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
601Columbia Asset Management, L.L.C.$683,057$516,015,624$63,899,383$579,915,007
602Green Square Capital Advisors, Llc$778,306$472,692,365$107,145,837$579,838,202
603Ferris Capital, Llc$828,627$575,050,460$2,502,898$577,553,358
604Horan Capital Management,Llc$404,349$574,984,522$574,984,522
605Sbk Financial, Inc.$562,445$525,224,799$49,031,518$574,256,317
606Pds Planning Inc$244,429$502,691,327$69,516,023$572,207,350
607Capital Planning Advisors LLC$741,894$517,000,000$55,000,000$572,000,000
608O'Brien Wealth Partners Llc$352,432$570,939,231$570,939,231
609Sequent Asset Management, Llc$1,131,785$317,707,566$252,712,233$570,419,799
610Auxano Advisors$490,702$448,367,100$121,338,400$569,705,500
611MV Capital Management, Inc.$755,490$568,818,412$821,208$569,639,620
612Headinvest$738,882$558,172,534$10,766,767$568,939,301
613Wealthstream Advisors, Inc.$499,965$568,460,593$568,460,593
614Stepp & Rothwell Inc$312,767$542,859,829$22,623,343$565,483,172
615Martel Wealth Advisors Inc$224,426$490,324,095$75,004,125$565,328,220
616Cohen Capital Management Inc$3,530,392$564,862,701$564,862,701
617The Berry Group$440,254$472,184,098$92,661,712$564,845,810
618Janiczek Wealth Management$541,150$564,419,311$564,419,311
619Financial Advisory Corporation$616,199$563,102,289$103,567$563,205,856
620M Capital Advisors$1,056,262$558,046,607$4,941,091$562,987,698
621Graves-Light Private Wealth Management, Inc.$2,958,131$562,044,955$562,044,955
622Telos Capital Management, Inc.$389,080$561,442,974$561,442,974
623Goldstein Munger + Associates$1,785,419$504,495,970$56,125,701$560,621,671
624Abbrea Capital, Llc$885,645$538,284,568$20,557,515$558,842,083
625Hohimer Wealth Management, Llc$1,493,268$540,686,769$16,302,181$556,988,950
626Landsberg Bennett Private Wealth Management$313,876$398,774,982$158,040,342$556,815,324
627First Pacific Financial, Inc.$249,338$556,771,575$556,771,575
628Generation Capital Management Llc$2,300,476$67,925,487$486,489,218$554,414,705
629St. Clair Advisors, Llc$1,251,300$554,326,060$554,326,060
630Schaefer Financial Management, Inc.$358,997$554,290,947$554,290,947
631Stratford Consulting, Llc$699,144$552,314,342$9,452$552,323,794
632Sloan Investment Management, L.L.C.$852,318$549,596,800$2,705,366$552,302,166
633Evermay Wealth Management, Llc$597,371$516,218,599$35,752,661$551,971,260
634Keb Asset Management, Llc$339,202$478,913,758$72,628,914$551,542,672
635Werba Rubin Papier Wealth Management, Llc$457,457$551,235,573$551,235,573
636Cooper/Haims Advisors$448,496$551,201,541$551,201,541
637Apella Capital$277,413$549,000,000$549,000,000
638Briaud Financial Advisors$285,053$537,489,590$10,666,430$548,156,020
639Aequitas Investment Advisors, Llc$562,902$547,703,215$547,703,215
640Viridian Ria, LLC$246,794$490,830,487$55,323,710$546,154,197
641Gries Financial Llc$633,638$545,562,355$545,562,355
642All Star Financial Inc$404,606$543,790,686$543,790,686
643Roof, Eidam & Maycock, Llc$393,098$511,430,285$32,223,604$543,653,889
644Moisand Fitzgerald Tamayo, Llc$257,040$539,789,104$3,592,542$543,381,646
645Stage Harbor Financial$731,131$543,229,967$543,229,967
646Toth Financial Advisory Corp$342,664$541,752,147$541,752,147
647Ascent Wealth Partners, Llc$404,291$521,007,523$20,742,749$541,750,272
648Htg Investment Advisors Inc$455,532$541,627,397$541,627,397
649Lenox Wealth Management, Inc.$211,891$537,771,377$3,399,481$541,170,858
650Buffington Mohr Mcneal$480,944$522,416,220$16,721,859$539,138,079
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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.