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 |
|---|---|---|---|---|---|
| 701 | QUANTITATIVE ADVANTAGE, LLC | $310,326 | $516,693,145 | — | $516,693,145 |
| 702 | LYELL WEALTH MANAGEMENT LP | $2,901,840 | $516,527,560 | — | $516,527,560 |
| 703 | VANTAGE FINANCIAL PARTNERS LIMITED | $585,126 | $510,046,630 | $4,864,372 | $514,911,002 |
| 704 | BLUE OCEAN CAPITAL | $1,080,615 | $514,372,567 | — | $514,372,567 |
| 705 | GREENWOOD GEARHART INC. | $363,792 | $512,947,200 | — | $512,947,200 |
| 706 | ISI FINANCIAL GROUP INC | $265,129 | $512,493,993 | — | $512,493,993 |
| 707 | HANSON & DOREMUS INVESTMENT MANAGEMENT | $494,582 | $476,316,184 | $35,576,110 | $511,892,294 |
| 708 | J.P. KING ADVISORS, INC. | $429,387 | $511,400,000 | — | $511,400,000 |
| 709 | LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C. | $221,142 | $493,781,168 | $16,836,097 | $510,617,265 |
| 710 | KEUDELL MORRISON WEALTH MANAGEMENT, LLC | $314,407 | $386,165,379 | $123,802,889 | $509,968,268 |
| 711 | SICART ASSOCIATES, LLC | $1,961,216 | $509,916,036 | — | $509,916,036 |
| 712 | KMH WEALTH MANAGEMENT, LLC | $479,369 | $499,782,815 | $8,827,567 | $508,610,382 |
| 713 | THE JOSEPH GROUP CAPITAL MANAGEMENT | $882,019 | $508,042,933 | — | $508,042,933 |
| 714 | RS CRUM INC. | $572,172 | $491,904,883 | $15,611,745 | $507,516,628 |
| 715 | MATTERN CAPITAL MANAGEMENT, LLC | $511,606 | $506,489,880 | — | $506,489,880 |
| 716 | PARADIGM FINANCIAL ADVISORS LLC | $490,273 | $425,553,462 | $79,427,218 | $504,980,680 |
| 717 | MARATHON CAPITAL MANAGEMENT | $820,362 | $504,522,684 | — | $504,522,684 |
| 718 | SMITH CAPITAL MANAGEMENT INC | $574,328 | $502,788,967 | $897,010 | $503,685,977 |
| 719 | COMPASS FINANCIAL GROUP, INC | $99,604 | $485,000,000 | $18,000,000 | $503,000,000 |
| 720 | PRINCETON PORTFOLIO STRATEGIES GROUP LLC | $1,115,651 | $492,605,172 | $7,206,392 | $499,811,564 |
| 721 | FOSTER VICTOR WEALTH ADVISORS, LLC | $210,530 | $473,899,461 | $24,424,608 | $498,324,069 |
| 722 | CORNELL POCHILY INVESTMENT ADVISORS, INC. | $417,242 | $362,025,034 | $135,327,652 | $497,352,686 |
| 723 | SCOTT SNOW (FINANCIAL ADVISORS) LLC | $994,363 | — | $493,204,040 | $493,204,040 |
| 724 | C.J. LAWRENCE | $1,350,561 | $483,767,691 | $9,186,982 | $492,954,673 |
| 725 | ABSHER WEALTH MANAGEMENT, LLC | $376,282 | $446,763,275 | $45,413,843 | $492,177,118 |
| 726 | WEALTH DIMENSIONS GROUP, LTD. | $1,002,354 | $489,547,658 | $1,605,808 | $491,153,466 |
| 727 | BERNHARDT WEALTH MANAGEMENT, INC. | $516,592 | $489,742,150 | $503,501 | $490,245,651 |
| 728 | MA PRIVATE WEALTH, LLC | $393,018 | $454,865,145 | $33,656,393 | $488,521,538 |
| 729 | GRANT STREET ASSET MANAGEMENT INC | $547,776 | $487,836,853 | $231,907 | $488,068,760 |
| 730 | NAVPOINT FINANCIAL, INC. | $2,093,983 | $465,087,163 | $22,810,811 | $487,897,974 |
| 731 | REGATTA CAPITAL GROUP, LLC | $230,108 | $392,442,579 | $94,695,241 | $487,137,820 |
| 732 | CAMBRIDGE ADVISORS INC | $621,937 | $459,155,337 | $27,821,259 | $486,976,596 |
| 733 | SAGE RHINO CAPITAL LLC | $488,447 | $486,493,012 | — | $486,493,012 |
| 734 | CHATHAM CAPITAL GROUP INC | $1,107,029 | $485,985,897 | — | $485,985,897 |
| 735 | EXCALIBUR MANAGEMENT CORP | $631,786 | $469,290,000 | $15,922,000 | $485,212,000 |
| 736 | BRIO FINANCIAL GROUP | $148,659 | $484,993,925 | $79,822 | $485,073,747 |
| 737 | ARIN RISK ADVISORS LLC | $6,643,836 | $485,000,000 | — | $485,000,000 |
| 738 | WAYPOINT WEALTH COUNSEL LLC | $1,496,504 | $332,846,216 | $152,021,196 | $484,867,412 |
| 739 | GALECKI FINANCIAL MANAGEMENT INC | $264,608 | $484,497,165 | — | $484,497,165 |
| 740 | TILLMAN HARTLEY LLC | $2,074,245 | $483,176,000 | $123,000 | $483,299,000 |
| 741 | ANGELES WEALTH MANAGEMENT, LLC | $4,474,328 | $457,956,344 | $25,271,028 | $483,227,372 |
| 742 | FRISCH FINANCIAL GROUP, INC. | $367,390 | $431,230,441 | $49,682,951 | $480,913,392 |
| 743 | CDA GROUP | $480,522 | — | $480,521,690 | $480,521,690 |
| 744 | TRAYNOR CAPITAL MANAGEMENT | $1,000,000 | $410,000,000 | $70,000,000 | $480,000,000 |
| 745 | OPTIMA ASSET MANAGEMENT INC | $2,186,892 | — | $478,929,419 | $478,929,419 |
| 746 | PARTNERS IN FINANCIAL PLANNING, LLC | $264,502 | $478,219,632 | — | $478,219,632 |
| 747 | FINANCIAL SYMMETRY INC. | $158,620 | $174,323,297 | $303,757,193 | $478,080,490 |
| 748 | 180 WEALTH ADVISORS, LLC | $285,714 | $335,097,710 | $142,902,290 | $478,000,000 |
| 749 | SILICON VALLEY CAPITAL PARTNERS, L.P. | $462,834 | $477,181,979 | — | $477,181,979 |
| 750 | CANAL CAPITAL MANAGEMENT, LLC | $374,941 | $450,880,964 | $25,294,438 | $476,175,402 |
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.
