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
251Foster Dykema Cabot & Co Inc$2,346,629$1,357,222,163$17,902,523$1,375,124,686
252Heritage Wealth Advisors$1,446,267$604,060,702$769,893,188$1,373,953,890
253Sadoff Investment Management$1,068,927$1,372,502,041$0$1,372,502,041
254Capstone Financial Advisors Inc$632,474$1,363,219,072$7,352,498$1,370,571,570
255Vista Capital Partners, Inc.$718,292$1,365,473,010$0$1,365,473,010
256Motley Fool Wealth Management, LLC$348,748$1,348,958,845$0$1,348,958,845
257Roffman Miller Associates Inc$1,276,114$1,322,924,397$25,928,486$1,348,852,883
258Smith, Salley & Associates$1,413,494$1,345,646,123$0$1,345,646,123
259Guyasuta Investment Advisors, Incorporated$1,287,892$1,341,983,000$0$1,341,983,000
260Altfest Personal Wealth Management$453,838$1,338,977,000$753,000$1,339,730,000
261Wealthcare Capital Management LLC$232,819$1,296,742,208$42,434,706$1,339,176,914
262Gamble Jones Investment Counsel$1,127,382$843,910,509$492,037,653$1,335,948,162
263Fairway Wealth Management LLC$6,949,042$1,616,732$1,332,599,276$1,334,216,008
264The Wealth Consulting Group$224,981$1,303,160,214$27,380,082$1,330,540,296
265Foster & Motley Inc$2,274,777$1,295,178,421$33,291,112$1,328,469,533
266Rembert Pendleton Jackson$310,580$20,315,222$1,307,104,670$1,327,419,892
267Chilton Capital Management$832,617$1,320,014,331$2,181,429$1,322,195,760
268Century Management Financial Advisors$1,267,205$1,316,625,846$0$1,316,625,846
269Acropolis Investment Management$558,661$1,261,386,132$23,534,443$1,284,920,575
270McQueen Ball & Associates Inc$1,217,586$1,283,336,137$0$1,283,336,137
271Wellspring Financial Advisors$1,695,658$131,284,973$1,150,632,348$1,281,917,321
272Reilly Financial Advisors$242,357$1,209,669,718$69,005,446$1,278,675,164
273Raub Brock Capital Management, LP$306,838$1,083,750,198$191,159,954$1,274,910,152
274Trumbower Financial Advisors$1,664,535$182,553,283$1,085,822,369$1,268,375,652
275Biltmore Family Office, LLC$2,031,038$653,597,551$609,707,975$1,263,305,526
276GHP Investment Advisors Inc$477,211$1,238,672,349$15,438,367$1,254,110,716
277Legacy Wealth Management Inc$421,853$1,173,137,483$79,343,404$1,252,480,887
278Parsons Capital Management Inc$803,989$1,251,006,747$0$1,251,006,747
279Emery Howard$720,455$1,238,688,650$6,256,912$1,244,945,562
280Punch & Associates Investment Management, Inc.$799,470$1,241,577,269$0$1,241,577,269
281SFMG Wealth Advisors$381,772$1,198,737,022$34,386,968$1,233,123,990
282Huber Financial$328,248$1,202,847,606$30,053,264$1,232,900,870
283Resource Management$587,015$1,207,144,056$25,000,000$1,232,144,056
284Tom Johnson Investment Management$384,300$1,218,998,407$0$1,218,998,407
285Bedel Financial Consulting Inc$317,732$1,188,757,563$21,165,808$1,209,923,371
286True North Advisors$447,211$1,145,676,378$63,583,474$1,209,259,852
287Vivaldi Capital Management$474,241$756,879,692$445,795,701$1,202,675,393
288Bristlecone Advisors LLC$1,664,497$1,191,779,900$0$1,191,779,900
289Summit Financial Strategies Inc$1,622,798$971,422,544$218,088,714$1,189,511,258
290Lindbrook Capital$1,029,161$986,343,000$197,192,000$1,183,535,000
291Nottingham Advisors Inc.$510,029$1,169,810,725$6,316,707$1,176,127,432
292Windsor Advisory Group, LLC$528,077$960,472,357$215,556,042$1,176,028,399
293Stonebridge Capital Advisors LLC$760,957$1,144,478,326$27,395,190$1,171,873,516
294Heritage Investment Group, Inc.$736,035$1,163,671,640$0$1,163,671,640
295Matheys Lane Capital Management L.P.$2,473,742$594,161,204$563,549,946$1,157,711,150
296The Mosaic Financial Group$2,009,644$679,672,416$473,863,409$1,153,535,825
297Boys Arnold & Co. Inc.$1,085,815$1,144,448,981$0$1,144,448,981
298Howe And Rusling, Inc.$632,405$1,133,949,925$10,071,487$1,144,021,412
299Private Capital Management, LLC$379,545$1,140,658,218$252,905$1,140,911,123
300The Clarius Group, LLC$2,653,830$603,723,742$534,769,504$1,138,493,246
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Showing 251 to 300 of 2,172 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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