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
101Sax Wealth Advisors, LLC$456,984$818,495,257$34,694,781$853,190,038
102Hillview Capital Advisors, LLC$2,587,371$649,201,401$199,456,334$848,657,735
103Meyer Capital Group$428,728$779,051,172$68,115,858$847,167,030
104Sheaff Brock Investment Advisors, LLC$821,319$845,255,730$702,793$845,958,523
105Diversified Portfolios, Inc.$533,512$810,747,637$31,134,615$841,882,252
106Endurance Wealth Management, Inc.$1,135,325$750,233,120$86,501,227$836,734,347
107Wacker Wealth Partners, LLC$1,346,142$826,482,075$5,433,821$831,915,896
108Godsey & Gibb Wealth Management$609,164$819,802,662$1,959,151$821,761,813
109Forte Capital$404,967$758,111,922$39,672,725$797,784,647
110Oakwood Capital Management LLC$954,429$783,586,079$783,586,079
111Oakmont Corporation$20,085,385$783,330,016$783,330,016
112Ensemble Capital Management$1,465,006$778,855,000$1,993,000$780,848,000
113Galvin, Gaustad & Stein, LLC$454,436$761,445,664$17,911,828$779,357,492
114LJPR Financial Advisors$249,700$776,068,953$776,068,953
115Colonial Trust Advisors, Inc.$477,577$693,018,418$76,358,158$769,376,576
116Atlas Private Wealth Management, LLC$255,934$765,500,038$765,500,038
117Tradewinds Capital Management$158,400$764,279,147$764,279,147
118McLean Asset Management Corp.$414,997$660,405,052$83,270,140$743,675,192
119Lowery Asset Consulting, LLC$1,333,854$732,285,928$732,285,928
120Clayton Financial Group, LLC$347,712$728,108,686$728,108,686
121Eclectic Associates, Inc.$249,545$610,269,856$117,153,637$727,423,493
122United Income, Inc.$1,083,503$716,863,532$4,749,574$721,613,106
123Signet Financial Management, LLC$402,419$718,720,365$718,720,365
124Pinnacle Wealth Planning Services, Inc.$356,726$698,837,524$16,397,895$715,235,419
125Woodmont Investment Counsel$2,241,601$672,738,935$42,331,691$715,070,626
126Leonetti & Associates$708,378$712,627,868$712,627,868
127The Planning Center, Inc.$250,079$650,078,403$58,644,111$708,722,514
128Rockbridge Investment Management, LLC$247,341$656,466,363$51,918,527$708,384,890
129Cable Hill Partners, LLC$347,734$610,320,000$98,014,000$708,334,000
130Argos Wealth Advisors LLC$3,698,145$702,647,527$702,647,527
131Dinuzzo Index Advisors, Inc.$309,709$699,014,000$699,014,000
132Apriem Advisors$341,709$645,410,576$52,018,084$697,428,660
133Steel Peak Wealth Management, LLC$177,835$664,467,178$19,484,572$683,951,750
134Meyers Wealth Management, LLC$1,245,438$653,800,000$28,700,000$682,500,000
135Wallington Asset Management$1,138,022$675,985,316$675,985,316
136Tufton Capital Management, LLC$835,604$659,004,971$15,327,775$674,332,746
137Boston Hill Advisors$235,234$643,494,768$29,273,805$672,768,573
138Rockwood Wealth Management$318,577$597,025,840$75,171,961$672,197,801
139Strategic Financial Group, LLC$230,230$598,500,000$71,700,000$670,200,000
140Smith & Howard Wealth Management, Llc$404,187$568,176,451$98,328,459$666,504,910
141Yeske Buie Inc.$548,408$652,210,554$11,363,456$663,574,010
142Full Sail Capital, LLC$1,041,950$632,450,771$30,229,130$662,679,901
143Milestone Investment Advisors$556,713$487,284,000$175,205,000$662,489,000
144Medley & Brown$1,254,172$650,915,136$650,915,136
145Sather Financial Group, Inc.$630,244$645,369,519$645,369,519
146Clear Harbor Asset Management, LLC$643,276$642,429,598$1,489,177$643,918,775
147Payne Capital Management, LLC$185,284$212,300,664$426,187,876$638,488,540
148CRA Financial Services$283,884$158,394,630$475,235,370$633,630,000
149Redwood Wealth Management$226,550$631,846,602$631,846,602
150Howard Financial Services, Ltd..$394,079$624,072,503$542,685$624,615,188
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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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