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
451Wingate Wealth Advisors, Inc.$401,332$741,535,598$347,678,219$1,089,213,817
452Prairieview Partners, LLC$356,014$740,305,825$5,187,527$745,493,352
453The Marshall Financial Group, Inc$501,827$735,715,156$12,006,963$747,722,119
454Moisand Fitzgerald Tamayo, LLC$290,710$735,319,371$7,445,057$742,764,428
455WSFS Capital Management, LLC$538,827$734,688,425$22,363,589$757,052,014
456Financial Advisory Corporation$745,427$731,136,411$127,481$731,263,892
457Arbor Investment Advisors, LLC$720,959$728,731,460$15,298,339$744,029,799
458Financial Services Advisory Inc$351,676$726,914,646$726,914,646
459St. Clair Advisors, LLC$1,411,665$725,595,610$725,595,610
460HORAN CAPITAL MANAGEMENT,LLC$527,234$723,364,700$723,364,700
461Blankinship & Foster, LLC$741,506$722,226,368$722,226,368
462Lodestar Private Asset Management LLC$520,019$718,964,834$8,022,210$726,987,044
463Stage Harbor Financial, LLC$792,714$718,199,138$718,199,138
464TBFM LLP$563,718$718,088,808$16,999,233$735,088,041
465Northstar Asset Management Inc$1,513,366$717,219,069$9,196,388$726,415,457
466HTG Investment Advisors Inc$596,980$716,973,394$716,973,394
467Financial Plan, Inc.$245,530$713,018,175$713,018,175
468SHINE WEALTH PARTNERS$462,480$712,850,449$7,693,209$720,543,658
469Yeske Buie Inc.$562,389$711,352,340$10,754,636$722,106,976
470Strategiq Financial Group, LLC$266,571$708,550,040$39,713,435$748,263,475
471Atlas Capital Advisors LLC$1,807,595$707,000,000$7,000,000$714,000,000
472Columbia Asset Management, L.L.C.$785,459$706,825,577$87,775$706,913,352
473Baxter Brothers Inc.$1,863,512$706,270,884$706,270,884
474Edge Wealth Management, LLC$1,447,324$704,846,902$704,846,902
475L & S Advisors, Inc$535,696$704,543,929$6,324,828$710,868,757
476Werba Rubin Papier Wealth Management, LLC$497,451$703,893,000$703,893,000
477Evermay Wealth Management, LLC$716,717$703,879,450$32,905,588$736,785,038
478Avestar Capital, LLC$803,975$703,478,380$703,478,380
479Burt Associates, Incorporated$645,359$702,796,467$702,796,467
480Peak Asset Management, LLC$659,782$700,893,407$28,165,240$729,058,647
481Foster Victor Wealth Advisors, LLC$251,266$697,464,849$43,770,748$741,235,597
482ARS Wealth Advisors, LLC$445,219$696,081,081$8,255,451$704,336,532
483Berkshire Money Management, Inc.$393,747$694,175,826$694,175,826
484Worthpointe, LLC$521,612$692,701,264$692,701,264
485Martel Wealth Advisors Inc$296,655$692,691,790$123,407,471$816,099,261
486Spectrum Management Group, LLC.$691,941$691,937,835$19,377,786$711,315,621
487LVM Capital Management Ltd$632,694$690,643,664$22,403,006$713,046,670
488Derby And Company Inc$779,361$690,134,420$1,159,058$691,293,478
489Prowell Financial Management, LLC$3,537,768$686,326,980$686,326,980
490Gateway Advisory, LLC$318,050$684,442,727$684,442,727
491Covenant Partners, LLC$1,297,471$683,334,488$75,686,073$759,020,561
492Pinnacle Wealth Management Advisory Group, LLC$903,634$683,147,223$683,147,223
493Pathway Financial Advisors, LLC$799,276$682,581,344$682,581,344
494The Hoerner Planning Group, LLC$983,005$681,403,902$305,533,251$986,937,153
495Hudson Valley Investment Advisors, Inc.$567,697$680,616,618$224,293,175$904,909,793
496Ferris Capital, LLC$1,171,452$679,608,033$1,005,314$680,613,347
497HILL INVESTMENT GROUP$715,108$677,922,107$677,922,107
498Cohen Capital Management Inc$3,791,629$674,909,881$674,909,881
499ROLLINS FINANCIAL INC$827,811$674,666,344$674,666,344
500AFFILIATED PRIVATE INVESTORS LLC$22,421,314$672,639,433$672,639,433
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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.