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
651Cahill Financial Advisors, Inc.$253,921$436,850,734$103,492,267$540,343,001
652Evermay Wealth Management$605,107$502,423,952$37,331,694$539,755,646
653Blue Chip Partners, Inc.$455,822$535,572,700$4,120,119$539,692,819
654Highland Private Wealth Management$764,357$533,852,508$5,783,248$539,635,756
655Anchor Investment Management$460,423$531,288,806$6,946,244$538,235,050
657Madison Wealth Management$334,423$511,191,080$26,560,500$537,751,580
658Evanston Advisors$849,054$537,451,000$0$537,451,000
659PBMares Wealth Management$301,107$530,308,404$5,662,803$535,971,207
660Auxano Advisors$524,493$455,650,700$79,856,500$535,507,200
661Smith & Howard Wealth Management$796,011$534,919,392$0$534,919,392
662Pathway Financial Advisors$672,408$534,564,216$0$534,564,216
663Peak Asset Management$561,453$509,976,968$22,841,893$532,818,861
664All Star Financial Inc$421,390$531,794,135$0$531,794,135
665Whitley Penn Financial, LLP$259,921$477,724,211$53,553,826$531,278,037
666Windsor Capital Management, LLC$445,743$530,434,000$0$530,434,000
667Montis Financial, LLC$514,966$516,700,000$13,200,000$529,900,000
668Blankinship & Foster$615,558$528,764,279$0$528,764,279
669Briaud Financial Advisors$290,896$525,487,932$2,779,104$528,267,036
670Ascent Wealth Partners, LLC$435,389$523,619,486$2,330,060$525,949,546
671American Financial Advisors Inc$340,622$0$525,238,584$525,238,584
672Family WMS$828,804$409,026,216$115,606,441$524,632,657
673Tillman Hartley LLC$1,765,599$473,770,000$50,613,000$524,383,000
674Coyle Financial Counsel, Inc.$376,507$486,656,665$37,064,906$523,721,571
675RPG Investment Advisory, LLC$713,422$523,651,928$0$523,651,928
676FJY Financial$331,754$467,487,576$55,688,738$523,176,314
677New England Investment & Retirement Group, Inc.$285,302$521,330,451$1,343,444$522,673,895
678Cornerstone Capital Advisors$296,505$522,145,189$0$522,145,189
679Global Wealth Management, LLC$1,850,768$509,789,550$12,126,965$521,916,515
680Aegis Wealth Management$1,187,572$520,156,324$0$520,156,324
681Nelson Roberts Investment Advisors$723,171$507,300,000$12,660,000$519,960,000
682Columbia Asset Management$678,137$516,341,426$3,111,271$519,452,697
683Janiczek Wealth Management$529,197$515,967,014$0$515,967,014
684Optima Asset Management Inc$2,435,562$0$513,903,616$513,903,616
685Summit Planning Group LLC$208,486$513,709,399$0$513,709,399
686AMI Investment Management Inc$2,361,505$512,446,604$0$512,446,604
687Robertson Stephens Wealth Management, LLC$7,205,188$483,816,105$27,752,210$511,568,315
688Buffington Mohr McNeal$1,214,653$511,368,919$0$511,368,919
689The Wealth Collaborative, Inc.$1,283,244$509,792,791$938,281$510,731,072
690Aspen Capital Management$779,221$0$509,610,800$509,610,800
691Viridian Ria, LLC$289,269$499,171,000$9,942,000$509,113,000
692JBJ Investment Partners, LLC$312,064$450,158,560$56,008,784$506,167,344
693ARS Wealth Advisors$401,453$492,423,000$12,203,000$504,626,000
694Altavista Wealth Management, Inc.$578,286$485,581,445$18,684,212$504,265,657
695Sbc Wealth Management$369,775$503,263,688$0$503,263,688
696Bedell Frazier Investment Counselling$386,923$500,500,000$2,500,000$503,000,000
697Abbrea Capital, LLC$782,085$481,292,048$21,588,478$502,880,526
698Wealth Management Advisors Inc$1,466,239$501,453,716$0$501,453,716
699Baxter Investment Management$669,084$501,144,000$0$501,144,000
700Landsberg Bennett Private Wealth Management$281,264$446,853,161$54,077,800$500,930,961
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Showing 651 to 700 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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