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 |
|---|---|---|---|---|---|
| 2851 | BRAGG FINANCIAL ADVISORS INC | $2,225,296 | $3,070,907,908 | — | $3,070,907,908 |
| 2852 | SYM FINANCIAL ADVISORS | $890,441 | $3,076,470,056 | $630,435,106 | $3,706,905,162 |
| 2853 | ENVOI LLC | $2,218,486 | $3,121,409,851 | — | $3,121,409,851 |
| 2854 | CAMDEN CAPITAL, LLC | $1,040,907 | $3,142,627,913 | $1,361,375,480 | $4,504,003,393 |
| 2855 | CHICAGO CAPITAL, LLC | $2,172,525 | $3,145,393,782 | $9,111,797 | $3,154,505,579 |
| 2856 | WHARTON BUSINESS GROUP, LLC | $9,969,720 | $3,152,023,592 | $287,529,662 | $3,439,553,254 |
| 2857 | DYNAMIC WEALTH ADVISORS | $312,449 | $3,157,592,844 | $147,488,799 | $3,305,081,643 |
| 2858 | MANCHESTER CAPITAL MANAGEMENT LLC | $2,334,972 | $3,188,321,357 | $519,614,055 | $3,707,935,412 |
| 2859 | MERISTEM FAMILY WEALTH | $7,063,183 | $3,190,628,752 | $2,233,895,593 | $5,424,524,345 |
| 2860 | ACCREDITED INVESTORS WEALTH MANAGEMENT | $766,137 | $3,211,281,497 | $171,979,114 | $3,383,260,611 |
| 2861 | FOSTER GROUP, INC. | $733,546 | $3,241,151,422 | $152,232,107 | $3,393,383,529 |
| 2862 | HERITAGE WEALTH ADVISORS | $2,563,914 | $3,257,547,477 | $67,848,662 | $3,325,396,139 |
| 2863 | PALLADIUM REGISTERED INVESTMENT ADVISORS | $1,307,009 | $3,279,070,756 | $91,706,040 | $3,370,776,796 |
| 2864 | CM WEALTH ADVISORS LLC | $6,402,117 | $3,364,119,175 | $169,849,306 | $3,533,968,481 |
| 2865 | STONEGATE INVESTMENT GROUP, LLC | $1,803,102 | $3,374,409,372 | $704,207,610 | $4,078,616,982 |
| 2866 | HAMILTON CAPITAL | $504,093 | $3,396,534,963 | $237,978,930 | $3,634,513,893 |
| 2867 | ANCHOR CAPITAL ADVISORS LLC | $927,004 | $3,415,082,456 | — | $3,415,082,456 |
| 2868 | SALEM INVESTMENT COUNSELORS INC | $1,560,020 | $3,452,582,934 | $48,102,634 | $3,500,685,568 |
| 2869 | WESTMOUNT ASSET MANAGEMENT, LLC | $921,586 | $3,455,536,547 | $381,948,894 | $3,837,485,441 |
| 2870 | MAINSTAY CAPITAL MANAGEMENT, LLC | $1,005,404 | $3,485,153,234 | $373,587,895 | $3,858,741,129 |
| 2871 | CLIFFORD SWAN INVESTMENT COUNSELORS | $1,656,794 | $3,515,052,289 | $671,666,244 | $4,186,718,533 |
| 2872 | SAND HILL GLOBAL ADVISORS, LLC | $2,069,285 | $3,530,763,948 | $73,929,922 | $3,604,693,870 |
| 2873 | BUCKHEAD CAPITAL MANAGEMENT, LLC | $15,958,026 | $3,530,811,913 | $187,408,068 | $3,718,219,981 |
| 2874 | SIMON QUICK ADVISORS, LLC | $3,048,615 | $3,557,999,510 | $1,024,069,523 | $4,582,069,033 |
| 2875 | LAIRD NORTON WEALTH MANAGEMENT | $2,363,653 | $3,558,606,626 | $1,310,519,026 | $4,869,125,652 |
| 2876 | TFO PHOENIX, INC. | $2,328,113 | $3,562,746,720 | $13,235,232 | $3,575,981,952 |
| 2877 | REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC | $4,750,173 | $3,581,046,117 | $323,595,906 | $3,904,642,023 |
| 2878 | HERITAGE INVESTORS MANAGEMENT CORP | $2,694,427 | $3,604,146,912 | $11,774,530 | $3,615,921,442 |
| 2879 | CH INVESTMENT PARTNERS, LLC | $3,994,050 | $3,641,750,839 | $855,549,402 | $4,497,300,241 |
| 2880 | BOSTON FINANCIAL MANAGEMENT LLC | $1,665,746 | $3,703,119,318 | $89,784,937 | $3,792,904,255 |
| 2881 | TCI WEALTH ADVISORS, INC. | $430,668 | $3,748,280,993 | $16,185,876 | $3,764,466,869 |
| 2882 | EVERGREEN CAPITAL MANAGEMENT LLC | $1,685,079 | $3,780,216,217 | $154,443,621 | $3,934,659,838 |
| 2883 | COLUMBIA PACIFIC WEALTH MANAGEMENT | $1,250,039 | $3,785,337,982 | $2,277,349,289 | $6,062,687,271 |
| 2884 | DESTINATION WEALTH MANAGEMENT | $722,183 | $3,809,515,164 | — | $3,809,515,164 |
| 2885 | INVERNESS COUNSEL, LLC | $4,309,500 | $3,839,486,022 | $629,465,700 | $4,468,951,722 |
| 2886 | CORIENT CAPITAL PARTNERS, LLC | $1,062,266 | $3,909,024,987 | $1,078,313,113 | $4,987,338,100 |
| 2887 | NORTHROCK PARTNERS, LLC | $532,694 | $3,942,287,950 | $245,749,385 | $4,188,037,335 |
| 2888 | CARNEGIE INVESTMENT COUNSEL | $640,477 | $3,953,189,534 | $28,655,260 | $3,981,844,794 |
| 2889 | MISSION WEALTH MANAGEMENT, LP | $730,558 | $3,956,379,545 | $858,730,067 | $4,815,109,612 |
| 2890 | PARSEC FINANCIAL | $684,865 | $4,000,945,118 | $225,359,140 | $4,226,304,258 |
| 2891 | ADVANCE CAPITAL MANAGEMENT INC | $324,732 | $4,018,991,314 | $50,545,492 | $4,069,536,806 |
| 2892 | WALDRON PRIVATE WEALTH | $1,680,007 | $4,037,332,744 | $100,524,666 | $4,137,857,410 |
| 2893 | PURE FINANCIAL ADVISORS, LLC | $1,176,623 | $4,040,035,677 | $44,024,431 | $4,084,060,108 |
| 2894 | EXENCIAL WEALTH ADVISORS | $1,072,705 | $4,049,511,277 | $311,034,256 | $4,360,545,533 |
| 2895 | RESOLUTE PARTNERS GROUP | $25,007,541 | $4,053,221,990 | $173,052,374 | $4,226,274,364 |
| 2896 | WMS PARTNERS, LLC | $8,756,559 | $4,054,748,803 | $1,619,501,586 | $5,674,250,389 |
| 2897 | PRIO WEALTH LP | $2,430,888 | $4,081,461,007 | — | $4,081,461,007 |
| 2898 | BALENTINE | $1,587,317 | $4,123,462,236 | $474,993,737 | $4,598,455,973 |
| 2899 | R.H. BLUESTEIN & CO LLC | $2,410,085 | $4,173,465,693 | $275,551,135 | $4,449,016,828 |
| 2900 | COVINGTON CAPITAL MANAGEMENT | $2,449,993 | $4,174,644,284 | $29,544,309 | $4,204,188,593 |
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.
