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
101Meyer Capital Group$428,728$779,051,172$68,115,858$847,167,030
102Ensemble Capital Management$1,465,006$778,855,000$1,993,000$780,848,000
103LJPR Financial Advisors$249,700$776,068,953$776,068,953
104Atlas Private Wealth Management, LLC$255,934$765,500,038$765,500,038
105Tradewinds Capital Management$158,400$764,279,147$764,279,147
106Galvin, Gaustad & Stein, LLC$454,436$761,445,664$17,911,828$779,357,492
107Forte Capital$404,967$758,111,922$39,672,725$797,784,647
108Mitchell, McLeod, Pugh & Williams, Inc.$808,301$750,271,001$297,287,226$1,047,558,227
109Endurance Wealth Management, Inc.$1,135,325$750,233,120$86,501,227$836,734,347
110Signet Financial Management, LLC$402,419$718,720,365$718,720,365
111United Income, Inc.$1,083,503$716,863,532$4,749,574$721,613,106
112Leonetti & Associates$708,378$712,627,868$712,627,868
113AJ Wealth$1,302,391$708,000,000$218,000,000$926,000,000
114Argos Wealth Advisors LLC$3,698,145$702,647,527$702,647,527
115Dinuzzo Index Advisors, Inc.$309,709$699,014,000$699,014,000
116Pinnacle Wealth Planning Services, Inc.$356,726$698,837,524$16,397,895$715,235,419
117Colonial Trust Advisors, Inc.$477,577$693,018,418$76,358,158$769,376,576
118Christopher Weil & Co., Inc.$425,836$682,280,379$187,275,990$869,556,369
119Wallington Asset Management$1,138,022$675,985,316$675,985,316
120Woodmont Investment Counsel$2,241,601$672,738,935$42,331,691$715,070,626
121Steel Peak Wealth Management, LLC$177,835$664,467,178$19,484,572$683,951,750
122McLean Asset Management Corp.$414,997$660,405,052$83,270,140$743,675,192
123Tufton Capital Management, LLC$835,604$659,004,971$15,327,775$674,332,746
124Aepg Wealth Strategies$535,684$657,941,512$254,864,783$912,806,295
125Rockbridge Investment Management, LLC$247,341$656,466,363$51,918,527$708,384,890
126Meyers Wealth Management, LLC$1,245,438$653,800,000$28,700,000$682,500,000
127Yeske Buie Inc.$548,408$652,210,554$11,363,456$663,574,010
128Medley & Brown$1,254,172$650,915,136$650,915,136
129The Planning Center, Inc.$250,079$650,078,403$58,644,111$708,722,514
130Hillview Capital Advisors, LLC$2,587,371$649,201,401$199,456,334$848,657,735
131Apriem Advisors$341,709$645,410,576$52,018,084$697,428,660
132Sather Financial Group, Inc.$630,244$645,369,519$645,369,519
133Boston Hill Advisors$235,234$643,494,768$29,273,805$672,768,573
134Clear Harbor Asset Management, LLC$643,276$642,429,598$1,489,177$643,918,775
135Full Sail Capital, LLC$1,041,950$632,450,771$30,229,130$662,679,901
136Redwood Wealth Management$226,550$631,846,602$631,846,602
137Howard Financial Services, Ltd..$394,079$624,072,503$542,685$624,615,188
138Investment Security Group, Inc.$277,053$617,550,621$617,550,621
139Cable Hill Partners, LLC$347,734$610,320,000$98,014,000$708,334,000
140Eclectic Associates, Inc.$249,545$610,269,856$117,153,637$727,423,493
141American Financial Advisors.$286,747$609,624,968$609,624,968
142Vintage Financial Services$1,163,289$608,400,000$608,400,000
143Sunrise Advisors$1,089,135$607,156,794$13,650,000$620,806,794
144Traphagen Financial Group$503,025$603,425,946$6,743,919$610,169,865
145Financial Services Advisory$313,707$600,122,387$600,122,387
146Strategic Financial Group, LLC$230,230$598,500,000$71,700,000$670,200,000
147Rockwood Wealth Management$318,577$597,025,840$75,171,961$672,197,801
148Flippin Bruce & Porter Inc$1,230,512$595,568,000$595,568,000
149Granite Investment Advisors, Inc.$848,196$594,465,267$25,565,964$620,031,231
150Hengehold Capital Management LLC$295,180$590,064,770$590,064,770
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Showing 101 to 150 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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