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.


# of employees


High-net-worth client assets

Total AUM


Total accounts


Discretionary AUM


Avg. discretionary account AUM


Non-discretionary AUM


Non-discretionary accounts


Average non-discretionary account AUM


Avg. account AUM

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
601Burt Wealth Advisors$576,562$648,055,923$648,055,923
602Resonant Capital Advisors, Llc$280,464$583,997,739$63,874,784$647,872,523
603Financial Services Advisory$354,156$645,980,603$645,980,603
604Spectrum Management Group, Llc.$651,429$624,399,638$19,863,659$644,263,297
605Barry Investment Advisors, Llc$458,759$552,511,214$91,127,308$643,638,522
606Lenox Wealth Management, Inc.$312,445$640,333,665$3,302,331$643,635,996
607Columbia Asset Management, L.L.C.$722,884$590,700,317$51,943,621$642,643,938
608Werba Rubin Papier Wealth Management, Llc$442,785$600,117,128$41,920,674$642,037,802
609Werba Rubin Papier Wealth Management, Llc$442,785$600,117,128$41,920,674$642,037,802
610Htg Investment Advisors Inc$535,125$641,614,535$641,614,535
611River Wealth Advisors Llc$380,204$639,882,519$639,882,519
612Ars Wealth Advisors$417,709$627,044,500$10,379,918$637,424,418
613Arbor Investment Advisors$657,667$619,001,795$16,962,251$635,964,046
614Darrell & King, Llc$3,548,787$635,232,804$635,232,804
615Minot Wealth Management Llc$1,465,554$634,093,566$491,412$634,584,978
616Toth Financial Advisory Corp$380,641$614,787,602$19,360,771$634,148,373
617Sequent Asset Management, Llc$1,569,115$344,446,718$287,906,692$632,353,410
618Stage Harbor Financial$750,857$631,470,357$631,470,357
619Buffington Mohr Mcneal$535,956$611,897,820$18,922,320$630,820,140
620Jgp Wealth Management, Llc$398,504$628,440,669$628,440,669
621Westside Investment Management, Inc.$595,344$626,897,512$626,897,512
622Premier Financial Group Inc$553,857$505,371,663$121,040,486$626,412,149
623Pathway Financial Advisors, Llc$748,444$625,698,913$625,698,913
624Gries Financial Llc$690,134$623,880,772$623,880,772
626Private Wealth Management, Inc.$1,152,761$623,643,433$623,643,433
627Derby And Company Inc$705,366$622,132,744$622,132,744
628Monterey Private Wealth, Inc.$397,154$568,592,580$52,953,605$621,546,185
629Peak Asset Management, Llc$614,063$595,876,445$24,327,159$620,203,604
630Stratford Consulting, Llc$763,533$619,224,897$619,224,897
631Charles Pratt & Company, L.L.C.$953,162$478,346,485$139,302,720$617,649,205
632Roof, Eidam & Maycock, Llc$636,987$599,717,249$17,523,366$617,240,615
633Indie Asset Partners, Llc$765,890$616,541,401$616,541,401
634Viridian Ria, Llc$282,870$581,386,000$32,725,000$614,111,000
635Cohen Capital Management Inc$3,546,781$613,593,058$613,593,058
636Montis Financial, Llc$551,123$600,200,000$13,200,000$613,400,000
637Summit Asset Management Llc$449,716$540,089,238$72,423,621$612,512,859
638Tbh Global Asset Management, Llc$311,328$597,279,276$14,791,158$612,070,434
639Berkshire Money Management, Inc.$363,151$609,003,770$609,003,770
640Sloan Investment Management, L.L.C.$1,849,212$606,167,594$2,223,071$608,390,665
641Kings Path Partners Llc$3,866,532$131,316,926$475,728,659$607,045,585
642Whitney & Company$1,279,866$603,544,665$3,111,837$606,656,502
643Rvw Wealth Llc$423,813$593,120,720$12,931,970$606,052,690
644Global Wealth Management, Llc$1,413,720$559,171,178$45,900,810$605,071,988
645Milestone Investment Advisors, Llc$531,189$514,359,363$89,071,053$603,430,416
6463D Asset Management, Inc.$328,088$603,025,169$603,025,169
647Newfocus Financial Group, Llc$380,186$602,974,548$602,974,548
648Blankinship & Foster, Llc$690,905$602,469,568$602,469,568
649Ami Investment Management Inc$2,584,353$602,154,188$602,154,188
650The Family Firm, Inc.$602,818$600,908,630$703,680$601,612,310
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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.