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
251Capstone Financial Advisors Inc$641,624$1,415,453,571$5,742,703$1,421,196,274
252GM Advisory Group, Inc.$1,203,622$695,352,368$720,106,627$1,415,458,995
253Heritage Financial Services, Llc$326,835$1,411,598,462$1,411,598,462
254Roffman Miller Associates Inc$1,246,463$1,382,249,952$27,499,935$1,409,749,887
255The Wealth Consulting Group$215,431$1,295,086,137$113,399,636$1,408,485,773
256Pegasus Partners$741,386$1,314,698,063$89,486,566$1,404,184,629
257Covenant$1,238,884$1,357,635,395$44,781,765$1,402,417,160
258Miracle Mile Advisors, Llc$1,006,248$1,399,690,508$1,399,690,508
259The Clarius Group, Llc$2,688,423$804,451,302$593,528,724$1,397,980,026
260True North Advisors, Llc$460,707$1,359,644,853$27,543,772$1,387,188,625
261Forbes Family Trust$9,109,256$493,264,504$891,342,390$1,384,606,894
262Smith, Salley & Associates, Llc$1,229,161$1,377,889,908$1,377,889,908
263Rocky Mountain Advisers, Llc$5,440,614$1,376,255,531$219,915$1,376,475,446
264Fairway Wealth Management Llc$6,249,427$3,101,913$1,371,772,032$1,374,873,945
265Glassman Wealth Services, Llc$775,375$1,370,863,109$1,370,863,109
266Salem Investment Counselors Inc$821,423$1,356,991,192$1,356,991,192
267Portfolio Solutions Llc$764,006$1,355,347,120$1,355,347,120
268Cookson Peirce Wealth Management$1,282,657$1,351,920,931$1,351,920,931
269Obermeyer Wood Investment Counsel, LLP$695,189$1,346,580,140$1,346,580,140
270Vista Capital Partners, Inc.$671,209$1,340,404,949$1,340,404,949
271Osborn Williams & Donohoe, Llc$993,618$1,335,328,502$4,068,508$1,339,397,010
272Reilly Financial Advisors$244,803$1,290,942,920$43,479,893$1,334,422,813
273Truewealth Management$557,308$1,291,736,545$41,343,225$1,333,079,770
274Check Capital Management Inc$563,796$1,255,497,329$72,241,154$1,327,738,483
275Bridgewater Advisors Inc.$600,865$1,323,705,174$1,323,705,174
276Sfmg Wealth Advisors$430,871$1,181,086,297$131,347,617$1,312,433,914
277Guyasuta Investment Advisors, Incorporated$1,234,308$1,310,835,000$1,310,835,000
278Stearns Financial Group$619,532$1,310,310,191$1,310,310,191
279Foster & Motley Inc$2,058,260$1,268,781,232$34,097,074$1,302,878,306
280North American Management Corp$1,420,220$1,098,235,160$198,425,743$1,296,660,903
281Rembert Pendleton Jackson$288,009$67,042,002$1,211,142,884$1,278,184,886
282Ghp Investment Advisors Inc$367,874$1,265,249,918$12,007,390$1,277,257,308
283Foundation Resource Management, Inc.$2,792,977$1,140,361,243$136,029,258$1,276,390,501
284Lenox Wealth Advisors, Inc.$629,922$1,276,221,413$1,276,221,413
285Gamble Jones Investment Counsel$1,084,228$743,027,645$532,024,908$1,275,052,553
286Iht Wealth Management LLC$166,214$1,267,880,055$1,267,880,055
287Wealthcare Capital Management Llc$209,481$1,238,276,613$25,731,983$1,264,008,596
288Parsons Capital Management Inc$800,338$1,254,130,008$1,254,130,008
289Laurel Wealth Advisors, Inc.$319,909$1,066,036,385$178,409,768$1,244,446,153
290Stonebridge Capital Advisors LLC$702,732$1,191,591,997$36,080,667$1,227,672,664
291Legacy Wealth Management Inc$400,131$1,146,423,843$78,776,547$1,225,200,390
292Sadoff Investment Management Llc$929,940$1,221,010,573$1,221,010,573
293Lindbrook Capital, Llc$1,020,971$1,036,763,959$178,191,401$1,214,955,360
294Emery Howard$698,496$1,136,066,026$75,823,914$1,211,889,940
295Altfest Personal Wealth Management$431,373$1,200,000,000$10,000,000$1,210,000,000
296Windsor Advisory Group, Llc$478,370$1,029,174,680$178,231,121$1,207,405,801
297Huber Financial$307,330$1,170,815,047$32,689,099$1,203,504,146
298Altium Wealth Management LLC$1,511,232$1,202,940,722$1,202,940,722
299Venturi Private Wealth$645,271$1,175,000,000$25,850,000$1,200,850,000
300Artemis Wealth Advisors, Llc$92,228,565$683,879,346$515,092,000$1,198,971,346
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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.