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
1Bluestone Wealth Management Llc$2,040,015$167,281,261$167,281,261
2Seascape Capital Management,Llc$1,278,323$168,738,573$168,738,573
3Cmh Wealth Management, Llc$1,222,778$414,521,805$414,521,805
4Harvest Capital Management Inc$891,416$650,733,868$650,733,868
5Grove Street Fiduciary, Llc$860,607$238,139,086$11,437,052$249,576,138
6Granite Investment Advisors, Llc$848,196$594,465,267$25,565,964$620,031,231
7Blueline Advisors$845,739$141,411,657$33,656,279$175,067,936
8Ledgewood Wealth Advisors, Llc$543,217$112,445,834$112,445,834
9Harbor Advisory Corporation$517,226$140,341,131$861,634$141,202,765
10Northstar Financial Planning, Inc.$474,219$115,800,000$5,600,000$121,400,000
11Creegan & Nassoura Financial Group, Llc$441,981$160,881,224$160,881,224
12Three Bearings Fiduciary Advisors, Inc.$432,723$193,278,457$15,293,824$208,572,281
13Sfm, Llc$331,231$140,773,288$140,773,288
14Milestone Financial Planning, Llc$312,632$182,889,992$182,889,992
15Mascoma Wealth Management$259,177$174,443,961$31,601,859$206,045,820
16Newday Solutions, Llc$163,094$148,252,408$148,252,408

Showing 1 to 16 of 16 entries

Page 1

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.