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
401Diversified Portfolios, Inc.$533,512$810,747,637$31,134,615$841,882,252
402The Institute$227,829$758,957,510$82,413,558$841,371,068
403Edge Wealth Management, LLC$1,140,763$839,601,672$839,601,672
404Endurance Wealth Management, Inc.$1,135,325$750,233,120$86,501,227$836,734,347
405Zuckerman Investment Group$948,045$812,186,702$22,092,789$834,279,491
406Weatherly Asset Management$633,336$823,795,037$9,675,041$833,470,078
407Wacker Wealth Partners, LLC$1,346,142$826,482,075$5,433,821$831,915,896
408Tru Independence Asset Management, LLC$1,372,201$830,181,375$830,181,375
409Quadrant Family Wealth Advisors$2,544,318$436,244,119$393,203,650$829,447,769
410Robustwealth Inc.$145,765$110,657,991$717,284,806$827,942,797
411Schaper Benz & Wise Investment Counsel Inc$1,269,343$814,560,445$13,050,999$827,611,444
412Cherry Creek Family Offices$1,142,388$157,670,049$669,419,005$827,089,054
413Godsey & Gibb Wealth Management$609,164$819,802,662$1,959,151$821,761,813
414Column Capital Advisors$626,586$787,151,719$33,049,281$820,201,000
415Stillwater Capital Advisors$431,625$713,295,965$105,927,581$819,223,546
416Paragon Capital Management$1,244,914$737,881,134$78,782,281$816,663,415
417Wealthstreet Investment Advisors, LLC$1,186,750$814,562,319$1,921,478$816,483,797
418Rex Capital Advisors$1,035,856$676,242,248$135,869,058$812,111,306
419FundX Investment Group, LLC$1,118,518$809,807,001$809,807,001
420Telarray, LLC$1,363,037$808,280,690$808,280,690
421Diesslin Group, Inc.$458,314$548,900,322$250,857,683$799,758,005
422Redw Wealth Llc$2,629,004$210,576,262$588,641,088$799,217,350
423Forte Capital$404,967$758,111,922$39,672,725$797,784,647
424Dean Investments$1,531,454$794,824,537$794,824,537
425Delegate Advisors, LLC$1,337,693$147,404,496$647,185,282$794,589,778
426The Retirement Planning Group, Inc.$256,784$792,435,908$792,435,908
427Madison Wealth Management$424,362$791,859,966$791,859,966
428Kings Point Capital Management$987,671$778,350,647$10,798,816$789,149,463
429Osborn Williams & Donohoe$809,047$787,203,058$787,203,058
430True North Management Group$157,196,299$785,981,493$785,981,493
431Oakwood Capital Management LLC$954,429$783,586,079$783,586,079
432Oakmont Corporation$20,085,385$783,330,016$783,330,016
433Ensemble Capital Management$1,465,006$778,855,000$1,993,000$780,848,000
434Galvin, Gaustad & Stein, LLC$454,436$761,445,664$17,911,828$779,357,492
435Breeds Hill Capital LLC$1,749,109$65,209,982$713,143,716$778,353,698
436LJPR Financial Advisors$249,700$776,068,953$776,068,953
437Perigon Wealth Management$832,794$751,000,000$21,000,000$772,000,000
438Colonial Trust Advisors, Inc.$477,577$693,018,418$76,358,158$769,376,576
439Financial Synergies$458,337$768,630,676$768,630,676
440Atlas Private Wealth Management, LLC$255,934$765,500,038$765,500,038
441Huntington Steele$4,070,606$647,115,000$118,159,000$765,274,000
442Tradewinds Capital Management$158,400$764,279,147$764,279,147
443Asset Planning Services Ltd..$471,513$748,209,908$13,755,239$761,965,147
444Silveroak Wealth Management$602,039$703,387,493$56,987,302$760,374,795
445Northern Oak Wealth Management. Inc$848,367$756,336,551$2,103,414$758,439,965
446Yorkbridge Wealth Partners, LLC$940,379$696,630,109$60,375,326$757,005,435
447Sargent Investment Group, LLC$875,956$276,378,000$476,068,000$752,446,000
448Eagle Ridge Investment Management LLC$1,071,615$699,962,149$52,311,713$752,273,862
449Adell Harriman & Carpenter$616,403$745,231,798$745,231,798
450McLean Asset Management Corp.$414,997$660,405,052$83,270,140$743,675,192
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Showing 401 to 450 of 2,205 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.


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