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 |
|---|---|---|---|---|---|
| 601 | Burt Wealth Advisors | $576,562 | $648,055,923 | — | $648,055,923 |
| 602 | Resonant Capital Advisors, Llc | $280,464 | $583,997,739 | $63,874,784 | $647,872,523 |
| 603 | Financial Services Advisory | $354,156 | $645,980,603 | — | $645,980,603 |
| 604 | Spectrum Management Group, Llc. | $651,429 | $624,399,638 | $19,863,659 | $644,263,297 |
| 605 | Barry Investment Advisors, Llc | $458,759 | $552,511,214 | $91,127,308 | $643,638,522 |
| 606 | Lenox Wealth Management, Inc. | $312,445 | $640,333,665 | $3,302,331 | $643,635,996 |
| 607 | Columbia Asset Management, L.L.C. | $722,884 | $590,700,317 | $51,943,621 | $642,643,938 |
| 608 | Werba Rubin Papier Wealth Management, Llc | $442,785 | $600,117,128 | $41,920,674 | $642,037,802 |
| 609 | Werba Rubin Papier Wealth Management, Llc | $442,785 | $600,117,128 | $41,920,674 | $642,037,802 |
| 610 | Htg Investment Advisors Inc | $535,125 | $641,614,535 | — | $641,614,535 |
| 611 | River Wealth Advisors Llc | $380,204 | $639,882,519 | — | $639,882,519 |
| 612 | Ars Wealth Advisors | $417,709 | $627,044,500 | $10,379,918 | $637,424,418 |
| 613 | Arbor Investment Advisors | $657,667 | $619,001,795 | $16,962,251 | $635,964,046 |
| 614 | Darrell & King, Llc | $3,548,787 | $635,232,804 | — | $635,232,804 |
| 615 | Minot Wealth Management Llc | $1,465,554 | $634,093,566 | $491,412 | $634,584,978 |
| 616 | Toth Financial Advisory Corp | $380,641 | $614,787,602 | $19,360,771 | $634,148,373 |
| 617 | Sequent Asset Management, Llc | $1,569,115 | $344,446,718 | $287,906,692 | $632,353,410 |
| 618 | Stage Harbor Financial | $750,857 | $631,470,357 | — | $631,470,357 |
| 619 | Buffington Mohr Mcneal | $535,956 | $611,897,820 | $18,922,320 | $630,820,140 |
| 620 | Jgp Wealth Management, Llc | $398,504 | $628,440,669 | — | $628,440,669 |
| 621 | Westside Investment Management, Inc. | $595,344 | $626,897,512 | — | $626,897,512 |
| 622 | Premier Financial Group Inc | $553,857 | $505,371,663 | $121,040,486 | $626,412,149 |
| 623 | Pathway Financial Advisors, Llc | $748,444 | $625,698,913 | — | $625,698,913 |
| 624 | Gries Financial Llc | $690,134 | $623,880,772 | — | $623,880,772 |
| 625 | Worthpointe | $485,869 | $623,856,296 | — | $623,856,296 |
| 626 | Private Wealth Management, Inc. | $1,152,761 | — | $623,643,433 | $623,643,433 |
| 627 | Derby And Company Inc | $705,366 | $622,132,744 | — | $622,132,744 |
| 628 | Monterey Private Wealth, Inc. | $397,154 | $568,592,580 | $52,953,605 | $621,546,185 |
| 629 | Peak Asset Management, Llc | $614,063 | $595,876,445 | $24,327,159 | $620,203,604 |
| 630 | Stratford Consulting, Llc | $763,533 | $619,224,897 | — | $619,224,897 |
| 631 | Charles Pratt & Company, L.L.C. | $953,162 | $478,346,485 | $139,302,720 | $617,649,205 |
| 632 | Roof, Eidam & Maycock, Llc | $636,987 | $599,717,249 | $17,523,366 | $617,240,615 |
| 633 | Indie Asset Partners, Llc | $765,890 | $616,541,401 | — | $616,541,401 |
| 634 | Viridian Ria, Llc | $282,870 | $581,386,000 | $32,725,000 | $614,111,000 |
| 635 | Cohen Capital Management Inc | $3,546,781 | $613,593,058 | — | $613,593,058 |
| 636 | Montis Financial, Llc | $551,123 | $600,200,000 | $13,200,000 | $613,400,000 |
| 637 | Summit Asset Management Llc | $449,716 | $540,089,238 | $72,423,621 | $612,512,859 |
| 638 | Tbh Global Asset Management, Llc | $311,328 | $597,279,276 | $14,791,158 | $612,070,434 |
| 639 | Berkshire Money Management, Inc. | $363,151 | $609,003,770 | — | $609,003,770 |
| 640 | Sloan Investment Management, L.L.C. | $1,849,212 | $606,167,594 | $2,223,071 | $608,390,665 |
| 641 | Kings Path Partners Llc | $3,866,532 | $131,316,926 | $475,728,659 | $607,045,585 |
| 642 | Whitney & Company | $1,279,866 | $603,544,665 | $3,111,837 | $606,656,502 |
| 643 | Rvw Wealth Llc | $423,813 | $593,120,720 | $12,931,970 | $606,052,690 |
| 644 | Global Wealth Management, Llc | $1,413,720 | $559,171,178 | $45,900,810 | $605,071,988 |
| 645 | Milestone Investment Advisors, Llc | $531,189 | $514,359,363 | $89,071,053 | $603,430,416 |
| 646 | 3D Asset Management, Inc. | $328,088 | $603,025,169 | — | $603,025,169 |
| 647 | Newfocus Financial Group, Llc | $380,186 | $602,974,548 | — | $602,974,548 |
| 648 | Blankinship & Foster, Llc | $690,905 | $602,469,568 | — | $602,469,568 |
| 649 | Ami Investment Management Inc | $2,584,353 | $602,154,188 | — | $602,154,188 |
| 650 | The Family Firm, Inc. | $602,818 | $600,908,630 | $703,680 | $601,612,310 |
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.
