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 | Intrepid Capital Management Inc | $2,829,961 | $845,213,214 | $12,265,105 | $857,478,319 |
| 402 | The Financial Advisory Group, Inc. | $504,199 | $856,633,877 | $0 | $856,633,877 |
| 403 | Lutz Financial | $608,085 | $647,158,559 | $209,025,719 | $856,184,278 |
| 404 | Austin Asset | $473,614 | $829,257,417 | $26,562,441 | $855,819,858 |
| 405 | Cornerstone Management, Inc. | $588,701 | $847,489,826 | $1,417,320 | $848,907,146 |
| 406 | Huntington Steele | $1,931,830 | $848,073,436 | $0 | $848,073,436 |
| 407 | Zuckerman Investment Group | $1,059,061 | $824,683,522 | $22,564,891 | $847,248,413 |
| 408 | Cherry Creek Family Offices | $1,150,461 | $0 | $846,739,650 | $846,739,650 |
| 409 | Doyle Wealth Management, Inc. | $461,264 | $844,420,392 | $1,537,506 | $845,957,898 |
| 410 | Schaper Benz & Wise Investment Counsel Inc | $1,335,512 | $832,400,511 | $12,978,762 | $845,379,273 |
| 411 | Financial Partners Capital Management, LLC | $1,332,590 | $821,514,089 | $22,015,064 | $843,529,153 |
| 412 | Column Capital Advisors | $694,407 | $803,578,647 | $39,431,219 | $843,009,866 |
| 413 | Steel Peak Wealth Management, LLC | $185,295 | $821,881,387 | $20,283,742 | $842,165,129 |
| 414 | Patriot Investment Management Group Inc | $250,778 | $838,600,485 | $0 | $838,600,485 |
| 415 | Edge Wealth Management, LLC | $1,151,934 | $835,152,028 | $0 | $835,152,028 |
| 416 | Oakwood Capital Management LLC | $1,062,104 | $830,565,570 | $0 | $830,565,570 |
| 417 | Osborn Williams & Donohoe | $1,014,691 | $827,987,600 | $0 | $827,987,600 |
| 418 | Artemis Wealth Advisors | $54,929,770 | $550,628,551 | $273,318,000 | $823,946,551 |
| 419 | Schenck Investment Solutions LLC | $682,341 | $390,847,591 | $432,738,565 | $823,586,156 |
| 420 | Johnson Financial Group | $1,835,152 | $503,654,515 | $318,493,649 | $822,148,164 |
| 421 | Paragon Capital Management | $1,349,549 | $749,626,894 | $72,248,610 | $821,875,504 |
| 422 | Sunesis Advisors | $1,902,281 | $443,850,111 | $377,935,430 | $821,785,541 |
| 423 | GM Advisory Group, Inc. | $716,035 | $733,787,622 | $87,504,518 | $821,292,140 |
| 424 | Signet Financial Management, LLC | $436,612 | $819,958,172 | $0 | $819,958,172 |
| 425 | Dean Investments | $1,590,712 | $819,216,904 | $0 | $819,216,904 |
| 426 | Argos Wealth Advisors LLC | $7,567,111 | $817,248,015 | $0 | $817,248,015 |
| 427 | Frank, Rimerman Advisors LLC | $10,110,330 | $720,122,931 | $88,703,488 | $808,826,419 |
| 428 | Yorkbridge Wealth Partners, LLC | $1,046,026 | $650,445,037 | $154,994,781 | $805,439,818 |
| 429 | Asset Planning Services Ltd. | $469,694 | $774,110,132 | $30,005,649 | $804,115,781 |
| 430 | Kingsview Asset Management, LLC | $189,093 | $753,437,584 | $47,939,030 | $801,376,614 |
| 431 | Kings Point Capital Management | $1,081,064 | $793,556,143 | $7,512,034 | $801,068,177 |
| 432 | Stillwater Capital Advisors | $435,043 | $687,081,409 | $113,398,322 | $800,479,731 |
| 433 | Nicholas Hoffman & Company | $605,309 | $514,486,804 | $279,072,834 | $793,559,638 |
| 434 | Darrell & King, LLC | $4,312,470 | $793,494,436 | $0 | $793,494,436 |
| 435 | Ohana Advisors | $71,756,356 | $64,536,390 | $724,783,529 | $789,319,919 |
| 436 | Forte Capital | $416,797 | $742,070,513 | $45,258,832 | $787,329,345 |
| 437 | Christopher Weil & Co., Inc. | $343,481 | $645,293,594 | $141,964,925 | $787,258,519 |
| 438 | Dynamic Wealth Advisors | $230,858 | $757,604,909 | $28,003,220 | $785,608,129 |
| 439 | Northern Oak Wealth Management. Inc | $903,860 | $783,309,193 | $2,145,576 | $785,454,769 |
| 440 | BT Wealth Management | $745,000 | $600,302,324 | $184,927,715 | $785,230,039 |
| 441 | Sharkey Howes & Javer Inc | $275,263 | $645,477,627 | $139,572,760 | $785,050,387 |
| 442 | Eisneramper Wealth Advisors LLC | $12,221,283 | $234,935,608 | $547,226,516 | $782,162,124 |
| 443 | Urban Financial Advisory Corporation | $1,150,052 | $721,282,152 | $60,753,509 | $782,035,661 |
| 444 | Opus Capital Management | $2,346,678 | $614,938,841 | $166,505,052 | $781,443,893 |
| 445 | Wingate Wealth Advisors, Inc. | $314,400 | $504,805,792 | $276,478,711 | $781,284,503 |
| 446 | Corrigan Financial Inc | $787,734 | $777,700,000 | $2,157,000 | $779,857,000 |
| 447 | Eagle Ridge Investment Management LLC | $1,166,375 | $724,078,495 | $53,893,937 | $777,972,432 |
| 448 | LJPR Financial Advisors | $249,700 | $776,068,953 | $0 | $776,068,953 |
| 449 | Sheets Smith Wealth Management | $955,721 | $775,089,721 | $0 | $775,089,721 |
| 450 | Godsey & Gibb Wealth Management | $627,040 | $771,795,732 | $2,598,345 | $774,394,077 |
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.
