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
351Tortoise Investment Management$388,234$938,361,733$14,752,952$953,114,685
352Johnson Financial Group$1,816,637$636,302,061$313,798,974$950,101,035
353BIP Wealth$340,014$734,732,251$214,246,565$948,978,816
354West Coast Financial$543,692$948,198,992$948,198,992
355Next Capital Management LLC$832,568$760,765,228$181,701,372$942,466,600
356Equius Partners, Inc.$630,898$916,248,707$25,681,584$941,930,291
357Kingsview Asset Management, LLC$188,381$937,382,350$937,382,350
358Lexington Wealth Management, Inc.$431,773$929,176,425$929,176,425
359Reliant Investment Management, LLC$2,263,279$713,859,149$214,085,382$927,944,531
360AJ Wealth$1,302,391$708,000,000$218,000,000$926,000,000
361BT Wealth Management$951,414$888,657,696$35,165,285$923,822,981
362Independence Advisors$680,797$921,099,497$2,061,764$923,161,261
363Maple Capital Management, Inc.$565,611$909,380,835$13,129,942$922,510,777
364Straightline$160,432$854,253,645$68,229,927$922,483,572
365Cambria Investment Management, L.P.$1,483,578$921,301,999$921,301,999
366Moisand Fitzgerald Tamayo, Llc$1,551,427$890,371,050$28,073,698$918,444,748
367Aepg Wealth Strategies$535,684$657,941,512$254,864,783$912,806,295
368The Mosaic Financial Group$1,507,922$406,909,048$505,383,796$912,292,844
369Paracle Advisors$626,752$897,472,775$8,183,196$905,655,971
370TFC Financial Management Inc$847,598$902,533,872$1,852,812$904,386,684
371Cornerstone Management, Inc.$606,992$897,141,029$1,207,263$898,348,292
372JNBA Financial Advocates$276,380$859,342,186$25,903,671$885,245,857
373Syntrinsic Investment Counsel$2,152,829$532,692,429$352,120,112$884,812,541
374Cws Financial Advisors LLC$404,085$714,316,991$168,204,717$882,521,708
375Tanglewood Total Wealth Management, Inc.$804,529$879,350,000$879,350,000
376Frank, Rimerman Advisors LLC$9,439,402$797,555,210$80,309,185$877,864,395
377The Financial Advisory Group, Inc.$500,786$874,373,133$874,373,133
378Sunesis Advisors$1,566,104$470,954,138$402,931,994$873,886,132
379Urban Financial Advisory Corporation$1,235,794$756,483,814$114,750,998$871,234,812
380Edgemoor Investment Advisors$1,023,751$871,212,281$871,212,281
381Versant Capital Management, Inc.$641,056$833,816,292$37,378,144$871,194,436
382Nicholas Hoffman & Company$624,004$506,180,463$363,680,528$869,860,991
383Christopher Weil & Co., Inc.$425,836$682,280,379$187,275,990$869,556,369
384Fiduciary Wealth Partners, LLC$4,423,601$832,428,854$34,596,925$867,025,779
385Pine Ridge Advisers LLC$71,949,209$863,390,502$863,390,502
386RZH Advisors LLC$914,471$863,260,610$863,260,610
387Patriot Investment Management Group Inc$220,130$861,656,316$1,474,609$863,130,925
388Ohana Advisors$71,899,567$305,734,430$557,060,371$862,794,801
389Rodgers & Associates$285,155$862,593,459$862,593,459
390D'Orazio & Associates, Inc.$522,149$861,546,152$861,546,152
391DeLPhi Private Advisors$1,133,390$860,243,058$860,243,058
392Dan Goldie Financial Services$631,010$858,173,291$858,173,291
393Palisade Asset Management$1,877,747$809,133,457$48,997,031$858,130,488
394Doyle Wealth Management, Inc.$427,513$843,731,100$9,584,100$853,315,200
395Sax Wealth Advisors, LLC$456,984$818,495,257$34,694,781$853,190,038
396Hillview Capital Advisors, LLC$2,587,371$649,201,401$199,456,334$848,657,735
397Meyer Capital Group$428,728$779,051,172$68,115,858$847,167,030
398Sheaff Brock Investment Advisors, LLC$821,319$845,255,730$702,793$845,958,523
399Austin Asset$505,195$834,645,549$11,051,117$845,696,666
400Wingate Wealth Advisors, Inc.$311,193$560,601,930$282,419,107$843,021,037
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Showing 351 to 400 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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