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 |
|---|---|---|---|---|---|
| 1 | MOZAIC, LLC | $42,700,799 | — | $3,202,559,896 | $3,202,559,896 |
| 2 | DAVIS FINANCIAL PLANNING | $442,929 | — | $104,974,126 | $104,974,126 |
| 3 | EHB FINANCIAL RESOURCES MANAGEMNT, INC. | $1,525,882 | — | $129,700,000 | $129,700,000 |
| 4 | PEACE OF MIND FINANCIAL PLANNING, INC | $248,456 | — | $120,749,411 | $120,749,411 |
| 5 | LOCKSHIELD PARTNERS, INC. | $159,066 | — | $189,924,314 | $189,924,314 |
| 6 | GLOBAL FINANCIAL ADVISORY SERVICES, INC. | $308,009 | — | $154,312,473 | $154,312,473 |
| 7 | STEVEN G. BLUM AND ASSOCIATES, LLC | $411,574 | — | $131,291,996 | $131,291,996 |
| 8 | INVESTOR ADVISORY GROUP | $362,781 | — | $154,544,746 | $154,544,746 |
| 9 | THE JUNK INVESTMENT GROUP | $450,438 | — | $490,977,691 | $490,977,691 |
| 10 | SECURITY FIRST ADVISORS | $216,174 | — | $378,737,196 | $378,737,196 |
| 11 | FINANCIAL FREEDOM | $477,961 | — | $347,478,000 | $347,478,000 |
| 12 | JOHN T. MCCARTHY, LLC | $286,497 | — | $136,659,000 | $136,659,000 |
| 13 | ASPEN CAPITAL MANAGEMENT | $464,994 | — | $836,060,000 | $836,060,000 |
| 14 | BENEMARK, INC | $1,008,264 | — | $228,875,940 | $228,875,940 |
| 15 | BARRY M. CORKERN & CO., INC. | $1,989,043 | — | $145,200,174 | $145,200,174 |
| 16 | SCOTT SNOW (FINANCIAL ADVISORS) LLC | $1,122,519 | — | $620,753,077 | $620,753,077 |
| 17 | BPS CAPITAL MANAGEMENT, INC. | $67,238,897 | — | $5,379,111,786 | $5,379,111,786 |
| 18 | REVIEW SERVICES INC | $207,050 | — | $172,058,559 | $172,058,559 |
| 19 | WOODFIELD FINANCIAL ADVISORS, INC. | $311,660 | — | $148,662,000 | $148,662,000 |
| 20 | TIM LOONEY INVESTMENTS, LLC | $307,848 | — | $338,324,498 | $338,324,498 |
| 21 | HERITAGE FINANCIAL COUNSELORS, LLC | $448,266 | — | $168,548,081 | $168,548,081 |
| 22 | CITRIN COOPERMAN WEALTH MANAGEMENT, LLC | $2,413,850 | — | $1,648,659,367 | $1,648,659,367 |
| 23 | WORLEY ERHART-GRAVES FINANCIAL ADVISORS, INC. | $476,790 | — | $396,689,542 | $396,689,542 |
| 24 | BRETON CO | $5,477,099 | — | $180,744,267 | $180,744,267 |
| 25 | ELEVATE WEALTH ADVISORY, INC. | $195,586 | — | $312,545,715 | $312,545,715 |
| 26 | PERSPECTIVE WEALTH PARTNERS, LLC | $2,246,973 | — | $476,358,239 | $476,358,239 |
| 27 | SOUND INVESTMENT MANAGEMENT INC | $1,789,883 | — | $196,887,156 | $196,887,156 |
| 28 | CHAPMAN & CHAPMAN ADVISORS LLC | $342,234 | — | $131,760,244 | $131,760,244 |
| 29 | HACKETT ROBERTSON TOBE GROUP | $6,849,315 | — | $500,000,000 | $500,000,000 |
| 30 | ANDERSEN | $11,169,018 | — | $3,696,945,000 | $3,696,945,000 |
| 31 | BRYSPEN, INCORPORATED | $3,786,131 | — | $242,312,374 | $242,312,374 |
| 32 | BT FAMILY OFFICE, LLC | $14,964,286 | — | $1,676,000,000 | $1,676,000,000 |
| 33 | BANYAN GLOBAL INVESTMENT ADVISORS, LLC | $1,006,278 | — | $166,035,815 | $166,035,815 |
| 34 | NEW INSIGHT WEALTH ADVISORS | $237,941 | — | $190,590,418 | $190,590,418 |
| 35 | SCHAEFER FINANCIAL MANAGEMENT, INC. | $425,543 | — | $760,020,287 | $760,020,287 |
| 36 | PURTILL FINANCIAL LLC | $301,656 | — | $182,501,617 | $182,501,617 |
| 37 | MINDFUL ASSET PLANNING | $214,153 | — | $368,342,616 | $368,342,616 |
| 38 | WE FAMILY OFFICES | $139,400,646 | — | $13,382,462,057 | $13,382,462,057 |
| 39 | QUANTUM FINANCIAL SERVICES INC. | $3,090,388 | — | $321,400,309 | $321,400,309 |
| 40 | FOUNTAINHEAD FINANCIAL, LLC | $3,276,596 | — | $308,000,000 | $308,000,000 |
| 41 | ZEHNDER WEALTH MANAGEMENT, LLC | $166,290 | — | $128,874,643 | $128,874,643 |
| 42 | PRIVATE WEALTH MANAGEMENT, INC. | $1,346,396 | — | $829,379,814 | $829,379,814 |
| 43 | BLUEPRINT PARTNERS LLC | $321,705 | — | $166,000,000 | $166,000,000 |
| 44 | PALADINI FINANCIAL ADVISORS, LLC | $307,417 | — | $162,008,884 | $162,008,884 |
| 45 | BROWNSON, REHMUS & FOXWORTH, INC. | $1,292,896 | — | $4,298,880,780 | $4,298,880,780 |
| 46 | CONVERGENT FINANCIAL STRATEGIES LLC | $463,518 | — | $178,454,534 | $178,454,534 |
| 47 | SECHREST FINANCIAL SERVICES | $488,521 | — | $170,005,422 | $170,005,422 |
| 48 | REDWOOD COAST FINANCIAL PARTNERS | $343,822 | — | $143,030,000 | $143,030,000 |
| 49 | STOWE FINANCIAL PLANNING, L.L.C. | $534,632 | — | $145,420,000 | $145,420,000 |
| 50 | BIRKS FINANCIAL CORP. | $523,770 | — | $177,558,000 | $177,558,000 |
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 Research.
Reprints: For reprints of these rankings, please contact Caroline Murphy.
*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual 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 July 2021.
