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
701Rinehart Wealth & Investment Advisory$1,564,356$474,000,000$474,000,000
702Mraz, Amerine & Associates, Inc.$257,945$473,071,328$473,071,328
703The Fairman Group$574,236$241,646,943$229,800,982$471,447,925
704Bbr Partners, Llc$16,241,379$457,000,000$14,000,000$471,000,000
705Ccp, Inc$368,779$439,399,780$31,530,684$470,930,464
706Berkshire Money Management, Inc.$294,323$470,916,995$470,916,995
707The Arkansas Financial Group, Inc.$365,526$467,142,352$467,142,352
708Exchange Capital Management Inc$494,936$464,857,820$1,372,226$466,230,046
709Financial Partners Capital Management, LLC$860,051$434,373,342$31,774,364$466,147,706
710Wealth Management Advisors Inc$1,378,793$466,031,919$466,031,919
711Financial Plan, Inc.$215,087$465,878,923$465,878,923
712American Financial Advisors Inc$330,966$464,345,477$464,345,477
713Rappaport Reiches Capital Management,$457,100$463,956,194$463,956,194
714Smith Capital Management Inc$514,966$459,416,743$4,052,371$463,469,114
715Greenwood Gearhart Inc.$371,139$462,810,348$462,810,348
716JGP Wealth Management, LLC$316,926$444,057,784$18,654,334$462,712,118
717RPG Investment Advisory, LLC$625,952$462,578,401$462,578,401
718Hamilton Point Investment Advisors$941,463$460,375,636$460,375,636
719Franklin, Parlapiano, Turner & Welch$1,240,738$458,224,755$2,088,983$460,313,738
720Bell Investment Advisors Inc$440,392$413,666,946$46,102,505$459,769,451
721Waypoint Wealth Partners$805,539$456,740,745$456,740,745
722Sicart Associates, LLC$2,305,099$456,409,503$456,409,503
723Pettyjohn, Wood & White, Inc.$565,186$456,105,289$456,105,289
724Lodestar Private Asset Management$498,070$449,896,350$5,837,369$455,733,719
725Mitchell Vaught & Taylor Inc$1,798,329$395,679,283$59,298,051$454,977,334
726Harris Financial Advisors, Inc.$390,648$432,579,112$20,962,901$453,542,013
727Optima Asset Management Inc$1,841,208$452,937,101$452,937,101
728Bedell Frazier Investment Counselling$337,687$451,000,000$1,500,000$452,500,000
729TBH Global Asset Management, LLC$283,761$442,813,934$9,501,621$452,315,555
730T.O.S. Advisors$8,060,794$451,404,463$451,404,463
731Worthpointe$342,730$451,375,500$451,375,500
732Investment Management Of Virginia$921,317$446,516,578$2,164,920$448,681,498
733Firestone Capital Management Inc$424,460$444,650,000$3,580,000$448,230,000
734Leonard Rickey Investment Advisors, PLLC$205,882$428,906,867$15,798,298$444,705,165
735Total Wealth Planning, LLC$280,549$395,166,298$49,504,201$444,670,499
736RS Crum Inc.$534,362$434,542,587$10,046,394$444,588,981
737Paradigm Financial Advisors$336,275$390,463,573$53,756,254$444,219,827
738Clayton Wealth Partners$314,173$443,926,730$443,926,730
739Blue Ocean Capital$877,232$443,001,929$443,001,929
740Strategic Wealth Management Inc$4,711,622$418,234,434$24,658,044$442,892,478
741ClearRock Capital$487,949$440,677,798$1,891,976$442,569,774
742Walter & Keenan Finanical Consulting Co$2,298,137$360,724,408$80,517,862$441,242,270
743ISI Financial Group Inc$253,257$441,174,313$441,174,313
744Shulman Demeo Asset Management, LLC$541,516$388,282,543$50,886,527$439,169,070
745King Wealth Management Group, LLC$307,669$429,661,784$9,381,432$439,043,216
746Atlas Capital Advisors$1,505,646$438,143,000$438,143,000
747Chatham Capital Group Inc$1,037,528$437,836,808$437,836,808
748Ariston Services Group$1,836,521$434,920,000$2,172,000$437,092,000
749Sapere Wealth Management, LLC$1,772,936$436,142,152$436,142,152
750Galecki Financial Management Inc$212,186$434,768,404$434,768,404
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Showing 701 to 750 of 2,205 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.

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