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
401Westover Capital Advisors, LLC$431,001$228,861,727$228,861,727
402Burkett Financial Services, LLC$168,417$229,830,979$12,689,161$242,520,140
403FSA Wealth Management$309,651$231,000,000$231,000,000
404Eley Financial Management, Inc.$173,481$231,077,341$231,077,341
405Taylor Wealth Management Partners$2,785,189$231,170,666$231,170,666
406Regatta Capital Group$164,721$234,020,772$89,656,268$323,677,040
407RTS Private Wealth Management$343,600$234,133,409$39,028,775$273,162,184
408Money Management Services Inc$235,973$234,320,947$234,320,947
409Holcombe Financial, Inc.$497,106$234,841,242$21,665,404$256,506,646
410Geier Asset Management Inc$203,799$235,612,000$12,615,000$248,227,000
411Berk Cleveland Rathmell Wealth Strategies, LLC$252,211$236,431,334$395,047$236,826,381
412Berkeley, Inc$289,767$236,450,000$236,450,000
413Sunburst Financial Group, LLC$260,743$237,797,272$237,797,272
414Resource Management, Llc$204,948$237,848,977$9,728,325$247,577,302
415Grove Street Fiduciary, LLC$860,607$238,139,086$11,437,052$249,576,138
416Kendall Capital Management$256,691$238,466,031$238,466,031
417De Groote Financial Group, LLC$261,202$239,000,000$239,000,000
418Wealth Preservation Advisors$374,336$239,200,582$239,200,582
419WFA Wealth Managers$355,095$239,530,827$33,182,045$272,712,872
420Gradient Capital Advisors, LLC$245,822$240,801,316$60,331,218$301,132,534
421Hilltop Wealth Advisors, LLC$620,879$240,900,910$240,900,910
422Gem Asset Management, LLC$320,214$241,441,128$241,441,128
423Global Trust$370,579$242,448,340$15,474,949$257,923,289
424GEN Financial Management Inc.$550,006$244,820,800$3,781,700$248,602,500
425Hall Capital Management Company, Inc.$811,225$244,989,818$244,989,818
426HSC Wealth Advisors$172,484$245,100,000$245,100,000
427Graybill Bartz Associates, Ltd.$590,394$246,292,041$7,577,210$253,869,251
428Thrive Wealth Management, LLC$329,306$247,648,216$30,944,696$278,592,912
429Trinity Capital Management$397,921$249,924,844$12,305,376$262,230,220
430Lesjak Planning Corp$702,247$250,000,000$250,000,000
431Obrien Greene & Co Inc$1,030,349$250,950,069$28,274,575$279,224,644
432SK Wealth Management, LLC$987,749$251,110,544$8,667,422$259,777,966
433Ridgewood Investments$517,744$251,143,056$45,524,444$296,667,500
434Financial Designs Corporation$280,422$251,522,657$92,835,093$344,357,750
435Exeter Financial, LLC$561,073$251,774,030$1,830,919$253,604,949
4365C Capital Management, LLC$272,295$252,259,730$7,509,702$259,769,432
437Boyle Capital$134,219$253,735,227$24,097,137$277,832,364
438Transitions Wealth Management$251,510$255,785,641$255,785,641
439Sevenbridge Financial Group, LLC$250,881$256,400,000$256,400,000
440Candace Shira Associates, LLC$274,557$257,324,430$5,152,188$262,476,618
441Mullaney Keating & Wright Inc$561,485$257,798,844$15,082,636$272,881,480
442TFG Advisers LLC$181,504$258,161,825$3,203,724$261,365,549
443Collegiate Capital Management, Inc.$189,786$260,406,739$37,746,889$298,153,628
444Red Door Wealth Management, LLC$455,090$263,936,500$217,093,274$481,029,774
445Schwarz Dygos Wheeler Investment Advisors LLC$197,821$264,120,980$7,289,110$271,410,090
446Global View Investment Advisors$173,555$264,167,189$677,181$264,844,370
447American Money Management$277,118$268,048,219$6,852,617$274,900,836
448Carter Asset Management$530,498$268,431,902$268,431,902
449Lowe Wealth Advisors, LLC$240,716$270,579,547$6,484,149$277,063,696
450Briggs Advisory Group, Inc.$335,551$270,790,008$270,790,008
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Showing 401 to 450 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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