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 |
|---|---|---|---|---|---|
| 2401 | MEANS WEALTH MANAGEMENT | $340,836 | $743,988,746 | $116,282,514 | $860,271,260 |
| 2402 | DEAN INVESTMENTS | $1,423,217 | $744,342,589 | — | $744,342,589 |
| 2403 | THE KELLY GROUP | $786,854 | $744,363,798 | — | $744,363,798 |
| 2404 | RAPPAPORT REICHES CAPITAL MANAGEMENT, | $595,656 | $745,165,255 | — | $745,165,255 |
| 2405 | MONTIS FINANCIAL, LLC | $639,487 | $746,100,000 | $2,100,000 | $748,200,000 |
| 2406 | SAGE RHINO CAPITAL LLC | $573,996 | $746,769,280 | — | $746,769,280 |
| 2407 | GIBRALTAR CAPITAL MANAGEMENT, INC. | $2,611,600 | $747,889,576 | $4,251,118 | $752,140,694 |
| 2408 | HUDSON VALLEY INVESTMENT ADVISORS, INC. | $638,931 | $748,529,805 | $251,396,766 | $999,926,571 |
| 2409 | SITTNER & NELSON, LLC | $575,740 | $750,206,392 | $17,830,881 | $768,037,273 |
| 2410 | BAKER ELLIS ASSET MANAGEMENT LLC | $2,546,534 | $751,227,575 | — | $751,227,575 |
| 2411 | THE WEALTH COLLABORATIVE, INC. | $1,587,590 | $751,244,741 | $9,210,942 | $760,455,683 |
| 2412 | TOTAL WEALTH PLANNING, LLC | $422,430 | $752,209,289 | $63,503,116 | $815,712,405 |
| 2413 | WESCAP GROUP | $770,886 | $752,300,000 | $161,200,000 | $913,500,000 |
| 2414 | TRUADVICE LLC | $127,361 | $752,959,554 | $4,708,419 | $757,667,973 |
| 2415 | REGATTA CAPITAL GROUP, LLC | $315,653 | $753,580,531 | $153,289,381 | $906,869,912 |
| 2416 | WEALTH ADVISORS GROUP | $344,053 | $754,999,486 | $29,786,508 | $784,785,994 |
| 2417 | COHEN CAPITAL MANAGEMENT INC | $4,468,960 | $755,254,210 | — | $755,254,210 |
| 2418 | FERRIS CAPITAL, LLC | $1,228,763 | $755,689,292 | — | $755,689,292 |
| 2419 | HAMILTON POINT INVESTMENT ADVISORS, LLC | $1,171,791 | $755,805,023 | — | $755,805,023 |
| 2420 | INSIGHT WEALTH PARTNERS | $306,106 | $756,316,983 | $1,906,472 | $758,223,455 |
| 2421 | KEB WEALTH ADVISORS | $493,467 | $756,696,115 | $85,652,683 | $842,348,798 |
| 2422 | THE FAMILY FIRM, INC. | $763,382 | $756,840,739 | $1,960,950 | $758,801,689 |
| 2423 | BALDWIN INVESTMENT MANAGEMENT, LLC | $940,924 | $758,450,284 | $383,831,244 | $1,142,281,528 |
| 2424 | ABSHER WEALTH MANAGEMENT, LLC | $493,527 | $758,475,945 | $54,856,249 | $813,332,194 |
| 2425 | ABOUND WEALTH MANAGEMENT, LLC | $331,128 | $758,604,290 | $32,790,882 | $791,395,172 |
| 2426 | COMPASS FINANCIAL GROUP, INC | $133,333 | $760,000,000 | — | $760,000,000 |
| 2427 | SARGENT INVESTMENT GROUP | $1,139,969 | $761,782,481 | $440,884,411 | $1,202,666,892 |
| 2428 | THE JOSEPH GROUP CAPITAL MANAGEMENT | $1,126,516 | $763,777,757 | — | $763,777,757 |
| 2429 | BOURGEON CAPITAL MANAGEMENT LLC | $2,111,598 | $763,800,000 | $55,500,000 | $819,300,000 |
| 2430 | WINDROSE ADVISORS LLC | $24,266,337 | $764,577,403 | $1,710,589,006 | $2,475,166,409 |
| 2431 | PATHWAY FINANCIAL ADVISORS, LLC | $838,725 | $766,594,754 | — | $766,594,754 |
| 2432 | REGENCY INVESTMENT ADVISORS INC | $493,559 | $769,931,305 | $7,423,989 | $777,355,294 |
| 2433 | COVENANT PARTNERS, LLC | $1,360,838 | $772,537,967 | $92,955,232 | $865,493,199 |
| 2434 | ZEVIN ASSET MANAGEMENT, LLC | $1,275,204 | $776,456,560 | $6,518,904 | $782,975,464 |
| 2435 | INSIGHT WEALTH STRATEGIES, LLC | $523,907 | $777,477,686 | — | $777,477,686 |
| 2436 | CHARLES PRATT & COMPANY, L.L.C. | $1,374,689 | $777,530,438 | $117,392,079 | $894,922,517 |
| 2437 | WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC | $532,333 | $780,400,000 | — | $780,400,000 |
| 2438 | LAFAYETTE INVESTMENTS, INC. | $1,443,531 | $783,837,272 | — | $783,837,272 |
| 2439 | JOHN MOORE & ASSOCIATES INC | $1,237,706 | $784,705,786 | — | $784,705,786 |
| 2440 | BLANKINSHIP & FOSTER, LLC | $802,542 | $786,491,375 | — | $786,491,375 |
| 2441 | MITCHELL CAPITAL MANAGEMENT CO | $1,164,346 | $787,098,024 | — | $787,098,024 |
| 2442 | NORTHSTAR ASSET MANAGEMENT INC | $1,696,443 | $792,239,004 | — | $792,239,004 |
| 2443 | RAUB BROCK CAPITAL MANAGEMENT, LP | $527,422 | $792,856,970 | $2,619,035,801 | $3,411,892,771 |
| 2444 | TRAYNOR CAPITAL MANAGEMENT | $491,654 | $794,257,688 | $139,884,118 | $934,141,806 |
| 2445 | FINANCIAL CONCEPTS | $158,141 | $794,341,659 | — | $794,341,659 |
| 2446 | CRA FINANCIAL SERVICES, L.L.C. | $396,156 | $794,692,238 | $313,751,963 | $1,108,444,201 |
| 2447 | QUANTITATIVE ADVANTAGE, LLC | $395,838 | $798,801,364 | — | $798,801,364 |
| 2448 | WINGATE WEALTH ADVISORS, INC. | $409,507 | $798,962,344 | $326,772,849 | $1,125,735,193 |
| 2449 | HFM WEALTH MANAGEMENT | $4,351,218 | $801,541,675 | $46,945,828 | $848,487,503 |
| 2450 | J.W.BURNS & COMPANY, INC. | $679,011 | $801,746,275 | $28,005,603 | $829,751,878 |
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.
