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
501Chatham Wealth Management$436,007$333,109,000$333,109,000
502Waller Financial Planning Group, Inc.$223,196$339,116,280$36,745,565$375,861,845
503William Mack & Associates Inc$672,539$339,482,671$2,166,999$341,649,670
504The Patten Group$373,102$340,788,377$3,211,798$344,000,175
505Lauterbach Financial Advisors, LLC$368,037$341,158,281$1,116,142$342,274,423
506Pacific Edge Advisors, LLC$2,534,938$342,214,316$2,339$342,216,655
507Wellesley Investment Partners, LLC$769,086$342,315,758$67,606,902$409,922,660
508Personal Investment Management Inc$368,116$347,501,297$347,501,297
509America First Investment Advisors$564,939$348,002,581$348,002,581
510Birchwood Financial Partners$266,610$349,283,811$21,037,288$370,321,099
511Keudell Morrison Wealth Management, LLC$266,540$351,710,673$63,292,464$415,003,137
512Altrius Capital Management, Inc.$937,445$352,680,110$736,640$353,416,750
513ALPha Omega Investment Advisors$452,520$356,715,183$59,602,942$416,318,125
514Cheviot Value Management$492,739$357,235,575$357,235,575
515Ogorek Wealth Management$616,840$357,767,112$357,767,112
516Lawson Kroeker Investment Management Inc$1,500,993$360,238,200$360,238,200
517Walter & Keenan Finanical Consulting Co$2,298,137$360,724,408$80,517,862$441,242,270
518APCM Wealth Management$374,164$361,068,662$361,068,662
519Delta Financial Advisors$578,247$362,730,402$45,512,100$408,242,502
520Sensible Financial Planning and Management$339,882$364,379,523$61,832,477$426,212,000
521Financial Insights Inc$566,105$366,591,409$1,376,605$367,968,014
522Aevitas Wealth Management, Inc.$300,683$367,883,015$8,872,246$376,755,261
523Optimum Investment Advisors$478,813$372,995,582$372,995,582
524Frisch Financial Group, Inc.$326,748$373,659,234$35,429,291$409,088,525
525Planfirst Inc$232,524$374,363,199$374,363,199
526Creekside Partners Financial Advisers$457,892$381,423,931$381,423,931
527FCA Corp$762,556$382,046,084$52,611,088$434,657,172
528Harfst And Associates, Inc.$354,364$383,266,744$31,339,103$414,605,847
529Sherrill & Hutchins Financial Advisory Inc$307,394$384,713,918$7,520,567$392,234,485
530James R. Martin Consulting, Inc$650,181$386,207,585$386,207,585
531Hanson & Doremus Investment Management$419,505$386,258,968$32,826,675$419,085,643
532HHM Wealth Advisors$164,826$386,646,790$32,998,962$419,645,752
533Trunorth Wealth Partners$462,173$388,711,134$13,841,498$402,552,632
534Paradigm Financial Advisors$336,275$390,463,573$53,756,254$444,219,827
535TC Wealth Partners, LLC$383,929$390,818,900$11,154,386$401,973,286
536Armbruster Capital Management, Inc.$1,387,429$391,940,132$31,225,818$423,165,950
537Level Financial Advisors$245,613$393,717,211$393,717,211
538Princeton Portfolio Strategies Group LLC$892,885$394,551,992$5,460,266$400,012,258
539Pin Oak Investment Advisors Inc$602,130$400,416,707$400,416,707
540TMD & Associates, Inc.$371,705$400,886,000$12,078,000$412,964,000
541Avier Wealth Advisors$282,671$401,768,173$26,760,537$428,528,710
542FMA Advisory Inc$374,986$405,776,298$5,958,225$411,734,523
543The Mosaic Financial Group$1,507,922$406,909,048$505,383,796$912,292,844
544Quantitative Advantage, LLC$241,672$408,908,546$408,908,546
545HaLPern Financial, Inc.$547,091$409,224,166$409,224,166
546Buckley Wealth Management, LLC$747,664$412,976,869$18,425,522$431,402,391
547Demming Financial Services Corp.$156,701$418,706,131$418,706,131
548Roberts, Glore & Co.$584,178$423,678,680$169,262,316$592,940,996
549Noesis Capital Management Corp$581,059$425,245,523$70,397,949$495,643,472
550Wealth Dimensions Group, Ltd..$945,145$428,458,334$1,582,586$430,040,920
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Showing 501 to 550 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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