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
301Market Street Wealth Management Advisors$266,182$315,425,247$315,425,247
302Lighthouse Financial Advisors, Inc.$210,281$7,924,157$304,764,193$312,688,350
303ALPhaMark Advisors, LLC$317,670$312,586,803$312,586,803
304Ifrah Financial Services, Inc.$488,142$308,993,999$308,993,999
305Taddei, Ludwig & Associates, Inc.$914,033$295,789,443$13,153,780$308,943,223
306ClearLogic Financial$392,079$307,612,424$954,098$308,566,522
307Clelland & Company Inc$1,479,024$176,258,839$131,378,119$307,636,958
308Jamison Private Wealth Management, Inc.$1,078,996$295,786,000$11,728,000$307,514,000
309Renaissance Investment Group, LLC$801,711$288,097,218$16,553,120$304,650,338
310Gradient Capital Advisors, LLC$245,822$240,801,316$60,331,218$301,132,534
311Traverso Chambers Private Wealth Management, LLC$351,019$299,419,000$299,419,000
312WJ Interests, LLC$399,733$299,000,000$299,000,000
313Collegiate Capital Management, Inc.$189,786$260,406,739$37,746,889$298,153,628
314Ridgewood Investments$517,744$251,143,056$45,524,444$296,667,500
315Delta Wealth Management$1,601,312$296,242,748$296,242,748
316Waterway Wealth Management$282,935$295,950,356$295,950,356
317MMHP Investment Advisors$318,453$293,613,393$293,613,393
318Court Place Advisors$901,262$273,522,097$19,388,155$292,910,252
319Hines Warner Wealth Management$495,081$277,157,812$15,434,843$292,592,655
320McCollum Christoferson Group, LLC$393,101$291,681,170$291,681,170
321Madden Advisory Services, Inc.$369,956$291,525,085$291,525,085
322Harbour Investment Management LLC$657,264$290,510,784$290,510,784
323Landmark Financial Advisors$273,095$275,000,000$15,300,000$290,300,000
324Horrell Capital Management, Inc.$2,796,224$282,418,662$282,418,662
325Nova R Wealth, Inc.$313,464$273,439,976$8,364,521$281,804,497
326Northern Capital Management, Inc.$162,014$280,842,393$576,138$281,418,531
327B&C Financial$290,623$276,078,575$5,244,755$281,323,330
328Stevens First Principles Investment Advisors$554,304$281,032,186$281,032,186
329Obrien Greene & Co Inc$1,030,349$250,950,069$28,274,575$279,224,644
330Thrive Wealth Management, LLC$329,306$247,648,216$30,944,696$278,592,912
331Boyle Capital$134,219$253,735,227$24,097,137$277,832,364
332Lowe Wealth Advisors, LLC$240,716$270,579,547$6,484,149$277,063,696
333American Money Management$277,118$268,048,219$6,852,617$274,900,836
334Robinswood Financial$266,623$272,011,165$2,344,402$274,355,567
335RTS Private Wealth Management$343,600$234,133,409$39,028,775$273,162,184
336Mullaney Keating & Wright Inc$561,485$257,798,844$15,082,636$272,881,480
337WFA Wealth Managers$355,095$239,530,827$33,182,045$272,712,872
338Schwarz Dygos Wheeler Investment Advisors LLC$197,821$264,120,980$7,289,110$271,410,090
339Wooster Corthell Wealth Management, Inc.$317,006$271,040,121$271,040,121
340Briggs Advisory Group, Inc.$335,551$270,790,008$270,790,008
341Johnston & Associates Inc$1,888,310$116,412,013$153,616,269$270,028,282
342Hurlow Wealth Management Group, Inc.$247,122$220,387,068$48,481,131$268,868,199
343Carter Asset Management$530,498$268,431,902$268,431,902
344Global View Investment Advisors$173,555$264,167,189$677,181$264,844,370
345Candace Shira Associates, LLC$274,557$257,324,430$5,152,188$262,476,618
346Trinity Capital Management$397,921$249,924,844$12,305,376$262,230,220
347TFG Advisers LLC$181,504$258,161,825$3,203,724$261,365,549
348SK Wealth Management, LLC$987,749$251,110,544$8,667,422$259,777,966
3495C Capital Management, LLC$272,295$252,259,730$7,509,702$259,769,432
350Financial Life Focus$494,321$258,530,074$258,530,074
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Showing 301 to 350 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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