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
51Johnson Lyman Wealth Advisors$1,525,908$179,730,734$3,378,244$183,108,978
52Empyrion Wealth Management, Inc.$583,351$188,422,344$188,422,344
53Jess S. Morgan & Company., Inc.$986,984$191,474,903$191,474,903
54Ward & Associates$3,566,550$183,597,734$8,995,978$192,593,712
55Park, Miller$896,031$193,540,825$1,868$193,542,693
56The Humphreys Group$1,714,214$193,706,126$193,706,126
57Bell & Brown Wealth Advisors, LLC$464,905$189,971,990$12,261,483$202,233,473
58Financial Alternatives, Inc.$284,813$204,298,206$482,639$204,780,845
59Sirius Wealth Management Strategies, LLC$2,113,407$207,113,918$207,113,918
60Aequitas Wealth Management$1,190,357$208,312,450$208,312,450
61Marin Bay Wealth Advisors, LLC$806,017$132,972,368$78,204,082$211,176,450
62Morling Financial Advisors, LLC$292,433$212,598,965$212,598,965
63Boltwood Capital Management$760,556$175,892,904$39,344,367$215,237,271
64Longview Financial Advisors, LLC$457,142$177,309,564$44,404,496$221,714,060
65Concord Investment Counsel$398,353$217,851,938$4,428,975$222,280,913
66NBS Financial Services, Inc.$497,674$221,244,067$2,709,427$223,953,494
67VR Advisors, LLC$712,069$226,438,000$226,438,000
68AG Asset Advisory, LLC$1,735,951$229,145,586$229,145,586
70Fortress Wealth Management, Inc.$406,486$235,761,682$235,761,682
71Curran & Lewis Investment Management, Inc.$460,330$236,149,152$236,149,152
72Harrington Investments, Inc.$1,117,498$239,690,464$571,550$240,262,014
73Chamberlain Financial Planning & Wealth Management$1,523,500$243,760,000$243,760,000
74Guardian Investment Management$1,193,711$204,175,011$40,535,739$244,710,750
75McCarthy Asset Management, Inc.$341,845$248,521,288$248,521,288
76Dean Roland Russell, LLC$432,970$246,465,000$2,060,000$248,525,000
77Ariadne Wealth Management, LLC$833,355$244,400,831$4,772,203$249,173,034
78Brian D. Lowder, Inc.$412,592$250,856,158$250,856,158
79Betterwealth LLC$233,025$245,417,359$6,948,749$252,366,108
80Westshore Wealth$659,521$230,308,599$28,223,518$258,532,117
81Van Strum & Towne Inc$969,388$218,952,000$40,844,000$259,796,000
82Concentric Wealth Management$405,510$263,175,796$263,175,796
83Asset Planning, Inc$367,010$262,247,719$1,265,747$263,513,466
84Financial Connections Group, Inc.$370,109$265,368,326$265,368,326
85YellowBrickRoad Financial Advisors$243,721$265,061,951$837,221$265,899,172
86Occidental Asset Management, LLC$328,896$271,339,071$271,339,071
87Chequers Financial Management LLC$944,279$259,067,434$14,773,453$273,840,887
88Salem Partners Advisors LLC Dba Salem Partners Wealth Management$1,901,739$275,752,186$275,752,186
89Beta Wealth Group, Inc$776,177$280,200,000$280,200,000
90Osher Van De Voorde Investment Management$1,635,955$291,200,000$291,200,000
91Wimmer Associates LLC$845,649$279,710,000$14,576,000$294,286,000
92Cornerstone Wealth Management$515,800$286,854,214$8,699,108$295,553,322
93Vintage West Capital Management$987,655$136,759,851$159,536,522$296,296,373
94Elm Advisors$744,599$230,545,337$66,549,612$297,094,949
95Rosenblum Silverman Sutton Sf Inc$1,835,569$299,924,522$1,108,833$301,033,355
96Clearpath Capital Partners LLC$1,079,545$253,893,425$48,379,114$302,272,539
97Silicon Valley Wealth Advisors$385,560$296,302,654$8,289,963$304,592,617
98Personal Resources Investment And Strategic Management, Inc.$471,278$305,888,688$5,625,901$311,514,589
99Wealthvalues, LLC$1,746,819$312,680,656$312,680,656
100Integris Wealth Management$503,564$301,156,603$21,628,196$322,784,799
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Showing 51 to 100 of 183 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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