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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1SPOOR BEHRINS CAMPBELL & YOUNG SECURITIES CORP$1,450,316$176,938,575$176,938,575
2HERITAGE FINANCIAL COUNSELORS, LLC$370,797$127,925,000$127,925,000
3BENEMARK, INC$684,959$198,638,043$198,638,043
4SOUTH BAY FINANCIAL PARTNERS$652,364$156,567,337$156,567,337
5PORTOLA PARTNERS$3,062,630$4,468,377,318$4,468,377,318
6WASHINGTON AVENUE ADVISORS$341,880$120,000,000$120,000,000
7FITZROY INVESTMENT ADVISORS LLC$11,959,212$442,490,860$442,490,860
8WE FAMILY OFFICES$111,832,256$8,834,748,220$8,834,748,220
9IFC PERSONAL MONEY MANAGERS, INC.$745,000$149,000,000$149,000,000
10BIRNAM WOOD CAPITAL, LLC$687,752$117,605,527$117,605,527
11ASPEN CAPITAL MANAGEMENT$557,596$458,901,330$458,901,330
12SFC FINANCIAL LLC$905,304$159,333,520$159,333,520
13TREBUCHET CONSULTING, LLC$760,713$368,946,001$368,946,001
14OLD PEAK FINANCE$628,382$266,433,825$266,433,825
15KUTSCHER BENNER BARSNESS & STEVENS, INC.$630,744$385,384,487$385,384,487
16ALTAMONT WEALTH MANAGEMENT, INC.$2,018,636$159,472,253$159,472,253
17QP GLOBAL FAMILY OFFICES, LLC$48,143,403$577,720,838$577,720,838
18SECHREST FINANCIAL SERVICES$434,482$135,558,529$135,558,529
19KAPUSTA FINANCIAL GROUP$151,030$126,411,927$126,411,927
20TIM LOONEY INVESTMENTS, LLC$277,073$266,267,278$266,267,278
21CAMBRIDGE ASSOCIATES LTD LLC$222,637,701$3,339,565,520$3,339,565,520
22TOUCHSTONE ADVISORY, LLC$498,547$106,689,027$106,689,027
23SUNDVOLD FINANCIAL$277,907$119,500,000$119,500,000
24CTB FINANCIAL SERVICES, LTD.$207,850$193,508,407$193,508,407
25GLOBAL FINANCIAL ADVISORY SERVICES, INC.$296,140$110,164,052$110,164,052
26ANODOS ADVISORS, LLC$3,476,768$719,691,000$719,691,000
27ADC WEALTH MANAGEMENT, LLC$593,107$139,973,229$139,973,229
28OPTIMA ASSET MANAGEMENT INC$2,186,892$478,929,419$478,929,419
29J.F. WILLIAMS CO., INC.$394,445$178,683,528$178,683,528
30THE JUNK INVESTMENT GROUP$354,248$335,472,721$335,472,721
31BT FAMILY OFFICE, LLC$21,384,615$278,000,000$278,000,000
32CAMBRIDGE CAPE COD ADVISORS$406,371$131,664,082$131,664,082
33AEQUITAS INVESTMENT ADVISORS, LLC$563,021$623,827,690$623,827,690
34PATHWAYS ADVISORY GROUP, INC.$222,860$192,773,890$192,773,890
35PORTFOLIO ADVISORS, INC.$255,730$190,518,544$190,518,544
36SOUND INVESTMENT MANAGEMENT INC$1,545,417$156,087,132$156,087,132
37COMPREHENSIVE FINANCIAL PLANNING INC$386,421$135,633,716$135,633,716
38AMERICAN FINANCIAL ADVISORS INC$345,506$558,682,841$558,682,841
39MINDFUL ASSET PLANNING$166,724$226,411,666$226,411,666
40HERITAGE FINANCIAL ADVISORS, LLC$223,860$130,734,267$130,734,267
41MCCLARREN FINANCIAL ADVISORS$237,770$226,356,840$226,356,840
42SCHAEFER FINANCIAL MANAGEMENT, INC.$414,881$658,001,811$658,001,811
43MOZAIC, LLC$49,653,303$3,326,771,303$3,326,771,303
44SCOTT SNOW (FINANCIAL ADVISORS) LLC$994,363$493,204,040$493,204,040
45BALDWIN & ASSOCIATES$280,842$154,744,210$154,744,210
46BARRY M. CORKERN & CO., INC.$1,684,090$117,886,287$117,886,287
47INTEGRATED FINANCIAL PLANNING, P.C.$242,761$121,865,835$121,865,835
48CLUNE & ASSOCIATES$571,938$338,015,280$338,015,280
49CDA GROUP$480,522$480,521,690$480,521,690
50QUANTUM FINANCIAL SERVICES INC.$2,498,894$222,401,550$222,401,550
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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.