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