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
701Noesis Capital Management Corp$581,059$425,245,523$70,397,949$495,643,472
702Baxter Investment Management$625,952$495,128,283$495,128,283
703Kays Financial Advisory Corp$269,210$495,076,338$495,076,338
704Fjy Financial$346,142$446,393,718$46,859,009$493,252,727
705River Wealth Advisors Llc$321,691$491,543,888$491,543,888
706The Wealth Collaborative, Inc.$1,175,556$488,192,760$3,189,479$491,382,239
707Anchor Investment Management$370,289$484,217,747$6,785,056$491,002,803
708Gibraltar Capital Management, Inc.$2,347,913$487,523,382$3,190,447$490,713,829
709Smith & Howard Wealth Management, Llc$904,291$490,125,713$490,125,713
710Gateway Advisory, Llc$229,696$489,481,899$489,481,899
711Altavista Wealth Management, Inc.$526,842$469,480,873$18,375,197$487,856,070
712Whitney & Company$1,120,054$483,434,268$2,669,339$486,103,607
713Withum Wealth Management$862,246$484,582,000$484,582,000
714Compton Wealth Advisory Group, Llc$907,933$440,462,659$43,465,458$483,928,117
715Ashford Advisors, Llc$1,958,679$352,217,453$131,576,151$483,793,604
716Starfire Investment Advisers Inc$518,929$471,584,000$12,058,000$483,642,000
717Financial Concepts$124,787$483,547,892$483,547,892
718Wealth Advisors Group$265,699$457,342,562$25,698,598$483,041,160
719Aviance Capital Partners Llc$897,662$464,638,267$18,304,003$482,942,270
720William Mack & Associates Inc$645,649$479,486,832$2,166,999$481,653,831
721Northstar Asset Management Inc$1,091,010$449,407,807$31,727,487$481,135,294
722Red Door Wealth Management, Llc$455,090$263,936,500$217,093,274$481,029,774
723Partners In Financial Planning, Llc$275,203$479,679,459$479,679,459
724Quadrant Capital Management, Llc$764,524$477,404,795$1,187,023$478,591,818
725Jackson Financial Management$267,147$472,375,004$5,016,454$477,391,458
726Rollins Financial Inc$651,755$477,084,824$477,084,824
727Mcshane Partners$1,564,356$474,000,000$474,000,000
728Mraz, Amerine & Associates, Inc.$257,945$473,071,328$473,071,328
729Mattern Capital Management, Llc$453,383$472,878,077$472,878,077
730The Fairman Group, Llc$574,236$241,646,943$229,800,982$471,447,925
731Greenline Partners$16,241,379$457,000,000$14,000,000$471,000,000
732Ellis Investment Partners, Llc$368,779$439,399,780$31,530,684$470,930,464
733Berkshire Money Management, Inc.$294,323$470,916,995$470,916,995
734Willis Johnson & Associates, Inc.$483,397$465,681,988$1,763,370$467,445,358
735The Arkansas Financial Group, Inc.$365,526$467,142,352$467,142,352
736Financial Partners Capital Management, Llc$860,051$434,373,342$31,774,364$466,147,706
737Wealth Management Advisors Inc$1,378,793$466,031,919$466,031,919
738Financial Plan, Inc.$215,087$465,878,923$465,878,923
739American Financial Advisors Inc$330,966$464,345,477$464,345,477
740Rappaport Reiches Capital Management,$457,100$463,956,194$463,956,194
741Smith Capital Management Inc$514,966$459,416,743$4,052,371$463,469,114
742Greenwood Gearhart Inc.$371,139$462,810,348$462,810,348
743Rpg Investment Advisory, Llc$625,952$462,578,401$462,578,401
744Hamilton Point Investment Advisors, Llc$941,463$460,375,636$460,375,636
745Franklin, Parlapiano, Turner & Welch Llc$1,240,738$458,224,755$2,088,983$460,313,738
746Compass Financial Group, Inc$110,843$435,000,000$25,000,000$460,000,000
747Bell Investment Advisors Inc$440,392$413,666,946$46,102,505$459,769,451
748Waypoint Wealth Partners$805,539$456,740,745$456,740,745
749Sicart Associates, Llc$2,305,099$456,409,503$456,409,503
750Pettyjohn, Wood & White, Inc.$565,186$456,105,289$456,105,289
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Showing 701 to 750 of 2,439 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 2,206 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.