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
401Nicholas Hoffman & Company, Llc$624,004$506,180,463$363,680,528$869,860,991
402Christopher Weil & Co Inc$425,836$682,280,379$187,275,990$869,556,369
403Fiduciary Wealth Partners, Llc$4,423,601$832,428,854$34,596,925$867,025,779
404Weatherly Asset Management$659,356$853,914,237$9,842,344$863,756,581
405Pine Ridge Advisers Llc$71,949,209$863,390,502$863,390,502
406Rzh Advisors Llc$914,471$863,260,610$863,260,610
407Patriot Investment Management Group Inc$220,130$861,656,316$1,474,609$863,130,925
408Ohana Advisors$71,899,567$305,734,430$557,060,371$862,794,801
409Rodgers & Associates$285,155$862,593,459$862,593,459
410The Retirement Planning Group, Inc.$265,197$861,888,786$861,888,786
411D'Orazio & Associates, Inc.$522,149$861,546,152$861,546,152
412Palisade Asset Management, Llc$1,877,747$809,133,457$48,997,031$858,130,488
413The Institute$231,713$773,536,080$82,413,558$855,949,638
414Doyle Wealth Management, Inc.$427,513$843,731,100$9,584,100$853,315,200
415Sax Wealth Advisors, Llc$456,984$818,495,257$34,694,781$853,190,038
416Meyer Capital Group$428,728$779,051,172$68,115,858$847,167,030
417Sheaff Brock Investment Advisors, LLC$821,319$845,255,730$702,793$845,958,523
418Austin Asset$505,195$834,645,549$11,051,117$845,696,666
419Wingate Wealth Advisors, Inc.$311,193$560,601,930$282,419,107$843,021,037
420Diversified Portfolios, Inc.$533,512$810,747,637$31,134,615$841,882,252
421Edge Wealth Management, Llc$1,140,763$839,601,672$839,601,672
422Endurance Wealth Management, Inc.$1,135,325$750,233,120$86,501,227$836,734,347
423Zuckerman Investment Group$948,045$812,186,702$22,092,789$834,279,491
424Wacker Wealth Partners, Llc$1,346,142$826,482,075$5,433,821$831,915,896
425Quadrant Family Wealth Advisors$2,544,318$436,244,119$393,203,650$829,447,769
426Robustwealth Inc.$145,765$110,657,991$717,284,806$827,942,797
427Schaper Benz & Wise Investment Counsel Inc$1,269,343$814,560,445$13,050,999$827,611,444
428Cherry Creek Family Offices$1,142,388$157,670,049$669,419,005$827,089,054
429Godsey & Gibb Wealth Management$609,164$819,802,662$1,959,151$821,761,813
430Column Capital Advisors, Llc$626,586$787,151,719$33,049,281$820,201,000
431Stillwater Capital Advisors, Llc$431,625$713,295,965$105,927,581$819,223,546
432Paragon Capital Management$1,244,914$737,881,134$78,782,281$816,663,415
433Wealthstreet Investment Advisors, Llc$1,186,750$814,562,319$1,921,478$816,483,797
434Rex Capital Advisors, Llc$1,035,856$676,242,248$135,869,058$812,111,306
435Fundx Investment Group, Llc$1,118,518$809,807,001$809,807,001
436Telarray, Llc$1,363,037$808,280,690$808,280,690
437Diesslin Group, Inc.$458,314$548,900,322$250,857,683$799,758,005
438Requisite Capital Management Llc$2,629,004$210,576,262$588,641,088$799,217,350
439Forte Capital Llc$404,967$758,111,922$39,672,725$797,784,647
440Dean Investments$1,531,454$794,824,537$794,824,537
441Delegate Advisors, Llc$1,337,693$147,404,496$647,185,282$794,589,778
442Madison Wealth Management$424,362$791,859,966$791,859,966
443Kings Point Capital Management Llc$987,671$778,350,647$10,798,816$789,149,463
444True North Management Group$157,196,299$785,981,493$785,981,493
445Oakwood Capital Management Llc$954,429$783,586,079$783,586,079
446Oakmont Corporation$20,085,385$783,330,016$783,330,016
447Ensemble Capital Management, Llc$1,465,006$778,855,000$1,993,000$780,848,000
448Galvin, Gaustad & Stein, Llc$454,436$761,445,664$17,911,828$779,357,492
449Breeds Hill Capital Llc$1,749,109$65,209,982$713,143,716$778,353,698
450Perigon Wealth Management$832,794$751,000,000$21,000,000$772,000,000
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Showing 401 to 450 of 2,439 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 2,206 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.