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
201Anchor Investment Management$370,289$484,217,747$6,785,056$491,002,803
202Gibraltar Capital Management, Inc.$2,347,913$487,523,382$3,190,447$490,713,829
203Gateway Advisory$229,696$489,481,899$489,481,899
204Starfire Investment Advisers Inc$518,929$471,584,000$12,058,000$483,642,000
205Red Door Wealth Management, LLC$455,090$263,936,500$217,093,274$481,029,774
206Rollins Financial Inc$651,755$477,084,824$477,084,824
207Monticello Wealth Management, LLC$1,386,152$476,836,286$476,836,286
208Mraz, Amerine & Associates, Inc.$257,945$473,071,328$473,071,328
209Ccp, Inc$368,779$439,399,780$31,530,684$470,930,464
210Berkshire Money Management, Inc.$294,323$470,916,995$470,916,995
211Exchange Capital Management Inc$494,936$464,857,820$1,372,226$466,230,046
212Smith Capital Management Inc$514,966$459,416,743$4,052,371$463,469,114
213Greenwood Gearhart Inc.$371,139$462,810,348$462,810,348
214Hamilton Point Investment Advisors$941,463$460,375,636$460,375,636
215Pettyjohn, Wood & White, Inc.$565,186$456,105,289$456,105,289
216Harris Financial Advisors, Inc.$390,648$432,579,112$20,962,901$453,542,013
217Bedell Frazier Investment Counselling$337,687$451,000,000$1,500,000$452,500,000
219Investment Management Of Virginia$921,317$446,516,578$2,164,920$448,681,498
220Leonard Rickey Investment Advisors, PLLC$205,882$428,906,867$15,798,298$444,705,165
221Paradigm Financial Advisors$336,275$390,463,573$53,756,254$444,219,827
222Clayton Wealth Partners$314,173$443,926,730$443,926,730
223Walter & Keenan Finanical Consulting Co$2,298,137$360,724,408$80,517,862$441,242,270
224ISI Financial Group Inc$253,257$441,174,313$441,174,313
225King Wealth Management Group, LLC$307,669$429,661,784$9,381,432$439,043,216
226FCA Corp$762,556$382,046,084$52,611,088$434,657,172
227Buckley Wealth Management, LLC$747,664$412,976,869$18,425,522$431,402,391
228Wealth Dimensions Group, Ltd..$945,145$428,458,334$1,582,586$430,040,920
229Avier Wealth Advisors$282,671$401,768,173$26,760,537$428,528,710
230Sensible Financial Planning and Management$339,882$364,379,523$61,832,477$426,212,000
231Armbruster Capital Management, Inc.$1,387,429$391,940,132$31,225,818$423,165,950
232HHM Wealth Advisors$164,826$386,646,790$32,998,962$419,645,752
233Hanson & Doremus Investment Management$419,505$386,258,968$32,826,675$419,085,643
234Demming Financial Services Corp.$156,701$418,706,131$418,706,131
235Devere Usa, Inc.$465,734$417,763,061$417,763,061
236ALPha Omega Investment Advisors$452,520$356,715,183$59,602,942$416,318,125
237Keudell Morrison Wealth Management, LLC$266,540$351,710,673$63,292,464$415,003,137
238Harfst And Associates, Inc.$354,364$383,266,744$31,339,103$414,605,847
239Financial Symmetry Inc.$149,547$6,738,064$406,909,875$413,647,939
240TMD & Associates, Inc.$371,705$400,886,000$12,078,000$412,964,000
241FMA Advisory Inc$374,986$405,776,298$5,958,225$411,734,523
242Wellesley Investment Partners, LLC$769,086$342,315,758$67,606,902$409,922,660
243HaLPern Financial, Inc.$547,091$409,224,166$409,224,166
244Frisch Financial Group, Inc.$326,748$373,659,234$35,429,291$409,088,525
245Quantitative Advantage, LLC$241,672$408,908,546$408,908,546
246Delta Financial Advisors$578,247$362,730,402$45,512,100$408,242,502
247Trunorth Wealth Partners$462,173$388,711,134$13,841,498$402,552,632
248TC Wealth Partners, LLC$383,929$390,818,900$11,154,386$401,973,286
249Pin Oak Investment Advisors Inc$602,130$400,416,707$400,416,707
250Princeton Portfolio Strategies Group LLC$892,885$394,551,992$5,460,266$400,012,258
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Showing 201 to 250 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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