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 |
|---|---|---|---|---|---|
| 651 | Mcadam Llc | $129,823 | $599,448,895 | $594,752 | $600,043,647 |
| 652 | Janiczek Wealth Management | $574,967 | $599,690,523 | — | $599,690,523 |
| 653 | Pjs Investment Management | $1,029,425 | $574,410,160 | $24,715,218 | $599,125,378 |
| 654 | Starfire Investment Advisers Inc | $595,506 | $584,813,000 | $13,671,000 | $598,484,000 |
| 655 | Financial Solutions Advisory Group | $473,810 | $597,000,000 | — | $597,000,000 |
| 656 | Aviance Capital Partners Llc | $1,054,623 | $565,003,592 | $29,803,554 | $594,807,146 |
| 657 | Briaud Financial Advisors | $313,678 | $582,770,489 | $11,021,437 | $593,791,926 |
| 658 | Ferris Capital, Llc | $971,202 | $591,013,275 | $1,419,799 | $592,433,074 |
| 659 | Castlekeep Investment Advisors | $3,285,775 | $117,484,528 | $473,955,027 | $591,439,555 |
| 660 | Mitchell Capital Management Co | $1,038,523 | $590,919,835 | — | $590,919,835 |
| 661 | Baker Ellis Asset Management Llc | $1,091,173 | $590,324,664 | — | $590,324,664 |
| 662 | Canopy Wealth Management | $362,911 | $553,833,361 | $35,533,704 | $589,367,065 |
| 663 | Financial Concepts | $144,514 | $586,583,594 | — | $586,583,594 |
| 664 | Suncoast Equity Management, Llc | $697,117 | $583,486,835 | — | $583,486,835 |
| 665 | Clear Creek Financial Management, Llc | $129,510 | $580,302,000 | $1,200,000 | $581,502,000 |
| 666 | Ellevest | $12,174 | $580,661,339 | — | $580,661,339 |
| 667 | Lassus Wherley | $348,891 | $579,857,338 | — | $579,857,338 |
| 668 | Withum Wealth Management | $909,702 | $579,480,000 | — | $579,480,000 |
| 669 | Qp Global Family Offices, Llc | $48,143,403 | — | $577,720,838 | $577,720,838 |
| 670 | Black Coral Financial Advisors, Llc | $391,573 | $407,671,000 | $169,507,000 | $577,178,000 |
| 671 | First Fiduciary Investment Counsel Inc | $1,285,381 | $577,135,960 | — | $577,135,960 |
| 672 | Fjy Financial | $335,265 | $540,587,849 | $35,731,820 | $576,319,669 |
| 673 | Pwa Wealth Management | $260,321 | $574,457,612 | $591,704 | $575,049,316 |
| 674 | Rappaport Reiches Capital Management, | $501,050 | $574,704,366 | — | $574,704,366 |
| 675 | Thun Financial Advisors | $1,168,914 | $2,000,000 | $571,936,816 | $573,936,816 |
| 676 | William Mack & Associates Inc | $770,725 | $570,983,298 | $2,436,111 | $573,419,409 |
| 677 | The Fairman Group, Llc | $662,734 | $311,567,588 | $261,034,501 | $572,602,089 |
| 678 | Windsor Capital Management, Llc | $484,862 | $571,652,668 | — | $571,652,668 |
| 679 | Hohimer Wealth Management, Llc | $913,319 | $517,646,457 | $52,264,867 | $569,911,324 |
| 680 | Mv Capital Management, Inc. | $755,490 | $568,818,412 | $821,208 | $569,639,620 |
| 681 | Financial Plan, Inc. | $226,332 | $567,187,377 | — | $567,187,377 |
| 682 | Waypoint Wealth Partners | $949,425 | $566,806,478 | — | $566,806,478 |
| 683 | Capita Financial Network, Llc | $273,752 | $566,666,086 | — | $566,666,086 |
| 684 | Autumn Lane Advisors, Llc | $2,347,249 | $293,305,000 | $272,382,000 | $565,687,000 |
| 685 | Smith & Howard Wealth Management, Llc | $1,009,043 | $565,063,878 | — | $565,063,878 |
| 686 | Gkfo, Llc | $2,826,449 | $256,182,374 | $306,281,042 | $562,463,416 |
| 687 | Wealth Advisors Group | $341,705 | $533,431,245 | $27,306,360 | $560,737,605 |
| 688 | J.W.Burns & Company, Inc. | $518,392 | $541,092,575 | $19,288,855 | $560,381,430 |
| 689 | Total Wealth Planning, Llc | $355,956 | $502,532,536 | $56,318,460 | $558,850,996 |
| 690 | American Financial Advisors Inc | $345,506 | — | $558,682,841 | $558,682,841 |
| 691 | Rpg Investment Advisory, Llc | $722,022 | $557,400,717 | — | $557,400,717 |
| 692 | Harris Financial Advisors, Inc. | $452,326 | $540,839,692 | $15,521,566 | $556,361,258 |
| 693 | The Wealth Collaborative, Inc. | $1,262,676 | $549,473,682 | $6,103,961 | $555,577,643 |
| 694 | Halpern Financial, Inc. | $642,665 | $554,619,599 | — | $554,619,599 |
| 695 | King Wealth Management Group, Llc | $368,765 | $536,798,544 | $17,455,220 | $554,253,764 |
| 696 | Clearrock Capital Llc | $670,865 | $552,117,137 | $1,346,482 | $553,463,619 |
| 697 | The Berry Group | $518,727 | $498,806,243 | $54,156,296 | $552,962,539 |
| 698 | Walter & Keenan Finanical Consulting Co | $2,747,411 | $527,030,001 | $25,199,529 | $552,229,530 |
| 699 | The Arkansas Financial Group, Inc. | $408,228 | $549,882,736 | — | $549,882,736 |
| 700 | Spectrum Asset Management Inc | $601,702 | $534,083,228 | $15,270,514 | $549,353,742 |
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.
