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
351Mastrapasqua Asset Management, Inc.$1,640,696$898,874,068$24,837,690$923,711,758
352Avitas Wealth Management, LLC$1,502,576$897,037,916$897,037,916
353Personal Financial Planning, Inc.$1,419,280$896,985,000$896,985,000
354Capital Advantage, Inc.$449,844$891,590,122$891,590,122
355Arthur M. Cohen & Associates LLC$1,134,323$891,578,096$891,578,096
356George Mckelvey Co., Inc.$688,403$888,362,913$70,581,940$958,944,853
357Boston Hill Advisors, LLC$279,306$885,829,540$34,483,041$920,312,581
358Agili, P.C.$510,732$884,588,280$884,588,280
359Eagle Ridge Investment Management LLC$1,228,189$882,980,496$75,007,045$957,987,541
360Private Asset Management Inc$645,735$880,782,665$880,782,665
361Marquette Asset Management, LLC$2,026,187$877,339,000$877,339,000
362Financial Planning And Information Services, Inc.$854,727$874,385,377$874,385,377
363Woodmont Investment Counsel, LLC$1,083,243$872,069,487$86,600,146$958,669,633
364Rex Capital Advisors, LLC$1,406,628$871,463,325$284,784,878$1,156,248,203
365Berman Capital Advisors, LLC$2,857,293$871,134,735$2,469,041,149$3,340,175,884
366Apriem Advisors$433,841$870,743,718$5,181,319$875,925,037
367Northern Oak Wealth Management, Inc.$1,973,063$865,501,403$2,646,355$868,147,758
368Vision Capital Management, Inc.$663,941$864,451,314$864,451,314
369PDS Planning Inc$340,468$859,483,155$82,251,797$941,734,952
370KLCM Advisors, Inc.$1,957,936$857,576,139$857,576,139
371WBH Advisory, Inc.$572,568$856,562,066$856,562,066
372Henry H. Armstrong Associates, Inc.$5,994,283$856,301,374$881,121$857,182,495
373Blue Chip Partners, Inc.$539,444$856,209,261$5,822,689$862,031,950
374Verus Financial Partners, Inc.$421,978$855,349,922$855,349,922
375Cranbrook Wealth Management, LLC$744,153$854,287,600$854,287,600
376Ascent Wealth Partners, LLC$597,800$853,248,091$42,854,559$896,102,650
377SB Capital Management, Inc.$746,365$852,759,819$1,827,925$854,587,744
378Suncoast Equity Management, LLC$802,038$850,160,087$850,160,087
379Griffin Asset Management, LLC$1,350,703$845,160,455$8,484,133$853,644,588
380Tarbox Family Office, Inc.$1,080,208$841,481,772$841,481,772
381MATHEYS LANE CAPITAL MANAGEMENT L.P.$1,873,381$841,467,986$522,353,630$1,363,821,616
382First Pacific Financial, Inc.$316,683$841,111,158$841,111,158
383Intellectus Partners, LLC$1,525,499$840,191,652$264,269,808$1,104,461,460
384Meridian Wealth Advisors, LLC$719,557$839,743,048$33,799,718$873,542,766
385Slatestone Wealth LLC$750,165$838,867,989$6,567,414$845,435,403
386Estabrook Capital Management LLC$916,975$834,447,429$834,447,429
387Alpha Omega Wealth Management, LLC$948,169$834,419,858$341,310,229$1,175,730,087
388Angeles Wealth Management, LLC$6,430,144$834,292,391$65,927,786$900,220,177
389Cahill Financial Advisors, Inc.$275,545$832,895,467$134,267,025$967,162,492
390Tufton Capital Management, LLC$1,055,676$831,873,000$831,873,000
391Prism Financial Group, L.L.C.$497,509$831,254,205$133,913,674$965,167,879
392Abbrea Capital, LLC$1,404,654$830,709,581$148,334,413$979,043,994
393KMG Fiduciary Partners, LLC$354,872$827,562,392$827,562,392
394Strategic Benefit Consultants, Inc.$334,306$824,445,106$2,963,150$827,408,256
395Gamble Jones Investment Counsel$1,489,497$822,871,532$893,028,659$1,715,900,191
396Graves-Light Private Wealth Management, Inc.$808,095$822,641,188$822,641,188
397Oak Root LLC$7,243,478$822,000,000$11,000,000$833,000,000
398O'Brien Wealth Partners LLC$459,612$819,027,871$819,027,871
399River Wealth Advisors LLC$432,734$818,300,220$818,300,220
400Urban Financial Advisory Corp$1,276,736$815,351,819$112,834,900$928,186,719
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Showing 351 to 400 of 2,412 entries

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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.