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
401Dan Goldie Financial Services$742,981$0$874,488,735$874,488,735
402Paracle Advisors$666,401$866,698,883$6,286,189$872,985,072
403Urban Financial Advisory Corporation$1,235,794$756,483,814$114,750,998$871,234,812
404Gries Financial$1,021,367$790,083,306$81,142,620$871,225,926
405RZH Advisors LLC$975,908$854,243,500$16,266,700$870,510,200
406Robustwealth Inc.$182,731$41,453,457$825,604,501$867,057,958
407Telarray, LLC$1,430,148$866,669,552$0$866,669,552
408Private Asset Management Inc$509,800$866,151,000$0$866,151,000
409WESCAP Group$2,296,286$698,800,000$166,900,000$865,700,000
410Oakmont Corporation$22,760,154$864,885,864$0$864,885,864
411BIP Wealth$312,707$705,412,809$158,597,225$864,010,034
412West Capital Management$431,473$861,219,347$0$861,219,347
413Maple Capital Management, Inc.$587,688$847,722,176$13,241,401$860,963,577
414Investor Solutions$665,517$642,181,436$218,332,306$860,513,742
415Aurum Wealth Management Group LLC$1,160,602$697,117,878$162,888,374$860,006,252
416Asset Dedication, LLC$957,089$857,552,000$0$857,552,000
417Intrepid Capital Management Inc$2,829,961$845,213,214$12,265,105$857,478,319
418The Financial Advisory Group, Inc.$504,199$856,633,877$0$856,633,877
419Lutz Financial$608,085$647,158,559$209,025,719$856,184,278
420Austin Asset$473,614$829,257,417$26,562,441$855,819,858
421Cornerstone Management, Inc.$588,701$847,489,826$1,417,320$848,907,146
422Huntington Steele$1,931,830$848,073,436$0$848,073,436
423Zuckerman Investment Group$1,059,061$824,683,522$22,564,891$847,248,413
424Cherry Creek Family Offices$1,150,461$0$846,739,650$846,739,650
425Doyle Wealth Management, Inc.$461,264$844,420,392$1,537,506$845,957,898
426Schaper Benz & Wise Investment Counsel Inc$1,335,512$832,400,511$12,978,762$845,379,273
427Financial Partners Capital Management, LLC$1,332,590$821,514,089$22,015,064$843,529,153
428Column Capital Advisors$694,407$803,578,647$39,431,219$843,009,866
429Schenck Investment Solutions LLC$679,897$439,047,946$403,344,665$842,392,611
430Steel Peak Wealth Management, LLC$185,295$821,881,387$20,283,742$842,165,129
431Patriot Investment Management Group Inc$250,778$838,600,485$0$838,600,485
432Edge Wealth Management, LLC$1,151,934$835,152,028$0$835,152,028
433Cws Financial Advisors LLC$428,054$659,519,266$173,474,657$832,993,923
434Oakwood Capital Management LLC$1,062,104$830,565,570$0$830,565,570
435Osborn Williams & Donohoe$1,014,691$827,987,600$0$827,987,600
436Artemis Wealth Advisors$54,929,770$550,628,551$273,318,000$823,946,551
437Johnson Financial Group$1,835,152$503,654,515$318,493,649$822,148,164
438Paragon Capital Management$1,349,549$749,626,894$72,248,610$821,875,504
439Sunesis Advisors$1,902,281$443,850,111$377,935,430$821,785,541
440GM Advisory Group, Inc.$716,035$733,787,622$87,504,518$821,292,140
441Signet Financial Management, LLC$436,612$819,958,172$0$819,958,172
442Dean Investments$1,590,712$819,216,904$0$819,216,904
443Argos Wealth Advisors LLC$7,567,111$817,248,015$0$817,248,015
444Frank, Rimerman Advisors LLC$10,110,330$720,122,931$88,703,488$808,826,419
445Yorkbridge Wealth Partners, LLC$1,046,026$650,445,037$154,994,781$805,439,818
446Asset Planning Services Ltd..$469,694$774,110,132$30,005,649$804,115,781
447Kingsview Asset Management, LLC$189,093$753,437,584$47,939,030$801,376,614
448Kings Point Capital Management$1,081,064$793,556,143$7,512,034$801,068,177
449Stillwater Capital Advisors$435,043$687,081,409$113,398,322$800,479,731
450Nicholas Hoffman & Company$605,309$514,486,804$279,072,834$793,559,638
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Showing 401 to 450 of 2,314 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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