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 |
|---|---|---|---|---|---|
| 2601 | YORKBRIDGE WEALTH PARTNERS, LLC | $1,036,601 | $1,083,670,141 | $70,067,191 | $1,153,737,332 |
| 2602 | CORRIGAN FINANCIAL INC | $1,010,801 | $1,084,357,000 | $2,254,000 | $1,086,611,000 |
| 2603 | CWS FINANCIAL ADVISORS LLC | $521,332 | $1,085,415,998 | $20,849,659 | $1,106,265,657 |
| 2604 | EQUIUS PARTNERS, INC. | $1,039,732 | $1,089,569,387 | $36,460,204 | $1,126,029,591 |
| 2605 | BLUE CHIP PARTNERS, INC. | $544,220 | $1,090,638,705 | $8,141,800 | $1,098,780,505 |
| 2606 | SUNCOAST EQUITY MANAGEMENT, LLC | $858,167 | $1,091,588,569 | — | $1,091,588,569 |
| 2607 | PALISADE ASSET MANAGEMENT, LLC | $1,894,436 | $1,092,322,974 | $82,227,561 | $1,174,550,535 |
| 2608 | RELIANT INVESTMENT MANAGEMENT, LLC | $2,407,551 | $1,096,816,613 | $13,064,310 | $1,109,880,923 |
| 2609 | PRISM FINANCIAL GROUP, L.L.C. | $603,488 | $1,100,491,253 | $152,350,625 | $1,252,841,878 |
| 2610 | CABOT WEALTH MANAGEMENT | $629,132 | $1,101,610,638 | — | $1,101,610,638 |
| 2611 | PROWELL FINANCIAL MANAGEMENT, LLC | $4,712,996 | $1,102,840,949 | — | $1,102,840,949 |
| 2612 | RW INVESTMENT MANAGEMENT LLC | $634,260 | $1,108,225,361 | $247,822,487 | $1,356,047,848 |
| 2613 | MINOT WEALTH MANAGEMENT LLC | $1,745,517 | $1,109,481,266 | $5,904,370 | $1,115,385,636 |
| 2614 | FINANCIAL SYNERGIES | $1,610,188 | $1,112,640,025 | — | $1,112,640,025 |
| 2615 | MEYER CAPITAL GROUP | $730,289 | $1,112,678,451 | $523,168,908 | $1,635,847,359 |
| 2616 | TELARRAY, LLC | $1,700,877 | $1,117,476,183 | — | $1,117,476,183 |
| 2617 | M CAPITAL ADVISORS | $2,362,477 | $1,120,915,368 | $36,698,469 | $1,157,613,837 |
| 2618 | STRAIGHTLINE | $205,936 | $1,122,421,714 | $56,766,362 | $1,179,188,076 |
| 2619 | MEYERS WEALTH MANAGEMENT, LLC | $1,765,373 | $1,125,300,000 | $57,500,000 | $1,182,800,000 |
| 2620 | MAGNUS FINANCIAL GROUP LLC | $442,705 | $1,129,782,370 | — | $1,129,782,370 |
| 2621 | RESONANT CAPITAL ADVISORS, LLC | $842,614 | $1,131,244,812 | $69,480,323 | $1,200,725,135 |
| 2622 | TRAPHAGEN FINANCIAL GROUP | $756,433 | $1,135,286,416 | $25,838,568 | $1,161,124,984 |
| 2623 | SHEETS SMITH WEALTH MANAGEMENT | $1,289,347 | $1,139,782,419 | — | $1,139,782,419 |
| 2624 | KISTLER-TIFFANY ADVISORS | $789,548 | $1,141,036,700 | $14,862,221 | $1,155,898,921 |
| 2625 | DT INVESTMENT PARTNERS, LLC | $785,009 | $1,148,770,311 | $29,527,809 | $1,178,298,120 |
| 2626 | EDGEMOOR INVESTMENT ADVISORS, INC. | $1,595,161 | $1,150,111,173 | — | $1,150,111,173 |
| 2627 | CAHABA WEALTH MANAGEMENT, INC. | $1,697,785 | $1,151,097,897 | — | $1,151,097,897 |
| 2628 | EVERSOURCE WEALTH ADVISORS, LLC | $475,548 | $1,154,120,995 | $37,126,154 | $1,191,247,149 |
| 2629 | WEALTHSTREAM ADVISORS, INC. | $667,242 | $1,156,997,266 | — | $1,156,997,266 |
| 2630 | FRANK, RIMERMAN ADVISORS LLC | $4,433,975 | $1,157,335,016 | $221,631,063 | $1,378,966,079 |
| 2631 | WOODMONT INVESTMENT COUNSEL, LLC | $1,242,508 | $1,163,517,072 | $42,958,084 | $1,206,475,156 |
| 2632 | WITHUM WEALTH MANAGEMENT | $992,935 | $1,169,677,748 | — | $1,169,677,748 |
| 2633 | CLEAR HARBOR ASSET MANAGEMENT, LLC | $955,128 | $1,175,619,757 | $3,963,469 | $1,179,583,226 |
| 2634 | SMITH SHELLNUT WILSON | $10,258,204 | $1,179,016,443 | $4,975,906,046 | $6,154,922,489 |
| 2635 | DISCIPLINA CAPITAL MANAGEMENT, LLC | $39,151,878 | $1,183,240,369 | $461,138,499 | $1,644,378,868 |
| 2636 | FACET WEALTH, INC | $88,294 | $1,189,409,133 | — | $1,189,409,133 |
| 2637 | FOURTHOUGHT PRIVATE WEALTH | $39,849 | $1,191,207,558 | — | $1,191,207,558 |
| 2638 | EAST END ADVISORS, LLC | $192,238,303 | $1,191,330,576 | $5,729,248,327 | $6,920,578,903 |
| 2639 | D'ORAZIO & ASSOCIATES, INC. | $694,206 | $1,193,497,098 | $1,924,988 | $1,195,422,086 |
| 2640 | ROUNDVIEW CAPITAL, LLC | $892,477 | $1,193,943,081 | $20,717,626 | $1,214,660,707 |
| 2641 | WACKER WEALTH PARTNERS, LLC | $1,790,307 | $1,194,963,895 | $8,122,309 | $1,203,086,204 |
| 2642 | GODSEY & GIBB WEALTH MANAGEMENT | $767,833 | $1,195,101,909 | $9,628,471 | $1,204,730,380 |
| 2643 | OAKBRIDGE PARTNERS, LTD. | $626,700 | $1,195,966,939 | $13,564,864 | $1,209,531,803 |
| 2644 | TELOS CAPITAL MANAGEMENT, INC. | $627,871 | $1,197,350,807 | — | $1,197,350,807 |
| 2645 | THE FINANCIAL ADVISORY GROUP, INC. | $557,177 | $1,200,159,117 | — | $1,200,159,117 |
| 2646 | COLONIAL TRUST ADVISORS, INC. | $725,968 | $1,202,749,710 | $106,171,307 | $1,308,921,017 |
| 2647 | STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C. | $385,987 | $1,206,181,900 | $135,121,600 | $1,341,303,500 |
| 2648 | WEATHERLY ASSET MANAGEMENT | $933,272 | $1,209,259,179 | $9,593,596 | $1,218,852,775 |
| 2649 | ARNERICH MASSENA, INC. | $8,207,528 | $1,212,417,927 | $1,537,104,042 | $2,749,521,969 |
| 2650 | PLANNING ALTERNATIVES LTD | $1,823,532 | $1,219,942,741 | — | $1,219,942,741 |
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.
