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
51Colorado Financial Management$518,995$1,563,570,133$6,390,973$1,569,961,106
52Gutt Financial Management, Llc$922,535$1,340,786,377$215,530,286$1,556,316,663
53Waters, Parkerson & Co., LLC$914,740$1,431,372,665$100,817,010$1,532,189,675
54Goelzer Investment Management$1,316,131$1,421,106,014$100,341,202$1,521,447,216
55Farr Miller & Washington$1,343,364$1,505,292,700$4,648,251$1,509,940,951
56Barwick & Partners, Inc.$4,024,653$1,459,945,631$45,274,686$1,505,220,317
57Rtd Financial Advisors Inc$2,291,907$1,460,726,849$26,720,881$1,487,447,730
58The Golub Group$1,054,685$1,430,230,367$51,601,834$1,481,832,201
59Dynamic Wealth Advisors$232,273$1,298,701,687$152,541,188$1,451,242,875
60Arlington Partners$2,265,906$1,272,374,109$152,880,823$1,425,254,932
61Reilly Financial Advisors$244,803$1,290,942,920$43,479,893$1,334,422,813
62Bridgewater Advisors Inc.$600,865$1,323,705,174$1,323,705,174
63SFMG Wealth Advisors$430,871$1,181,086,297$131,347,617$1,312,433,914
64North American Management Corp$1,420,220$1,098,235,160$198,425,743$1,296,660,903
65Rembert Pendleton Jackson$288,009$67,042,002$1,211,142,884$1,278,184,886
66GHP Investment Advisors Inc$367,874$1,265,249,918$12,007,390$1,277,257,308
67Legacy Wealth Management Inc$400,131$1,146,423,843$78,776,547$1,225,200,390
68Altfest Personal Wealth Management$431,373$1,200,000,000$10,000,000$1,210,000,000
69Bedel Financial Consulting Inc$310,825$1,191,573,088$6,345,375$1,197,918,463
70Tom Johnson Investment Management$364,034$1,191,482,234$1,191,482,234
71Arcus Capital Partners, LLC$528,575$1,178,886,173$8,822,861$1,187,709,034
72Howe And Rusling, Inc.$681,215$1,175,820,197$2,001,287$1,177,821,484
73ALPha Cubed Investments, LLC$347,597$1,104,381,781$39,211,580$1,143,593,361
74Veris Wealth Partners$655,159$991,467,567$142,613,067$1,134,080,634
75Cornerstone Advisory$501,383$933,217,499$123,697,749$1,056,915,248
76Mitchell, McLeod, Pugh & Williams, Inc.$808,301$750,271,001$297,287,226$1,047,558,227
77Captrust Financial Advisors$496,176$1,031,549,991$1,031,549,991
78Willow Creek Wealth Management, Inc.$480,255$949,904,747$73,039,382$1,022,944,129
79Planning Alternatives Ltd.$486,423$1,017,110,504$1,017,110,504
80Ritholtz Wealth Management$385,554$983,738,474$20,242,961$1,003,981,435
81McKinley Carter Wealth Services, Inc.$426,800$808,708,268$195,126,106$1,003,834,374
82RKL Wealth Management LLC$1,005,718$1,001,514,564$2,192,140$1,003,706,704
83Private Capital Management, LLC$370,330$1,001,371,294$1,001,371,294
84Yukon Wealth Management, Inc.$2,006,556$984,109,000$9,136,000$993,245,000
85Asset Dedication, LLC$313,455$990,831,486$990,831,486
86Albion Financial Group$535,913$898,314,947$80,262,692$978,577,639
87Ashfield Capital Partners$1,623,046$967,335,408$967,335,408
88Lutz Financial$611,305$852,760,081$110,656,632$963,416,713
89Equius Partners, Inc.$630,898$916,248,707$25,681,584$941,930,291
90AJ Wealth$1,302,391$708,000,000$218,000,000$926,000,000
91Maple Capital Management, Inc.$565,611$909,380,835$13,129,942$922,510,777
92Straightline$160,432$854,253,645$68,229,927$922,483,572
93Aepg Wealth Strategies$535,684$657,941,512$254,864,783$912,806,295
94The Mosaic Financial Group$1,507,922$406,909,048$505,383,796$912,292,844
95JNBA Financial Advocates$276,380$859,342,186$25,903,671$885,245,857
96Versant Capital Management, Inc.$641,056$833,816,292$37,378,144$871,194,436
97Christopher Weil & Co., Inc.$425,836$682,280,379$187,275,990$869,556,369
98Rodgers & Associates$285,155$862,593,459$862,593,459
99Palisade Asset Management$1,877,747$809,133,457$48,997,031$858,130,488
100Doyle Wealth Management, Inc.$427,513$843,731,100$9,584,100$853,315,200
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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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