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
251FILAMENT, LLC$3,805,466$1,255,714,033$749,766,663$2,005,480,696
252Wealth Architects, LLC$541,203$1,248,533,331$92,568,487$1,341,101,818
253Autus Asset Management, LLC$551,291$1,244,816,007$1,244,816,007
254Tanglewood Wealth Management, Inc.$1,042,339$1,224,748,000$1,224,748,000
255Private Capital Group, LLC$544,788$1,223,593,499$1,223,593,499
256Novare Capital Management$2,104,274$1,221,876,662$2,810,878$1,224,687,540
257Durbin Bennett Private Wealth Management, LLC$1,082,346$1,220,806,382$65,020,699$1,285,827,081
258BIP Wealth, LLC$483,673$1,218,621,091$342,675,835$1,561,296,926
259Garde Capital, Inc.$2,716,533$1,217,892,804$83,326,308$1,301,219,112
260Baltimore-Washington Financial Advisors, Inc.$524,704$1,205,884,388$32,417,924$1,238,302,312
261TFC Financial Management, Inc.$1,022,737$1,200,875,421$5,953,751$1,206,829,172
262Corda Investment Management, LLC$497,195$1,195,187,987$47,800,000$1,242,987,987
263JNBA Financial Advisors, LLC$367,527$1,191,643,309$25,237,494$1,216,880,803
264Check Capital Management Inc$618,881$1,180,097,002$75,611,808$1,255,708,810
265Windsor Advisory Group, LLC$475,744$1,180,018,035$231,515,827$1,411,533,862
266Wealthstreet Investment Advisors, LLC$1,529,480$1,178,354,743$874,633$1,179,229,376
267Lee Financial Company, LLC$685,492$1,177,344,720$5,814,456$1,183,159,176
268CYPRESS CAPITAL MANAGEMENT, LLC$1,828,073$1,175,451,059$1,175,451,059
269Schaper Benz & Wise Investment Counsel Inc$1,519,983$1,174,132,896$17,533,758$1,191,666,654
270Rodgers & Associates, Ltd.$372,313$1,172,414,107$1,172,414,107
271MG Financial LLC$9,929,412$1,165,075,926$16,524,104$1,181,600,030
272Capwealth Advisors, LLC$1,789,369$1,163,342,841$28,376,594$1,191,719,435
273Johnson Financial Group LLC$2,183,654$1,162,313,124$178,450,424$1,340,763,548
274Austin Asset Management Co$615,480$1,162,227,195$14,571,243$1,176,798,438
275RW Investment Management LLC$541,582$1,161,363,146$85,357,891$1,246,721,037
276Condor Capital Management$461,223$1,160,606,866$190,315,884$1,350,922,750
277Diversified Portfolios Inc$703,567$1,152,944,551$50,154,328$1,203,098,879
278Tortoise Investment Management, LLC$505,904$1,152,792,253$12,811,065$1,165,603,318
279Battery Global Advisors, LLC$29,578,571$1,146,000,000$1,338,600,000$2,484,600,000
280D'Orazio & Associates, Inc.$690,602$1,137,551,451$1,941,397$1,139,492,848
281Beaird Harris Wealth Management, LLC$505,031$1,135,832,001$126,239,328$1,262,071,329
282Forte Capital LLC$562,392$1,129,876,092$73,643,383$1,203,519,475
283The Retirement Planning Group, Inc.$297,480$1,124,177,216$1,124,177,216
284Column Capital Advisors, LLC$783,905$1,107,748,767$53,998,476$1,161,747,243
285Edgemoor Investment Advisors, Inc.$1,201,222$1,101,520,202$1,101,520,202
286Prudent Management Associates$1,895,823$1,101,473,105$1,101,473,105
287Galvin, Gaustad & Stein, LLC$562,134$1,090,314,319$39,012,102$1,129,326,421
288Planning Alternatives Ltd$1,586,316$1,086,626,640$1,086,626,640
289The Financial Advisory Group, Inc.$532,329$1,082,224,661$1,082,224,661
290Beese, Fulmer Investment Management, Inc.$1,121,334$1,082,087,361$1,082,087,361
291RKL Wealth Management LLC$1,469,687$1,081,997,708$145,190,550$1,227,188,258
292Equius Partners, Inc.$736,911$1,077,247,083$31,066,953$1,108,314,036
293Fiduciary Wealth Partners, LLC$5,870,748$1,068,476,095$1,068,476,095
294Godsey & Gibb Inc$705,243$1,065,037,635$8,341,962$1,073,379,597
295Bogart Wealth, LLC$351,211$1,058,890,760$252,882,707$1,311,773,467
296Quadrant Capital Group LLC$1,563,249$1,058,138,537$947,510,122$2,005,648,659
297Azzad Asset Management, Inc.$361,021$1,056,128,038$7,439,550$1,063,567,588
298Sather Financial Group, Inc.$974,268$1,050,261,019$1,050,261,019
299TC Wealth Partners, LLC$650,451$1,049,152,464$8,481,191$1,057,633,655
300Sax Wealth Advisors, LLC$526,356$1,048,331,966$44,910,020$1,093,241,986
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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.