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
551Triad Financial Advisors, Inc.$311,158$608,368,411$19,547,852$627,916,263
552Bridgecreek Investment Management, Llc$5,208,333$625,000,000$625,000,000
553Howard Financial Services, Ltd.$394,079$624,072,503$542,685$624,615,188
554Darrell & King, Llc$3,219,058$624,497,329$624,497,329
555Grey Street Capital, Llc$1,921,166$619,819,356$4,559,660$624,379,016
556Cabot Wealth Management$384,299$618,219,643$2,423,435$620,643,078
557Granite Investment Advisors, Llc$848,196$594,465,267$25,565,964$620,031,231
558Fusion Family Wealth, Llc$535,432$596,246,886$23,783,024$620,029,910
559Monticello Wealth Management, Llc$1,511,853$618,036,610$1,823,013$619,859,623
560Fierston Financial Group Inc$676,381$618,888,954$618,888,954
561Delta Financial Group, Inc.$219,706$556,655,272$62,038,112$618,693,384
562Paragon Advisors, Inc.$9,088,235$309,000,000$309,000,000$618,000,000
563Charles Pratt & Company, L.L.C.$953,162$478,346,485$139,302,720$617,649,205
564Crescent Capital Consulting, Llc$953,048$326,356,957$291,218,372$617,575,329
565Investment Security Group, Inc.$277,053$617,550,621$617,550,621
566Mcgowan Group Asset Management, Inc.$307,307$587,088,298$27,832,231$614,920,529
567Tradition Capital Management Llc$1,899,375$596,000,824$15,597,973$611,598,797
568Roble, Belko And Company, Inc.$932,139$611,482,883$611,482,883
569Traphagen Financial Group$503,025$603,425,946$6,743,919$610,169,865
570American Financial Advisors, Llc.$286,747$609,624,968$609,624,968
571Vintage Financial Services Llc$1,163,289$608,400,000$608,400,000
572Fmp Wealth Advisers$297,190$550,816,000$57,234,000$608,050,000
573Azzad Asset Management, Inc.$287,381$600,279,297$7,244,489$607,523,786
574Vision Capital Management Inc$490,982$604,890,381$604,890,381
575Diastole Wealth Management$549,941$217,770,731$386,064,153$603,834,884
576Rvw Wealth Llc$1,132,762$603,762,046$603,762,046
577Tarbox Family Office, Inc.$1,095,500$602,524,823$602,524,823
578Barry Investment Advisors, Llc$431,964$506,282,882$95,874,481$602,157,363
579Affiliated Private Investors Llc$4,549,204$600,494,951$600,494,951
580Financial Services Advisory$313,707$600,122,387$600,122,387
581Highland Private Wealth Management$719,148$567,643,343$30,687,904$598,331,247
582The Financial Advisors, Llc$316,394$573,210,136$23,193,214$596,403,350
583Flippin Bruce & Porter Inc$1,230,512$595,568,000$595,568,000
584Burt Wealth Advisors$552,233$594,754,580$594,754,580
585Shine Investment Advisory Services Inc$406,033$586,540,134$7,080,211$593,620,345
586Roundview Capital, Llc$441,984$584,085,899$9,056,887$593,142,786
587Cahaba Wealth Management, Inc.$499,618$593,046,459$593,046,459
588Roberts, Glore & Co.$584,178$423,678,680$169,262,316$592,940,996
589Cahill Financial Advisors, Inc.$236,934$485,869,173$106,467,055$592,336,228
590Private Wealth Management, Inc.$1,103,990$590,634,796$590,634,796
591Hcm Wealth Advisors$295,180$590,064,770$590,064,770
592Isthmus Partners, Llc$512,933$588,847,494$588,847,494
593Kings Path Partners Llc$4,173,932$125,695,205$462,829,197$588,524,402
594Coyle Financial Counsel, Llc$287,432$455,097,691$131,551,509$586,649,200
595Hutchinson Capital Management$884,439$579,568,006$5,930,880$585,498,886
596Beese Fulmer Private Wealth Management$1,037,496$584,110,326$584,110,326
597Steigerwald, Gordon & Koch - Wealth Advisors$1,258,801$584,083,620$584,083,620
598Ironsides Asset Advisors, Llc$1,778,582$416,436,846$166,937,895$583,374,741
599Canopy Wealth Management$371,260$555,629,281$27,620,459$583,249,740
600The Marshall Financial Group, Inc$394,647$573,527,086$8,971,207$582,498,293
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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.