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$2,227,756$1,138,923,275$59,609,609$1,198,532,884
302Bedel Financial Consulting Inc$310,825$1,191,573,088$6,345,375$1,197,918,463
303Tom Johnson Investment Management, Llc$364,034$1,191,482,234$1,191,482,234
304Arcus Capital Partners, LLC$528,575$1,178,886,173$8,822,861$1,187,709,034
305Bristlecone Advisors Llc$1,502,066$1,186,632,301$1,186,632,301
306Howe And Rusling, Inc.$681,215$1,175,820,197$2,001,287$1,177,821,484
307Trumbower Financial Advisors Llc$1,483,098$215,934,861$955,712,415$1,171,647,276
308Punch & Associates Investment Management, Inc.$686,051$1,164,228,679$1,164,228,679
309Acropolis Investment Management, L.L.C.$464,251$1,141,362,730$20,194,453$1,161,557,183
310Resource Management, Llc$2,381,947$1,152,862,375$1,152,862,375
311Summit Financial Strategies Inc$1,501,606$938,719,639$208,507,650$1,147,227,289
312ALPha Cubed Investments, LLC$347,597$1,104,381,781$39,211,580$1,143,593,361
313Heritage Investment Group, Inc.$687,671$1,137,408,541$1,137,408,541
314Veris Wealth Partners, Llc$655,159$991,467,567$142,613,067$1,134,080,634
315Fbb Capital Partners$389,845$1,026,650,834$98,050,962$1,124,701,796
316Nottingham Advisors Inc.$504,827$1,044,913,946$71,258,159$1,116,172,105
317Boys Arnold & Co. Inc.$1,038,679$1,091,651,390$1,091,651,390
318Wall Capital Group, Inc.$2,257,664$351,840,316$736,353,820$1,088,194,136
319Vigilant Capital Management, Llc$1,081,767$1,087,176,244$1,087,176,244
320Conservest Capital Advisors Inc$4,706,442$1,082,481,560$1,082,481,560
321Efficient Advisors$178,997$1,075,054,158$1,075,054,158
322Bsw Wealth Partners$420,540$1,023,403,497$48,973,263$1,072,376,760
323Beaird Harris$481,508$986,998,000$85,319,577$1,072,317,577
324Corda Investment Management, Llc$397,037$1,034,000,000$38,000,000$1,072,000,000
325Domani Wealth, Llc$1,160,947$1,055,910,065$15,644,037$1,071,554,102
326Capwealth Advisors, Llc$515,872$1,041,703,674$26,667,778$1,068,371,452
327Retirement Management Systems$399,778$1,057,815,736$2,795,094$1,060,610,830
328Cornerstone Advisory$501,383$933,217,499$123,697,749$1,056,915,248
329Matheys Lane Capital Management L.P.$2,154,302$597,625,294$451,519,723$1,049,145,017
330Wealthquest Corporation$284,884$1,044,388,765$3,985,008$1,048,373,773
331Mitchell, McLeod, Pugh & Williams, Inc.$808,301$750,271,001$297,287,226$1,047,558,227
332Maryland Capital Management, Llc$653,559$1,038,008,149$8,992,985$1,047,001,134
333Lowenhaupt Global Advisors, Llc$1,971,657$1,046,949,852$1,046,949,852
334Durbin Bennett Private Wealth Management, Llc$932,177$1,000,716,615$44,253,479$1,044,970,094
335Abacus Planning Group, Inc.$413,904$1,044,694,378$1,044,694,378
336Daintree Advisors Llc$779,946$1,023,474,000$13,854,000$1,037,328,000
337Gryphon Financial Partners$663,665$922,306,225$115,002,847$1,037,309,072
338Century Management Financial Advisors$1,132,321$1,033,808,909$1,033,808,909
339Captrust Financial Advisors$496,176$1,031,549,991$1,031,549,991
340Pillar Pacific Capital Management Llc$2,522,430$979,654,058$46,974,808$1,026,628,866
341Willow Creek Wealth Management, Inc.$480,255$949,904,747$73,039,382$1,022,944,129
342Diversified Management Inc$680,907$935,022,440$84,976,772$1,019,999,212
343Planning Alternatives Ltd$486,423$1,017,110,504$1,017,110,504
344Lee Financial Company, Llc$617,325$1,001,575,272$14,542,221$1,016,117,493
345Round Table Wealth Management$1,109,829$881,889,776$130,274,187$1,012,163,963
346Port Capital Llc$2,731,853$1,010,785,577$1,010,785,577
347Mg Financial Llc$8,847,049$972,861,164$35,702,423$1,008,563,587
348Ritholtz Wealth Management$385,554$983,738,474$20,242,961$1,003,981,435
349Mckinley Carter Wealth Services, Inc.$426,800$808,708,268$195,126,106$1,003,834,374
350Rkl Wealth Management Llc$1,005,718$1,001,514,564$2,192,140$1,003,706,704
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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.