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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
251GUYASUTA INVESTMENT ADVISORS, INCORPORATED$1,254,345$1,404,866,000$1,404,866,000
252FRANK, RIMERMAN ADVISORS LLC$14,266,845$1,187,475,879$210,674,927$1,398,150,806
253VIGILANT CAPITAL MANAGEMENT, LLC$1,185,060$1,388,889,926$1,388,889,926
254MARYLAND CAPITAL MANAGEMENT, LLC$773,082$1,372,030,100$10,239,900$1,382,270,000
255LGL PARTNERS, LLC$2,380,687$666,858,444$713,940,300$1,380,798,744
256MOODY, LYNN & LIEBERSON, LLC$1,740,806$1,373,495,918$1,373,495,918
257SUMMIT FINANCIAL STRATEGIES INC$324,506$1,111,081,232$256,061,575$1,367,142,807
258MATHEYS LANE CAPITAL MANAGEMENT L.P.$1,873,381$841,467,986$522,353,630$1,363,821,616
259PINNACLE WEALTH PLANNING SERVICES, INC.$593,974$1,343,974,563$18,006,988$1,361,981,551
260HERITAGE INVESTMENT GROUP, INC.$752,287$1,354,868,446$1,354,868,446
261DT INVESTMENT PARTNERS, LLC$715,924$1,330,799,689$21,579,992$1,352,379,681
262HOWE AND RUSLING, INC.$731,761$1,341,377,258$2,135,062$1,343,512,320
263OAKMONT CORPORATION$14,879,619$1,330,141,092$9,024,650$1,339,165,742
264BRISTLECONE ADVISORS LLC$1,667,223$1,333,778,076$1,333,778,076
265CORNERSTONE ADVISORY$675,541$1,320,420,737$11,746,671$1,332,167,408
266INDEPENDENCE ADVISORS, LLC$862,098$1,320,937,720$2,382,718$1,323,320,438
267NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC$1,096,788$970,984,962$350,644,999$1,321,629,961
268CONSERVEST CAPITAL ADVISORS INC$5,768,557$1,315,230,917$1,315,230,917
269ALTFEST PERSONAL WEALTH MANAGEMENT$447,279$1,300,000,000$15,000,000$1,315,000,000
270DOMANI WEALTH, LLC$473,257$1,298,726,562$15,507,411$1,314,233,973
271FORBES FAMILY TRUST$8,257,226$482,430,990$830,467,875$1,312,898,865
272BIP WEALTH, LLC$369,517$969,081,128$337,160,799$1,306,241,927
273WINDSOR ADVISORY GROUP, LLC$472,786$1,073,999,097$222,380,620$1,296,379,717
274CALIFORNIA FINANCIAL ADVISORS$471,802$885,014,182$405,364,683$1,290,378,865
275LINDBROOK CAPITAL, LLC$1,057,950$1,115,640,008$174,000,688$1,289,640,696
276ABACUS PLANNING GROUP, INC.$223,462$1,287,141,330$1,287,141,330
277WINTHROP CAPITAL MANAGEMENT$2,090,447$1,261,736,304$19,707,494$1,281,443,798
278TRUMBOWER FINANCIAL ADVISORS LLC$1,646,993$175,341,412$1,104,372,160$1,279,713,572
279PILLAR PACIFIC CAPITAL MANAGEMENT LLC$3,098,744$1,219,009,526$54,574,269$1,273,583,795
280MCKINLEY CARTER WEALTH SERVICES, INC.$523,406$1,033,656,452$238,743,063$1,272,399,515
281NOTTINGHAM ADVISORS INC.$580,812$1,199,092,962$71,142,899$1,270,235,861
282PORT CAPITAL LLC$3,055,561$1,172,123,943$89,822,555$1,261,946,498
283FBB CAPITAL PARTNERS$534,864$1,258,000,000$1,258,000,000
284DIVERSIFIED MANAGEMENT INC$829,500$1,162,012,521$89,703,600$1,251,716,121
285RETIREMENT MANAGEMENT SYSTEMS$439,123$1,244,475,778$1,244,475,778
286BSW WEALTH PARTNERS$440,572$1,230,087,897$7,037,673$1,237,125,570
287ASSET DEDICATION, LLC$24,793$1,235,044,177$1,235,044,177
288PARACLE ADVISORS LLC$760,839$1,229,155,778$4,925,299$1,234,081,077
289PRIVATE CAPITAL MANAGEMENT, LLC$468,624$1,225,794,343$124,975$1,225,919,318
290EMBREE FINANCIAL GROUP$2,409,386$477,818,000$746,150,000$1,223,968,000
291SIGMA INVESTMENT COUNSELORS$1,821,626$1,222,311,247$1,222,311,247
292DURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC$863,151$1,160,444,136$49,692,962$1,210,137,098
293ASHFIELD CAPITAL PARTNERS$2,080,609$1,208,833,649$1,208,833,649
294ALBION FINANCIAL GROUP$609,686$1,106,515,932$90,296,909$1,196,812,841
295LUTZ FINANCIAL$709,616$1,064,654,249$124,662,359$1,189,316,608
296MG FINANCIAL LLC$10,293,787$1,142,620,384$41,165,128$1,183,785,512
297YOUNG RICHARD C & CO LTD$739,510$1,181,736,781$1,181,736,781
298GRYPHON FINANCIAL PARTNERS$764,230$1,157,656,639$20,785,687$1,178,442,326
299CYPRESS CAPITAL MANAGEMENT, LLC$1,828,073$1,175,451,059$1,175,451,059
300WEALTH ARCHITECTS, LLC$506,759$1,084,029,690$89,625,248$1,173,654,938
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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 Sabrina Straub.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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) nor one who is an insurance company or agency.

Database last updated on June, 2020.