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
201Summit Asset Management$391,407$456,271,133$64,691,826$520,962,959
202Pettyjohn, Wood & White, Inc.$565,186$456,105,289$456,105,289
203Worthpointe$342,730$451,375,500$451,375,500
204Bedell Frazier Investment Counselling$337,687$451,000,000$1,500,000$452,500,000
205Auxano Advisors$490,702$448,367,100$121,338,400$569,705,500
206Investment Management Of Virginia$921,317$446,516,578$2,164,920$448,681,498
207Clayton Wealth Partners$314,173$443,926,730$443,926,730
208ISI Financial Group Inc$253,257$441,174,313$441,174,313
209Ccp, Inc$368,779$439,399,780$31,530,684$470,930,464
210Harris Financial Advisors, Inc.$390,648$432,579,112$20,962,901$453,542,013
211King Wealth Management Group, LLC$307,669$429,661,784$9,381,432$439,043,216
212Leonard Rickey Investment Advisors, PLLC$205,882$428,906,867$15,798,298$444,705,165
213Wealth Dimensions Group, Ltd..$945,145$428,458,334$1,582,586$430,040,920
214Noesis Capital Management Corp$581,059$425,245,523$70,397,949$495,643,472
215Roberts, Glore & Co.$584,178$423,678,680$169,262,316$592,940,996
216Demming Financial Services Corp.$156,701$418,706,131$418,706,131
217Buckley Wealth Management, LLC$747,664$412,976,869$18,425,522$431,402,391
218HaLPern Financial, Inc.$547,091$409,224,166$409,224,166
219Quantitative Advantage, LLC$241,672$408,908,546$408,908,546
220The Mosaic Financial Group$1,507,922$406,909,048$505,383,796$912,292,844
221FMA Advisory Inc$374,986$405,776,298$5,958,225$411,734,523
222Avier Wealth Advisors$282,671$401,768,173$26,760,537$428,528,710
223TMD & Associates, Inc.$371,705$400,886,000$12,078,000$412,964,000
224Pin Oak Investment Advisors Inc$602,130$400,416,707$400,416,707
225Princeton Portfolio Strategies Group LLC$892,885$394,551,992$5,460,266$400,012,258
226Level Financial Advisors$245,613$393,717,211$393,717,211
227Armbruster Capital Management, Inc.$1,387,429$391,940,132$31,225,818$423,165,950
228TC Wealth Partners, LLC$383,929$390,818,900$11,154,386$401,973,286
229Paradigm Financial Advisors$336,275$390,463,573$53,756,254$444,219,827
230Trunorth Wealth Partners$462,173$388,711,134$13,841,498$402,552,632
231HHM Wealth Advisors$164,826$386,646,790$32,998,962$419,645,752
232Hanson & Doremus Investment Management$419,505$386,258,968$32,826,675$419,085,643
233James R. Martin Consulting, Inc$650,181$386,207,585$386,207,585
234Sherrill & Hutchins Financial Advisory Inc$307,394$384,713,918$7,520,567$392,234,485
235Harfst And Associates, Inc.$354,364$383,266,744$31,339,103$414,605,847
236FCA Corp$762,556$382,046,084$52,611,088$434,657,172
237Creekside Partners Financial Advisers$457,892$381,423,931$381,423,931
238Planfirst Inc$232,524$374,363,199$374,363,199
239Frisch Financial Group, Inc.$326,748$373,659,234$35,429,291$409,088,525
240Optimum Investment Advisors$478,813$372,995,582$372,995,582
241Aevitas Wealth Management, Inc.$300,683$367,883,015$8,872,246$376,755,261
242Financial Insights Inc$566,105$366,591,409$1,376,605$367,968,014
243Sensible Financial Planning and Management$339,882$364,379,523$61,832,477$426,212,000
244Delta Financial Advisors$578,247$362,730,402$45,512,100$408,242,502
245APCM Wealth Management$374,164$361,068,662$361,068,662
246Walter & Keenan Finanical Consulting Co$2,298,137$360,724,408$80,517,862$441,242,270
247Lawson Kroeker Investment Management Inc$1,500,993$360,238,200$360,238,200
248Ogorek Wealth Management$616,840$357,767,112$357,767,112
249Cheviot Value Management$492,739$357,235,575$357,235,575
250ALPha Omega Investment Advisors$452,520$356,715,183$59,602,942$416,318,125
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Showing 201 to 250 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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