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
51Chesney & Company$414,361$53,152,338$84,829,837$137,982,175
52Diversified Financial Management$468,109$53,300,970$94,621,390$147,922,360
53Ramsey & Associates Inc$592,271$56,854,852$143,925,139$200,779,991
54A.G. Campbell Advisory, LLC$3,940,162$57,303,790$190,926,437$248,230,227
55Crescent Hill Partners LLC$419,831$58,758,206$152,416,682$211,174,888
56Haymarket Wealth Management LLC$2,208,037$60,159,107$248,966,009$309,125,116
57Matrix Planning Inc$892,812$62,120,217$45,909,989$108,030,206
58Breeds Hill Capital LLC$1,749,109$65,209,982$713,143,716$778,353,698
59Truenorth Wealth$309,788$67,201,030$334,593,491$401,794,521
60Up Capital Management, Inc.$577,411$67,475,732$86,115,636$153,591,368
61iAdvise$4,071,764$69,514,068$81,141,183$150,655,251
62Belleair Asset Management, LLC$460,973$69,760,931$49,631,171$119,392,102
63Harbour Investment Management L.L.C.$566,142$70,355,065$55,328,529$125,683,594
64Fielder Capital Group LLC$1,448,750$74,039,084$73,733,464$147,772,548
65Keystone Global Partners LLC$708,108$76,200,000$2,400,000$78,600,000
66Intervest Ltd.$345,686$76,297,030$41,236,181$117,533,211
67Sage Hill Capital$476,654$76,396,866$58,972,922$135,369,788
68The Wealth Conservancy, Inc.$355,161$77,486,272$24,444,887$101,931,159
69Matthias Private Wealth, LLC$305,676$79,237,248$28,054,919$107,292,167
70Sanderson Wealth Management$463,331$79,669,321$587,063,738$666,733,059
71Legacy Investment Partners, LLC$273,115$82,360,576$21,696,141$104,056,717
72Guardian Wealth Advisors$291,943$84,306,000$65,169,000$149,475,000
73Resource Advisory Services, Inc.$226,155$88,515,185$13,254,605$101,769,790
74Summit Portfolio Management LLC$1,069,005$89,751,875$13,941,615$103,693,490
75Matter Family Office$10,289,873$89,767,901$2,338,642,008$2,428,409,909
76Capital West Partners$311,884$94,015,437$46,020,581$140,036,018
77Jack Point Advisors, LLC$1,979,167$95,000,000$95,000,000
78Briggs Wealth Management, Inc.$249,371$95,774,392$49,110,223$144,884,615
79&Wealth Partners$862,132$95,846,341$111,065,441$206,911,782
80Hillegas Advisory Services, Inc.$334,150$98,845,504$9,753,133$108,598,637
81Integrated Wealth Advisors, LLC$276,191$99,675,025$858,565$100,533,590
82Cannon Beach Financial Advisors$243,237$100,242,238$60,050,678$160,292,916
83Jeffrey N. Mehler, CFP$160,842$100,714,965$80,071,985$180,786,950
84Forteris Wealth Management, Inc.$271,038$101,443,485$466,967$101,910,452
85Excelsior Investors$389,301$101,595,258$16,362,961$117,958,219
86Long Island Wealth Management, Inc.$182,845$102,088,849$8,715,097$110,803,946
87Cornerstone Capital Inc.$4,782,965$102,790,125$863,368,839$966,158,964
88Camelotta Advisors$581,717$103,125,764$419,852$103,545,616
89International Management Advisors Ltd..$1,409,273$104,286,182$104,286,182
90Dudley Capital Management LLC$431,598$104,878,272$104,878,272
91Asset Planning & Management, Inc.$1,329,275$105,012,694$105,012,694
92Knickerbocker Advisors Inc.$974,426$105,238,019$105,238,019
93J.E. Wilson Advisors$394,647$105,272,823$2,071,281$107,344,104
94Barnstone Advisors LLC$851,292$105,560,171$105,560,171
95Bull City Advisors, LLC$1,887,909$105,722,902$105,722,902
96Ivy League Financial Advisors$268,481$105,781,511$105,781,511
97Smooth River Wealth Management$2,163,998$105,789,964$8,901,919$114,691,883
98Schnall Advisory Services, Inc$545,097$106,294,000$106,294,000
99Triad Investment Management$1,239,365$106,585,401$106,585,401
100Lenk Ladner Investment Solutions LLC$421,531$107,314,198$36,849,298$144,163,496
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Showing 51 to 100 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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