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.


# of employees


High-net-worth client assets

Total AUM


Total accounts


Discretionary AUM


Avg. discretionary account AUM


Non-discretionary AUM


Non-discretionary accounts


Average non-discretionary account AUM


Avg. account AUM

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
251Chilton Capital Management Llc$967,375$1,593,951,090$1,250,340$1,595,201,430
252Lenox Wealth Advisors, Llc$676,354$1,591,459,926$1,591,459,926
253Colorado Financial Management Llc$570,961$1,561,160,490$15,834,136$1,576,994,626
254North American Management Corp$1,718,458$1,329,334,776$234,461,640$1,563,796,416
255Gamble Jones Investment Counsel$1,254,122$874,854,737$684,019,043$1,558,873,780
256Laurel Wealth Advisors, Inc.$325,814$1,318,662,512$238,401,298$1,557,063,810
257Sfmg Wealth Advisors$496,349$1,459,390,667$87,234,353$1,546,625,020
258Ghp Investment Advisors Inc$517,625$1,527,308,746$12,107,036$1,539,415,782
259Obermeyer Wood Investment Counsel, Lllp$797,674$1,536,320,760$1,536,320,760
260Foster & Motley Inc$2,200,443$1,495,054,208$40,855,307$1,535,909,515
261Monograph Wealth Advisors, Llc$2,364,498$1,454,579,005$77,615,982$1,532,194,987
262Alpha Cubed Investments, Llc$444,498$1,481,098,335$46,197,628$1,527,295,963
263Paratus Financial, Inc.$715,332$119,950,972$1,405,137,386$1,525,088,358
264Check Capital Management Inc$673,201$1,439,457,820$77,937,755$1,517,395,575
265Rocky Mountain Advisers, Llc$5,499,156$1,506,768,677$1,506,768,677
266Veris Wealth Partners, Llc$808,007$1,304,710,536$201,414,031$1,506,124,567
267Resource Management, Llc$635,873$1,394,937,500$100,000,336$1,494,937,836
268Legacy Wealth Management Inc$429,132$1,400,870,744$86,930,910$1,487,801,654
269Aj Wealth$1,692,922$1,209,000,000$274,000,000$1,483,000,000
270Constellation Wealth Advisors$1,576,995$741,384,323$734,682,711$1,476,067,034
271Miracle Mile Advisors, Llc$1,042,800$1,470,252,353$5,309,271$1,475,561,624
272Miracle Mile Advisors, Llc$1,042,800$1,470,252,353$5,309,271$1,475,561,624
273Stonebridge Capital Advisors Llc$798,606$1,431,777,672$43,247,375$1,475,025,047
274Huber Financial$350,193$1,441,631,166$32,332,970$1,473,964,136
275Kingsview Wealth Management, Llc$214,668$1,460,387,068$1,460,387,068
276Sadoff Investment Management Llc$1,157,168$1,460,346,509$1,460,346,509
277Glassman Wealth Services, Llc$763,903$1,454,471,398$1,454,471,398
278Carson Group Investing$148,841$1,450,010,476$1,450,010,476
279Lgl Partners, Llc$2,538,860$676,989,285$770,161,170$1,447,150,455
280Portfolio Solutions Llc$836,169$1,444,900,440$1,444,900,440
281Acropolis Investment Management, L.L.C.$499,696$1,420,619,854$24,000,154$1,444,620,008
282Captrust Financial Advisors$649,989$1,444,275,931$1,444,275,931
283Captrust Financial Advisors$649,989$1,444,275,931$1,444,275,931
284Wall Capital Group, Inc.$2,209,427$435,058,594$1,005,487,611$1,440,546,205
285Stearns Financial Group$625,790$1,439,316,947$1,439,316,947
286Parsons Capital Management Inc$913,361$1,433,976,424$1,433,976,424
287Punch & Associates Investment Management, Inc.$793,183$1,433,282,568$1,433,282,568
288Blb & B Advisors, Llc$589,086$1,263,340,094$158,123,254$1,421,463,348
289Emery Howard$2,218,027$1,322,625,061$90,258,065$1,412,883,126
290Tom Johnson Investment Management, Llc$377,713$1,411,891,826$1,411,891,826
291Breeds Hill Capital Llc$3,295,195$107,923,825$1,302,419,524$1,410,343,349
292Guyasuta Investment Advisors, Incorporated$1,254,345$1,404,866,000$1,404,866,000
293Frank, Rimerman Advisors Llc$14,266,845$1,187,475,879$210,674,927$1,398,150,806
294Arcus Capital Partners, Llc$551,112$1,388,472,667$4,738,196$1,393,210,863
295Vigilant Capital Management, Llc$1,185,060$1,388,889,926$1,388,889,926
296Maryland Capital Management, Llc$773,082$1,372,030,100$10,239,900$1,382,270,000
297Moody, Lynn & Lieberson, Llc$1,740,806$1,373,495,918$1,373,495,918
298Summit Financial Strategies Inc$324,506$1,111,081,232$256,061,575$1,367,142,807
299Matheys Lane Capital Management L.P.$1,873,381$841,467,986$522,353,630$1,363,821,616
300Pinnacle Wealth Planning Services, Inc.$593,974$1,343,974,563$18,006,988$1,361,981,551
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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.