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
651Lighthouse Financial Management, LLC$280,022$118,239,077$490,062$118,729,139
652Shira Ridge Wealth Management$199,423$118,038,739$5,204,864$123,243,603
653Capital Management Consultants, Inc.$242,812$116,776,367$1,473,302$118,249,669
654Johnston & Associates Inc$1,888,310$116,412,013$153,616,269$270,028,282
655Redrock Wealth Management, LLC$698,305$116,200,000$7,400,000$123,600,000
656Blue Spark Capital Advisors$505,217$116,200,000$116,200,000
657Longview Asset Management, LLC$328,169$116,171,753$116,171,753
658Kovalcik & Geraghty Wealth Partners LLP$215,394$115,953,262$2,728,769$118,682,031
659Bear Mountain Capital Inc.$223,525$115,097,000$689,000$115,786,000
660Capstone Wealth Management Group$564,007$115,029,132$23,716,469$138,745,601
661New Perspectives, Inc.$166,197$115,000,000$3,000,000$118,000,000
662Cypress Capital Management, LLC$314,595$114,827,080$114,827,080
663Griffin Family Partners, LLC$1,074,366$114,132,615$33,055,477$147,188,092
664Asset Strategies, Inc.$868,748$114,011,363$5,875,814$119,887,177
665Union Financial Partners, San Francisco, Inc.$897,516$113,984,551$113,984,551
666Paolino, William$187,809$113,436,400$113,436,400
667Affiliated Private Investors Llc$182,213$113,336,704$113,336,704
668Chesley, Taft & Associates, Llc$350,882$112,632,961$112,632,961
669Mueller Financial Solutions Co.$459,045$112,599,582$3,997,776$116,597,358
670Morgillo Financial Management$187,602$111,000,000$4,000,000$115,000,000
671Lake Tahoe Wealth Management, Inc.$184,275$110,623,050$19,659,414$130,282,464
672Fort Vancouver Investment Management, LLC$741,822$110,531,461$110,531,461
673Tenbridge Partners LLC$138,542$110,001,955$110,001,955
674Strategic Advisory Services, L.L.C.$320,638$109,598,237$701,326$110,299,563
675Davis, Davis And Conover Wealth Management, LLC$238,258$109,185,434$175,009$109,360,443
676ALPha Advisors, LLC$322,870$109,130,217$109,130,217
677Kaufman Kampe Advisors$393,952$109,124,626$109,124,626
678George M. Hiller Companies$206,445$108,724,476$28,148,810$136,873,286
679Verus Investment Advisory Group, Inc.$321,293$108,721,668$2,767,016$111,488,684
680Johnson Wealth Management, LLC$382,737$108,561,894$13,913,840$122,475,734
681My Wealth Management, Inc$470,107$108,433,000$23,667,000$132,100,000
682Mercantile Investment Advisors$1,475,197$107,689,413$107,689,413
683Traub Capital Management$1,325,322$107,351,052$107,351,052
684R.P. Boggs & Co.$230,319$106,331,253$12,743,486$119,074,739
685Harrison & Company Wealth Management, LLC$157,285$105,538,347$105,538,347
686Haverdink Financial Management, LLC$232,584$104,895,314$104,895,314
687Minerva Planning Group$253,237$104,840,291$104,840,291
688Summa Global Advisors$503,810$104,831,730$54,876,151$159,707,881
689Heritage Wealth Architects, Inc.$272,972$104,332,085$23,418,820$127,750,905
690Walker Financial Advisors Inc$437,895$103,859,969$21,377,930$125,237,899
691Waterstone Wealth Advisors, LLC$233,610$103,353,506$6,910,547$110,264,053
692Westfield Financial Planning$268,326$103,249,787$1,934,159$105,183,946
693Principium Investments LLC$238,387$103,211,292$1,202,382$104,413,674
694Winthrop Partners - WNY, LLC$459,118$102,888,377$4,086,211$106,974,588
695Ranstrom Berg Wealth Management, LLC$126,262$102,839,658$8,018,485$110,858,143
696Meyer Capital Management LLC.$313,983$102,358,608$102,358,608
697Trail Ridge Investment Advisors, LLC$786,452$102,238,760$102,238,760
698Hollingsworth Avent Averre & Purvis, Pa$374,801$101,945,833$101,945,833
699Campbell Rooks Wealth Management, LLC$247,872$101,845,671$7,465,706$109,311,377
700Persimmon Capital Management LP$2,576,279$101,737,000$119,823,000$221,560,000
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Showing 651 to 700 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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