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 |
|---|---|---|---|---|---|
| 401 | The Mosaic Financial Group, Llc | $1,639,451 | $386,033,526 | $589,440,046 | $975,473,572 |
| 402 | Endurance Wealth Management, Inc. | $1,313,521 | $862,081,705 | $105,982,906 | $968,064,611 |
| 403 | Alpha Omega Investment Advisors | $821,957 | $881,438,757 | $84,360,179 | $965,798,936 |
| 404 | Fiduciary Wealth Partners, Llc | $5,357,639 | $964,375,024 | — | $964,375,024 |
| 405 | Paragon Capital Management | $1,491,853 | $843,781,014 | $119,955,716 | $963,736,730 |
| 406 | Next Capital Management Llc | $1,122,068 | $772,500,997 | $189,111,357 | $961,612,354 |
| 407 | Colonial Trust Advisors, Inc. | $583,784 | $903,746,769 | $54,826,429 | $958,573,198 |
| 408 | The Financial Advisory Group, Inc. | $484,096 | $957,057,157 | — | $957,057,157 |
| 409 | Ohana Advisors | $79,317,747 | $694,985,675 | $256,827,285 | $951,812,960 |
| 410 | Silveroak Wealth Management Llc | $685,863 | $884,516,155 | $66,090,099 | $950,606,254 |
| 411 | Ellenbecker Investment Group | $185,766 | $931,002,235 | $17,705,817 | $948,708,052 |
| 412 | Clayton Financial Group, Llc | $398,224 | $24,188,175 | $924,380,487 | $948,568,662 |
| 413 | Zuckerman Investment Group | $1,064,644 | $875,006,834 | $71,461,625 | $946,468,459 |
| 414 | Paragon Advisors, Inc. | $12,772,973 | $577,600,000 | $367,600,000 | $945,200,000 |
| 415 | Cardan Capital Partners, Llc | $427,107 | $888,740,839 | $52,603,263 | $941,344,102 |
| 416 | Bitterroot Capital Advisors Llc | $62,351,426 | $33,207,524 | $902,063,865 | $935,271,389 |
| 417 | Hollow Brook Wealth Management Llc | $3,695,257 | $282,700,000 | $652,200,000 | $934,900,000 |
| 418 | Edge Wealth Management, Llc | $1,148,359 | $933,616,108 | — | $933,616,108 |
| 419 | Palisade Asset Management, Llc | $1,847,814 | $862,239,731 | $69,058,352 | $931,298,083 |
| 420 | Full Sail Capital, Llc | $1,058,637 | $884,486,920 | $42,878,791 | $927,365,711 |
| 421 | The Retirement Planning Group, Inc. | $257,023 | $927,337,499 | — | $927,337,499 |
| 422 | Schnieders Capital Management, Llc. | $1,071,480 | $422,455,259 | $503,303,672 | $925,758,931 |
| 423 | Adell Harriman & Carpenter | $542,804 | $921,138,152 | — | $921,138,152 |
| 424 | Tradewinds Capital Management, Llc | $255,682 | $920,710,396 | — | $920,710,396 |
| 425 | Wingate Wealth Advisors, Inc. | $340,578 | $626,440,049 | $293,460,560 | $919,900,609 |
| 426 | Telarray, Llc | $1,517,238 | $913,377,343 | — | $913,377,343 |
| 427 | Baltimore-Washington Financial Advisors | $1,428,008 | $883,007,913 | $28,060,889 | $911,068,802 |
| 428 | Greenline Partners | $22,775,000 | $616,000,000 | $295,000,000 | $911,000,000 |
| 429 | Tc Wealth Partners, Llc | $547,821 | $884,641,351 | $16,523,880 | $901,165,231 |
| 430 | Madison Wealth Management | $461,093 | $898,208,661 | — | $898,208,661 |
| 431 | Klcm Advisors, Inc. | $1,922,409 | $893,920,294 | — | $893,920,294 |
| 432 | Cjm Wealth Advisers, Ltd. | $403,707 | $855,624,045 | $34,145,316 | $889,769,361 |
| 433 | Weatherly Asset Management | $719,237 | $878,431,577 | $9,826,618 | $888,258,195 |
| 434 | Yorkbridge Wealth Partners, Llc | $1,062,571 | $794,730,601 | $92,516,545 | $887,247,146 |
| 435 | Hemington Wealth Management | $531,679 | $885,777,887 | — | $885,777,887 |
| 436 | Eagle Ridge Investment Management Llc | $1,220,711 | $823,921,411 | $58,652,676 | $882,574,087 |
| 437 | Northern Oak Wealth Management, Inc. | $921,530 | $879,488,942 | $2,415,122 | $881,904,064 |
| 438 | Rockbridge Investment Management, Llc | $295,523 | $848,292,348 | $30,887,168 | $879,179,516 |
| 439 | The Hoerner Planning Group, Llc | $963,279 | $583,465,468 | $291,192,243 | $874,657,711 |
| 440 | Urban Financial Advisory Corporation | $1,228,013 | $788,047,564 | $82,613,301 | $870,660,865 |
| 441 | Asset Planning Services Ltd. | $612,999 | $860,465,650 | $6,314,967 | $866,780,617 |
| 442 | Cherry Creek Family Offices | $1,223,828 | $183,665,870 | $681,580,406 | $865,246,276 |
| 443 | Willingdon Wealth Management Llc | $348,254 | $858,106,781 | $6,955,023 | $865,061,804 |
| 444 | Corrigan Financial Inc | $841,607 | $857,285,000 | $6,204,000 | $863,489,000 |
| 445 | Fundx Investment Group, Llc | $1,378,638 | $857,512,551 | — | $857,512,551 |
| 446 | Oakwood Capital Management Llc | $1,054,037 | $855,877,721 | — | $855,877,721 |
| 447 | Requisite Capital Management Llc | $2,133,768 | $462,386,159 | $393,254,667 | $855,640,826 |
| 448 | Sather Financial Group, Inc. | $786,813 | $853,692,481 | — | $853,692,481 |
| 449 | Cws Financial Advisors Llc | $396,402 | $820,492,348 | $32,960,515 | $853,452,863 |
| 450 | Estabrook Capital Management Llc | $863,426 | $851,337,741 | — | $851,337,741 |
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.
