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
702Garner Financial Management, Inc.$309,232$119,054,383$119,054,383
703Haydel, Biel & Associates$399,329$100,000,000$19,000,000$119,000,000
704Lighthouse Financial Management, LLC$280,022$118,239,077$490,062$118,729,139
705Kovalcik & Geraghty Wealth Partners LLP$215,394$115,953,262$2,728,769$118,682,031
706Capital Management Consultants, Inc.$242,812$116,776,367$1,473,302$118,249,669
707Sanchez & Zures, LLC$208,542$118,243,359$118,243,359
708New Perspectives, Inc.$166,197$115,000,000$3,000,000$118,000,000
709Mueller Financial Solutions Co.$459,045$112,599,582$3,997,776$116,597,358
710Blue Spark Capital Advisors$505,217$116,200,000$116,200,000
711Longview Asset Management, LLC$328,169$116,171,753$116,171,753
712Bear Mountain Capital Inc.$223,525$115,097,000$689,000$115,786,000
713Morgillo Financial Management$187,602$111,000,000$4,000,000$115,000,000
714Cypress Capital Management, LLC$314,595$114,827,080$114,827,080
715Union Financial Partners, San Francisco, Inc.$897,516$113,984,551$113,984,551
716Penland Legacy Advisors$253,649$100,720,042$12,914,916$113,634,958
717Paolino, William$187,809$113,436,400$113,436,400
718Affiliated Private Investors Llc$182,213$113,336,704$113,336,704
719Chesley, Taft & Associates, Llc$350,882$112,632,961$112,632,961
720Robbins Wealth Management$353,895$8,416,999$104,121,533$112,538,532
721Verus Investment Advisory Group, Inc.$321,293$108,721,668$2,767,016$111,488,684
722Ranstrom Berg Wealth Management, LLC$126,262$102,839,658$8,018,485$110,858,143
723ADC Wealth Management, LLC$465,503$110,789,665$110,789,665
724Fort Vancouver Investment Management, LLC$741,822$110,531,461$110,531,461
725Purtill Financial LLC$205,429$110,520,868$110,520,868
726Strategic Advisory Services, L.L.C.$320,638$109,598,237$701,326$110,299,563
727Waterstone Wealth Advisors, LLC$233,610$103,353,506$6,910,547$110,264,053
728Tenbridge Partners LLC$138,542$110,001,955$110,001,955
729Davis, Davis And Conover Wealth Management, LLC$238,258$109,185,434$175,009$109,360,443
730Campbell Rooks Wealth Management, LLC$247,872$101,845,671$7,465,706$109,311,377
731ALPha Advisors, LLC$322,870$109,130,217$109,130,217
732Kaufman Kampe Advisors$393,952$109,124,626$109,124,626
733Imperium Wealth Management, LLC$217,547$97,198,284$11,792,857$108,991,141
734Barry M. Corkern & Co., Inc.$1,553,116$108,718,117$108,718,117
735Brown Wealth Management, LLC$217,778$93,599,644$14,200,306$107,799,950
736Mercantile Investment Advisors$1,475,197$107,689,413$107,689,413
737Traub Capital Management$1,325,322$107,351,052$107,351,052
738Halberstadt Financial Consultants Inc$314,370$50,745,000$56,455,000$107,200,000
739Winthrop Partners - WNY, LLC$459,118$102,888,377$4,086,211$106,974,588
740Bluestone Wealth Advisors, Inc.$431,389$99,293,126$7,260,042$106,553,168
741GW Financial$355,979$95,014,592$11,067,089$106,081,681
742Harrison & Company Wealth Management, LLC$157,285$105,538,347$105,538,347
743Westfield Financial Planning$268,326$103,249,787$1,934,159$105,183,946
744Haverdink Financial Management, LLC$232,584$104,895,314$104,895,314
745Minerva Planning Group$253,237$104,840,291$104,840,291
746Equity Advisors Of Kentucky Inc$774,160$3,300,000$101,211,617$104,511,617
747Principium Investments LLC$238,387$103,211,292$1,202,382$104,413,674
748Interocean Capital - Tn, LLC$1,351,710$81,438,195$22,643,504$104,081,699
749Park Ridge Asset Management$262,208$99,191,202$4,643,013$103,834,215
750Gold Medal Waters, Inc.$227,725$95,789,526$7,597,692$103,387,218
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Showing 701 to 750 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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