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
301Forte Capital Llc$183,295$286,534,260$72,173,406$358,707,666
302Horrell Capital Management, Inc.$2,796,224$282,418,662$282,418,662
303Stevens First Principles Investment Advisors$554,304$281,032,186$281,032,186
304Northern Capital Management, Inc.$162,014$280,842,393$576,138$281,418,531
305Hines Warner Wealth Management$495,081$277,157,812$15,434,843$292,592,655
306B&C Financial$290,623$276,078,575$5,244,755$281,323,330
307180 Wealth Advisors, LLC$184,104$275,395,565$87,841,444$363,237,009
308Landmark Financial Advisors$273,095$275,000,000$15,300,000$290,300,000
309Court Place Advisors$901,262$273,522,097$19,388,155$292,910,252
310Nova R Wealth, Inc.$313,464$273,439,976$8,364,521$281,804,497
311Robinswood Financial$266,623$272,011,165$2,344,402$274,355,567
312Wooster Corthell Wealth Management, Inc.$317,006$271,040,121$271,040,121
313Briggs Advisory Group, Inc.$335,551$270,790,008$270,790,008
314Lowe Wealth Advisors, LLC$240,716$270,579,547$6,484,149$277,063,696
315Carter Asset Management$530,498$268,431,902$268,431,902
316American Money Management$277,118$268,048,219$6,852,617$274,900,836
317Global View Investment Advisors$173,555$264,167,189$677,181$264,844,370
318Schwarz Dygos Wheeler Investment Advisors LLC$197,821$264,120,980$7,289,110$271,410,090
319Red Door Wealth Management, LLC$455,090$263,936,500$217,093,274$481,029,774
320Collegiate Capital Management, Inc.$189,786$260,406,739$37,746,889$298,153,628
321TFG Advisers LLC$181,504$258,161,825$3,203,724$261,365,549
322Mullaney Keating & Wright Inc$561,485$257,798,844$15,082,636$272,881,480
323Candace Shira Associates, LLC$274,557$257,324,430$5,152,188$262,476,618
324Sevenbridge Financial Group, LLC$250,881$256,400,000$256,400,000
325Transitions Wealth Management$251,510$255,785,641$255,785,641
326Boyle Capital$134,219$253,735,227$24,097,137$277,832,364
3275C Capital Management, LLC$272,295$252,259,730$7,509,702$259,769,432
328Exeter Financial, LLC$561,073$251,774,030$1,830,919$253,604,949
329Financial Designs Corporation$280,422$251,522,657$92,835,093$344,357,750
330Ridgewood Investments$517,744$251,143,056$45,524,444$296,667,500
331SK Wealth Management, LLC$987,749$251,110,544$8,667,422$259,777,966
332Obrien Greene & Co Inc$1,030,349$250,950,069$28,274,575$279,224,644
333Lesjak Planning Corp$702,247$250,000,000$250,000,000
334Trinity Capital Management$397,921$249,924,844$12,305,376$262,230,220
335Thrive Wealth Management, LLC$329,306$247,648,216$30,944,696$278,592,912
336Graybill Bartz Associates, Ltd.$590,394$246,292,041$7,577,210$253,869,251
337HSC Wealth Advisors$172,484$245,100,000$245,100,000
338Hall Capital Management Company, Inc.$811,225$244,989,818$244,989,818
339GEN Financial Management Inc.$550,006$244,820,800$3,781,700$248,602,500
340Global Trust$370,579$242,448,340$15,474,949$257,923,289
341Gem Asset Management, LLC$320,214$241,441,128$241,441,128
342Hilltop Wealth Advisors, LLC$620,879$240,900,910$240,900,910
343Gradient Capital Advisors, LLC$245,822$240,801,316$60,331,218$301,132,534
344WFA Wealth Managers$355,095$239,530,827$33,182,045$272,712,872
345Wealth Preservation Advisors$374,336$239,200,582$239,200,582
346De Groote Financial Group, LLC$261,202$239,000,000$239,000,000
347Kendall Capital Management$256,691$238,466,031$238,466,031
348Grove Street Fiduciary, LLC$860,607$238,139,086$11,437,052$249,576,138
349Resource Management, Llc$204,948$237,848,977$9,728,325$247,577,302
350Sunburst Financial Group, LLC$260,743$237,797,272$237,797,272
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Showing 301 to 350 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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