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
601The Financial Advisors, LLC$330,250$561,565,649$3,161,680$564,727,329
602Compton Wealth Advisory Group, LLC$2,496,581$564,227,328$0$564,227,328
603Willingdon Wealth Management Inc.$334,136$556,872,320$5,144,252$562,016,572
604Black Coral Financial Advisors$301,075$270,000,000$290,000,000$560,000,000
605Moisand Fitzgerald Tamayo$268,712$555,257,107$3,932,751$559,189,858
606SBK Financial, Inc.$574,941$507,866,059$50,976,970$558,843,029
607Meridian Wealth Management, LLC$415,668$554,371,815$3,870,571$558,242,386
608Roundview Capital, LLC$461,152$553,858,629$4,135,351$557,993,980
609Keb Asset Management$373,766$422,021,548$135,637,035$557,658,583
610Capital Planning LLC$247,519$438,577,392$117,845,751$556,423,143
611Pinney & Scofield, Inc.$503,835$555,729,642$0$555,729,642
612Arbor Investment Advisors$655,510$522,701,736$31,203,929$553,905,665
613Flippin Bruce & Porter Inc$1,416,478$553,843,000$0$553,843,000
614Lenox Wealth Management, Inc.$200,643$551,144,808$1,425,641$552,570,449
615Roof, Eidam & Maycock$532,762$530,893,187$19,982,718$550,875,905
616The Family Firm, Inc.$529,262$549,981,583$450,646$550,432,229
617Mitchell Vaught & Taylor Inc$3,455,101$487,860,990$61,500,053$549,361,043
618Spectrum Management Group, Inc.$635,024$547,097,752$1,562,721$548,660,473
619HTG Investment Advisors Inc$440,543$548,475,895$0$548,475,895
620Lassus Wherley$1,589,425$546,762,352$0$546,762,352
621PJS Investment Management$1,000,381$523,227,560$22,980,416$546,207,976
622Paragon Advisors, Inc.$8,029,412$250,000,000$296,000,000$546,000,000
623Northwest Wealth Management, LLC$165,841$545,286,761$0$545,286,761
624Prairieview Partners, LLC$1,884,691$534,583,873$10,091,882$544,675,755
625Northern Capital Management$1,801,987$544,200,000$0$544,200,000
626Kings Path Partners LLC$6,474,655$102,606,078$441,264,939$543,871,017
627Toth Financial Advisory Corp$350,256$542,896,385$0$542,896,385
628Cahill Financial Advisors, Inc.$253,921$436,850,734$103,492,267$540,343,001
629Evermay Wealth Management$605,107$502,423,952$37,331,694$539,755,646
630Blue Chip Partners, Inc.$455,822$535,572,700$4,120,119$539,692,819
631Highland Private Wealth Management$764,357$533,852,508$5,783,248$539,635,756
632Anchor Investment Management$460,423$531,288,806$6,946,244$538,235,050
634Madison Wealth Management$334,423$511,191,080$26,560,500$537,751,580
635Evanston Advisors$849,054$537,451,000$0$537,451,000
636PBMares Wealth Management$301,107$530,308,404$5,662,803$535,971,207
637Auxano Advisors$524,493$455,650,700$79,856,500$535,507,200
638Smith & Howard Wealth Management$796,011$534,919,392$0$534,919,392
639Pathway Financial Advisors$672,408$534,564,216$0$534,564,216
640Peak Asset Management$561,453$509,976,968$22,841,893$532,818,861
641Whitley Penn Financial, LLP$259,921$477,724,211$53,553,826$531,278,037
642Windsor Capital Management, LLC$445,743$530,434,000$0$530,434,000
643Montis Financial, LLC$514,966$516,700,000$13,200,000$529,900,000
644Blankinship & Foster$615,558$528,764,279$0$528,764,279
645Briaud Financial Advisors$290,896$525,487,932$2,779,104$528,267,036
646Ascent Wealth Partners, LLC$435,389$523,619,486$2,330,060$525,949,546
647American Financial Advisors Inc$340,622$0$525,238,584$525,238,584
648Family WMS$828,804$409,026,216$115,606,441$524,632,657
649Tillman Hartley LLC$1,765,599$473,770,000$50,613,000$524,383,000
650Coyle Financial Counsel, Inc.$376,507$486,656,665$37,064,906$523,721,571
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Showing 601 to 650 of 2,172 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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