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
51Miller Investment Management, LP$10,082,475$1,426,107,719$1,013,851,191$2,439,958,910
52Goelzer Investment Management$1,316,131$1,421,106,014$100,341,202$1,521,447,216
53New England Private Wealth Advisors$777,352$1,382,234,715$434,437,550$1,816,672,265
54Gutt Financial Management, Llc$922,535$1,340,786,377$215,530,286$1,556,316,663
55Bridgewater Advisors Inc.$600,865$1,323,705,174$1,323,705,174
56Dynamic Wealth Advisors$232,273$1,298,701,687$152,541,188$1,451,242,875
57Reilly Financial Advisors$244,803$1,290,942,920$43,479,893$1,334,422,813
58Arlington Partners$2,265,906$1,272,374,109$152,880,823$1,425,254,932
59GHP Investment Advisors Inc$367,874$1,265,249,918$12,007,390$1,277,257,308
60Altair Advisers$6,282,980$1,220,299,298$3,184,069,923$4,404,369,221
61Altfest Personal Wealth Management$431,373$1,200,000,000$10,000,000$1,210,000,000
62Bedel Financial Consulting Inc$310,825$1,191,573,088$6,345,375$1,197,918,463
63Tom Johnson Investment Management$364,034$1,191,482,234$1,191,482,234
64SFMG Wealth Advisors$430,871$1,181,086,297$131,347,617$1,312,433,914
65Arcus Capital Partners, LLC$528,575$1,178,886,173$8,822,861$1,187,709,034
66Howe And Rusling, Inc.$681,215$1,175,820,197$2,001,287$1,177,821,484
67Legacy Wealth Management Inc$400,131$1,146,423,843$78,776,547$1,225,200,390
68ALPha Cubed Investments, LLC$347,597$1,104,381,781$39,211,580$1,143,593,361
69North American Management Corp$1,420,220$1,098,235,160$198,425,743$1,296,660,903
70Captrust Financial Advisors$496,176$1,031,549,991$1,031,549,991
71Southeast Asset Advisors Inc$2,122,172$1,028,214,054$1,009,070,829$2,037,284,883
72Planning Alternatives Ltd.$486,423$1,017,110,504$1,017,110,504
73RKL Wealth Management LLC$1,005,718$1,001,514,564$2,192,140$1,003,706,704
74Private Capital Management, LLC$370,330$1,001,371,294$1,001,371,294
75Veris Wealth Partners$655,159$991,467,567$142,613,067$1,134,080,634
76Asset Dedication, LLC$313,455$990,831,486$990,831,486
77Yukon Wealth Management, Inc.$2,006,556$984,109,000$9,136,000$993,245,000
78Ritholtz Wealth Management$385,554$983,738,474$20,242,961$1,003,981,435
79Ashfield Capital Partners$1,623,046$967,335,408$967,335,408
80Willow Creek Wealth Management, Inc.$480,255$949,904,747$73,039,382$1,022,944,129
81Cornerstone Advisory$501,383$933,217,499$123,697,749$1,056,915,248
82Equius Partners, Inc.$630,898$916,248,707$25,681,584$941,930,291
83Maple Capital Management, Inc.$565,611$909,380,835$13,129,942$922,510,777
84Albion Financial Group$535,913$898,314,947$80,262,692$978,577,639
85Rodgers & Associates$285,155$862,593,459$862,593,459
86JNBA Financial Advocates$276,380$859,342,186$25,903,671$885,245,857
87Straightline$160,432$854,253,645$68,229,927$922,483,572
88Lutz Financial$611,305$852,760,081$110,656,632$963,416,713
89Sheaff Brock Investment Advisors, LLC$821,319$845,255,730$702,793$845,958,523
90Doyle Wealth Management, Inc.$427,513$843,731,100$9,584,100$853,315,200
91Versant Capital Management, Inc.$641,056$833,816,292$37,378,144$871,194,436
92Wacker Wealth Partners, LLC$1,346,142$826,482,075$5,433,821$831,915,896
93Godsey & Gibb Wealth Management$609,164$819,802,662$1,959,151$821,761,813
94Sax Wealth Advisors, LLC$456,984$818,495,257$34,694,781$853,190,038
95Diversified Portfolios, Inc.$533,512$810,747,637$31,134,615$841,882,252
96Palisade Asset Management$1,877,747$809,133,457$48,997,031$858,130,488
97McKinley Carter Wealth Services, Inc.$426,800$808,708,268$195,126,106$1,003,834,374
98Team Hewins, LLC$1,587,064$800,374,292$950,156,989$1,750,531,281
99Oakwood Capital Management LLC$954,429$783,586,079$783,586,079
100Oakmont Corporation$20,085,385$783,330,016$783,330,016
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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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