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
401Intrepid Capital Management Inc$2,829,961$845,213,214$12,265,105$857,478,319
402The Financial Advisory Group, Inc.$504,199$856,633,877$0$856,633,877
403Lutz Financial$608,085$647,158,559$209,025,719$856,184,278
404Austin Asset$473,614$829,257,417$26,562,441$855,819,858
405Cornerstone Management, Inc.$588,701$847,489,826$1,417,320$848,907,146
406Huntington Steele$1,931,830$848,073,436$0$848,073,436
407Zuckerman Investment Group$1,059,061$824,683,522$22,564,891$847,248,413
408Cherry Creek Family Offices$1,150,461$0$846,739,650$846,739,650
409Doyle Wealth Management, Inc.$461,264$844,420,392$1,537,506$845,957,898
410Schaper Benz & Wise Investment Counsel Inc$1,335,512$832,400,511$12,978,762$845,379,273
411Financial Partners Capital Management, LLC$1,332,590$821,514,089$22,015,064$843,529,153
412Column Capital Advisors$694,407$803,578,647$39,431,219$843,009,866
413Steel Peak Wealth Management, LLC$185,295$821,881,387$20,283,742$842,165,129
414Patriot Investment Management Group Inc$250,778$838,600,485$0$838,600,485
415Edge Wealth Management, LLC$1,151,934$835,152,028$0$835,152,028
416Oakwood Capital Management LLC$1,062,104$830,565,570$0$830,565,570
417Osborn Williams & Donohoe$1,014,691$827,987,600$0$827,987,600
418Artemis Wealth Advisors$54,929,770$550,628,551$273,318,000$823,946,551
419Schenck Investment Solutions LLC$682,341$390,847,591$432,738,565$823,586,156
420Johnson Financial Group$1,835,152$503,654,515$318,493,649$822,148,164
421Paragon Capital Management$1,349,549$749,626,894$72,248,610$821,875,504
422Sunesis Advisors$1,902,281$443,850,111$377,935,430$821,785,541
423GM Advisory Group, Inc.$716,035$733,787,622$87,504,518$821,292,140
424Signet Financial Management, LLC$436,612$819,958,172$0$819,958,172
425Dean Investments$1,590,712$819,216,904$0$819,216,904
426Argos Wealth Advisors LLC$7,567,111$817,248,015$0$817,248,015
427Frank, Rimerman Advisors LLC$10,110,330$720,122,931$88,703,488$808,826,419
428Yorkbridge Wealth Partners, LLC$1,046,026$650,445,037$154,994,781$805,439,818
429Asset Planning Services Ltd.$469,694$774,110,132$30,005,649$804,115,781
430Kingsview Asset Management, LLC$189,093$753,437,584$47,939,030$801,376,614
431Kings Point Capital Management$1,081,064$793,556,143$7,512,034$801,068,177
432Stillwater Capital Advisors$435,043$687,081,409$113,398,322$800,479,731
433Nicholas Hoffman & Company$605,309$514,486,804$279,072,834$793,559,638
434Darrell & King, LLC$4,312,470$793,494,436$0$793,494,436
435Ohana Advisors$71,756,356$64,536,390$724,783,529$789,319,919
436Forte Capital$416,797$742,070,513$45,258,832$787,329,345
437Christopher Weil & Co., Inc.$343,481$645,293,594$141,964,925$787,258,519
438Dynamic Wealth Advisors$230,858$757,604,909$28,003,220$785,608,129
439Northern Oak Wealth Management. Inc$903,860$783,309,193$2,145,576$785,454,769
440BT Wealth Management$745,000$600,302,324$184,927,715$785,230,039
441Sharkey Howes & Javer Inc$275,263$645,477,627$139,572,760$785,050,387
442Eisneramper Wealth Advisors LLC$12,221,283$234,935,608$547,226,516$782,162,124
443Urban Financial Advisory Corporation$1,150,052$721,282,152$60,753,509$782,035,661
444Opus Capital Management$2,346,678$614,938,841$166,505,052$781,443,893
445Wingate Wealth Advisors, Inc.$314,400$504,805,792$276,478,711$781,284,503
446Corrigan Financial Inc$787,734$777,700,000$2,157,000$779,857,000
447Eagle Ridge Investment Management LLC$1,166,375$724,078,495$53,893,937$777,972,432
448LJPR Financial Advisors$249,700$776,068,953$0$776,068,953
449Sheets Smith Wealth Management$955,721$775,089,721$0$775,089,721
450Godsey & Gibb Wealth Management$627,040$771,795,732$2,598,345$774,394,077
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Showing 401 to 450 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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