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
501Brown Financial Advisory$308,192$160,627,919$2,713,637$163,341,556
502Cairn Investment Group$303,584$160,553,834$24,936,140$185,489,974
503Deseranno Wealth Management$586,692$160,167,000$160,167,000
504Keystone Asset Management, Inc.$1,320,896$160,000,000$17,000,000$177,000,000
505Defender Capital$416,062$159,900,000$700,000$160,600,000
506Quad-Cities Investment Group$150,252$159,116,969$159,116,969
507Cox Capital Management LLC$561,869$159,008,899$159,008,899
508Greencourse Financial Advisors, LLC$234,830$158,874,904$6,210,735$165,085,639
509Portfolio Wealth Advisors$278,465$158,724,841$158,724,841
510Geometric Wealth Advisors, LLC$254,435$158,513,000$158,513,000
511CRA Financial Services$283,884$158,394,630$475,235,370$633,630,000
512Campion Asset Management, LLC$752,150$158,135,171$34,415,180$192,550,351
513Intrack Investment Management, Inc.$508,933$157,384,933$893,365$158,278,298
514Leconte Wealth Management, LLC$774,990$157,323,010$157,323,010
515Windward Wealth Strategies, Inc.$366,569$157,258,057$157,258,057
516Weaver Capital Management, LLC$202,802$156,831,999$5,612,392$162,444,391
517Avalan, LLC$445,066$156,700,000$12,425,000$169,125,000
518Bonner & Smith$184,307$156,108,087$156,108,087
519Access Investment Advisors Inc$315,851$155,398,881$155,398,881
520Cambridge Capital Management, LLC$185,118$154,905,242$10,960,247$165,865,489
521Acumen Wealth Advisors, LLC$1,347,021$153,314,306$31,227,622$184,541,928
522Zacks Investment Management, Inc.$175,596$153,119,328$153,119,328
523Koenig Investment Advisory, LLC$254,592$152,755,310$152,755,310
524Clarity Asset Management, Inc.$313,125$152,491,800$152,491,800
525Beacon Financial Strategies Corp.$317,424$152,301,999$2,918,211$155,220,210
526The Fiduciary Alliance$159,835$151,349,095$1,453,058$152,802,153
527Reed & Ball, Inc.$341,798$151,074,847$151,074,847
528American Financial & Tax Strategies, Inc.$295,086$150,789,144$150,789,144
529Sculati Wealth Management, LLC$209,610$150,500,000$150,500,000
530Saltmarsh Financial Advisors, LLC$475,858$150,371,000$150,371,000
531Integrity Capital Management$389,755$150,171,593$3,391,713$153,563,306
532Carlsbad Wealth Advisory Group, Inc.$210,924$149,123,286$149,123,286
533Wallace Hart Capital Management$281,195$149,000,000$11,000,000$160,000,000
534Longview Financial Advisors, Inc.$207,760$148,931,430$448,325$149,379,755
535Eliot Finkel Investment Counsel$702,493$147,523,490$147,523,490
536Eggerss Capital Management$302,292$147,065,742$3,173,531$150,239,273
537Baker, Brose & Mitsutome Wealth Management LLC$356,886$147,037,000$147,037,000
538Mighty Oak Strong America Investment Company$302,441$146,235,972$5,589,578$151,825,550
539Abaris Financial Group, LLC$267,987$145,517,200$145,517,200
540Bischoff Wealth Management Group, LLC$261,044$145,355,500$5,789,000$151,144,500
541Aljian Capital Management$253,853$145,214,237$2,527,990$147,742,227
542Sage Financial Advisors Inc$281,160$145,182,140$1,020,898$146,203,038
543Flagstone Financial Management, LLC$225,108$144,969,846$144,969,846
544Charleston Financial Advisors, LLC$263,795$144,200,806$3,524,200$147,725,006
545Detterbeck Wealth Management$288,716$143,915,328$16,321,839$160,237,167
546Integras Partners, LLC$201,307$143,346,196$18,705,566$162,051,762
547Beacon Financial Planning, Inc.$223,058$143,203,462$143,203,462
548Pitzl Financial$160,951$142,441,957$142,441,957
549Cypress Capital Advisors, LLC$193,958$142,365,431$142,365,431
550Sgh Wealth Management$219,660$141,900,158$141,900,158
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Showing 501 to 550 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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