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
351Sigma Investment Counselors$533,578$968,443,824$0$968,443,824
352Palisade Asset Management$2,215,548$908,224,460$53,323,487$961,547,947
353Lexington Wealth Management, Inc.$532,963$938,900,479$22,564,316$961,464,795
354TFC Financial Management Inc$922,556$955,468,686$2,144,033$957,612,719
355Affiliated Private Investors$6,729,257$955,554,490$0$955,554,490
357BSW Wealth Partners$433,864$919,247,278$31,782,578$951,029,856
358Edgemoor Investment Advisors$1,111,309$949,058,020$0$949,058,020
359Delphi Private Advisors$1,494,283$948,869,532$0$948,869,532
360Main Street Research$615,609$946,191,102$0$946,191,102
361D'Orazio & Associates, Inc.$613,580$941,845,914$0$941,845,914
362Independence Advisors$565,002$938,942,251$2,351,712$941,293,963
363Endurance Wealth Management, Inc.$1,267,396$843,479,076$94,394,041$937,873,117
364Efficient Advisors$199,715$937,261,903$0$937,261,903
365Personal Financial Planning, Inc.$3,978,723$425,000,000$510,000,000$935,000,000
366Syntrinsic Investment Counsel$2,254,981$556,983,711$372,068,383$929,052,094
367The Institute$258,940$825,304,312$100,923,156$926,227,468
368Tortoise Investment Management$403,171$907,577,320$9,635,612$917,212,932
369Lowenhaupt Global Advisors, LLC$1,997,091$914,667,610$0$914,667,610
370Versant Capital Management, Inc.$709,268$842,989,171$66,292,398$909,281,569
371Maybry McShane Family Offices, LLC$129,830,582$378,333,773$530,480,300$908,814,073
372JNBA Financial Advocates$303,017$908,142,294$0$908,142,294
373Next Capital Management LLC$886,789$755,879,811$149,531,447$905,411,258
374Meyer Capital Group$464,780$814,470,382$89,061,066$903,531,448
375West Coast Financial$711,832$903,314,398$0$903,314,398
376Astraeus Advisers$1,436,052$414,436,812$488,839,960$903,276,772
377Tanglewood Total Wealth Management, Inc.$857,041$898,179,150$0$898,179,150
378Diversified Portfolios, Inc.$574,222$858,364,989$39,718,132$898,083,121
379Sax Wealth Advisors, LLC$477,256$852,718,334$42,613,605$895,331,939
380Wacker Wealth Partners, LLC$1,532,184$884,531,371$7,199,913$891,731,284
381Aepg Wealth Strategies$608,860$664,780,395$225,981,510$890,761,905
382Hillview Capital Advisors, LLC$2,577,223$715,428,659$173,713,196$889,141,855
383FundX Investment Group, LLC$1,300,906$882,014,209$0$882,014,209
384Rodgers & Associates$314,911$874,509,171$0$874,509,171
385Dan Goldie Financial Services$742,981$0$874,488,735$874,488,735
386Paracle Advisors$666,401$866,698,883$6,286,189$872,985,072
387Gries Financial$1,021,367$790,083,306$81,142,620$871,225,926
388RZH Advisors LLC$975,908$854,243,500$16,266,700$870,510,200
389Robustwealth Inc.$182,731$41,453,457$825,604,501$867,057,958
390Telarray, LLC$1,430,148$866,669,552$0$866,669,552
391Private Asset Management Inc$509,800$866,151,000$0$866,151,000
392WESCAP Group$2,296,286$698,800,000$166,900,000$865,700,000
393Oakmont Corporation$22,760,154$864,885,864$0$864,885,864
394BIP Wealth$312,707$705,412,809$158,597,225$864,010,034
395Fiduciary Wealth Partners, LLC$4,375,335$861,941,091$0$861,941,091
396West Capital Management$431,473$861,219,347$0$861,219,347
397Maple Capital Management, Inc.$587,688$847,722,176$13,241,401$860,963,577
398Investor Solutions$665,517$642,181,436$218,332,306$860,513,742
399Aurum Wealth Management Group LLC$1,160,602$697,117,878$162,888,374$860,006,252
400Asset Dedication, LLC$957,089$857,552,000$0$857,552,000
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Showing 351 to 400 of 2,172 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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