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
701Financial Planning And Information Services, Inc.$564,856$497,073,000$0$497,073,000
702Cabana Asset Management$96,840$469,145,854$27,351,940$496,497,794
703Quantum Capital Management$1,758,750$452,525,349$43,442,060$495,967,409
704Tru Independence Asset Management, LLC$949,334$490,668,715$4,883,683$495,552,398
705Scot McCormick$11,793,046$495,307,925$0$495,307,925
706Kays Financial Advisory Corp$291,752$495,103,937$0$495,103,937
707Peavine Capital, LLC$2,844,828$296,000,000$199,000,000$495,000,000
708Worthpointe$366,205$494,010,190$0$494,010,190
709Bell Investment Advisors Inc$481,284$430,917,396$62,879,527$493,796,923
710Richard P. Slaughter Associates, Inc.$411,874$467,069,561$26,355,985$493,425,546
711Aviance Capital Partners LLC$1,011,499$489,449,043$3,151,115$492,600,158
712Investment Management Of Virginia$978,526$488,807,063$2,413,186$491,220,249
713Sicart Associates, LLC$2,741,664$490,757,943$0$490,757,943
714Jackson Financial Management$270,655$486,231,538$3,654,667$489,886,205
715Rinehart Wealth & Investment Advisory$1,593,948$489,342,135$0$489,342,135
716The Fairman Group$4,652,605$0$488,523,556$488,523,556
717Sigma Investment Management Company$839,308$488,477,368$0$488,477,368
718Clearmark Partners, LLC$81,266,667$487,600,000$0$487,600,000
719Gateway Advisory$237,383$487,110,150$0$487,110,150
720Natural Investments$217,425$482,831,325$2,461,978$485,293,303
721Grey Street Capital, LLC$2,293,113$467,724,814$16,122,054$483,846,868
722RVW Wealth LLC$293,717$483,163,637$0$483,163,637
723HHM Wealth Advisors$217,519$448,243,617$34,866,129$483,109,746
724Pennington Partners & Co., LLC$12,071,935$328,632,970$154,244,415$482,877,385
725Total Wealth Planning, LLC$328,907$414,684,535$67,493,039$482,177,574
726Wealthstream Advisors, Inc.$596,423$481,909,989$0$481,909,989
727Whitney & Company$1,174,149$480,226,748$0$480,226,748
728Rollins Financial Inc$776,887$480,116,121$0$480,116,121
729Leonard Rickey Investment Advisors, PLLC$240,988$457,737,833$22,310,838$480,048,671
730Monterey Private Wealth, Inc.$335,766$442,121,909$37,688,327$479,810,236
731Fulcrum Capital, LLC$2,209,476$424,689,951$54,766,332$479,456,283
732Lodestar Private Asset Management$563,268$461,281,952$18,058,737$479,340,689
733Quadrant Capital Management$789,859$477,336,050$1,318,638$478,654,688
734Partners In Financial Planning$284,183$478,563,672$0$478,563,672
735NewFocus Financial Group$379,779$477,762,280$0$477,762,280
736The Arkansas Financial Group, Inc.$376,952$476,843,824$0$476,843,824
737Atlas Capital Advisors$1,653,691$476,263,000$0$476,263,000
738Clayton Wealth Partners$348,186$475,970,539$0$475,970,539
739Harris Financial Advisors, Inc.$432,439$460,072,207$15,178,551$475,250,758
740Paradigm Financial Advisors$319,719$406,151,815$67,672,374$473,824,189
741Franklin, Parlapiano, Turner & Welch$1,330,231$470,103,521$2,128,598$472,232,119
742Via Global Advisors LLC$15,223,684$67,852,659$404,081,538$471,934,197
743GDM Advisory Group Ltd.$567,952$471,400,000$0$471,400,000
744Roof Advisory Group, Inc.$2,076,044$433,214,276$38,047,775$471,262,051
745Starfire Investment Advisers Inc$465,147$469,268,000$996,100$470,264,100
746Mraz, Amerine & Associates, Inc.$239,261$467,276,264$0$467,276,264
747Rappaport Reiches Capital Management,$484,387$466,465,059$0$466,465,059
748Sweetwater Investments Inc$2,059,137$347,856,000$117,509,000$465,365,000
749Buckley Wealth Management, LLC$739,650$444,100,000$20,400,000$464,500,000
750Conlon Dart Wealth Management$1,725,674$464,206,285$0$464,206,285
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Showing 701 to 750 of 2,314 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 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (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 11, 2018.

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