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
15C Capital Management, Llc$293,761$299,597,471$13,257,931$312,855,402
2Accretive Wealth Partners, Llc$491,914$115,291,688$3,259,496$118,551,184
3Asset Advisory Group Inc$617,409$17,221,630$289,013,476$306,235,106
4Baron Financial Group Llc$312,444$238,723,323$4,358,049$243,081,372
5Black Coral Financial Advisors, Llc$391,573$407,671,000$169,507,000$577,178,000
6Breton Co$3,587,502$136,325,085$136,325,085
7Chatham Wealth Management$516,144$369,042,770$369,042,770
8Circle Wealth Management, Llc$3,471,911$1,192,653,808$727,312,698$1,919,966,506
9Condor Capital Wealth Management$416,122$1,034,825,468$131,979,911$1,166,805,379
10Covenant Asset Management, Llc$681,474$305,300,304$305,300,304
11Cra Financial Services, L.L.C.$911,092$333,335,656$431,070,135$764,405,791
12Cypress Financial Planning$146,026$78,962,713$72,028,613$150,991,326
13Delta Financial Group, Inc.$264,799$680,246,504$70,989,401$751,235,905
14Financial Life Focus, Llc$446,980$242,710,000$242,710,000
15Friedenthal Financial, Llc$355,761$138,637,000$1,177,000$139,814,000
16Global Wealth Management, Llc$1,413,720$559,171,178$45,900,810$605,071,988
17Halberstadt Financial Consultants Inc$314,370$50,745,000$56,455,000$107,200,000
18Hamel Associates,Inc.$1,958,460$410,247,822$34,322,533$444,570,355
19Haymarket Wealth Management Llc$2,229,673$65,822,414$264,169,252$329,991,666
20Heritage Financial Counselors, Llc$370,797$127,925,000$127,925,000
21Highland Financial Advisors, Llc$327,455$239,696,900$239,696,900
22Hillcrest Wealth Advisors - Ny, Llc$1,137,238$253,604,141$253,604,141
23Kevin M. Gibney And Company, Llc$328,582$173,658,524$9,361,729$183,020,253
24Lassus Wherley$348,891$579,857,338$579,857,338
25Lighthouse Financial Advisors, Inc.$245,331$25,247,587$373,905,904$399,153,491
26Locker Financial Services, Llc$329,688$111,032,917$72,100$111,105,017
27Lws Wealth Advisors, Inc.$508,217$381,183,175$8,110,759$389,293,934
28Mcrae Capital Management Inc.$756,028$474,029,652$474,029,652
29Meyer Capital Group$503,532$898,495,140$107,058,484$1,005,553,624
30Modera Wealth Management, Llc$480,854$2,729,239,147$16,917,721$2,746,156,868
31National Wealth Management, Llc$401,801$206,509,375$1,221,608$207,730,983
32Next Horizon Advisors Llc$472,165$101,214,908$300,627$101,515,535
33Novi Wealth Partners$421,988$241,267,287$15,301,618$256,568,905
34Noyes Capital Management, Llc$510,246$130,622,999$130,622,999
35Pathstone Federal Street$1,811,205$6,162,652,784$4,088,769,023$10,251,421,807
36Point View Wealth Management, Inc.$524,474$376,885,727$2,833,592$379,719,319
37Princeton Portfolio Strategies Group Llc$1,115,651$492,605,172$7,206,392$499,811,564
38Red Hook Management$1,201,637$264,184,691$84,290,000$348,474,691
39Regency Wealth Management$327,607$278,998,235$17,486,521$296,484,756
40Regentatlantic$2,647,628$4,851,335,814$49,424,441$4,900,760,255
41Ridgewood Investments$572,670$280,063,054$53,803,385$333,866,439
42Round Table Wealth Management$1,062,530$993,753,493$136,778,401$1,130,531,894
43Roundview Capital, Llc$558,280$761,877,329$10,782,359$772,659,688
44Rrbb Asset Management, Llc$725,503$188,630,780$188,630,780
45S.F. Ehrlich Associates, Inc.$398,462$129,101,562$129,101,562
46Salvus Wealth Management, Llc$336,137$155,631,278$155,631,278
47Sax Wealth Advisors, Llc$486,904$959,833,241$44,162,194$1,003,995,435
48Signet Financial Management, Llc$459,278$805,114,804$805,114,804
49Simon Quick Advisors, Llc$5,560,782$2,525,957,973$877,240,660$3,403,198,633
50Spoor Behrins Campbell & Young Securities Corp$1,450,316$176,938,575$176,938,575
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Showing 1 to 50 of 61 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.