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.


# of employees


High-net-worth client assets

Total AUM


Total accounts


Discretionary AUM


Avg. discretionary account AUM


Non-discretionary AUM


Non-discretionary accounts


Average non-discretionary account AUM


Avg. account AUM

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
701QUANTITATIVE ADVANTAGE, LLC$310,326$516,693,145$516,693,145
702LYELL WEALTH MANAGEMENT LP$2,901,840$516,527,560$516,527,560
703VANTAGE FINANCIAL PARTNERS LIMITED$585,126$510,046,630$4,864,372$514,911,002
704BLUE OCEAN CAPITAL$1,080,615$514,372,567$514,372,567
705GREENWOOD GEARHART INC.$363,792$512,947,200$512,947,200
706ISI FINANCIAL GROUP INC$265,129$512,493,993$512,493,993
707HANSON & DOREMUS INVESTMENT MANAGEMENT$494,582$476,316,184$35,576,110$511,892,294
708J.P. KING ADVISORS, INC.$429,387$511,400,000$511,400,000
709LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C.$221,142$493,781,168$16,836,097$510,617,265
710KEUDELL MORRISON WEALTH MANAGEMENT, LLC$314,407$386,165,379$123,802,889$509,968,268
711SICART ASSOCIATES, LLC$1,961,216$509,916,036$509,916,036
712KMH WEALTH MANAGEMENT, LLC$479,369$499,782,815$8,827,567$508,610,382
713THE JOSEPH GROUP CAPITAL MANAGEMENT$882,019$508,042,933$508,042,933
714RS CRUM INC.$572,172$491,904,883$15,611,745$507,516,628
715MATTERN CAPITAL MANAGEMENT, LLC$511,606$506,489,880$506,489,880
716PARADIGM FINANCIAL ADVISORS LLC$490,273$425,553,462$79,427,218$504,980,680
717MARATHON CAPITAL MANAGEMENT$820,362$504,522,684$504,522,684
718SMITH CAPITAL MANAGEMENT INC$574,328$502,788,967$897,010$503,685,977
719COMPASS FINANCIAL GROUP, INC$99,604$485,000,000$18,000,000$503,000,000
720PRINCETON PORTFOLIO STRATEGIES GROUP LLC$1,115,651$492,605,172$7,206,392$499,811,564
721FOSTER VICTOR WEALTH ADVISORS, LLC$210,530$473,899,461$24,424,608$498,324,069
722CORNELL POCHILY INVESTMENT ADVISORS, INC.$417,242$362,025,034$135,327,652$497,352,686
723SCOTT SNOW (FINANCIAL ADVISORS) LLC$994,363$493,204,040$493,204,040
724C.J. LAWRENCE$1,350,561$483,767,691$9,186,982$492,954,673
725ABSHER WEALTH MANAGEMENT, LLC$376,282$446,763,275$45,413,843$492,177,118
726WEALTH DIMENSIONS GROUP, LTD.$1,002,354$489,547,658$1,605,808$491,153,466
727BERNHARDT WEALTH MANAGEMENT, INC.$516,592$489,742,150$503,501$490,245,651
728MA PRIVATE WEALTH, LLC$393,018$454,865,145$33,656,393$488,521,538
729GRANT STREET ASSET MANAGEMENT INC$547,776$487,836,853$231,907$488,068,760
730NAVPOINT FINANCIAL, INC.$2,093,983$465,087,163$22,810,811$487,897,974
731REGATTA CAPITAL GROUP, LLC$230,108$392,442,579$94,695,241$487,137,820
732CAMBRIDGE ADVISORS INC$621,937$459,155,337$27,821,259$486,976,596
733SAGE RHINO CAPITAL LLC$488,447$486,493,012$486,493,012
734CHATHAM CAPITAL GROUP INC$1,107,029$485,985,897$485,985,897
735EXCALIBUR MANAGEMENT CORP$631,786$469,290,000$15,922,000$485,212,000
736BRIO FINANCIAL GROUP$148,659$484,993,925$79,822$485,073,747
737ARIN RISK ADVISORS LLC$6,643,836$485,000,000$485,000,000
738WAYPOINT WEALTH COUNSEL LLC$1,496,504$332,846,216$152,021,196$484,867,412
739GALECKI FINANCIAL MANAGEMENT INC$264,608$484,497,165$484,497,165
740TILLMAN HARTLEY LLC$2,074,245$483,176,000$123,000$483,299,000
741ANGELES WEALTH MANAGEMENT, LLC$4,474,328$457,956,344$25,271,028$483,227,372
742FRISCH FINANCIAL GROUP, INC.$367,390$431,230,441$49,682,951$480,913,392
743CDA GROUP$480,522$480,521,690$480,521,690
744TRAYNOR CAPITAL MANAGEMENT$1,000,000$410,000,000$70,000,000$480,000,000
745OPTIMA ASSET MANAGEMENT INC$2,186,892$478,929,419$478,929,419
746PARTNERS IN FINANCIAL PLANNING, LLC$264,502$478,219,632$478,219,632
747FINANCIAL SYMMETRY INC.$158,620$174,323,297$303,757,193$478,080,490
748180 WEALTH ADVISORS, LLC$285,714$335,097,710$142,902,290$478,000,000
749SILICON VALLEY CAPITAL PARTNERS, L.P.$462,834$477,181,979$477,181,979
750CANAL CAPITAL MANAGEMENT, LLC$374,941$450,880,964$25,294,438$476,175,402
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Showing 701 to 750 of 2,491 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 Sabrina Straub.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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) nor one who is an insurance company or agency.

Database last updated on June, 2020.