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
701Apella Capital$277,413$549,000,000$549,000,000
702Pinney & Scofield, Inc.$512,158$548,008,928$548,008,928
703Pettyjohn, Wood & White, Inc.$682,852$547,647,427$547,647,427
704Firestone Capital Management Inc$500,737$539,100,000$4,700,000$543,800,000
705All Star Financial Inc$404,606$543,790,686$543,790,686
706Exchange Capital Management Inc$590,076$540,353,742$1,926,478$542,280,220
707Ashford Advisors, Llc$2,315,093$387,054,680$154,677,079$541,731,759
708Clayton Wealth Partners$359,647$541,628,141$541,628,141
709Journey Advisory Group, Llc$385,580$541,353,678$541,353,678
710Fpl Capital Management, Llc$565,473$281,904,182$258,687,914$540,592,096
711Sensible Financial Planning And Management, Llc$397,180$472,830,355$62,964,903$535,795,258
712Franklin, Parlapiano, Turner & Welch Llc$1,511,019$529,400,325$2,478,406$531,878,731
713Strategic Wealth Management Inc$6,442,619$464,729,042$63,565,693$528,294,735
714Bell Investment Advisors Inc$516,489$476,690,591$49,611,638$526,302,229
715Hamilton Point Investment Advisors, Llc$961,087$524,753,580$524,753,580
716Shulman Demeo Asset Management, Llc$640,659$465,526,208$59,173,408$524,699,616
717T.O.S. Advisors, Llc$2,773,864$524,260,203$524,260,203
718Wade Financial Advisory, Inc.$1,949,103$426,529,643$95,829,887$522,359,530
719Regency Investment Advisors Inc$387,123$519,183,993$3,045,299$522,229,292
720Noesis Capital Management Corp$623,962$472,821,392$48,811,047$521,632,439
721Aegis Wealth Management Llc$1,106,470$521,147,281$521,147,281
722Bedell Frazier Investment Counselling, Llc.$405,397$514,889,068$6,045,887$520,934,955
723Syverson Strege$307,855$398,444,107$119,367,380$517,811,487
724Compton Wealth Advisory Group, Llc$1,499,876$377,891,498$139,565,839$517,457,337
725Quantitative Advantage, Llc$310,326$516,693,145$516,693,145
726Lyell Wealth Management Lp$2,901,840$516,527,560$516,527,560
727Vantage Financial Partners Limited$585,126$510,046,630$4,864,372$514,911,002
728Blue Ocean Capital$1,080,615$514,372,567$514,372,567
729Greenwood Gearhart Inc.$363,792$512,947,200$512,947,200
730Isi Financial Group Inc$265,129$512,493,993$512,493,993
731J.P. King Advisors, Inc.$429,387$511,400,000$511,400,000
732Leonard Rickey Investment Advisors, P.L.L.C.$221,142$493,781,168$16,836,097$510,617,265
733Keudell Morrison Wealth Management, Llc$314,407$386,165,379$123,802,889$509,968,268
734Sicart Associates, Llc$1,961,216$509,916,036$509,916,036
735Investment Management Of Virginia, Llc$1,084,779$507,144,524$2,701,735$509,846,259
736Kmh Wealth Management, Llc$479,369$499,782,815$8,827,567$508,610,382
737The Joseph Group Capital Management$882,019$508,042,933$508,042,933
738Rs Crum Inc.$572,172$491,904,883$15,611,745$507,516,628
739Mattern Capital Management, Llc$511,606$506,489,880$506,489,880
740Paradigm Financial Advisors Llc$490,273$425,553,462$79,427,218$504,980,680
741Alpha Fiduciary$1,534,220$307,003,297$197,755,136$504,758,433
742Marathon Capital Management$820,362$504,522,684$504,522,684
743Wealth Management Advisors Inc$1,487,771$504,354,312$504,354,312
744Princeton Portfolio Strategies Group Llc$1,115,651$492,605,172$7,206,392$499,811,564
745Foster Victor Wealth Advisors, Llc$210,530$473,899,461$24,424,608$498,324,069
746Cornell Pochily Investment Advisors, Inc.$417,242$362,025,034$135,327,652$497,352,686
747Scott Snow (Financial Advisors) Llc$994,363$493,204,040$493,204,040
748Absher Wealth Management, Llc$376,282$446,763,275$45,413,843$492,177,118
749Bernhardt Wealth Management, Inc.$516,592$489,742,150$503,501$490,245,651
750Ma Private Wealth, Llc$393,018$454,865,145$33,656,393$488,521,538
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Showing 701 to 750 of 2,336 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.