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
251Smith, Salley & Associates$1,229,161$1,377,889,908$1,377,889,908
252Rocky Mountain Advisers$5,440,614$1,376,255,531$219,915$1,376,475,446
253Fairway Wealth Management LLC$6,249,427$3,101,913$1,371,772,032$1,374,873,945
254Glassman Wealth Services$775,375$1,370,863,109$1,370,863,109
255Salem Investment Counselors Inc$821,423$1,356,991,192$1,356,991,192
256Portfolio Solutions LLC$764,006$1,355,347,120$1,355,347,120
257Cookson Peirce Wealth Management$1,282,657$1,351,920,931$1,351,920,931
258Obermeyer Wood Investment Counsel, LLP$695,189$1,346,580,140$1,346,580,140
259Foster Dykema Cabot & Co Inc$2,205,076$1,342,891,244$1,342,891,244
260Vista Capital Partners, Inc.$671,209$1,340,404,949$1,340,404,949
261Reilly Financial Advisors$244,803$1,290,942,920$43,479,893$1,334,422,813
262TrueWealth Management$557,308$1,291,736,545$41,343,225$1,333,079,770
263Check Capital Management Inc$563,796$1,255,497,329$72,241,154$1,327,738,483
264Bridgewater Advisors Inc.$600,865$1,323,705,174$1,323,705,174
265SFMG Wealth Advisors$430,871$1,181,086,297$131,347,617$1,312,433,914
266Guyasuta Investment Advisors, Incorporated$1,234,308$1,310,835,000$1,310,835,000
267Stearns Financial Group$619,532$1,310,310,191$1,310,310,191
268Foster & Motley Inc$2,058,260$1,268,781,232$34,097,074$1,302,878,306
269North American Management Corp$1,420,220$1,098,235,160$198,425,743$1,296,660,903
270Rembert Pendleton Jackson$288,009$67,042,002$1,211,142,884$1,278,184,886
271GHP Investment Advisors Inc$367,874$1,265,249,918$12,007,390$1,277,257,308
272Foundation Resource Management, Inc.$2,792,977$1,140,361,243$136,029,258$1,276,390,501
273Lenox Wealth Advisors, Inc.$629,922$1,276,221,413$1,276,221,413
274Gamble Jones Investment Counsel$1,084,228$743,027,645$532,024,908$1,275,052,553
275Iht Wealth Management LLC$166,214$1,267,880,055$1,267,880,055
276Wealthcare Capital Management LLC$209,481$1,238,276,613$25,731,983$1,264,008,596
277Stonebridge Capital Advisors LLC$702,732$1,191,591,997$36,080,667$1,227,672,664
278Legacy Wealth Management Inc$400,131$1,146,423,843$78,776,547$1,225,200,390
279Sadoff Investment Management$929,940$1,221,010,573$1,221,010,573
280Lindbrook Capital$1,020,971$1,036,763,959$178,191,401$1,214,955,360
281Emery Howard$698,496$1,136,066,026$75,823,914$1,211,889,940
282Altfest Personal Wealth Management$431,373$1,200,000,000$10,000,000$1,210,000,000
283Windsor Advisory Group, LLC$478,370$1,029,174,680$178,231,121$1,207,405,801
284Huber Financial$307,330$1,170,815,047$32,689,099$1,203,504,146
285Altium Wealth Management LLC$1,511,232$1,202,940,722$1,202,940,722
286Artemis Wealth Advisors$92,228,565$683,879,346$515,092,000$1,198,971,346
287Monograph Wealth Advisors, LLC$2,227,756$1,138,923,275$59,609,609$1,198,532,884
288Bedel Financial Consulting Inc$310,825$1,191,573,088$6,345,375$1,197,918,463
289Tom Johnson Investment Management$364,034$1,191,482,234$1,191,482,234
290Parsons Capital Management Inc$760,708$1,191,268,867$1,191,268,867
291Arcus Capital Partners, LLC$528,575$1,178,886,173$8,822,861$1,187,709,034
292Bristlecone Advisors LLC$1,502,066$1,186,632,301$1,186,632,301
293Howe And Rusling, Inc.$681,215$1,175,820,197$2,001,287$1,177,821,484
294Trumbower Financial Advisors$1,483,098$215,934,861$955,712,415$1,171,647,276
295Punch & Associates Investment Management, Inc.$686,051$1,164,228,679$1,164,228,679
296Acropolis Investment Management$464,251$1,141,362,730$20,194,453$1,161,557,183
297Laurel Wealth Advisors, Inc.$313,996$896,550,000$263,350,000$1,159,900,000
298Resource Management$2,381,947$1,152,862,375$1,152,862,375
299Summit Financial Strategies Inc$1,501,606$938,719,639$208,507,650$1,147,227,289
300ALPha Cubed Investments, LLC$347,597$1,104,381,781$39,211,580$1,143,593,361
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Showing 251 to 300 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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