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
351Cornerstone Capital Inc.$3,136,551$110,076,585$896,756,285$1,006,832,870
352Condor Capital Wealth Management$371,600$899,146,435$106,775,746$1,005,922,181
353RKL Wealth Management LLC$500,180$1,000,061,131$4,800,434$1,004,861,565
354Equius Partners, Inc.$723,328$973,970,614$29,285,821$1,003,256,435
355Steinberg Global Asset Management Ltd.$748,422$942,961,000$58,427,000$1,001,388,000
356Albion Financial Group$619,772$938,184,700$62,746,855$1,000,931,555
357True North Management Group$124,932,080$999,456,643$0$999,456,643
358Wealth Architects$557,218$930,863,769$67,671,002$998,534,771
359Alexandria Capital$549,152$952,070,000$39,150,000$991,220,000
360Captrust Financial Advisors$506,282$990,792,916$0$990,792,916
361Reliant Investment Management, LLC$2,433,448$752,303,315$228,376,067$980,679,382
362Archpoint Investors$4,067,314$184,485,702$795,736,899$980,222,601
363Atlas Private Wealth Management, LLC$295,527$976,124,846$0$976,124,846
364Sigma Investment Counselors$533,578$968,443,824$0$968,443,824
365Palisade Asset Management$2,215,548$908,224,460$53,323,487$961,547,947
366Lexington Wealth Management, Inc.$532,963$938,900,479$22,564,316$961,464,795
367TFC Financial Management Inc$922,556$955,468,686$2,144,033$957,612,719
368Affiliated Private Investors$6,729,257$955,554,490$0$955,554,490
370BSW Wealth Partners$433,864$919,247,278$31,782,578$951,029,856
371Fiduciary Wealth Partners, LLC$5,001,199$912,441,315$37,786,414$950,227,729
372Edgemoor Investment Advisors$1,111,309$949,058,020$0$949,058,020
373DeLPhi Private Advisors$1,494,283$948,869,532$0$948,869,532
374Main Street Research$615,609$946,191,102$0$946,191,102
375D'Orazio & Associates, Inc.$613,580$941,845,914$0$941,845,914
376Dividend Assets Capital, LLC$927,605$935,587,834$5,931,108$941,518,942
377Independence Advisors$565,002$938,942,251$2,351,712$941,293,963
378Endurance Wealth Management, Inc.$1,267,396$843,479,076$94,394,041$937,873,117
379Efficient Advisors$199,715$937,261,903$0$937,261,903
380Syntrinsic Investment Counsel$2,254,981$556,983,711$372,068,383$929,052,094
381The Institute$258,940$825,304,312$100,923,156$926,227,468
382Wealthstreet Investment Advisors, LLC$1,402,515$919,243,904$2,208,404$921,452,308
383Tortoise Investment Management$403,171$907,577,320$9,635,612$917,212,932
384Lowenhaupt Global Advisors, LLC$1,997,091$914,667,610$0$914,667,610
385Altium Wealth Management LLC$1,350,250$911,418,553$0$911,418,553
386Versant Capital Management, Inc.$709,268$842,989,171$66,292,398$909,281,569
387JNBA Financial Advocates$303,017$908,142,294$0$908,142,294
388Next Capital Management LLC$886,789$755,879,811$149,531,447$905,411,258
389Meyer Capital Group$464,780$814,470,382$89,061,066$903,531,448
390West Coast Financial$711,832$903,314,398$0$903,314,398
391Astraeus Advisers$1,436,052$414,436,812$488,839,960$903,276,772
392Tanglewood Total Wealth Management, Inc.$857,041$898,179,150$0$898,179,150
393Diversified Portfolios, Inc.$574,222$858,364,989$39,718,132$898,083,121
394Sax Wealth Advisors, LLC$477,256$852,718,334$42,613,605$895,331,939
395Wacker Wealth Partners, LLC$1,532,184$884,531,371$7,199,913$891,731,284
396Aepg Wealth Strategies$608,860$664,780,395$225,981,510$890,761,905
397Hillview Capital Advisors, LLC$2,577,223$715,428,659$173,713,196$889,141,855
398FundX Investment Group, LLC$1,300,906$882,014,209$0$882,014,209
399Pine Ridge Advisers LLC$72,919,486$875,033,826$0$875,033,826
400Rodgers & Associates$314,911$874,509,171$0$874,509,171
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Showing 351 to 400 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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