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