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
251TrueWealth Management$567,999$1,344,092,547$100,897,453$1,444,990,000
252Colony Family Offices$2,171,009$1,401,477,728$31,388,503$1,432,866,231
253Bridgewater Advisors Inc.$356,604$1,430,694,500$0$1,430,694,500
254Delegate Advisors, LLC$2,423,570$123,700,718$1,301,358,630$1,425,059,348
255Heritage Financial Services$357,663$1,422,066,903$0$1,422,066,903
256The Welch Group$1,522,924$1,398,044,266$0$1,398,044,266
257West Financial Services, Inc.$792,462$1,386,808,356$0$1,386,808,356
258Pegasus Partners$860,292$1,288,452,905$92,316,420$1,380,769,325
259Foster Dykema Cabot & Co Inc$2,346,629$1,357,222,163$17,902,523$1,375,124,686
260Heritage Wealth Advisors$1,446,267$604,060,702$769,893,188$1,373,953,890
261Sadoff Investment Management$1,068,927$1,372,502,041$0$1,372,502,041
262Capstone Financial Advisors Inc$632,474$1,363,219,072$7,352,498$1,370,571,570
263Vista Capital Partners, Inc.$718,292$1,365,473,010$0$1,365,473,010
264Motley Fool Wealth Management, LLC$348,748$1,348,958,845$0$1,348,958,845
265Roffman Miller Associates Inc$1,276,114$1,322,924,397$25,928,486$1,348,852,883
266Smith, Salley & Associates$1,413,494$1,345,646,123$0$1,345,646,123
267Guyasuta Investment Advisors, Incorporated$1,287,892$1,341,983,000$0$1,341,983,000
268Altfest Personal Wealth Management$453,838$1,338,977,000$753,000$1,339,730,000
269Wealthcare Capital Management LLC$232,819$1,296,742,208$42,434,706$1,339,176,914
270Gamble Jones Investment Counsel$1,127,382$843,910,509$492,037,653$1,335,948,162
271Fairway Wealth Management LLC$6,949,042$1,616,732$1,332,599,276$1,334,216,008
272The Wealth Consulting Group$224,981$1,303,160,214$27,380,082$1,330,540,296
273Foster & Motley Inc$2,274,777$1,295,178,421$33,291,112$1,328,469,533
274Rembert Pendleton Jackson$310,580$20,315,222$1,307,104,670$1,327,419,892
275Epiq Capital Group, LLC$8,785,005$342,063,748$975,687,060$1,317,750,808
276Century Management Financial Advisors$1,267,205$1,316,625,846$0$1,316,625,846
277Acropolis Investment Management$558,661$1,261,386,132$23,534,443$1,284,920,575
278McQueen Ball & Associates Inc$1,217,586$1,283,336,137$0$1,283,336,137
279Wellspring Financial Advisors$1,695,658$131,284,973$1,150,632,348$1,281,917,321
280Reilly Financial Advisors$244,000$1,205,792,106$69,841,578$1,275,633,684
281Raub Brock Capital Management, LP$306,838$1,083,750,198$191,159,954$1,274,910,152
282Trumbower Financial Advisors$1,664,535$182,553,283$1,085,822,369$1,268,375,652
283Biltmore Family Office, LLC$2,031,038$653,597,551$609,707,975$1,263,305,526
284GHP Investment Advisors Inc$477,211$1,238,672,349$15,438,367$1,254,110,716
285Legacy Wealth Management Inc$421,853$1,173,137,483$79,343,404$1,252,480,887
286Parsons Capital Management Inc$803,989$1,251,006,747$0$1,251,006,747
287Emery Howard$720,455$1,238,688,650$6,256,912$1,244,945,562
288Punch & Associates Investment Management, Inc.$799,470$1,241,577,269$0$1,241,577,269
289SFMG Wealth Advisors$381,772$1,198,737,022$34,386,968$1,233,123,990
290Huber Financial$328,248$1,202,847,606$30,053,264$1,232,900,870
291Resource Management$587,015$1,207,144,056$25,000,000$1,232,144,056
292Dynamic Wealth Advisors$230,433$1,185,754,399$46,373,467$1,232,127,866
293Arcus Capital Partners, LLC$4,077,936$1,210,240,347$17,218,479$1,227,458,826
294Tom Johnson Investment Management$384,300$1,218,998,407$0$1,218,998,407
295Bedel Financial Consulting Inc$317,732$1,188,757,563$21,165,808$1,209,923,371
296True North Advisors$447,211$1,145,676,378$63,583,474$1,209,259,852
297Vivaldi Capital Management$474,241$756,879,692$445,795,701$1,202,675,393
298Bristlecone Advisors LLC$1,664,497$1,191,779,900$0$1,191,779,900
299Summit Financial Strategies Inc$1,622,798$971,422,544$218,088,714$1,189,511,258
300Lindbrook Capital$1,029,161$986,343,000$197,192,000$1,183,535,000
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Showing 251 to 300 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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