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
251Altrius Capital Management, Inc.$937,445$352,680,110$736,640$353,416,750
252Keudell Morrison Wealth Management, LLC$266,540$351,710,673$63,292,464$415,003,137
253Birchwood Financial Partners$266,610$349,283,811$21,037,288$370,321,099
254America First Investment Advisors$564,939$348,002,581$348,002,581
255Personal Investment Management Inc$368,116$347,501,297$347,501,297
256Wellesley Investment Partners, LLC$769,086$342,315,758$67,606,902$409,922,660
257Pacific Edge Advisors, LLC$2,534,938$342,214,316$2,339$342,216,655
258Lauterbach Financial Advisors, LLC$368,037$341,158,281$1,116,142$342,274,423
259The Patten Group$373,102$340,788,377$3,211,798$344,000,175
260William Mack & Associates Inc$672,539$339,482,671$2,166,999$341,649,670
261Waller Financial Planning Group, Inc.$223,196$339,116,280$36,745,565$375,861,845
262Chatham Wealth Management$436,007$333,109,000$333,109,000
263Resource Planning Group, Ltd..$244,254$331,696,290$331,696,290
264Hart Capital Management, Inc.$346,277$331,391,601$32,199,634$363,591,235
265Insight Wealth Partners$182,399$330,871,329$911,790$331,783,119
266Aldebaran Financial Inc$490,957$329,923,322$329,923,322
267SignaLPoint Asset Management$254,692$328,741,507$9,234,378$337,975,885
268Weber Asset Management, Inc.$503,547$328,312,956$328,312,956
269Windrose Advisors$23,272,169$326,298,972$1,302,752,854$1,629,051,826
270Thor Investment Management Inc$235,100$326,083,836$11,754,157$337,837,993
271Baldrige Asset Management$411,072$323,252,387$36,435,505$359,687,892
272Monarch Capital Management Inc$1,333,482$321,369,081$321,369,081
273Hatton Consulting, Inc.$439,406$319,700,000$5,900,000$325,600,000
274Kingfisher Capital, LLC$548,968$319,499,095$319,499,095
275Rock Point Advisors$599,515$318,954,299$587,364$319,541,663
276Ritter Daniher Financial Advisory$335,700$317,188,212$44,024,592$361,212,804
277Mark Sheptoff Financial Planning$375,209$315,550,444$315,550,444
278Market Street Wealth Management Advisors$266,182$315,425,247$315,425,247
279West Branch Capital$340,663$314,503,682$9,125,734$323,629,416
280Bourgeon Capital Management LLC$1,021,068$314,200,000$29,900,000$344,100,000
281Foster Victor Wealth Advisors, LLC$166,077$314,050,996$13,784,363$327,835,359
282ALPhaMark Advisors, LLC$317,670$312,586,803$312,586,803
283Ifrah Financial Services, Inc.$488,142$308,993,999$308,993,999
284ClearLogic Financial$392,079$307,612,424$954,098$308,566,522
285North Berkeley Investment Partners$292,876$306,430,000$12,512,000$318,942,000
286Brio Financial Group$169,499$306,098,857$63,070,312$369,169,169
287Shorepoint Capital Partners LLC$394,072$302,127,814$17,858,724$319,986,538
288Traverso Chambers Private Wealth Management, LLC$351,019$299,419,000$299,419,000
289Grand Wealth Management$679,002$299,328,476$26,592,443$325,920,919
290WJ Interests, LLC$399,733$299,000,000$299,000,000
291Delta Wealth Management$1,601,312$296,242,748$296,242,748
292Waterway Wealth Management$282,935$295,950,356$295,950,356
293Taddei, Ludwig & Associates, Inc.$914,033$295,789,443$13,153,780$308,943,223
294Jamison Private Wealth Management, Inc.$1,078,996$295,786,000$11,728,000$307,514,000
295MMHP Investment Advisors$318,453$293,613,393$293,613,393
296McCollum Christoferson Group, LLC$393,101$291,681,170$291,681,170
297Madden Advisory Services, Inc.$369,956$291,525,085$291,525,085
298Harbour Investment Management LLC$657,264$290,510,784$290,510,784
299Quantum Financial Planning Services, Inc.$179,150$290,375,608$26,540,008$316,915,616
300Renaissance Investment Group, LLC$801,711$288,097,218$16,553,120$304,650,338
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Showing 251 to 300 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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