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
251Campion Asset Management, LLC$752,150$158,135,171$34,415,180$192,550,351
252CRA Financial Services$283,884$158,394,630$475,235,370$633,630,000
253Geometric Wealth Advisors, LLC$254,435$158,513,000$158,513,000
254Portfolio Wealth Advisors$278,465$158,724,841$158,724,841
255Greencourse Financial Advisors, LLC$234,830$158,874,904$6,210,735$165,085,639
256Cox Capital Management LLC$561,869$159,008,899$159,008,899
257Quad-Cities Investment Group$150,252$159,116,969$159,116,969
258Defender Capital$416,062$159,900,000$700,000$160,600,000
259Keystone Asset Management, Inc.$1,320,896$160,000,000$17,000,000$177,000,000
260Deseranno Wealth Management$586,692$160,167,000$160,167,000
261Cairn Investment Group$303,584$160,553,834$24,936,140$185,489,974
262Brown Financial Advisory$308,192$160,627,919$2,713,637$163,341,556
263Adam Financial Associates Inc$254,438$160,804,820$160,804,820
264Creegan & Nassoura Financial Group$441,981$160,881,224$160,881,224
265Olympus Wealth Management, LLC$897,137$161,190,685$11,956,818$173,147,503
266WealthPoint Advisors$458,319$161,328,330$161,328,330
267Quinn Stauffer Financial, LLC$117,549$161,394,646$161,394,646
268Abridge Partners$414,460$161,972,311$15,831,237$177,803,548
269Kingsmark Private Financial Advisors$166,094$163,104,000$163,104,000
270Regal Wealth Group Inc.$278,596$163,257,072$163,257,072
271Deighan Wealth Advisors$268,767$163,638,641$4,072,084$167,710,725
272Voyager Capital Management$242,705$164,212,685$2,768,342$166,981,027
273Onyx Financial Advisors, LLC$249,312$165,044,824$165,044,824
274Braun-Bostich & Associates Inc.$187,903$165,430,000$1,240,245$166,670,245
275The Helmstar Group, LLC$140,225$165,746,144$165,746,144
276Westview Investment Advisors$359,798$165,838,987$8,663,174$174,502,161
277Riverview Capital Advisers$508,700$165,924,841$37,555,169$203,480,010
278Warren Financial Service$617,312$166,113,039$3,030,379$169,143,418
279Private Harbour$407,823$166,134,190$4,335,619$170,469,809
280The Martin Worley Group$281,793$166,247,395$5,928,019$172,175,414
2811 North Wealth Services$271,974$166,447,917$166,447,917
282Miller Advisors, Inc.$339,793$166,499,036$9,853,406$176,352,442
283Voisard Asset Management Group$230,813$166,621,779$487,006$167,108,785
284JPS Financial$301,967$167,479,164$7,963,744$175,442,908
285Client 1St Advisory Group$308,463$168,719,720$3,094,000$171,813,720
286All Season Financial Advisors, Inc.$223,792$168,738,867$168,738,867
287Stone Asset Management, Inc.$289,897$169,066,050$1,393,131$170,459,181
288Checks & Balances$4,701,002$169,236,056$169,236,056
289Mallard Financial Partners Inc$256,058$169,254,316$169,254,316
290Trinity Legacy Partners, LLC$334,921$169,346,880$458,291$169,805,171
291Whitener Capital Management, Inc$234,329$170,025,000$50,479,000$220,504,000
292Level Financial Advisors, Inc.$228,255$170,278,398$170,278,398
293Karstens Investment Counsel, Inc.$226,762$170,643,311$68,817,455$239,460,766
294Ferguson-Johnson Wealth Management, Inc.$903,184$170,654,976$950,000$171,604,976
295Schlindwein Associates$373,638$170,752,729$170,752,729
296VergePointe Wealth Management$1,096,364$171,130,107$4,288,171$175,418,278
297Harbor Financial Group$292,183$171,342,400$1,629,900$172,972,300
298Fairbanks Capital Management$2,067,218$171,579,075$171,579,075
299Asset Management And Planning, LLC$272,719$172,157,963$472,919$172,630,882
300Harvest Financial Advisors$464,238$173,906,757$158,952,242$332,858,999
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Showing 251 to 300 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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