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
251Southwind Associates Of Nj Inc.$5,366,102$83,794,167$189,877,043$273,671,210
252NEXT CAPITAL MANAGEMENT LLC$1,119,994$772,963,661$189,111,357$962,075,018
253Artemis Wealth Advisors, LLC$114,842,022$1,534,855,407$187,774,925$1,722,630,332
254Balentine LLC$1,222,401$3,162,347,785$185,808,825$3,348,156,610
255Wealthspire Advisors LLC$3,279,407$10,758,262,664$185,117,107$10,943,379,771
256Triune Financial Partners, LLC$362,561$647,608,099$184,832,042$832,440,141
257Washington Wealth Advisors, LLC$180,004$25,020,598$184,144,402$209,165,000
258Cable Hill Partners, LLC$538,379$1,018,738,550$184,000,000$1,202,738,550
259SFC Financial LLC$921,294$183,337,439$183,337,439
260Meadow Creek Wealth Advisors, LLC$961,979$234,334,531$183,164,158$417,498,689
261Carpenter, Claydon Advisors, Inc.$607,499$4,542,103$180,744,943$185,287,046
262Berkson Asset Management, Inc.$1,231,573$26,322,401$180,581,933$206,904,334
263Charles Pratt & Company, L.L.C.$1,219,711$625,185,353$179,824,006$805,009,359
264Crescent Capital Consulting, LLC$1,428,901$1,024,152,725$178,981,807$1,203,134,532
265All Terrain Financial Advisors, LLC$935,559$317,050,307$178,796,054$495,846,361
266Johnson Financial Group LLC$2,183,654$1,162,313,124$178,450,424$1,340,763,548
267Financial Independence, LLC$285,808$176,343,523$176,343,523
268Ramsey & Associates Inc$728,224$63,550,939$175,306,455$238,857,394
269Sound Stewardship, LLC$226,812$174,872,000$174,872,000
270Robert Gordon & Associates, Inc.$333,341$63,336,830$174,668,623$238,005,453
271The Aranda Group Advisors, LLC$444,604$1,397,156$174,666,075$176,063,231
272Altamont Wealth Management, Inc.$2,053,091$172,459,625$172,459,625
273IFC Personal Money Managers, Inc.$764,444$172,000,000$172,000,000
274Early Mcclintic & Mcmillan, LLP$865,357$236,987,361$168,865,012$405,852,373
275Crescent Hill Partners LLC$552,344$93,477,086$168,334,188$261,811,274
276Chesley, Taft & Associates, LLC$1,292,021$1,980,194,816$165,851,992$2,146,046,808
277Sound Investment Management Inc$1,623,784$165,625,974$165,625,974
278And Wealth Partners, LLC$1,257,567$132,780,696$162,747,576$295,528,272
279Lutz Financial Services, LLC$821,265$1,271,546,124$162,381,693$1,433,927,817
280Pennsylvania Capital Management Inc.$658,554$467,873,398$162,362,749$630,236,147
281BLB & B Advisors, LLC$654,686$1,527,079,327$161,356,239$1,688,435,566
282Buckhead Capital Management, LLC$11,806,221$2,401,150,221$160,799,668$2,561,949,889
283Breton Financial, Inc.$4,451,472$160,252,982$160,252,982
284VINTAGE WEST CAPITAL MANAGEMENT$939,461$135,327,022$159,663,725$294,990,747
285Clelland & Co Inc$1,711,714$220,367,060$159,633,539$380,000,599
286Lockshield Partners, Inc.$139,666$159,358,858$159,358,858
287ROOSEVELT INVESTMENTS$572,661$2,538,869,168$158,366,293$2,697,235,461
288Purtill Financial LLC$275,857$158,065,817$158,065,817
289Wpwealth LLP$381,912$568,479,191$157,534,723$726,013,914
290GELLER & LEHMANN, LLC$1,482,845$155,698,710$155,698,710
291Persimmon Capital Management Lp$2,654,596$107,402,000$155,403,000$262,805,000
292South Bay Financial Partners Group, Inc.$798,687$154,945,209$154,945,209
293BALDWIN & ASSOCIATES$280,842$154,744,210$154,744,210
294Schultz Financial Group Incorporated$368,717$154,492,585$154,492,585
295AHC ADVISORS, INC.$1,147,453$102,250,612$153,631,472$255,882,084
296Robbins Financial Advisory Service Inc$498,316$17,898,224$153,024,152$170,922,376
297Fenton Gregory Coleman$374,732$152,515,726$152,515,726
298Wescap Management Group, Inc.$2,452,294$649,400,000$152,500,000$801,900,000
299Brennan John David$1,368,338$337,421,850$152,443,246$489,865,096
300Liberty Wealth Advisors, LLC$419,860$31,987,910$152,330,796$184,318,706
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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.