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
501Aton Financial LLC$906,858$198,311,000$70,119,000$268,430,000
502Nottingham Advisors Inc.$611,904$1,329,384,916$70,039,372$1,399,424,288
503Jackson Square Capital, LLC$1,078,069$239,452,006$69,953,767$309,405,773
504Yorkbridge Wealth Partners, LLC$1,029,460$925,721,328$69,766,502$995,487,830
505Harbor Capital Management Inc$527,111$224,420,822$69,706,903$294,127,725
506Silveroak Wealth Management LLC$735,480$1,009,541,053$69,407,949$1,078,949,002
507Chequers Financial Management LLC$843,149$412,481,548$68,956,710$481,438,258
508Centricity Wealth Management, LLC$284,940$87,223,000$68,924,000$156,147,000
509Iadvise Partners LLC$5,473,002$100,993,120$68,669,940$169,663,060
510Cannon Beach Consultants Inc$305,516$128,552,301$68,505,479$197,057,780
511Monograph Wealth Advisors, LLC$2,094,425$1,492,237,053$68,109,466$1,560,346,519
512Boston Financial Management LLC$1,470,145$3,174,165,283$67,504,994$3,241,670,277
513Oak Family Advisors, LLC$598,073$243,200,000$67,200,000$310,400,000
514Shulman Demeo Asset Management, LLC$710,709$515,306,328$66,764,122$582,070,450
515SOURCE FINANCIAL ADVISORS, LLC$1,533,962$398,176,690$66,613,880$464,790,570
516Loring, Wolcott & Coolidge Fiduciary Advisors, LLP$3,459,728$10,499,650,320$66,360,116$10,566,010,436
517Angeles Wealth Management, LLC$6,430,144$834,292,391$65,927,786$900,220,177
518Rockbridge Investment Management, LLC$319,096$965,163,260$65,835,873$1,030,999,133
519Westmount Asset Management, LLC$779,050$3,052,940,348$65,596,133$3,118,536,481
520Sand Hill Global Advisors, LLC$1,909,928$3,017,351,155$65,273,058$3,082,624,213
521Durbin Bennett Private Wealth Management, LLC$1,082,346$1,220,806,382$65,020,699$1,285,827,081
522Yarger Wealth Strategies, LLC$624,812$249,310,947$64,969,678$314,280,625
523Eiger Wealth Management, LLC$658,844$167,531,071$64,382,125$231,913,196
524Sound Income Strategies, LLC$110,727$1,246,649,590$63,696,500$1,310,346,090
525Walled Lake Planning & Wealth Management, LLC$392,269$372,842,126$62,968,227$435,810,353
526BURNETT FINANCIAL GROUP$455,929$57,419,061$62,946,261$120,365,322
527Blue Square Asset Management, LLC$586,425$189,037,987$62,538,510$251,576,497
528Ern Financial, LLC$377,194$653,934,724$62,357,493$716,292,217
529Bryant Woods Investment Advisors, LLC$1,570,779$295,830,200$62,307,300$358,137,500
530Hohimer Wealth Management, LLC$794,288$620,276,267$62,016,765$682,293,032
531SUNPOINTE INVESTMENTS$1,871,556$48,705,243$61,716,535$110,421,778
532Cobblestone Capital Advisors, LLC$894,898$2,269,581,111$61,627,667$2,331,208,778
533THE DAVID J. YVARS GROUP, INC.$290,704$178,953,863$61,458,245$240,412,108
534Bigelow Investment Advisors, LLC$496,428$308,391,311$61,447,268$369,838,579
535SBK Financial, Inc.$733,741$803,111,543$61,235,553$864,347,096
536Delta Financial Advisors, L.L.C.$758,169$290,822,677$60,967,642$351,790,319
537R.L. Evans Co. Inc.$264,882$109,100,000$60,954,000$170,054,000
538Miramar Capital LLC$706,371$264,925,762$60,711,377$325,637,139
539Guardsman Private Capital Management, Inc.$5,437,722$80,942,166$60,438,610$141,380,776
540Waller Financial Planning Group, Inc.$281,887$443,857,580$60,437,513$504,295,093
541Seneca Financial Advisors LLC$620,267$435,843,784$60,369,886$496,213,670
542Black Diamond Financial, LLC$908,111$428,221,870$60,341,918$488,563,788
543Jackson Hole Capital Partners, LLC$1,563,882$297,935,777$60,193,118$358,128,895
544Sebold Capital Management, Inc$336,487$196,267,857$60,134,892$256,402,749
545Investment Planning Associates Inc$350,000$150,000,000$60,000,000$210,000,000
546Manhattan West Asset Management, LLC$310,499$144,404,410$59,904,107$204,308,517
547Reilly Financial Advisors LLC$1,672,086$1,848,692,403$59,157,863$1,907,850,266
548F L Putnam Investment Management Co.$1,118,016$3,662,900,185$58,973,558$3,721,873,743
549M.C. Byrd Wealth Management, LLC$266,624$180,138,496$58,756,878$238,895,374
550Hurlow Wealth Management Group, Inc.$320,501$331,494,173$58,555,507$390,049,680
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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 Carline Murphy.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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) nor one who is an insurance company or agency.

Database last updated on June, 2020.