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
551Leonard Rickey Investment Advisors, PLLC$205,882$428,906,867$15,798,298$444,705,165
552King Wealth Management Group, LLC$307,669$429,661,784$9,381,432$439,043,216
553Harris Financial Advisors, Inc.$390,648$432,579,112$20,962,901$453,542,013
554Ccp, Inc$368,779$439,399,780$31,530,684$470,930,464
555ISI Financial Group Inc$253,257$441,174,313$441,174,313
556Clayton Wealth Partners$314,173$443,926,730$443,926,730
557Investment Management Of Virginia$921,317$446,516,578$2,164,920$448,681,498
558Auxano Advisors$490,702$448,367,100$121,338,400$569,705,500
559Bedell Frazier Investment Counselling$337,687$451,000,000$1,500,000$452,500,000
560Worthpointe$342,730$451,375,500$451,375,500
561Pettyjohn, Wood & White, Inc.$565,186$456,105,289$456,105,289
562Summit Asset Management$391,407$456,271,133$64,691,826$520,962,959
563Smith Capital Management Inc$514,966$459,416,743$4,052,371$463,469,114
564Hamilton Point Investment Advisors$941,463$460,375,636$460,375,636
565Whitley Penn Financial, LLP$238,493$460,799,322$51,959,820$512,759,142
566Greenwood Gearhart Inc.$371,139$462,810,348$462,810,348
567Exchange Capital Management Inc$494,936$464,857,820$1,372,226$466,230,046
568Berkshire Money Management, Inc.$294,323$470,916,995$470,916,995
569Starfire Investment Advisers Inc$518,929$471,584,000$12,058,000$483,642,000
570Mraz, Amerine & Associates, Inc.$257,945$473,071,328$473,071,328
571Rollins Financial Inc$651,755$477,084,824$477,084,824
572Richard P. Slaughter Associates, Inc.$412,509$478,222,367$29,163,971$507,386,338
573Monterey Private Wealth, Inc.$336,823$478,417,490$37,595,088$516,012,578
574Anchor Investment Management$370,289$484,217,747$6,785,056$491,002,803
575Cahill Financial Advisors, Inc.$236,934$485,869,173$106,467,055$592,336,228
576Milestone Investment Advisors$556,713$487,284,000$175,205,000$662,489,000
577Gibraltar Capital Management, Inc.$2,347,913$487,523,382$3,190,447$490,713,829
578Gateway Advisory$229,696$489,481,899$489,481,899
579Viridian Ria, LLC$246,794$490,830,487$55,323,710$546,154,197
580River Wealth Advisors LLC$321,691$491,543,888$491,543,888
581Spectrum Asset Management Inc$562,818$492,745,501$10,413,374$503,158,875
582Kays Financial Advisory Corp$269,210$495,076,338$495,076,338
583Windsor Capital Management, LLC$438,500$502,082,972$502,082,972
584PDS Planning Inc$244,429$502,691,327$69,516,023$572,207,350
585Goldstein Munger + Associates$1,785,419$504,495,970$56,125,701$560,621,671
586Capital Planning Advisors LLC$741,894$517,000,000$55,000,000$572,000,000
587Financial Planning And Information Services, Inc.$547,090$517,000,000$517,000,000
588Cornerstone Capital Advisors$292,647$520,034,107$520,034,107
589Ascent Wealth Partners, LLC$404,291$521,007,523$20,742,749$541,750,272
590Natural Investments$169,853$521,418,489$2,748,334$524,166,823
591New England Investment & Retirement Group, Inc.$262,480$522,113,283$1,010,026$523,123,309
592Buffington Mohr McNeal$480,944$522,416,220$16,721,859$539,138,079
593Derby And Company Inc$636,918$528,373,948$1,541,758$529,915,706
594All Star Financial Inc$421,390$531,794,135$531,794,135
595The H Group, Inc.$274,975$531,801,855$531,801,855
596PBMares Wealth Management$318,453$534,009,297$4,494,748$538,504,045
597Sbc Wealth Management$252,770$534,609,178$534,609,178
598Moisand Fitzgerald Tamayo$257,040$539,789,104$3,592,542$543,381,646
599Toth Financial Advisory Corp$342,664$541,752,147$541,752,147
600Gries Financial$633,638$545,562,355$545,562,355
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Showing 551 to 600 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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