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 |
|---|---|---|---|---|---|
| 2301 | SWM ADVISORS | $9,540,657 | $633,829,518 | $5,394,469 | $639,223,987 |
| 2302 | EMERSON WEALTH, LLC | $881,560 | $634,723,340 | — | $634,723,340 |
| 2303 | MILESTONE INVESTMENT ADVISORS, LLC | $625,406 | $636,074,014 | $101,279,700 | $737,353,714 |
| 2304 | KMH WEALTH MANAGEMENT, LLC | $544,121 | $639,400,430 | $11,368,738 | $650,769,168 |
| 2305 | FIRESTONE CAPITAL MANAGEMENT INC | $584,355 | $639,641,539 | $6,070,365 | $645,711,904 |
| 2306 | REVOLVE WEALTH PARTNERS, LLC | $338,086 | $640,335,096 | — | $640,335,096 |
| 2307 | ALL STAR FINANCIAL INC | $373,289 | $643,620,730 | $9,262,534 | $652,883,264 |
| 2308 | ISTO ADVISORS, LLC | $327,242 | $643,959,548 | $30,486,437 | $674,445,985 |
| 2309 | KEYSTONE WEALTH PARTNERS LLC | $189,104 | $644,276,054 | — | $644,276,054 |
| 2310 | BILTMORE CAPITAL ADVISORS | $489,768 | $644,534,683 | — | $644,534,683 |
| 2311 | MCILRATH & ECK, LLC | $249,373 | $645,376,243 | — | $645,376,243 |
| 2312 | ATLANTIC PRIVATE WEALTH, LLC | $604,340 | $645,613,191 | $5,260,509 | $650,873,700 |
| 2313 | WPWEALTH LLP | $404,317 | $645,821,639 | $268,742,490 | $914,564,129 |
| 2314 | ELSER FINANCIAL PLANNING, INC. | $1,543,594 | $648,992,613 | $930,104,423 | $1,579,097,036 |
| 2315 | FINANCIAL PARTNERS CAPITAL MANAGEMENT, LLC | $1,078,143 | $649,210,410 | $92,551,857 | $741,762,267 |
| 2316 | CHATHAM CAPITAL GROUP INC | $1,197,037 | $649,991,312 | — | $649,991,312 |
| 2317 | FINANCIAL CONSULATE | $214,036 | $651,370,241 | $8,929,503 | $660,299,744 |
| 2318 | AVIANCE CAPITAL PARTNERS LLC | $916,477 | $652,067,741 | $464,205 | $652,531,946 |
| 2319 | KAYDAN WEALTH MANAGEMENT, INC. | $309,325 | $654,840,570 | — | $654,840,570 |
| 2320 | COVINGTON INVESTMENT ADVISORS, INC. | $1,429,129 | $656,140,847 | $25,553,916 | $681,694,763 |
| 2321 | BURLESON & COMPANY, LLC | $848,992 | $657,216,261 | $144,232,615 | $801,448,876 |
| 2322 | AEGIS WEALTH | $1,376,784 | $657,693,568 | $1,786,007 | $659,479,575 |
| 2323 | SACHETTA, LLC | $331,227 | $660,918,091 | $15,116,217 | $676,034,308 |
| 2324 | ALLIED INVESTMENT ADVISORS LLC | $446,676 | $661,036,586 | $5,850,305 | $666,886,891 |
| 2325 | LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C. | $257,428 | $662,188,226 | $22,054,445 | $684,242,671 |
| 2326 | DEERFIELD | $823,116 | $663,526,211 | $106,910,496 | $770,436,707 |
| 2327 | BEACON CAPITAL MANAGEMENT, LLC | $152,327 | $663,569,101 | $48,409,379 | $711,978,480 |
| 2328 | PINNEY & SCOFIELD, INC. | $586,786 | $664,829,088 | — | $664,829,088 |
| 2329 | FAGAN ASSOCIATES INC | $414,328 | $665,113,565 | $2,368,093 | $667,481,658 |
| 2330 | SLOAN INVESTMENT MANAGEMENT, L.L.C. | $2,214,597 | $665,656,768 | $3,151,435 | $668,808,203 |
| 2331 | 3D/L CAPITAL MANAGEMENT, LLC | $464,321 | $666,300,001 | — | $666,300,001 |
| 2332 | CONSILIUM WEALTH MANAGEMENT | $800,711 | $666,341,090 | $61,505,661 | $727,846,751 |
| 2333 | STEPHENS CONSULTING, LLC | $308,131 | $666,498,211 | $94,276,133 | $760,774,344 |
| 2334 | BERNHARDT WEALTH MANAGEMENT, INC. | $641,725 | $666,598,443 | $795,037 | $667,393,480 |
| 2335 | MCRAE CAPITAL MANAGEMENT INC. | $859,583 | $667,896,289 | — | $667,896,289 |
| 2336 | ARMBRUSTER CAPITAL MANAGEMENT, INC. | $1,892,801 | $668,284,527 | $58,550,873 | $726,835,400 |
| 2337 | CAPSTONE WEALTH ADVISORS, LLC | $220,764 | $672,225,746 | — | $672,225,746 |
| 2338 | WAYPOINT WEALTH COUNSEL LLC | $1,379,963 | $673,526,235 | $270,368,282 | $943,894,517 |
| 2339 | WATERFRONT WEALTH INC. | $279,156 | $675,000,000 | — | $675,000,000 |
| 2340 | PREMIER FINANCIAL GROUP INC | $666,058 | $676,979,108 | $80,329,289 | $757,308,397 |
| 2341 | BRIAUD FINANCIAL ADVISORS | $364,235 | $677,932,875 | $5,372,455 | $683,305,330 |
| 2342 | PARTNERS IN FINANCIAL PLANNING, LLC | $387,414 | $678,362,660 | — | $678,362,660 |
| 2343 | ELEMENT POINTE ADVISORS | $2,204,817 | $680,227,573 | $25,314,024 | $705,541,597 |
| 2344 | QUADCAP WEALTH MANAGEMENT, LLC | $614,386 | $680,926,918 | $4,727,999 | $685,654,917 |
| 2345 | CV ADVISORS LLC | $5,739,242 | $682,114,776 | $8,724,503,473 | $9,406,618,249 |
| 2346 | SMART INVESTOR, LLC | $645,314 | $682,741,798 | — | $682,741,798 |
| 2347 | NOESIS CAPITAL MANAGEMENT CORP | $859,363 | $683,448,137 | $80,525,227 | $763,973,364 |
| 2348 | SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC | $466,020 | $684,461,657 | $46,257,370 | $730,719,027 |
| 2349 | PRIVATE ADVISORY GROUP LLC | $514,587 | $685,773,975 | $1,714,545 | $687,488,520 |
| 2350 | ARKOS GLOBAL ADVISORS, LLC | $628,048 | $686,456,423 | — | $686,456,423 |
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.
