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.


# of employees


High-net-worth client assets

Total AUM


Total accounts


Discretionary AUM


Avg. discretionary account AUM


Non-discretionary AUM


Non-discretionary accounts


Average non-discretionary account AUM


Avg. account AUM

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Bellevue Asset Management, Llc$461,765$261,820,715$261,820,715
2Advisory Partners, Llc$1,181,585$207,958,889$207,958,889
3Strategent Financial, Llc$1,672,555$163,910,370$163,910,370
4Daniels & Erickson Financial Advisors, Llc$742,143$106,126,443$106,126,443
5Redw Wealth Llc$769,265$753,879,593$753,879,593
6Hamrick Investment Counsel, Llc$1,240,489$163,744,508$163,744,508
7Fisher Investments$1,744,458$120,949,000,000$120,949,000,000
8Obermeyer Wood Investment Counsel, Lllp$797,674$1,536,320,760$1,536,320,760
9Silicon Valley Capital Partners, L.P.$462,834$477,181,979$477,181,979
10Bromfield Sneider Wealth Advisors, Inc.$1,219,967$341,590,643$341,590,643
11Kyle Financial Services$1,584,897$261,507,932$261,507,932
12Estate Management Counselors,Llc$192,067$163,641,427$163,641,427
13Rhame & Gorrell Wealth Management$385,939$341,169,947$341,169,947
14Dent Wealth Advisors$513,227$261,232,454$261,232,454
15Kingsmark Private Financial Advisors, Llc$190,064$207,549,541$207,549,541
16Capital Formation Strategies Inc$300,986$134,841,741$134,841,741
17Aperio Group, Llc$5,969,688$34,486,886,409$34,486,886,409
18Bridgecreek Investment Management, Llc$11,718,750$750,000,000$750,000,000
19Compass Financial Group, Inc.$867,415$340,894,250$340,894,250
20Prowell Financial Management, Llc$1,761,526$260,705,809$260,705,809
21Mcrae Capital Management Inc.$756,028$474,029,652$474,029,652
22Vista Private Wealth Partners Llc$690,621$340,476,023$340,476,023
23Alex Green Investment Management Llc$1,726,278$207,153,330$207,153,330
24Flagship Capital Management Inc$891,525$105,200,000$105,200,000
25Pin Oak Investment Advisors Inc$691,282$472,836,729$472,836,729
26Broadlake Financial Management$204,306$260,285,239$260,285,239
27Mallard Financial Partners Inc$304,435$207,016,001$207,016,001
28Millares Asset Management, Llc$977,695$163,275,141$163,275,141
29Roble, Belko And Company, Inc.$1,040,897$747,364,080$747,364,080
30Wealthstream Advisors, Inc.$675,787$744,717,268$744,717,268
31J.J. Burns & Company$366,490$471,306,376$471,306,376
32Infinium Investment Advisors, Llc$182,796$104,741,903$104,741,903
33Graves-Light Private Wealth Management, Inc.$775,915$744,102,313$744,102,313
34Seascape Capital Management,Llc$417,259$206,125,961$206,125,961
35Holbrook Global Strategies$1,914,286$134,000,000$134,000,000
36United Financial Planning Group Llc$281,023$104,259,396$104,259,396
37Investment Security Group, Inc.$302,356$742,888,185$742,888,185
38Macroclimate Llc$4,762,531$133,350,868$133,350,868
39Grey Street Capital, Llc$1,790,763$741,375,929$741,375,929
40Cox Capital Management Llc$633,745$205,333,526$205,333,526
41Powell Wealth$524,936$133,333,628$133,333,628
42Comprehensive Financial Management LLC$379,152,348$17,061,855,642$17,061,855,642
43Cahill Wealth Management, Llc$373,070$257,791,344$257,791,344
44Weinberger Asset Management, Inc$543,867$133,247,396$133,247,396
45Double Bay Management & Planning$553,108$103,431,146$103,431,146
46Professional Financial$372,648$162,102,083$162,102,083
47Meridian Financial, Llc$1,073,629$133,130,000$133,130,000
48Occidental Asset Management, Llc$358,023$336,900,000$336,900,000
49Nicholson Capital Management, Inc.$351,504$162,043,463$162,043,463
50Vision Capital Management Inc$585,346$728,170,319$728,170,319
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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 Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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) not one who is an insurance company or agency.

Database last updated on June 5, 2019.