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
251Level Financial Advisors$245,613$393,717,211$393,717,211
252Sherrill & Hutchins Financial Advisory Inc$307,394$384,713,918$7,520,567$392,234,485
253James R. Martin Consulting, Inc$650,181$386,207,585$386,207,585
254Creekside Partners Financial Advisers$457,892$381,423,931$381,423,931
255Aevitas Wealth Management, Inc.$300,683$367,883,015$8,872,246$376,755,261
256Waller Financial Planning Group, Inc.$223,196$339,116,280$36,745,565$375,861,845
257Planfirst Inc$232,524$374,363,199$374,363,199
258Optimum Investment Advisors$478,813$372,995,582$372,995,582
259Birchwood Financial Partners$266,610$349,283,811$21,037,288$370,321,099
260Brio Financial Group$169,499$306,098,857$63,070,312$369,169,169
261Financial Insights Inc$566,105$366,591,409$1,376,605$367,968,014
262Hart Capital Management, Inc.$346,277$331,391,601$32,199,634$363,591,235
263180 Wealth Advisors, LLC$184,104$275,395,565$87,841,444$363,237,009
264Commonwealth Advisory Group, Ltd..$402,326$361,690,863$361,690,863
265Ritter Daniher Financial Advisory$335,700$317,188,212$44,024,592$361,212,804
266APCM Wealth Management$374,164$361,068,662$361,068,662
267Lawson Kroeker Investment Management Inc$1,500,993$360,238,200$360,238,200
268Baldrige Asset Management$411,072$323,252,387$36,435,505$359,687,892
269Forte Capital Llc$183,295$286,534,260$72,173,406$358,707,666
270Ogorek Wealth Management$616,840$357,767,112$357,767,112
271Cheviot Value Management$492,739$357,235,575$357,235,575
272Altrius Capital Management, Inc.$937,445$352,680,110$736,640$353,416,750
273America First Investment Advisors$564,939$348,002,581$348,002,581
274Personal Investment Management Inc$368,116$347,501,297$347,501,297
275Financial Designs Corporation$280,422$251,522,657$92,835,093$344,357,750
276Bourgeon Capital Management LLC$1,021,068$314,200,000$29,900,000$344,100,000
277The Patten Group$373,102$340,788,377$3,211,798$344,000,175
278Lauterbach Financial Advisors, LLC$368,037$341,158,281$1,116,142$342,274,423
279Pacific Edge Advisors, LLC$2,534,938$342,214,316$2,339$342,216,655
280William Mack & Associates Inc$672,539$339,482,671$2,166,999$341,649,670
281SignaLPoint Asset Management$254,692$328,741,507$9,234,378$337,975,885
282Thor Investment Management Inc$235,100$326,083,836$11,754,157$337,837,993
283Chatham Wealth Management$436,007$333,109,000$333,109,000
284Harvest Financial Advisors$464,238$173,906,757$158,952,242$332,858,999
285Insight Wealth Partners$182,399$330,871,329$911,790$331,783,119
286Resource Planning Group, Ltd..$244,254$331,696,290$331,696,290
287Aldebaran Financial Inc$490,957$329,923,322$329,923,322
288Weber Asset Management, Inc.$503,547$328,312,956$328,312,956
289Foster Victor Wealth Advisors, LLC$166,077$314,050,996$13,784,363$327,835,359
290Grand Wealth Management$679,002$299,328,476$26,592,443$325,920,919
291Hatton Consulting, Inc.$439,406$319,700,000$5,900,000$325,600,000
292Regatta Capital Group$164,721$234,020,772$89,656,268$323,677,040
293West Branch Capital$340,663$314,503,682$9,125,734$323,629,416
294Monarch Capital Management Inc$1,333,482$321,369,081$321,369,081
295Shorepoint Capital Partners LLC$394,072$302,127,814$17,858,724$319,986,538
296Rock Point Advisors$599,515$318,954,299$587,364$319,541,663
297Kingfisher Capital, LLC$548,968$319,499,095$319,499,095
298North Berkeley Investment Partners$292,876$306,430,000$12,512,000$318,942,000
299Quantum Financial Planning Services, Inc.$179,150$290,375,608$26,540,008$316,915,616
300Mark Sheptoff Financial Planning$375,209$315,550,444$315,550,444
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Showing 251 to 300 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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