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
351Prudent Management Associates$1,702,870$1,002,990,620$1,002,990,620
352Main Street Research Llc$1,687,578$1,002,421,529$1,002,421,529
353Dakota Wealth, Llc$1,161,099$1,002,028,803$1,002,028,803
354Private Capital Management, Llc$370,330$1,001,371,294$1,001,371,294
355Embree Financial Group$2,366,772$352,310,394$648,834,220$1,001,144,614
356Stokes Family Office Llc$960,625$997,129,114$997,129,114
357Bitterroot Capital Advisors Llc$66,400,436$118,725,746$877,280,797$996,006,543
358Garde Capital, Inc.$2,006,556$984,109,000$9,136,000$993,245,000
359Asset Dedication, Llc$313,455$990,831,486$990,831,486
360Buckhead Capital Management, Llc$7,202,969$864,661,760$122,144,946$986,806,706
361Novare Capital Management$757,163$977,011,765$2,000,000$979,011,765
362Albion Financial Group$535,913$898,314,947$80,262,692$978,577,639
363Wealth Architects, Llc$497,509$897,521,689$70,630,610$968,152,299
364Ashfield Capital Partners$1,623,046$967,335,408$967,335,408
365Cornerstone Capital Inc.$4,782,965$102,790,125$863,368,839$966,158,964
366Lutz Financial$611,305$852,760,081$110,656,632$963,416,713
367Sigma Investment Counselors$1,529,756$960,686,847$960,686,847
368Condor Capital Wealth Management$347,065$856,634,100$104,042,260$960,676,360
369Tortoise Investment Management, Llc$388,234$938,361,733$14,752,952$953,114,685
370Johnson Financial Group Llc$1,816,637$636,302,061$313,798,974$950,101,035
371Bip Wealth, Llc$340,014$734,732,251$214,246,565$948,978,816
372West Coast Financial, Llc$543,692$948,198,992$948,198,992
373Atlas Private Wealth Management, LLC$278,299$944,548,272$944,548,272
374Next Capital Management Llc$832,568$760,765,228$181,701,372$942,466,600
375Equius Partners, Inc.$630,898$916,248,707$25,681,584$941,930,291
376Kingsview Asset Management, LLC$188,381$937,382,350$937,382,350
377Lexington Wealth Management, Inc.$431,773$929,176,425$929,176,425
378Reliant Investment Management, Llc$2,263,279$713,859,149$214,085,382$927,944,531
379Aj Wealth$1,302,391$708,000,000$218,000,000$926,000,000
380Bt Wealth Management, Llc$951,414$888,657,696$35,165,285$923,822,981
381Independence Advisors, Llc$680,797$921,099,497$2,061,764$923,161,261
382Maple Capital Management, Inc.$565,611$909,380,835$13,129,942$922,510,777
383Straightline$160,432$854,253,645$68,229,927$922,483,572
384Cambria Investment Management, L.P.$1,483,578$921,301,999$921,301,999
385The Mosaic Financial Group, Llc$1,507,922$406,909,048$505,383,796$912,292,844
386Paracle Advisors Llc$626,752$897,472,775$8,183,196$905,655,971
387Tfc Financial Management Inc$847,598$902,533,872$1,852,812$904,386,684
388Tru Independence Asset Management, LLC$1,198,487$901,262,448$901,262,448
389Cornerstone Management, Inc.$606,992$897,141,029$1,207,263$898,348,292
390Jnba Financial Advisors Inc$276,380$859,342,186$25,903,671$885,245,857
391Syntrinsic Investment Counsel, Llc.$2,152,829$532,692,429$352,120,112$884,812,541
392Cws Financial Advisors Llc$404,085$714,316,991$168,204,717$882,521,708
393Tanglewood Total Wealth Management, Inc.$804,529$879,350,000$879,350,000
394Frank, Rimerman Advisors Llc$9,439,402$797,555,210$80,309,185$877,864,395
395The Financial Advisory Group, Inc.$500,786$874,373,133$874,373,133
396Sunesis Advisors, Llc$1,566,104$470,954,138$402,931,994$873,886,132
397Cabana Asset Management$89,586$777,233,641$95,605,880$872,839,521
398Edgemoor Investment Advisors, Inc.$1,023,751$871,212,281$871,212,281
399Versant Capital Management, Inc.$641,056$833,816,292$37,378,144$871,194,436
400Urban Financial Advisory Corporation$1,228,013$788,047,564$82,613,301$870,660,865
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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.