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
51RHS Financial, LLC$243,692$95,140,839$5,016,767$100,157,606
52Gold Medal Waters, Inc.$227,725$95,789,526$7,597,692$103,387,218
53Imperium Wealth Management, LLC$217,547$97,198,284$11,792,857$108,991,141
54Millennium Investment Services$409,128$98,484,987$3,387,935$101,872,922
55Park Ridge Asset Management$262,208$99,191,202$4,643,013$103,834,215
56Bluestone Wealth Advisors, Inc.$431,389$99,293,126$7,260,042$106,553,168
57Haydel, Biel & Associates$399,329$100,000,000$19,000,000$119,000,000
58Genereux Investment Management, Inc.$380,332$100,027,185$100,027,185
59Rede Wealth, LLC$289,260$100,134,000$39,000,000$139,134,000
60Grand Central Investment Group$281,573$100,229,211$27,886,416$128,115,627
61Lucas Capital Management, L.L.C.$252,094$100,585,356$100,585,356
62Penland Legacy Advisors$253,649$100,720,042$12,914,916$113,634,958
63Persimmon Capital Management LP$2,576,279$101,737,000$119,823,000$221,560,000
64Campbell Rooks Wealth Management, LLC$247,872$101,845,671$7,465,706$109,311,377
65Hollingsworth Avent Averre & Purvis, Pa$374,801$101,945,833$101,945,833
66Trail Ridge Investment Advisors, LLC$786,452$102,238,760$102,238,760
67Meyer Capital Management LLC.$313,983$102,358,608$102,358,608
68Ranstrom Berg Wealth Management, LLC$126,262$102,839,658$8,018,485$110,858,143
69Winthrop Partners - WNY, LLC$459,118$102,888,377$4,086,211$106,974,588
70Principium Investments LLC$238,387$103,211,292$1,202,382$104,413,674
71Westfield Financial Planning$268,326$103,249,787$1,934,159$105,183,946
72Waterstone Wealth Advisors, LLC$233,610$103,353,506$6,910,547$110,264,053
73Walker Financial Advisors Inc$437,895$103,859,969$21,377,930$125,237,899
74Heritage Wealth Architects, Inc.$272,972$104,332,085$23,418,820$127,750,905
75Summa Global Advisors$503,810$104,831,730$54,876,151$159,707,881
76Minerva Planning Group$253,237$104,840,291$104,840,291
77Haverdink Financial Management, LLC$232,584$104,895,314$104,895,314
78Harrison & Company Wealth Management, LLC$157,285$105,538,347$105,538,347
79R.P. Boggs & Co.$230,319$106,331,253$12,743,486$119,074,739
80Traub Capital Management$1,325,322$107,351,052$107,351,052
81Mercantile Investment Advisors$1,475,197$107,689,413$107,689,413
82My Wealth Management, Inc$470,107$108,433,000$23,667,000$132,100,000
83Johnson Wealth Management, LLC$382,737$108,561,894$13,913,840$122,475,734
84Verus Investment Advisory Group, Inc.$321,293$108,721,668$2,767,016$111,488,684
85George M. Hiller Companies$206,445$108,724,476$28,148,810$136,873,286
86Kaufman Kampe Advisors$393,952$109,124,626$109,124,626
87ALPha Advisors, LLC$322,870$109,130,217$109,130,217
88Davis, Davis And Conover Wealth Management, LLC$238,258$109,185,434$175,009$109,360,443
89Strategic Advisory Services, L.L.C.$320,638$109,598,237$701,326$110,299,563
90Tenbridge Partners LLC$138,542$110,001,955$110,001,955
91Fort Vancouver Investment Management, LLC$741,822$110,531,461$110,531,461
92Lake Tahoe Wealth Management, Inc.$184,275$110,623,050$19,659,414$130,282,464
93Morgillo Financial Management$187,602$111,000,000$4,000,000$115,000,000
94Mueller Financial Solutions Co.$459,045$112,599,582$3,997,776$116,597,358
95Chesley, Taft & Associates, Llc$350,882$112,632,961$112,632,961
96Affiliated Private Investors Llc$182,213$113,336,704$113,336,704
97Paolino, William$187,809$113,436,400$113,436,400
98Union Financial Partners, San Francisco, Inc.$897,516$113,984,551$113,984,551
99Asset Strategies, Inc.$868,748$114,011,363$5,875,814$119,887,177
100Griffin Family Partners, LLC$1,074,366$114,132,615$33,055,477$147,188,092
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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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