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
551Vintage Financial Services$1,163,289$608,400,000$608,400,000
552FMP Wealth Advisers$297,190$550,816,000$57,234,000$608,050,000
553Azzad Asset Management, Inc.$287,381$600,279,297$7,244,489$607,523,786
554Vision Capital Management Inc$490,982$604,890,381$604,890,381
555Diastole Wealth Management$549,941$217,770,731$386,064,153$603,834,884
556Lvm Capital Management Ltd.$566,087$581,986,592$21,462,030$603,448,622
557Tarbox Family Office, Inc.$1,095,500$602,524,823$602,524,823
558Barry Investment Advisors, LLC$431,964$506,282,882$95,874,481$602,157,363
559Affiliated Private Investors$4,549,204$600,494,951$600,494,951
560Financial Services Advisory$313,707$600,122,387$600,122,387
561Highland Private Wealth Management$719,148$567,643,343$30,687,904$598,331,247
562The Financial Advisors, LLC$316,394$573,210,136$23,193,214$596,403,350
563Flippin Bruce & Porter Inc$1,230,512$595,568,000$595,568,000
564Burt Wealth Advisors$552,233$594,754,580$594,754,580
565Shine Investment Advisory Services Inc$406,033$586,540,134$7,080,211$593,620,345
566Roundview Capital, LLC$441,984$584,085,899$9,056,887$593,142,786
567Cahaba Wealth Management, Inc.$499,618$593,046,459$593,046,459
568Roberts, Glore & Co.$584,178$423,678,680$169,262,316$592,940,996
569Cahill Financial Advisors, Inc.$236,934$485,869,173$106,467,055$592,336,228
570Cypress Point Wealth Management$3,032,783$549,437,249$41,955,521$591,392,770
571Private Wealth Management, Inc.$1,103,990$590,634,796$590,634,796
572Hengehold Capital Management LLC$295,180$590,064,770$590,064,770
573Isthmus Partners, LLC$512,933$588,847,494$588,847,494
574Coyle Financial Counsel, Inc.$287,432$455,097,691$131,551,509$586,649,200
575Beese Fulmer Private Wealth Management$1,037,496$584,110,326$584,110,326
576Steigerwald, Gordon & Koch - Wealth Advisors$1,258,801$584,083,620$584,083,620
577Ironsides Asset Advisors$1,778,582$416,436,846$166,937,895$583,374,741
578The Marshall Financial Group, Inc$394,647$573,527,086$8,971,207$582,498,293
579Columbia Asset Management$683,057$516,015,624$63,899,383$579,915,007
580Green Square Capital$778,306$472,692,365$107,145,837$579,838,202
581Ferris Capital$828,627$575,050,460$2,502,898$577,553,358
582Cypress Wealth Advisors$2,158,899$397,056,558$179,369,475$576,426,033
583Horan Capital Management, LLC$404,349$574,984,522$574,984,522
584SBK Financial, Inc.$562,445$525,224,799$49,031,518$574,256,317
585PDS Planning Inc$244,429$502,691,327$69,516,023$572,207,350
586Capital Planning Advisors LLC$741,894$517,000,000$55,000,000$572,000,000
587O'Brien Wealth Partners LLC$352,432$570,939,231$570,939,231
588Fusion Family Wealth$491,537$550,360,000$20,315,000$570,675,000
589Sequent Asset Management, LLC$1,131,785$317,707,566$252,712,233$570,419,799
590Auxano Advisors$490,702$448,367,100$121,338,400$569,705,500
591MV Capital Management, Inc.$755,490$568,818,412$821,208$569,639,620
593Wealthstream Advisors, Inc.$499,965$568,460,593$568,460,593
594Stepp & Rothwell Inc$312,767$542,859,829$22,623,343$565,483,172
595Cohen Capital Management Inc$3,530,392$564,862,701$564,862,701
596Janiczek Wealth Management$541,150$564,419,311$564,419,311
597Financial Advisory Corporation$616,199$563,102,289$103,567$563,205,856
598Mastrapasqua Asset Management, Inc.$1,056,262$558,046,607$4,941,091$562,987,698
599Telos Capital Management$389,080$561,442,974$561,442,974
600Goldstein Munger + Associates$1,785,419$504,495,970$56,125,701$560,621,671
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Showing 551 to 600 of 2,205 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.


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