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
601Abbrea Capital, LLC$885,645$538,284,568$20,557,515$558,842,083
602Landsberg Bennett Private Wealth Management$313,876$398,774,982$158,040,342$556,815,324
603First Pacific Financial, Inc.$249,338$556,771,575$556,771,575
604Generation Capital Management LLC$2,300,476$67,925,487$486,489,218$554,414,705
605St. Clair Advisors$1,251,300$554,326,060$554,326,060
606Schaefer Financial Management, Inc.$358,997$554,290,947$554,290,947
607Summit Asset Management Llc$699,144$552,314,342$9,452$552,323,794
608Sloan Investment Management$852,318$549,596,800$2,705,366$552,302,166
609Evermay Wealth Management$597,371$516,218,599$35,752,661$551,971,260
610Keb Asset Management$339,202$478,913,758$72,628,914$551,542,672
611Werba Rubin Papier Wealth Management$457,457$551,235,573$551,235,573
612Apella Capital$277,413$549,000,000$549,000,000
613Aequitas Investment Advisors, LLC$562,902$547,703,215$547,703,215
614Viridian Ria, LLC$246,794$490,830,487$55,323,710$546,154,197
615Gries Financial$633,638$545,562,355$545,562,355
616RVW Wealth LLC$331,119$544,691,451$544,691,451
617Roof, Eidam & Maycock$393,098$511,430,285$32,223,604$543,653,889
618Moisand Fitzgerald Tamayo$257,040$539,789,104$3,592,542$543,381,646
619Stage Harbor Financial, LLC$723,342$543,229,967$543,229,967
620Toth Financial Advisory Corp$342,664$541,752,147$541,752,147
621Ascent Wealth Partners, LLC$404,291$521,007,523$20,742,749$541,750,272
622HTG Investment Advisors Inc$455,532$541,627,397$541,627,397
623Lenox Wealth Management, Inc.$211,891$537,771,377$3,399,481$541,170,858
624Briaud Financial Advisors$286,467$529,039,586$10,663,600$539,703,186
625Buffington Mohr McNeal$480,944$522,416,220$16,721,859$539,138,079
626PBMares Wealth Management$318,453$534,009,297$4,494,748$538,504,045
627Global Wealth Management, LLC$1,325,758$509,013,550$29,244,028$538,257,578
628Castlekeep Investment Advisors$3,071,209$67,471,794$469,989,865$537,461,659
629Blue Chip Partners, Inc.$436,958$532,650,451$4,371,045$537,021,496
630First Fiduciary Investment Counsel Inc$1,187,069$535,368,333$535,368,333
631Sbc Wealth Management$252,770$534,609,178$534,609,178
632Prairieview Partners, LLC$1,738,712$530,649,585$3,134,939$533,784,524
633The H Group, Inc.$274,975$531,801,855$531,801,855
634All Star Financial Inc$421,390$531,794,135$531,794,135
635Arbor Investment Advisors$584,687$509,791,633$21,104,137$530,895,770
636Derby And Company Inc$636,918$528,373,948$1,541,758$529,915,706
637Peavine Capital, LLC$2,917,127$311,000,000$217,000,000$528,000,000
638Peak Asset Management$547,589$506,125,268$21,750,459$527,875,727
639Premier Financial Group Inc$489,156$426,246,085$99,596,263$525,842,348
640Natural Investments$169,853$521,418,489$2,748,334$524,166,823
641Spectrum Management Group, Inc.$590,725$521,977,314$1,405,455$523,382,769
642New England Investment & Retirement Group, Inc.$262,480$522,113,283$1,010,026$523,123,309
643Pathway Financial Advisors$628,853$522,576,489$522,576,489
644Aegis Wealth Management$1,154,681$521,915,587$521,915,587
645Summit Asset Management$391,407$456,271,133$64,691,826$520,962,959
646Cornerstone Capital Advisors$292,647$520,034,107$520,034,107
647The Family Firm, Inc.$513,468$517,236,825$852,669$518,089,494
648Slatestone Wealth LLC$467,977$517,940,700$110,370$518,051,070
649Financial Planning And Information Services, Inc.$547,090$517,000,000$517,000,000
650Monterey Private Wealth, Inc.$336,823$478,417,490$37,595,088$516,012,578
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Showing 601 to 650 of 2,205 entries

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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.

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