos Advisors$3,216,489$0$604,700,000$604,700,000
581Sunrise Advisors$1,100,949$590,316,822$14,104,200$604,421,022
582Apella Capital$309,110$604,000,000$0$604,000,000
583Lvm Capital Management Ltd.$566,087$581,986,592$21,462,030$603,448,622
584The Hoerner Planning Group$790,946$427,654,424$175,046,301$602,700,725
585Cranbrook Wealth Management$608,210$601,520,134$0$601,520,134
586Private Wealth Management, Inc.$1,128,017$0$600,104,903$600,104,903
587Azzad Asset Management, Inc.$307,444$590,210,422$8,383,490$598,593,912
588Personal Financial Planning, Inc.$2,392,000$598,000,000$0$598,000,000
589Ferris Capital$1,079,681$589,333,419$3,411,192$592,744,611
590Ironsides Asset Advisors$2,167,413$362,887,097$226,649,203$589,536,300
591MV Capital Management, Inc.$808,393$588,512,197$806,477$589,318,674
592Sather Financial Group, Inc.$593,777$561,098,748$27,928,393$589,027,141
593First Fiduciary Investment Counsel Inc$1,280,684$587,833,731$0$587,833,731
594Sloan Investment Management$1,000,069$584,985,282$2,055,314$587,040,596
595Diesslin Group, Inc.$473,981$585,366,950$0$585,366,950
596Vintage Financial Services$1,205,687$584,758,000$0$584,758,000
597Vision Capital Management Inc$529,462$583,467,000$0$583,467,000
598Financial Advisory Corporation$645,165$582,457,483$126,133$582,583,616
599Premier Financial Group Inc$575,073$469,908,705$112,064,662$581,973,367
600Ruggie Wealth Management$296,228$578,580,848$2,617,900$581,198,748
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Showing 551 to 600 of 2,314 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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