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
601O'Brien Wealth Partners LLC$394,410$580,571,981$0$580,571,981
602Traphagen Financial Group$515,138$574,243,153$6,317,620$580,560,773
603Cahaba Wealth Management, Inc.$568,982$580,361,980$0$580,361,980
604Sequent Asset Management, LLC$1,468,852$331,328,089$248,868,293$580,196,382
605Mastrapasqua Asset Management, Inc.$1,161,252$573,349,692$6,115,122$579,464,814
606Roble, Belko and Company, Inc.$976,684$579,173,558$0$579,173,558
607Generation Capital Management LLC$2,877,676$69,213,770$509,199,066$578,412,836
608Cohen Capital Management Inc$4,125,431$577,560,405$0$577,560,405
609Isthmus Partners, LLC$542,207$574,739,113$0$574,739,113
610First Pacific Financial, Inc.$273,258$573,294,647$0$573,294,647
611Winthrop Capital Management$1,544,207$554,452,317$18,448,571$572,900,888
612Summit Asset Management$448,919$499,050,040$72,423,767$571,473,807
613Cypress Point Wealth Management$3,121,058$539,446,382$31,707,141$571,153,523
614St. Clair Advisors$1,489,805$570,595,254$0$570,595,254
615Aequitas Investment Advisors, LLC$618,304$0$569,458,099$569,458,099
616Werba Rubin Papier Wealth Management$1,279,412$569,338,261$0$569,338,261
617Telos Capital Management$424,294$568,978,097$0$568,978,097
619Derby And Company Inc$1,342,588$567,914,627$0$567,914,627
620Milestone Investment Advisors$523,283$456,714,728$110,523,971$567,238,699
621Slatestone Wealth LLC$500,444$565,818,354$684,374$566,502,728
622PDS Planning Inc$234,838$497,468,958$68,021,347$565,490,305
623The Financial Advisors, LLC$330,250$561,565,649$3,161,680$564,727,329
624Compton Wealth Advisory Group, LLC$2,496,581$564,227,328$0$564,227,328
625Willingdon Wealth Management Inc.$334,136$556,872,320$5,144,252$562,016,572
626Black Coral Financial Advisors$301,075$270,000,000$290,000,000$560,000,000
627Capital Planning Advisors LLC$751,678$368,000,000$192,000,000$560,000,000
628Moisand Fitzgerald Tamayo$268,712$555,257,107$3,932,751$559,189,858
629SBK Financial, Inc.$574,941$507,866,059$50,976,970$558,843,029
630Meridian Wealth Management, LLC$415,668$554,371,815$3,870,571$558,242,386
631Roundview Capital, LLC$461,152$553,858,629$4,135,351$557,993,980
632Keb Asset Management$373,766$422,021,548$135,637,035$557,658,583
633Capital Planning LLC$247,519$438,577,392$117,845,751$556,423,143
634Pinney & Scofield, Inc.$503,835$555,729,642$0$555,729,642
635Arbor Investment Advisors$655,510$522,701,736$31,203,929$553,905,665
636Flippin Bruce & Porter Inc$1,416,478$553,843,000$0$553,843,000
637Lenox Wealth Management, Inc.$200,643$551,144,808$1,425,641$552,570,449
638Roof, Eidam & Maycock$532,762$530,893,187$19,982,718$550,875,905
639The Family Firm, Inc.$529,262$549,981,583$450,646$550,432,229
640Mitchell Vaught & Taylor Inc$3,455,101$487,860,990$61,500,053$549,361,043
641Spectrum Management Group, Inc.$635,024$547,097,752$1,562,721$548,660,473
642HTG Investment Advisors Inc$440,543$548,475,895$0$548,475,895
643Lassus Wherley$1,589,425$546,762,352$0$546,762,352
644PJS Investment Management$1,000,381$523,227,560$22,980,416$546,207,976
645Paragon Advisors, Inc.$8,029,412$250,000,000$296,000,000$546,000,000
646Northwest Wealth Management, LLC$165,841$545,286,761$0$545,286,761
647Prairieview Partners, LLC$1,884,691$534,583,873$10,091,882$544,675,755
648Northern Capital Management$1,801,987$544,200,000$0$544,200,000
649Kings Path Partners LLC$6,474,655$102,606,078$441,264,939$543,871,017
650Toth Financial Advisory Corp$350,256$542,896,385$0$542,896,385
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Showing 601 to 650 of 2,314 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 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (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 11, 2018.


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