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
301Heritage Investment Group, Inc.$687,671$1,137,408,541$1,137,408,541
302Veris Wealth Partners$655,159$991,467,567$142,613,067$1,134,080,634
303FBB Capital Partners$389,845$1,026,650,834$98,050,962$1,124,701,796
304Nottingham Advisors Inc.$506,715$1,044,913,946$75,432,521$1,120,346,467
305Boys Arnold & Co. Inc.$1,038,679$1,091,651,390$1,091,651,390
306Wall Capital Group, Inc.$2,257,664$351,840,316$736,353,820$1,088,194,136
307Vigilant Capital Management$1,081,767$1,087,176,244$1,087,176,244
308True North Advisors$387,094$1,055,305,255$26,236,141$1,081,541,396
309Efficient Advisors$178,997$1,075,054,158$1,075,054,158
310BSW Wealth Partners$420,540$1,023,403,497$48,973,263$1,072,376,760
311Beaird Harris$481,508$986,998,000$85,319,577$1,072,317,577
312Corda Investment Management, LLC$397,037$1,034,000,000$38,000,000$1,072,000,000
313Domani Wealth$1,160,947$1,055,910,065$15,644,037$1,071,554,102
314Cornerstone Advisory$501,383$933,217,499$123,697,749$1,056,915,248
315Matheys Lane Capital Management L.P.$2,154,302$597,625,294$451,519,723$1,049,145,017
316Mitchell, McLeod, Pugh & Williams, Inc.$808,301$750,271,001$297,287,226$1,047,558,227
317Maryland Capital Management$653,559$1,038,008,149$8,992,985$1,047,001,134
318Lowenhaupt Global Advisors, LLC$1,971,657$1,046,949,852$1,046,949,852
319Durbin Bennett Private Wealth Management, LLC$932,177$1,000,716,615$44,253,479$1,044,970,094
320Abacus Planning Group Inc$413,904$1,044,694,378$1,044,694,378
321Steinberg Global Asset Management Ltd.$709,513$919,199,000$125,204,000$1,044,403,000
322Daintree Advisors$779,946$1,023,474,000$13,854,000$1,037,328,000
323Century Management Financial Advisors$1,132,321$1,033,808,909$1,033,808,909
324Captrust Financial Advisors$496,176$1,031,549,991$1,031,549,991
325Pillar Pacific Capital Management$2,522,430$979,654,058$46,974,808$1,026,628,866
326Willow Creek Wealth Management, Inc.$480,255$949,904,747$73,039,382$1,022,944,129
327Diversified Management Inc$680,907$935,022,440$84,976,772$1,019,999,212
328Planning Alternatives Ltd.$486,423$1,017,110,504$1,017,110,504
329Lee Financial Company$617,325$1,001,575,272$14,542,221$1,016,117,493
330Round Table Wealth Management$1,109,829$881,889,776$130,274,187$1,012,163,963
331Port Capital LLC$2,731,853$1,010,785,577$1,010,785,577
332Venturi Wealth Management, LLC$568,813$992,833,000$16,242,000$1,009,075,000
333MG Financial$8,847,049$972,861,164$35,702,423$1,008,563,587
334Ritholtz Wealth Management$385,554$983,738,474$20,242,961$1,003,981,435
335McKinley Carter Wealth Services, Inc.$426,800$808,708,268$195,126,106$1,003,834,374
336RKL Wealth Management LLC$1,005,718$1,001,514,564$2,192,140$1,003,706,704
337Main Street Research$1,687,578$1,002,421,529$1,002,421,529
338Private Capital Management, LLC$370,330$1,001,371,294$1,001,371,294
339Bitterroot Capital Advisors LLC$66,400,436$118,725,746$877,280,797$996,006,543
340Yukon Wealth Management, Inc.$2,006,556$984,109,000$9,136,000$993,245,000
341Asset Dedication, LLC$313,455$990,831,486$990,831,486
342Capital Management Llc$7,202,969$864,661,760$122,144,946$986,806,706
343Novare Capital Management$757,163$977,011,765$2,000,000$979,011,765
344Albion Financial Group$535,913$898,314,947$80,262,692$978,577,639
345Wealth Architects$497,509$897,521,689$70,630,610$968,152,299
346Ashfield Capital Partners$1,623,046$967,335,408$967,335,408
347Cornerstone Capital Inc.$4,782,965$102,790,125$863,368,839$966,158,964
348Lutz Financial$611,305$852,760,081$110,656,632$963,416,713
349Sigma Investment Counselors$1,529,756$960,686,847$960,686,847
350Condor Capital Wealth Management$347,065$856,634,100$104,042,260$960,676,360
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Showing 301 to 350 of 2,205 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 2,206 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.


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