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.

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
451Wooster Corthell Wealth Management, Inc.$317,006$271,040,121$271,040,121
452Robinswood Financial$266,623$272,011,165$2,344,402$274,355,567
453Nova R Wealth, Inc.$313,464$273,439,976$8,364,521$281,804,497
454Court Place Advisors$901,262$273,522,097$19,388,155$292,910,252
455Landmark Financial Advisors$273,095$275,000,000$15,300,000$290,300,000
456180 Wealth Advisors, LLC$184,104$275,395,565$87,841,444$363,237,009
457B&C Financial$290,623$276,078,575$5,244,755$281,323,330
458Hines Warner Wealth Management$495,081$277,157,812$15,434,843$292,592,655
459Northern Capital Management, Inc.$162,014$280,842,393$576,138$281,418,531
460Stevens First Principles Investment Advisors$554,304$281,032,186$281,032,186
461Horrell Capital Management, Inc.$2,796,224$282,418,662$282,418,662
462Forte Capital Llc$183,295$286,534,260$72,173,406$358,707,666
463Renaissance Investment Group, LLC$801,711$288,097,218$16,553,120$304,650,338
464Quantum Financial Planning Services, Inc.$179,150$290,375,608$26,540,008$316,915,616
465Harbour Investment Management LLC$657,264$290,510,784$290,510,784
466Madden Advisory Services, Inc.$369,956$291,525,085$291,525,085
467McCollum Christoferson Group, LLC$393,101$291,681,170$291,681,170
468MMHP Investment Advisors$318,453$293,613,393$293,613,393
469Jamison Private Wealth Management, Inc.$1,078,996$295,786,000$11,728,000$307,514,000
470Taddei, Ludwig & Associates, Inc.$914,033$295,789,443$13,153,780$308,943,223
471Waterway Wealth Management$282,935$295,950,356$295,950,356
472Delta Wealth Management$1,601,312$296,242,748$296,242,748
473WJ Interests, LLC$399,733$299,000,000$299,000,000
474Grand Wealth Management$679,002$299,328,476$26,592,443$325,920,919
475Traverso Chambers Private Wealth Management, LLC$351,019$299,419,000$299,419,000
476Shorepoint Capital Partners LLC$394,072$302,127,814$17,858,724$319,986,538
477Brio Financial Group$169,499$306,098,857$63,070,312$369,169,169
478North Berkeley Investment Partners$292,876$306,430,000$12,512,000$318,942,000
479ClearLogic Financial$392,079$307,612,424$954,098$308,566,522
480Ifrah Financial Services, Inc.$488,142$308,993,999$308,993,999
481ALPhaMark Advisors, LLC$317,670$312,586,803$312,586,803
482Foster Victor Wealth Advisors, LLC$166,077$314,050,996$13,784,363$327,835,359
483Bourgeon Capital Management LLC$1,021,068$314,200,000$29,900,000$344,100,000
484West Branch Capital$340,663$314,503,682$9,125,734$323,629,416
485Market Street Wealth Management Advisors$266,182$315,425,247$315,425,247
486Mark Sheptoff Financial Planning$375,209$315,550,444$315,550,444
487Ritter Daniher Financial Advisory$335,700$317,188,212$44,024,592$361,212,804
488Rock Point Advisors$599,515$318,954,299$587,364$319,541,663
489Kingfisher Capital, LLC$548,968$319,499,095$319,499,095
490Hatton Consulting, Inc.$439,406$319,700,000$5,900,000$325,600,000
491Monarch Capital Management Inc$1,333,482$321,369,081$321,369,081
492Baldrige Asset Management$411,072$323,252,387$36,435,505$359,687,892
493Thor Investment Management Inc$235,100$326,083,836$11,754,157$337,837,993
494Windrose Advisors$23,272,169$326,298,972$1,302,752,854$1,629,051,826
495Weber Asset Management, Inc.$503,547$328,312,956$328,312,956
496SignaLPoint Asset Management$254,692$328,741,507$9,234,378$337,975,885
497Aldebaran Financial Inc$490,957$329,923,322$329,923,322
498Insight Wealth Partners$182,399$330,871,329$911,790$331,783,119
499Hart Capital Management, Inc.$346,277$331,391,601$32,199,634$363,591,235
500Resource Planning Group, Ltd..$244,254$331,696,290$331,696,290
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Showing 451 to 500 of 762 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 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.


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