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 | Abbrea Capital, LLC | $885,645 | $538,284,568 | $20,557,515 | $558,842,083 |
| 602 | Landsberg Bennett Private Wealth Management | $313,876 | $398,774,982 | $158,040,342 | $556,815,324 |
| 603 | First Pacific Financial, Inc. | $249,338 | $556,771,575 | — | $556,771,575 |
| 604 | Generation Capital Management LLC | $2,300,476 | $67,925,487 | $486,489,218 | $554,414,705 |
| 605 | St. Clair Advisors | $1,251,300 | $554,326,060 | — | $554,326,060 |
| 606 | Schaefer Financial Management, Inc. | $358,997 | — | $554,290,947 | $554,290,947 |
| 607 | Summit Asset Management Llc | $699,144 | $552,314,342 | $9,452 | $552,323,794 |
| 608 | Sloan Investment Management | $852,318 | $549,596,800 | $2,705,366 | $552,302,166 |
| 609 | Evermay Wealth Management | $597,371 | $516,218,599 | $35,752,661 | $551,971,260 |
| 610 | Keb Asset Management | $339,202 | $478,913,758 | $72,628,914 | $551,542,672 |
| 611 | Werba Rubin Papier Wealth Management | $457,457 | $551,235,573 | — | $551,235,573 |
| 612 | Apella Capital | $277,413 | $549,000,000 | — | $549,000,000 |
| 613 | Aequitas Investment Advisors, LLC | $562,902 | — | $547,703,215 | $547,703,215 |
| 614 | Viridian Ria, LLC | $246,794 | $490,830,487 | $55,323,710 | $546,154,197 |
| 615 | Gries Financial | $633,638 | $545,562,355 | — | $545,562,355 |
| 616 | RVW Wealth LLC | $331,119 | $544,691,451 | — | $544,691,451 |
| 617 | Roof, Eidam & Maycock | $393,098 | $511,430,285 | $32,223,604 | $543,653,889 |
| 618 | Moisand Fitzgerald Tamayo | $257,040 | $539,789,104 | $3,592,542 | $543,381,646 |
| 619 | Stage Harbor Financial, LLC | $723,342 | $543,229,967 | — | $543,229,967 |
| 620 | Toth Financial Advisory Corp | $342,664 | $541,752,147 | — | $541,752,147 |
| 621 | Ascent Wealth Partners, LLC | $404,291 | $521,007,523 | $20,742,749 | $541,750,272 |
| 622 | HTG Investment Advisors Inc | $455,532 | $541,627,397 | — | $541,627,397 |
| 623 | Lenox Wealth Management, Inc. | $211,891 | $537,771,377 | $3,399,481 | $541,170,858 |
| 624 | Briaud Financial Advisors | $286,467 | $529,039,586 | $10,663,600 | $539,703,186 |
| 625 | Buffington Mohr McNeal | $480,944 | $522,416,220 | $16,721,859 | $539,138,079 |
| 626 | PBMares Wealth Management | $318,453 | $534,009,297 | $4,494,748 | $538,504,045 |
| 627 | Global Wealth Management, LLC | $1,325,758 | $509,013,550 | $29,244,028 | $538,257,578 |
| 628 | Castlekeep Investment Advisors | $3,071,209 | $67,471,794 | $469,989,865 | $537,461,659 |
| 629 | Blue Chip Partners, Inc. | $436,958 | $532,650,451 | $4,371,045 | $537,021,496 |
| 630 | First Fiduciary Investment Counsel Inc | $1,187,069 | $535,368,333 | — | $535,368,333 |
| 631 | Sbc Wealth Management | $252,770 | $534,609,178 | — | $534,609,178 |
| 632 | Prairieview Partners, LLC | $1,738,712 | $530,649,585 | $3,134,939 | $533,784,524 |
| 633 | The H Group, Inc. | $274,975 | $531,801,855 | — | $531,801,855 |
| 634 | All Star Financial Inc | $421,390 | $531,794,135 | — | $531,794,135 |
| 635 | Arbor Investment Advisors | $584,687 | $509,791,633 | $21,104,137 | $530,895,770 |
| 636 | Derby And Company Inc | $636,918 | $528,373,948 | $1,541,758 | $529,915,706 |
| 637 | Peavine Capital, LLC | $2,917,127 | $311,000,000 | $217,000,000 | $528,000,000 |
| 638 | Peak Asset Management | $547,589 | $506,125,268 | $21,750,459 | $527,875,727 |
| 639 | Premier Financial Group Inc | $489,156 | $426,246,085 | $99,596,263 | $525,842,348 |
| 640 | Natural Investments | $169,853 | $521,418,489 | $2,748,334 | $524,166,823 |
| 641 | Spectrum Management Group, Inc. | $590,725 | $521,977,314 | $1,405,455 | $523,382,769 |
| 642 | New England Investment & Retirement Group, Inc. | $262,480 | $522,113,283 | $1,010,026 | $523,123,309 |
| 643 | Pathway Financial Advisors | $628,853 | $522,576,489 | — | $522,576,489 |
| 644 | Aegis Wealth Management | $1,154,681 | $521,915,587 | — | $521,915,587 |
| 645 | Summit Asset Management | $391,407 | $456,271,133 | $64,691,826 | $520,962,959 |
| 646 | Cornerstone Capital Advisors | $292,647 | $520,034,107 | — | $520,034,107 |
| 647 | The Family Firm, Inc. | $513,468 | $517,236,825 | $852,669 | $518,089,494 |
| 648 | Slatestone Wealth LLC | $467,977 | $517,940,700 | $110,370 | $518,051,070 |
| 649 | Financial Planning And Information Services, Inc. | $547,090 | $517,000,000 | — | $517,000,000 |
| 650 | Monterey Private Wealth, Inc. | $336,823 | $478,417,490 | $37,595,088 | $516,012,578 |
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.
