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
451Tull Financial Group, Inc.$224,967$180,462,258$3,110,714$183,572,972
452Clark Financial Advisors$191,714$179,444,037$179,444,037
453Manhattan West Asset Management, LLC$479,631$178,952,983$5,225,231$184,178,214
454Parkshore Wealth Management$196,220$178,657,185$5,985,368$184,642,553
455Eads & Heald Wealth Management$648,750$178,406,259$178,406,259
456Brightwater Advisory, LLC$317,549$177,108,060$6,117,690$183,225,750
457Virginia Capital Strategies$492,666$176,867,137$176,867,137
458The Nalls Sherbakoff Group, LLC$202,902$176,555,732$3,824,124$180,379,856
459Clelland & Company Inc$1,479,024$176,258,839$131,378,119$307,636,958
460Carmichael Hill & Associates Inc$265,142$175,789,126$175,789,126
461Highwater Wealth Management LLC$850,374$175,576,470$5,553,263$181,129,733
462Chessman Wealth Strategies$162,117$175,534,187$4,739,931$180,274,118
463Harvest Financial Advisors$464,238$173,906,757$158,952,242$332,858,999
464Asset Management And Planning, LLC$272,719$172,157,963$472,919$172,630,882
465Fairbanks Capital Management$2,067,218$171,579,075$171,579,075
466Harbor Financial Group$292,183$171,342,400$1,629,900$172,972,300
467VergePointe Wealth Management$1,096,364$171,130,107$4,288,171$175,418,278
468Schlindwein Associates$373,638$170,752,729$170,752,729
469Ferguson-Johnson Wealth Management, Inc.$903,184$170,654,976$950,000$171,604,976
470Karstens Investment Counsel, Inc.$226,762$170,643,311$68,817,455$239,460,766
471Level Financial Advisors, Inc.$228,255$170,278,398$170,278,398
472Whitener Capital Management, Inc$234,329$170,025,000$50,479,000$220,504,000
473Trinity Legacy Partners, LLC$334,921$169,346,880$458,291$169,805,171
474Mallard Financial Partners Inc$256,058$169,254,316$169,254,316
475Checks & Balances$4,701,002$169,236,056$169,236,056
476Stone Asset Management, Inc.$289,897$169,066,050$1,393,131$170,459,181
477All Season Financial Advisors, Inc.$223,792$168,738,867$168,738,867
478Client 1St Advisory Group$308,463$168,719,720$3,094,000$171,813,720
479JPS Financial$301,967$167,479,164$7,963,744$175,442,908
480Voisard Asset Management Group$230,813$166,621,779$487,006$167,108,785
481Miller Advisors, Inc.$339,793$166,499,036$9,853,406$176,352,442
4821 North Wealth Services$271,974$166,447,917$166,447,917
483The Martin Worley Group$281,793$166,247,395$5,928,019$172,175,414
484Private Harbour$407,823$166,134,190$4,335,619$170,469,809
485Warren Financial Service$617,312$166,113,039$3,030,379$169,143,418
486Riverview Capital Advisers$508,700$165,924,841$37,555,169$203,480,010
487Westview Investment Advisors$359,798$165,838,987$8,663,174$174,502,161
488The Helmstar Group, LLC$140,225$165,746,144$165,746,144
489Braun-Bostich & Associates Inc.$187,903$165,430,000$1,240,245$166,670,245
490Onyx Financial Advisors, LLC$249,312$165,044,824$165,044,824
491Voyager Capital Management$242,705$164,212,685$2,768,342$166,981,027
492Deighan Wealth Advisors$268,767$163,638,641$4,072,084$167,710,725
493Regal Wealth Group Inc.$278,596$163,257,072$163,257,072
494Kingsmark Private Financial Advisors$166,094$163,104,000$163,104,000
495Abridge Partners$414,460$161,972,311$15,831,237$177,803,548
496Quinn Stauffer Financial, LLC$117,549$161,394,646$161,394,646
497WealthPoint Advisors$458,319$161,328,330$161,328,330
498Olympus Wealth Management, LLC$897,137$161,190,685$11,956,818$173,147,503
499Creegan & Nassoura Financial Group$441,981$160,881,224$160,881,224
500Adam Financial Associates Inc$254,438$160,804,820$160,804,820
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Showing 451 to 500 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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