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