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
601Sloan Investment Management$852,318$549,596,800$2,705,366$552,302,166
602FMP Wealth Advisers$297,190$550,816,000$57,234,000$608,050,000
603Delta Financial Group, Inc.$219,706$556,655,272$62,038,112$618,693,384
604First Pacific Financial, Inc.$249,338$556,771,575$556,771,575
605Mastrapasqua Asset Management, Inc.$1,056,262$558,046,607$4,941,091$562,987,698
606Telos Capital Management$389,080$561,442,974$561,442,974
607Financial Advisory Corporation$616,199$563,102,289$103,567$563,205,856
608Smith & Howard Wealth Management, Llc$404,187$568,176,451$98,328,459$666,504,910
609MV Capital Management, Inc.$755,490$568,818,412$821,208$569,639,620
610O'Brien Wealth Partners LLC$352,432$570,939,231$570,939,231
611The Financial Advisors, LLC$316,394$573,210,136$23,193,214$596,403,350
612Horan Capital Management, LLC$404,349$574,984,522$574,984,522
613Hengehold Capital Management LLC$295,180$590,064,770$590,064,770
614Granite Investment Advisors, Inc.$848,196$594,465,267$25,565,964$620,031,231
615Flippin Bruce & Porter Inc$1,230,512$595,568,000$595,568,000
616Rockwood Wealth Management$318,577$597,025,840$75,171,961$672,197,801
617Strategic Financial Group, LLC$230,230$598,500,000$71,700,000$670,200,000
618Financial Services Advisory$313,707$600,122,387$600,122,387
619Traphagen Financial Group$503,025$603,425,946$6,743,919$610,169,865
620Sunrise Advisors$1,089,135$607,156,794$13,650,000$620,806,794
621Vintage Financial Services$1,163,289$608,400,000$608,400,000
622American Financial Advisors.$286,747$609,624,968$609,624,968
623Eclectic Associates, Inc.$249,545$610,269,856$117,153,637$727,423,493
624Cable Hill Partners, LLC$347,734$610,320,000$98,014,000$708,334,000
625Investment Security Group, Inc.$277,053$617,550,621$617,550,621
626Howard Financial Services, Ltd..$394,079$624,072,503$542,685$624,615,188
627Redwood Wealth Management$226,550$631,846,602$631,846,602
628Full Sail Capital, LLC$1,041,950$632,450,771$30,229,130$662,679,901
629Clear Harbor Asset Management, LLC$643,276$642,429,598$1,489,177$643,918,775
630Boston Hill Advisors$235,234$643,494,768$29,273,805$672,768,573
631Sather Financial Group, Inc.$630,244$645,369,519$645,369,519
632Apriem Advisors$341,709$645,410,576$52,018,084$697,428,660
633Hillview Capital Advisors, LLC$2,587,371$649,201,401$199,456,334$848,657,735
634The Planning Center, Inc.$250,079$650,078,403$58,644,111$708,722,514
635Medley & Brown$1,254,172$650,915,136$650,915,136
636Yeske Buie Inc.$548,408$652,210,554$11,363,456$663,574,010
637Meyers Wealth Management, LLC$1,245,438$653,800,000$28,700,000$682,500,000
638Rockbridge Investment Management, LLC$247,341$656,466,363$51,918,527$708,384,890
639Aepg Wealth Strategies$535,684$657,941,512$254,864,783$912,806,295
640Tufton Capital Management, LLC$835,604$659,004,971$15,327,775$674,332,746
641McLean Asset Management Corp.$414,997$660,405,052$83,270,140$743,675,192
642Steel Peak Wealth Management, LLC$177,835$664,467,178$19,484,572$683,951,750
643Woodmont Investment Counsel$2,241,601$672,738,935$42,331,691$715,070,626
644Wallington Asset Management$1,138,022$675,985,316$675,985,316
645Christopher Weil & Co., Inc.$425,836$682,280,379$187,275,990$869,556,369
646Colonial Trust Advisors, Inc.$477,577$693,018,418$76,358,158$769,376,576
647Pinnacle Wealth Planning Services, Inc.$356,726$698,837,524$16,397,895$715,235,419
648Dinuzzo Index Advisors, Inc.$309,709$699,014,000$699,014,000
649Argos Wealth Advisors LLC$3,698,145$702,647,527$702,647,527
650AJ Wealth$1,302,391$708,000,000$218,000,000$926,000,000
« Previous PageNext Page »

Showing 601 to 650 of 762 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.