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
301Nottingham Advisors Inc.$510,029$1,169,810,725$6,316,707$1,176,127,432
302Windsor Advisory Group, LLC$528,077$960,472,357$215,556,042$1,176,028,399
303Stonebridge Capital Advisors LLC$760,957$1,144,478,326$27,395,190$1,171,873,516
304Heritage Investment Group, Inc.$736,035$1,163,671,640$0$1,163,671,640
305Matheys Lane Capital Management L.P.$2,473,742$594,161,204$563,549,946$1,157,711,150
306The Mosaic Financial Group$2,009,644$679,672,416$473,863,409$1,153,535,825
307Boys Arnold & Co. Inc.$1,085,815$1,144,448,981$0$1,144,448,981
308Howe And Rusling, Inc.$632,405$1,133,949,925$10,071,487$1,144,021,412
309Private Capital Management, LLC$379,545$1,140,658,218$252,905$1,140,911,123
310The Clarius Group, LLC$2,653,830$603,723,742$534,769,504$1,138,493,246
311Monograph Wealth Advisors, LLC$2,549,071$1,088,616,894$48,268,749$1,136,885,643
312FBB Capital Partners$421,539$1,047,659,045$87,544,702$1,135,203,747
313Breeds Hill Capital LLC$3,236,360$29,117,000$1,097,136,178$1,126,253,178
314Daintree Advisors$918,360$1,107,236,000$18,673,000$1,125,909,000
315LGL Partners, LLC$21,560,431$601,293,144$519,849,257$1,121,142,401
316Lenox Wealth Advisors, Inc.$750,693$1,120,784,232$0$1,120,784,232
317Stearns Financial Group$548,606$1,114,767,377$0$1,114,767,377
318ALPha Cubed Investments, LLC$376,099$1,058,809,844$55,570,386$1,114,380,230
319Laurel Wealth Advisors, Inc.$337,934$825,983,678$277,032,017$1,103,015,695
320Planning Alternatives Ltd.$512,645$1,102,699,960$0$1,102,699,960
321Glassman Wealth Services$683,529$1,098,430,530$0$1,098,430,530
322Lee Financial Company$691,869$1,082,238,191$10,914,907$1,093,153,098
323Cornerstone Advisory$955,044$1,069,567,813$21,092,365$1,090,660,178
324Pillar Pacific Capital Management$2,773,799$1,036,462,245$53,640,744$1,090,102,989
325California Financial Advisors$440,342$743,627,147$345,339,650$1,088,966,797
326Novare Capital Management$794,262$1,070,771,038$12,602,568$1,083,373,606
327Bitterroot Capital Advisors LLC$72,207,600$107,235,454$975,878,550$1,083,114,004
328Domani Wealth$1,245,648$1,058,381,206$17,858,910$1,076,240,116
329Cambria Investment Management, L.P.$1,623,608$1,074,828,471$0$1,074,828,471
330Diversified Management Inc$722,450$993,954,865$75,271,724$1,069,226,589
331McKinley Carter Wealth Services, Inc.$456,855$837,492,709$227,893,847$1,065,386,556
332Iht Wealth Management LLC$155,080$1,063,541,876$0$1,063,541,876
333Soltis Investment Advisors, LLC$1,008,572$1,063,035,224$0$1,063,035,224
334Wall Capital Group, Inc.$2,287,466$332,573,329$728,810,808$1,061,384,137
335Veris Wealth Partners$604,102$918,973,446$141,828,911$1,060,802,357
336Abacus Planning Group Inc$424,034$1,056,268,329$0$1,056,268,329
337Willow Creek Wealth Management, Inc.$497,558$969,387,606$77,475,235$1,046,862,841
338Corda Investment Management, LLC$835,200$1,008,000,000$36,000,000$1,044,000,000
339Mitchell, McLeod, Pugh & Williams, Inc.$853,202$723,359,242$320,106,272$1,043,465,514
340Sheaff Brock Investment Advisors, LLC$951,168$1,041,986,902$493,061$1,042,479,963
341Miracle Mile Advisors, LLC$1,135,270$1,041,042,635$0$1,041,042,635
342Durbin Bennett Private Wealth Management, LLC$1,014,475$996,435,834$44,415,436$1,040,851,270
343Vigilant Capital Management$1,259,869$1,040,651,971$0$1,040,651,971
344Ashfield Capital Partners$1,697,904$1,018,583,323$18,836,162$1,037,419,485
345Maryland Capital Management$686,292$1,021,249,923$15,051,635$1,036,301,558
346Beaird Harris$483,340$971,215,744$56,847,727$1,028,063,471
347Round Table Wealth Management$1,289,751$878,301,374$144,470,769$1,022,772,143
348Port Capital LLC$2,897,147$1,011,104,233$0$1,011,104,233
349Total Investment Management, Inc.$437,429$1,010,023,110$0$1,010,023,110
350MG Financial$9,154,341$968,272,150$38,705,348$1,006,977,498
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Showing 301 to 350 of 2,314 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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