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
651Woodmont Investment Counsel, Llc$4,677,986$388,232,610$42,142,056$430,374,666
652Shulman Demeo Asset Management, LLC$541,516$388,282,543$50,886,527$439,169,070
653McRae Capital Management Inc.$1,582,984$388,677,809$736,315$389,414,124
654South Texas Money Management, Ltd.$1,364,561$391,629,025$391,629,025
655Baldwin Investment Management$737,201$393,582,804$308,969,805$702,552,609
656White Oaks Wealth Advisors$1,473,581$393,819,894$2,573,476$396,393,370
657Total Wealth Planning, LLC$280,549$395,166,298$49,504,201$444,670,499
658Cypress Wealth Advisors$2,158,899$397,056,558$179,369,475$576,426,033
659Bernhardt Wealth Management, Inc.$450,241$398,528,795$385,117$398,913,912
660Landsberg Bennett Private Wealth Management$313,876$398,774,982$158,040,342$556,815,324
661Navpoint Financial, Inc.$1,826,307$399,796,256$20,254,259$420,050,515
662Youngs Advisory Group, Inc.$518,230$400,073,698$400,073,698
663Moller Financial Services$400,436$401,637,317$401,637,317
664BGM Wealth Partners$769,748$402,446,942$5,519,410$407,966,352
665Independent Family Office$3,559,791$404,630,782$1,185,375$405,816,157
666KMH Wealth Management, LLC$433,247$405,477,348$14,772,316$420,249,664
667Greerwalker Wealth Management LLC$708,038$407,121,620$407,121,620
668Vantage Financial Partners Limited$499,718$412,174,986$5,588,953$417,763,939
669Nova Wealth Management Group$438,023$412,947,237$546,128$413,493,365
670Intellectus Partners, LLC$1,125,466$413,048,048$248,725,786$661,773,834
671Ma Private Wealth, LLC$346,074$413,212,916$413,212,916
672Bell Investment Advisors Inc$440,392$413,666,946$46,102,505$459,769,451
673The Mosaic Financial Group, Llc$1,222,778$414,521,805$414,521,805
674Oak Root LLC$9,709,302$415,000,000$2,500,000$417,500,000
675Family WMS$864,920$416,111,937$96,785,840$512,897,777
676Ironsides Asset Advisors$1,778,582$416,436,846$166,937,895$583,374,741
677Scot McCormick$10,716,733$417,952,594$417,952,594
678Tillman Hartley LLC$1,923,041$422,929,000$140,000$423,069,000
679Bluesky Wealth Advisors$345,845$426,080,912$426,080,912
680Sage Rhino Capital LLC$462,634$426,085,931$426,085,931
681MTX Wealth Management$441,445$427,760,182$427,760,182
682Financial Partners Capital Management, LLC$860,051$434,373,342$31,774,364$466,147,706
683RS Crum Inc.$534,362$434,542,587$10,046,394$444,588,981
684Galecki Financial Management Inc$212,186$434,768,404$434,768,404
685Ariston Services Group$1,836,521$434,920,000$2,172,000$437,092,000
686Sapere Wealth Management, LLC$1,772,936$436,142,152$436,142,152
687Quadrant Family Wealth Advisors$2,544,318$436,244,119$393,203,650$829,447,769
688Chatham Capital Group Inc$1,037,528$437,836,808$437,836,808
689Atlas Capital Advisors$1,505,646$438,143,000$438,143,000
690Compton Wealth Advisory Group, LLC$907,933$440,462,659$43,465,458$483,928,117
691ClearRock Capital$487,949$440,677,798$1,891,976$442,569,774
692TBH Global Asset Management, LLC$283,761$442,813,934$9,501,621$452,315,555
693Blue Ocean Capital$877,232$443,001,929$443,001,929
694JGP Wealth Management, LLC$316,926$444,057,784$18,654,334$462,712,118
695Roof Advisory Group, Inc.$1,992,686$444,109,212$32,142,643$476,251,855
696The Hoerner Planning Group$809,566$444,402,786$205,678,952$650,081,738
697Firestone Capital Management Inc$424,460$444,650,000$3,580,000$448,230,000
698Covenant Partners$994,096$445,124,575$61,864,228$506,988,803
699FJY Financial$346,142$446,393,718$46,859,009$493,252,727
700Northstar Asset Management Inc$1,091,010$449,407,807$31,727,487$481,135,294
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Showing 651 to 700 of 1,030 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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