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 |
|---|---|---|---|---|---|
| 101 | PEAK FINANCIAL MANAGEMENT INC | $304,586 | $395,961,220 | — | $395,961,220 |
| 102 | PEDDOCK CAPITAL ADVISORS, LLC | $1,390,751 | $455,511,061 | $18,734,874 | $474,245,935 |
| 103 | PENSION & WEALTH MANAGEMENT ADVISORS | $768,411 | $165,208,313 | — | $165,208,313 |
| 104 | PENSION & WEALTH MANAGEMENT ADVISORS | $768,411 | $165,208,313 | — | $165,208,313 |
| 105 | PERENNIAL ADVISORS GROUP, LLC | $392,739 | $298,874,238 | — | $298,874,238 |
| 106 | PINNEY & SCOFIELD, INC. | $586,786 | $664,829,088 | — | $664,829,088 |
| 107 | POLARIS ADVISORS, LLC | $982,605 | $110,786,795 | $36,603,961 | $147,390,756 |
| 108 | PRIO WEALTH LP | $2,430,888 | $4,081,461,007 | — | $4,081,461,007 |
| 109 | PROCTOR FINANCIAL | $1,332,991 | $293,258,116 | — | $293,258,116 |
| 110 | RENAISSANCE INVESTMENT GROUP, LLC | $1,178,482 | $528,294,779 | $16,163,973 | $544,458,752 |
| 111 | RESOLUTE FINANCIAL, LLC | $303,956 | $404,628,472 | $39,147,150 | $443,775,622 |
| 112 | REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC | $4,750,173 | $3,581,046,117 | $323,595,906 | $3,904,642,023 |
| 113 | RIVERVIEW CAPITAL ADVISERS LLC | $1,019,312 | $457,834,696 | $44,685,998 | $502,520,694 |
| 114 | ROPES WEALTH ADVISORS | $2,251,761 | $7,321,643,288 | $181,225,352 | $7,502,868,640 |
| 115 | SACHETTA, LLC | $331,227 | $660,918,091 | $15,116,217 | $676,034,308 |
| 116 | SANDY COVE ADVISORS, LLC | $601,857 | $344,014,228 | $43,581,461 | $387,595,689 |
| 117 | SAVIOR WEALTH | $274,852 | $185,897,507 | $8,697,757 | $194,595,264 |
| 118 | SECHREST FINANCIAL SERVICES | $488,521 | — | $170,005,422 | $170,005,422 |
| 119 | SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC | $466,020 | $684,461,657 | $46,257,370 | $730,719,027 |
| 120 | SHOREPOINT CAPITAL PARTNERS LLC | $510,830 | $441,989,588 | $28,995,973 | $470,985,561 |
| 121 | SINGLE POINT PARTNERS | $460,803 | $466,381,578 | $9,627,948 | $476,009,526 |
| 122 | SOUTH SHORE CAPITAL ADVISORS, LLC | $957,684 | $102,747,608 | $89,746,782 | $192,494,390 |
| 123 | STAGE HARBOR FINANCIAL | $834,702 | $836,371,229 | — | $836,371,229 |
| 124 | STAKEHOLDERS CAPITAL | $286,172 | $134,909,253 | $16,189,310 | $151,098,563 |
| 125 | STONEHEARTH CAPITAL MANAGEMENT | $252,554 | $310,641,843 | — | $310,641,843 |
| 126 | STRATEGIC PLANNING GROUP, INC. | $291,391 | $202,735,534 | $10,853,982 | $213,589,516 |
| 127 | SUCCESSFUL MONEY STRATEGIES INC | $283,232 | $185,800,000 | — | $185,800,000 |
| 128 | TAXBRIDGE FINANCIAL GROUP INC | $2,503,021 | $120,145,000 | — | $120,145,000 |
| 129 | TFC FINANCIAL MANAGEMENT INC | $1,116,163 | $1,394,087,469 | — | $1,394,087,469 |
| 130 | THE BOLLARD GROUP LLC | $10,951,275 | $5,275,682,681 | $178,052,431 | $5,453,735,112 |
| 131 | THE FINANCIAL ADVISORS, LLC | $451,071 | $938,355,596 | $36,407,885 | $974,763,481 |
| 132 | THE RELAXING RETIREMENT COACH, INC. | $485,304 | $536,260,452 | — | $536,260,452 |
| 133 | TIMBER CREEK CAPITAL MANAGEMENT, LLC | $12,084,008 | $519,612,353 | — | $519,612,353 |
| 134 | TITANIUM ADVISORS, LLC | $614,041 | $139,387,284 | — | $139,387,284 |
| 135 | TRAUB CAPITAL MANAGEMENT | $1,581,289 | $148,641,154 | — | $148,641,154 |
| 136 | TWIN FOCUS CAPITAL PARTNERS, LLC | $27,770,773 | $2,505,427,928 | $938,147,939 | $3,443,575,867 |
| 137 | VODIA CAPITAL, LLC | $565,820 | $199,346,428 | $2,651,255 | $201,997,683 |
| 138 | W.H. CORNERSTONE INVESTMENTS INC. | $429,536 | $145,052,903 | $4,425,507 | $149,478,410 |
| 139 | WEALTH EFFECTS | $416,141 | $330,000,000 | — | $330,000,000 |
| 140 | WERNAU ASSET MANAGEMENT | $769,313 | $167,710,325 | — | $167,710,325 |
| 141 | WEST BRANCH CAPITAL LLC | $306,459 | $493,151,183 | $16,489,400 | $509,640,583 |
| 142 | WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC. | $555,181 | $446,417,912 | $6,054,921 | $452,472,833 |
| 143 | WILLOW | $330,606 | $150,095,020 | — | $150,095,020 |
| 144 | WINDROSE ADVISORS LLC | $24,266,337 | $764,577,403 | $1,710,589,006 | $2,475,166,409 |
| 145 | WINGATE WEALTH ADVISORS, INC. | $409,507 | $798,962,344 | $326,772,849 | $1,125,735,193 |
| 146 | WOODSIDE WEALTH MANAGEMENT | $468,082 | $190,866,796 | $110,649 | $190,977,445 |
| 147 | ZEVIN ASSET MANAGEMENT, LLC | $1,275,204 | $776,456,560 | $6,518,904 | $782,975,464 |
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.
