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
301Monograph Wealth Advisors, LLC$2,549,071$1,088,616,894$48,268,749$1,136,885,643
302FBB Capital Partners$421,539$1,047,659,045$87,544,702$1,135,203,747
303Breeds Hill Capital LLC$3,236,360$29,117,000$1,097,136,178$1,126,253,178
304Daintree Advisors$918,360$1,107,236,000$18,673,000$1,125,909,000
305LGL Partners, LLC$21,560,431$601,293,144$519,849,257$1,121,142,401
306Lenox Wealth Advisors, Inc.$750,693$1,120,784,232$0$1,120,784,232
307Stearns Financial Group$548,606$1,114,767,377$0$1,114,767,377
308Alpha Cubed Investments, LLC$376,099$1,058,809,844$55,570,386$1,114,380,230
309Planning Alternatives Ltd$512,645$1,102,699,960$0$1,102,699,960
310Glassman Wealth Services$683,529$1,098,430,530$0$1,098,430,530
311Laurel Wealth Advisors, Inc.$321,290$925,935,274$168,698,431$1,094,633,705
312Lee Financial Company$691,869$1,082,238,191$10,914,907$1,093,153,098
313Cornerstone Advisory$955,044$1,069,567,813$21,092,365$1,090,660,178
314Pillar Pacific Capital Management$2,773,799$1,036,462,245$53,640,744$1,090,102,989
315California Financial Advisors$440,342$743,627,147$345,339,650$1,088,966,797
316Novare Capital Management$794,262$1,070,771,038$12,602,568$1,083,373,606
317Bitterroot Capital Advisors LLC$72,207,600$107,235,454$975,878,550$1,083,114,004
318Domani Wealth$1,245,648$1,058,381,206$17,858,910$1,076,240,116
319Diversified Management Inc$722,450$993,954,865$75,271,724$1,069,226,589
320McKinley Carter Wealth Services, Inc.$456,855$837,492,709$227,893,847$1,065,386,556
321Soltis Investment Advisors, LLC$1,008,572$1,063,035,224$0$1,063,035,224
322Wall Capital Group, Inc.$2,287,466$332,573,329$728,810,808$1,061,384,137
323Veris Wealth Partners$604,102$918,973,446$141,828,911$1,060,802,357
324Abacus Planning Group Inc$424,034$1,056,268,329$0$1,056,268,329
325Willow Creek Wealth Management, Inc.$497,558$969,387,606$77,475,235$1,046,862,841
326Corda Investment Management, LLC$835,200$1,008,000,000$36,000,000$1,044,000,000
327Mitchell, McLeod, Pugh & Williams, Inc.$853,202$723,359,242$320,106,272$1,043,465,514
328Miracle Mile Advisors, LLC$1,135,270$1,041,042,635$0$1,041,042,635
329Durbin Bennett Private Wealth Management, LLC$1,014,475$996,435,834$44,415,436$1,040,851,270
330Vigilant Capital Management$1,259,869$1,040,651,971$0$1,040,651,971
331Ashfield Capital Partners$1,697,904$1,018,583,323$18,836,162$1,037,419,485
332Maryland Capital Management$686,292$1,021,249,923$15,051,635$1,036,301,558
333Beaird Harris$483,340$971,215,744$56,847,727$1,028,063,471
334Round Table Wealth Management$1,289,751$878,301,374$144,470,769$1,022,772,143
335Port Capital LLC$2,897,147$1,011,104,233$0$1,011,104,233
336Total Investment Management, Inc.$437,429$1,010,023,110$0$1,010,023,110
337MG Financial$9,154,341$968,272,150$38,705,348$1,006,977,498
338Cornerstone Capital Inc.$3,136,551$110,076,585$896,756,285$1,006,832,870
339Condor Capital Wealth Management$371,600$899,146,435$106,775,746$1,005,922,181
340RKL Wealth Management LLC$500,180$1,000,061,131$4,800,434$1,004,861,565
341Equius Partners, Inc.$723,328$973,970,614$29,285,821$1,003,256,435
342Steinberg Global Asset Management Ltd$748,422$942,961,000$58,427,000$1,001,388,000
343Albion Financial Group$619,772$938,184,700$62,746,855$1,000,931,555
344True North Management Group$124,932,080$999,456,643$0$999,456,643
345Wealth Architects$557,218$930,863,769$67,671,002$998,534,771
346Alexandria Capital$549,152$952,070,000$39,150,000$991,220,000
347Captrust Financial Advisors$506,282$990,792,916$0$990,792,916
348Archpoint Investors$4,067,314$184,485,702$795,736,899$980,222,601
349Atlas Private Wealth Management, LLC$295,527$976,124,846$0$976,124,846
350Reliant Investment Management, LLC$2,358,499$758,509,550$215,550,398$974,059,948
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Showing 301 to 350 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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