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
451Financial Service Group Inc$233,101$196,270,860$196,270,860
452NCM Capital Management, LLC$353,791$192,000,000$4,000,000$196,000,000
453Chicory Wealth$192,406$192,650,000$2,450,000$195,100,000
454Charter Capital Management, Inc$667,893$192,563,587$2,461,160$195,024,747
455Carswell Investments$503,931$139,328,026$55,693,461$195,021,487
456ZRC Wealth Management, LLC$440,989$193,727,857$1,189,454$194,917,311
457Campion Asset Management, LLC$752,150$158,135,171$34,415,180$192,550,351
458Charter Research & Investment Group Inc$521,858$190,999,931$190,999,931
459Bishop & Company Investment Management, LLC$426,579$190,680,707$190,680,707
460Dental Wealth Advisors, LLC$287,352$189,652,062$189,652,062
461Investors Asset Management Of Georgia Inc$432,741$189,540,655$189,540,655
462Iron Gate Global Advisors$437,689$189,519,449$189,519,449
463Taylor Frigon Capital Management LLC$1,390,381$189,091,859$189,091,859
464Jacobson & Schmitt Advisors$322,837$188,536,710$188,536,710
465Capital Management$482,129$136,195,850$52,316,403$188,512,253
466One Advocate Group$406,048$188,000,000$188,000,000
467Praetorian Guard$201,478$187,979,012$187,979,012
468Scholtz & Co$677,132$187,092,131$473,296$187,565,427
469Pennington Financial Group$306,913$187,523,917$187,523,917
470Windward Private Wealth Management Inc.$266,450$186,781,578$186,781,578
471Ascent Capital Management$221,464$186,694,265$186,694,265
472Oxford Financial Partners$390,982$186,498,578$186,498,578
473Marrs Wealth Management$187,322$182,147,960$4,049,610$186,197,570
474Cairn Investment Group$303,584$160,553,834$24,936,140$185,489,974
475Parkshore Wealth Management$196,220$178,657,185$5,985,368$184,642,553
476Acumen Wealth Advisors, LLC$1,347,021$153,314,306$31,227,622$184,541,928
477Manhattan West Asset Management, LLC$479,631$178,952,983$5,225,231$184,178,214
478Tull Financial Group, Inc.$224,967$180,462,258$3,110,714$183,572,972
479Brightwater Advisory, LLC$317,549$177,108,060$6,117,690$183,225,750
480Disciplined Equity Management, Inc.$345,618$182,140,640$182,140,640
481Highwater Wealth Management LLC$850,374$175,576,470$5,553,263$181,129,733
482Wedgewood Investors Inc$566,968$180,862,882$180,862,882
483The Nalls Sherbakoff Group, LLC$202,902$176,555,732$3,824,124$180,379,856
484Chessman Wealth Strategies$162,117$175,534,187$4,739,931$180,274,118
485Bird Rock Asset Management, LP$542,190$74,916,947$104,547,914$179,464,861
486Clark Financial Advisors$191,714$179,444,037$179,444,037
487Eads & Heald Wealth Management$648,750$178,406,259$178,406,259
488Lucien Stirling & Gray Advisory Group Inc$152,541$137,645,686$40,521,926$178,167,612
489Abridge Partners$414,460$161,972,311$15,831,237$177,803,548
490Freestate Advisors LLC$224,294$123,252,679$53,939,941$177,192,620
491Keystone Asset Management, Inc.$1,320,896$160,000,000$17,000,000$177,000,000
492Virginia Capital Strategies$492,666$176,867,137$176,867,137
493Miller Advisors, Inc.$339,793$166,499,036$9,853,406$176,352,442
494Carmichael Hill & Associates Inc$265,142$175,789,126$175,789,126
495JPS Financial$301,967$167,479,164$7,963,744$175,442,908
496VergePointe Wealth Management$1,096,364$171,130,107$4,288,171$175,418,278
497Fairfield Financial Advisors$432,512$22,857,707$151,877,159$174,734,866
498Westview Investment Advisors$359,798$165,838,987$8,663,174$174,502,161
499Olympus Wealth Management, LLC$897,137$161,190,685$11,956,818$173,147,503
500Harbor Financial Group$292,183$171,342,400$1,629,900$172,972,300
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Showing 451 to 500 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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