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.

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