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
351Berkeley, Inc$289,767$236,450,000$236,450,000
352Berk Cleveland Rathmell Wealth Strategies, LLC$252,211$236,431,334$395,047$236,826,381
353Geier Asset Management Inc$203,799$235,612,000$12,615,000$248,227,000
354Holcombe Financial, Inc.$497,106$234,841,242$21,665,404$256,506,646
355Money Management Services Inc$235,973$234,320,947$234,320,947
356RTS Private Wealth Management$343,600$234,133,409$39,028,775$273,162,184
357Regatta Capital Group$164,721$234,020,772$89,656,268$323,677,040
358Taylor Wealth Management Partners$2,785,189$231,170,666$231,170,666
359Eley Financial Management, Inc.$173,481$231,077,341$231,077,341
360FSA Wealth Management$309,651$231,000,000$231,000,000
361Burkett Financial Services, LLC$168,417$229,830,979$12,689,161$242,520,140
362Westover Capital Advisors, LLC$431,001$228,861,727$228,861,727
363Monte Financial Group$848,580$228,268,117$228,268,117
364Fortune Wealth Management, LLC$1,121,160$228,259,998$3,820,098$232,080,096
365Lincoln Capital Corporation$313,447$228,259,825$1,810,143$230,069,968
366Searcy Financial Services, Inc.$234,034$226,784,221$3,271,255$230,055,476
367Arbor Wealth Management$258,824$226,212,310$226,212,310
368Shone Asset Management LLC$269,840$224,930,304$4,433,616$229,363,920
369Elwood & Goetz$151,514$224,846,962$224,846,962
370Ruedi Wealth Management, Inc.$280,941$224,298,852$12,815,616$237,114,468
371R.W. Roge & Company, Inc$834,077$223,706,543$9,834,975$233,541,518
372Silicon Hills Wealth Management$321,695$220,683,050$220,683,050
373Hurlow Wealth Management Group, Inc.$247,122$220,387,068$48,481,131$268,868,199
374Asset Planning Services Inc$383,172$219,655,357$30,556,130$250,211,487
375WP Advisors$292,367$219,204,964$10,887,786$230,092,750
376Spence Asset Management$234,111$218,225,170$17,759,029$235,984,199
377Stone House Investment Management, LLC$195,658$218,158,447$218,158,447
378Financial Advisory Corporation$282,093$215,526,623$19,456,647$234,983,270
379Atwater Malick, LLC$352,125$215,500,278$215,500,278
380The Lubitz Financial Group$1,526,558$215,244,678$215,244,678
381Hearthstone | Private Wealth Management$389,732$215,052,559$469,400$215,521,959
382Zuraw Financial Advisors$392,675$214,007,931$214,007,931
383Treybourne Wealth Planners$233,041$213,143,953$23,392,416$236,536,369
384D. Scott Neal, Inc.$178,435$213,058,352$12,839,719$225,898,071
385Dent Asset Management$406,360$212,932,449$212,932,449
386Cedar Wealth Management$1,166,598$212,411,948$9,241,742$221,653,690
387Winfield Associates Inc$417,487$212,343,031$157,972$212,501,003
388Payne Capital Management, LLC$185,284$212,300,664$426,187,876$638,488,540
389Bellevue Asset Management$370,701$212,040,932$212,040,932
390Abound Wealth Management, LLC$213,695$209,827,658$19,466,710$229,294,368
391Capstone Capital Group$318,636$209,343,808$209,343,808
392G&S Capital LLC$244,249$209,321,300$209,321,300
393ARQ Wealth Advisors, LLC$291,185$209,314,665$4,123,825$213,438,490
394Freedom Advisory$385,876$209,144,897$209,144,897
395Core Wealth Advisors, Inc.$427,234$208,797,607$119,574$208,917,181
396Orin Green Financial, LLC$335,510$208,667,076$6,059,028$214,726,104
397Wealth Management Group$255,070$208,647,194$208,647,194
398Websterrogers Financial Advisors$415,389$208,109,947$208,109,947
399Winning Points Advisors$392,453$208,000,000$208,000,000
400McMahon Financial Advisors, LLC$141,394$207,875,610$4,922,868$212,798,478
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Showing 351 to 400 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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