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
301Heritage Investment Group, Inc.$752,287$1,354,868,446$1,354,868,446
302Dt Investment Partners, Llc$715,924$1,330,799,689$21,579,992$1,352,379,681
303Reilly Financial Advisors$177,912$1,302,906,016$47,268,679$1,350,174,695
304Howe And Rusling, Inc.$731,761$1,341,377,258$2,135,062$1,343,512,320
305Bristlecone Advisors Llc$1,667,223$1,333,778,076$1,333,778,076
306Independence Advisors, Llc$862,098$1,320,937,720$2,382,718$1,323,320,438
307Conservest Capital Advisors Inc$5,768,557$1,315,230,917$1,315,230,917
308Altfest Personal Wealth Management$447,279$1,300,000,000$15,000,000$1,315,000,000
309Domani Wealth, Llc$473,257$1,298,726,562$15,507,411$1,314,233,973
310Natural Investments$1,307,198$1,310,258,625$3,475,605$1,313,734,230
311Natural Investments$1,307,198$1,310,258,625$3,475,605$1,313,734,230
312Boys Arnold & Co. Inc.$1,191,080$1,307,805,416$1,307,805,416
313Mitchell, Mcleod, Pugh & Williams, Inc.$935,369$927,911,024$376,928,167$1,304,839,191
314Ritholtz Wealth Management$398,122$1,124,772,092$173,900,791$1,298,672,883
315Windsor Advisory Group, Llc$472,786$1,073,999,097$222,380,620$1,296,379,717
316California Financial Advisors$471,802$885,014,182$405,364,683$1,290,378,865
317Lindbrook Capital, Llc$1,057,950$1,115,640,008$174,000,688$1,289,640,696
318Abacus Planning Group, Inc.$223,462$1,287,141,330$1,287,141,330
319Efficient Advisors$200,736$1,279,952,666$6,762,074$1,286,714,740
320Winthrop Capital Management$2,090,447$1,261,736,304$19,707,494$1,281,443,798
321Trumbower Financial Advisors Llc$1,646,993$175,341,412$1,104,372,160$1,279,713,572
322Osborn Williams & Donohoe, Llc$1,024,877$1,270,030,626$9,015,783$1,279,046,409
323Pillar Pacific Capital Management Llc$3,098,744$1,219,009,526$54,574,269$1,273,583,795
324Mckinley Carter Wealth Services, Inc.$523,406$1,033,656,452$238,743,063$1,272,399,515
325Foundation Resource Management, Inc.$3,009,774$1,012,507,853$254,607,176$1,267,115,029
326Port Capital Llc$3,055,561$1,172,123,943$89,822,555$1,261,946,498
327Fbb Capital Partners$534,864$1,258,000,000$1,258,000,000
328Cookson Peirce Wealth Management$1,016,464$1,255,332,677$1,255,332,677
329Diversified Management Inc$829,500$1,162,012,521$89,703,600$1,251,716,121
330Retirement Management Systems$439,123$1,244,475,778$1,244,475,778
331Bsw Wealth Partners$440,572$1,230,087,897$7,037,673$1,237,125,570
332Asset Dedication, Llc$24,793$1,235,044,177$1,235,044,177
333Paracle Advisors Llc$760,839$1,229,155,778$4,925,299$1,234,081,077
334Private Capital Management, Llc$468,624$1,225,794,343$124,975$1,225,919,318
335Embree Financial Group$2,409,386$477,818,000$746,150,000$1,223,968,000
336Sigma Investment Counselors$1,821,626$1,222,311,247$1,222,311,247
337Durbin Bennett Private Wealth Management, Llc$863,151$1,160,444,136$49,692,962$1,210,137,098
338Ashfield Capital Partners$2,080,609$1,208,833,649$1,208,833,649
339United Income, Inc.$746,691$1,199,185,772$1,199,185,772
340Albion Financial Group$609,686$1,106,515,932$90,296,909$1,196,812,841
341Lutz Financial$709,616$1,064,654,249$124,662,359$1,189,316,608
342Mg Financial Llc$10,293,787$1,142,620,384$41,165,128$1,183,785,512
343Young Richard C & Co Ltd$739,510$1,181,736,781$1,181,736,781
344Gryphon Financial Partners$764,230$1,157,656,639$20,785,687$1,178,442,326
345Wealth Architects, Llc$506,759$1,084,029,690$89,625,248$1,173,654,938
346Sound Income Strategies, Llc$121,956$1,107,534,019$65,071,075$1,172,605,094
347Capwealth Advisors, Llc$1,732,110$1,150,356,739$20,549,812$1,170,906,551
348Condor Capital Wealth Management$416,122$1,034,825,468$131,979,911$1,166,805,379
349Novare Capital Management$832,353$1,160,240,946$2,556,060$1,162,797,006
350Daintree Advisors Llc$864,986$1,127,964,000$23,332,000$1,151,296,000
« Previous PageNext Page »

Showing 301 to 350 of 2,336 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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.