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 |
|---|---|---|---|---|---|
| 651 | AFFINITY WEALTH MANAGEMENT LLC | $354,908 | $611,358,912 | $45,575,015 | $656,933,927 |
| 652 | AVION WEALTH | $319,734 | $611,011,081 | — | $611,011,081 |
| 653 | TOWERCREST CAPITAL MANAGEMENT, LLC | $488,937 | $606,770,591 | — | $606,770,591 |
| 654 | DIESSLIN GROUP, INC. | $570,904 | $606,515,680 | $123,670,084 | $730,185,764 |
| 655 | TEAMWORK FINANCIAL ADVISORS, LLC | $328,014 | $606,169,667 | — | $606,169,667 |
| 656 | RIVERPOINT WEALTH MANAGEMENT | $684,803 | $605,365,885 | — | $605,365,885 |
| 657 | TILLMAN HARTLEY LLC | $2,468,943 | $604,891,000 | — | $604,891,000 |
| 658 | RS CRUM INC. | $670,031 | $603,491,386 | $13,607,245 | $617,098,631 |
| 659 | MARSJEWETT FINANCIAL GROUP | $372,079 | $602,796,329 | $2,204,860 | $605,001,189 |
| 660 | HANSON & DOREMUS INVESTMENT MANAGEMENT | $546,092 | $602,212,258 | $36,715,039 | $638,927,297 |
| 661 | PARSONS CAPITAL MANAGEMENT, LLC | $389,291 | $601,455,054 | — | $601,455,054 |
| 662 | PROFFITT & GOODSON INC. | $833,963 | $601,104,673 | $13,525,892 | $614,630,565 |
| 663 | AEVITAS WEALTH MANAGEMENT, INC. | $420,227 | $600,483,254 | $16,830,128 | $617,313,382 |
| 664 | GREYSTONE FINANCIAL GROUP, LLC | $422,115 | $600,348,630 | $17,206,142 | $617,554,772 |
| 665 | BARRY INVESTMENT ADVISORS, LLC | $509,875 | $599,892,469 | $150,133,720 | $750,026,189 |
| 666 | NORTHWEST INVESTMENT COUNSELORS | $693,439 | $599,779,000 | $1,433,000 | $601,212,000 |
| 667 | SCHNIEDERS CAPITAL MANAGEMENT, LLC. | $1,302,047 | $599,533,283 | $692,096,916 | $1,291,630,199 |
| 668 | NELSON CAPITAL MANAGEMENT, LLC | $1,116,007 | $597,780,223 | $28,299,587 | $626,079,810 |
| 669 | GILMAN HILL ASSET MANAGEMENT, LLC | $1,243,876 | $597,060,615 | — | $597,060,615 |
| 670 | NAVPOINT FINANCIAL, INC. | $2,656,880 | $597,048,882 | $22,004,085 | $619,052,967 |
| 671 | BEIRNE WEALTH CONSULTING SERVICES, LLC | $1,548,962 | $594,727,962 | $1,601,700,237 | $2,196,428,199 |
| 672 | MA PRIVATE WEALTH, LLC | $498,957 | $594,053,533 | $45,609,475 | $639,663,008 |
| 673 | GOODMAN FINANCIAL CORPORATION | $865,767 | $593,050,231 | — | $593,050,231 |
| 674 | VANTAGE FINANCIAL PARTNERS LIMITED | $616,783 | $591,199,664 | $5,846,213 | $597,045,877 |
| 675 | SHULMAN DEMEO ASSET MANAGEMENT, LLC | $792,833 | $590,438,843 | $77,126,221 | $667,565,064 |
| 676 | WALTER KEENAN WEALTH MANAGEMENT | $2,596,682 | $590,220,353 | $180,994,068 | $771,214,421 |
| 677 | BELL INVESTMENT ADVISORS INC | $576,941 | $589,937,360 | $66,621,975 | $656,559,335 |
| 678 | WARNER FINANCIAL, INC | $911,991 | $589,504,979 | $13,321,173 | $602,826,152 |
| 679 | MCNAMARA FINANCIAL SERVICES, INC. | $230,865 | $589,168,381 | — | $589,168,381 |
| 680 | YOUNGS ADVISORY GROUP, INC. | $609,704 | $587,755,086 | — | $587,755,086 |
| 681 | GRANT STREET ASSET MANAGEMENT INC | $605,358 | $587,617,819 | $8,054,423 | $595,672,242 |
| 682 | PARKSIDE ADVISORS LLC | $736,675 | $587,130,325 | — | $587,130,325 |
| 683 | FIRST FIDUCIARY INVESTMENT COUNSEL INC | $1,265,252 | $587,076,897 | — | $587,076,897 |
| 684 | SPENCE ASSET MANAGEMENT | $404,868 | $586,266,776 | $6,865,017 | $593,131,793 |
| 685 | KINGFISHER CAPITAL, LLC | $867,225 | $586,243,939 | — | $586,243,939 |
| 686 | CAMBRIDGE ADVISORS INC | $750,701 | $585,541,141 | $36,039,228 | $621,580,369 |
| 687 | BASON ASSET MANAGEMENT | $796,744 | $584,082,000 | $6,305,000 | $590,387,000 |
| 688 | ASHFORD ADVISORS, LLC | $3,364,588 | $583,621,587 | $176,775,397 | $760,396,984 |
| 689 | ROWLING & ASSOCIATES LLC | $519,419 | $583,078,452 | $32,433,227 | $615,511,679 |
| 690 | HARFST AND ASSOCIATES, INC. | $422,036 | $582,667,131 | $1,008,625 | $583,675,756 |
| 691 | BLUME CAPITAL MANAGEMENT, INC. | $715,060 | $580,628,386 | — | $580,628,386 |
| 692 | AFFILIATED PRIVATE INVESTORS LLC | $6,378,208 | $580,416,933 | — | $580,416,933 |
| 693 | DIVIDEND ASSETS CAPITAL, LLC | $711,329 | $578,914,606 | $6,509,479 | $585,424,085 |
| 694 | HARBOUR CAPITAL ADVISORS, LLC | $2,064,805 | $578,145,484 | — | $578,145,484 |
| 695 | BROWN | MILLER WEALTH MANAGEMENT, LLC | $316,975 | $575,711,694 | $36,049,819 | $611,761,513 |
| 696 | CFM WEALTH PARTNERS LLC | $954,169 | $575,182,632 | $1,135,425 | $576,318,057 |
| 697 | GRAND WEALTH MANAGEMENT, LLC | $846,405 | $573,221,352 | $9,105,448 | $582,326,800 |
| 698 | JFG WEALTH MANAGEMENT, LLC | $1,427,359 | $572,763,355 | $13,881,019 | $586,644,374 |
| 699 | SHERRILL & HUTCHINS FINANCIAL ADVISORY INC | $427,165 | $571,546,813 | — | $571,546,813 |
| 700 | CAPITAL PLANNING LLC | $419,683 | $569,283,815 | $1,484,640 | $570,768,455 |
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.
