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
151Horan Capital Management, LLC$404,349$574,984,522$574,984,522
152The Financial Advisors, LLC$316,394$573,210,136$23,193,214$596,403,350
153O'Brien Wealth Partners LLC$352,432$570,939,231$570,939,231
154MV Capital Management, Inc.$755,490$568,818,412$821,208$569,639,620
155Smith & Howard Wealth Management, Llc$404,187$568,176,451$98,328,459$666,504,910
156Financial Advisory Corporation$616,199$563,102,289$103,567$563,205,856
157Telos Capital Management$389,080$561,442,974$561,442,974
158Mastrapasqua Asset Management, Inc.$1,056,262$558,046,607$4,941,091$562,987,698
159First Pacific Financial, Inc.$249,338$556,771,575$556,771,575
160Delta Financial Group, Inc.$219,706$556,655,272$62,038,112$618,693,384
161FMP Wealth Advisers$297,190$550,816,000$57,234,000$608,050,000
162Sloan Investment Management$852,318$549,596,800$2,705,366$552,302,166
163Gries Financial$633,638$545,562,355$545,562,355
164Toth Financial Advisory Corp$342,664$541,752,147$541,752,147
165Moisand Fitzgerald Tamayo$257,040$539,789,104$3,592,542$543,381,646
166Sbc Wealth Management$252,770$534,609,178$534,609,178
167PBMares Wealth Management$318,453$534,009,297$4,494,748$538,504,045
168The H Group, Inc.$274,975$531,801,855$531,801,855
169All Star Financial Inc$421,390$531,794,135$531,794,135
170Derby And Company Inc$636,918$528,373,948$1,541,758$529,915,706
171Buffington Mohr McNeal$480,944$522,416,220$16,721,859$539,138,079
172New England Investment & Retirement Group, Inc.$262,480$522,113,283$1,010,026$523,123,309
173Natural Investments$169,853$521,418,489$2,748,334$524,166,823
174Ascent Wealth Partners, LLC$404,291$521,007,523$20,742,749$541,750,272
175Cornerstone Capital Advisors$292,647$520,034,107$520,034,107
176Capital Planning Advisors LLC$741,894$517,000,000$55,000,000$572,000,000
177Financial Planning And Information Services, Inc.$547,090$517,000,000$517,000,000
178Goldstein Munger + Associates$1,785,419$504,495,970$56,125,701$560,621,671
179PDS Planning Inc$244,429$502,691,327$69,516,023$572,207,350
180Windsor Capital Management, LLC$438,500$502,082,972$502,082,972
181Kays Financial Advisory Corp$269,210$495,076,338$495,076,338
182Spectrum Asset Management Inc$562,818$492,745,501$10,413,374$503,158,875
183River Wealth Advisors LLC$321,691$491,543,888$491,543,888
184Viridian Ria, LLC$246,794$490,830,487$55,323,710$546,154,197
185Gateway Advisory$229,696$489,481,899$489,481,899
186Gibraltar Capital Management, Inc.$2,347,913$487,523,382$3,190,447$490,713,829
187Milestone Investment Advisors$556,713$487,284,000$175,205,000$662,489,000
188Cahill Financial Advisors, Inc.$236,934$485,869,173$106,467,055$592,336,228
189Anchor Investment Management$370,289$484,217,747$6,785,056$491,002,803
190Monterey Private Wealth, Inc.$336,823$478,417,490$37,595,088$516,012,578
191Richard P. Slaughter Associates, Inc.$412,509$478,222,367$29,163,971$507,386,338
192Rollins Financial Inc$651,755$477,084,824$477,084,824
193Mraz, Amerine & Associates, Inc.$257,945$473,071,328$473,071,328
194Starfire Investment Advisers Inc$518,929$471,584,000$12,058,000$483,642,000
195Berkshire Money Management, Inc.$294,323$470,916,995$470,916,995
196Exchange Capital Management Inc$494,936$464,857,820$1,372,226$466,230,046
197Greenwood Gearhart Inc.$371,139$462,810,348$462,810,348
198Whitley Penn Financial, LLP$238,493$460,799,322$51,959,820$512,759,142
199Hamilton Point Investment Advisors$941,463$460,375,636$460,375,636
200Smith Capital Management Inc$514,966$459,416,743$4,052,371$463,469,114
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Showing 151 to 200 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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