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
1Zuraw Financial Advisors, Llc$398,439$238,266,817$238,266,817
2Zuckerman Investment Group$1,064,644$875,006,834$71,461,625$946,468,459
3Zimmerman Wealth Management, Llc$1,729,005$264,537,751$264,537,751
4Zemenick & Walker Inc$9,266,984$2,029,469,485$2,029,469,485
5Yukon Wealth Management, Inc.$644,523$200,109,109$17,094,974$217,204,083
6Your Source Financial$494,905$259,646,353$18,985,286$278,631,639
7Youngs Advisory Group, Inc.$575,973$444,651,484$444,651,484
8Young Richard C & Co Ltd$739,510$1,181,736,781$1,181,736,781
9Yorkbridge Wealth Partners, Llc$1,062,571$794,730,601$92,516,545$887,247,146
10Yoder Wealth Management$408,208$116,339,261$116,339,261
11Yeske Buie Inc.$593,479$730,600,306$13,029,151$743,629,457
12Yeske Buie Inc.$593,479$730,600,306$13,029,151$743,629,457
13Yale Capital Corp.$18,042,448$1,912,499,533$1,912,499,533
14Wwm Financial$180,532$235,355,075$13,778,876$249,133,951
15Wright Associates$2,130,348$200,252,721$200,252,721
16Wrenn Financial Strategies, Inc.$413,374$161,201,795$35,150,670$196,352,465
17Wp Advisors, Llc$322,873$252,017,268$13,383,998$265,401,266
18Worthpointe$485,869$623,856,296$623,856,296
19Worldview Wealth Advisors$1,246,696$139,630,000$139,630,000
20Wooster Corthell Wealth Management, Inc.$370,142$328,315,777$328,315,777
21Woodside Wealth Management$447,826$144,080,853$119,195$144,200,048
22Woodmont Investment Counsel, Llc$1,039,033$814,220,407$27,396,007$841,616,414
23Womack Wealth Management, Inc.$439,584$177,846,000$4,141,621$181,987,621
24Wolf Group Capital Advisors$480,373$278,892,848$7,409,335$286,302,183
25Wms Partners, Llc$6,978,735$2,755,181,799$1,201,760,759$3,956,942,558
26Wj Interests, Llc$462,683$348,400,000$348,400,000
27Withum Wealth Management$909,702$579,480,000$579,480,000
28Wisdom Index Advisors$240,051$128,427,283$128,427,283
29Winthrop Partners - Wny, Llc$514,048$123,708,066$2,747,670$126,455,736
30Wingate Wealth Advisors, Inc.$340,578$626,440,049$293,460,560$919,900,609
31Winfield Associates Inc$440,271$261,350,901$169,923$261,520,824
32Windward Wealth Strategies, Inc.$423,838$160,210,670$160,210,670
33Windward Private Wealth Management Inc.$276,371$211,976,859$211,976,859
34Windsor Capital Management, Llc$484,862$571,652,668$571,652,668
35Windsor Advisory Group, Llc$472,786$1,073,999,097$222,380,620$1,296,379,717
36Windrose Advisors Llc$22,675,166$377,273,459$1,414,064,670$1,791,338,129
37Wilson & Boucher Capital Management, Llc$384,524$161,115,762$161,115,762
38Wills Financial Group$418,146$252,978,196$252,978,196
39Willow Grove Advisors, Llc$356,822$114,178,257$4,773$114,183,030
40Willow$330,406$125,884,519$125,884,519
41Willingdon Wealth Management Llc$348,254$858,106,781$6,955,023$865,061,804
42William Mack & Associates Inc$770,725$570,983,298$2,436,111$573,419,409
43Wilbanks, Smith & Thomas Asset Management, Llc$812,119$3,453,190,627$54,352,628$3,507,543,255
44Wick Capital Partners, Llc$409,150$123,370,065$27,606,390$150,976,455
45Whitney & Company$1,279,866$603,544,665$3,111,837$606,656,502
46Whiterock Wealth Management Co.$497,909$174,268,096$174,268,096
47Whitener Capital Management, Inc$291,058$247,007,551$44,632,405$291,639,956
48White Pine Investment Co$419,392$323,770,491$323,770,491
49White Oaks Wealth Advisors, Inc.$1,761,055$452,591,100$452,591,100
50White Oaks Wealth Advisors, Inc.$1,761,055$452,591,100$452,591,100
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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.