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
701Lodestar Private Asset Management$498,070$449,896,350$5,837,369$455,733,719
702T.O.S. Advisors$8,060,794$451,404,463$451,404,463
703Coyle Financial Counsel, Inc.$287,432$455,097,691$131,551,509$586,649,200
704Sicart Associates, LLC$2,305,099$456,409,503$456,409,503
705Waypoint Wealth Partners$805,539$456,740,745$456,740,745
706Franklin, Parlapiano, Turner & Welch$1,240,738$458,224,755$2,088,983$460,313,738
707RPG Investment Advisory, LLC$625,952$462,578,401$462,578,401
708JBJ Investment Partners, LLC$417,091$463,767,931$49,671,540$513,439,471
709Rappaport Reiches Capital Management,$457,100$463,956,194$463,956,194
710Aviance Capital Partners LLC$897,662$464,638,267$18,304,003$482,942,270
711Wealth Management Advisors Inc$1,378,793$466,031,919$466,031,919
712The Arkansas Financial Group, Inc.$365,526$467,142,352$467,142,352
713Altavista Wealth Management, Inc.$526,842$469,480,873$18,375,197$487,856,070
714Sunesis Advisors$1,566,104$470,954,138$402,931,994$873,886,132
715Jackson Financial Management$267,147$472,375,004$5,016,454$477,391,458
716Green Square Capital$778,306$472,692,365$107,145,837$579,838,202
717Rinehart Wealth & Investment Advisory$1,564,356$474,000,000$474,000,000
718Quadrant Capital Management$764,524$477,404,795$1,187,023$478,591,818
719Keb Asset Management$339,202$478,913,758$72,628,914$551,542,672
720Partners In Financial Planning$275,203$479,679,459$479,679,459
721Whitney & Company$1,120,054$483,434,268$2,669,339$486,103,607
722Withum Wealth Management$862,246$484,582,000$484,582,000
723Conlon Dart Wealth Management$1,534,686$484,960,806$484,960,806
724Cooper/Haims Advisors$401,128$486,166,659$486,166,659
725PJS Investment Management$886,831$488,019,711$21,021,079$509,040,790
726The Wealth Collaborative, Inc.$1,175,556$488,192,760$3,189,479$491,382,239
727Smith & Howard Wealth Management$904,291$490,125,713$490,125,713
728Baxter Investment Management$625,952$495,128,283$495,128,283
729ARS Wealth Advisors$383,175$495,353,279$7,756,000$503,109,279
730Montis Financial, LLC$451,678$498,700,000$12,600,000$511,300,000
731Pinney & Scofield, Inc.$454,809$502,108,597$502,108,597
732NewFocus Financial Group$361,341$503,709,525$503,709,525
733Blankinship & Foster$589,379$503,918,925$503,918,925
734Peak Asset Management$547,589$506,125,268$21,750,459$527,875,727
735Nicholas Hoffman & Company$624,004$506,180,463$363,680,528$869,860,991
736Barry Investment Advisors, LLC$431,964$506,282,882$95,874,481$602,157,363
737Global Wealth Management, LLC$1,325,758$509,013,550$29,244,028$538,257,578
738Arbor Investment Advisors$584,687$509,791,633$21,104,137$530,895,770
739Lassus Wherley$300,945$509,801,111$509,801,111
740CV Advisors LLC$8,792,516$510,355,224$4,554,133,977$5,064,489,201
741Roof, Eidam & Maycock$393,098$511,430,285$32,223,604$543,653,889
742Nelson Roberts Investment Advisors$867,143$515,950,000$515,950,000
743Columbia Asset Management$683,057$516,015,624$63,899,383$579,915,007
744Evermay Wealth Management$597,371$516,218,599$35,752,661$551,971,260
745The Family Firm, Inc.$513,468$517,236,825$852,669$518,089,494
746Slatestone Wealth LLC$467,977$517,940,700$110,370$518,051,070
747Aegis Wealth Management$1,154,681$521,915,587$521,915,587
748Spectrum Management Group, Inc.$590,725$521,977,314$1,405,455$523,382,769
749Pathway Financial Advisors$628,853$522,576,489$522,576,489
750SBK Financial, Inc.$562,445$525,224,799$49,031,518$574,256,317
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Showing 701 to 750 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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