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 |
|---|---|---|---|---|---|
| 801 | CREEKSIDE PARTNERS | $1,968,198 | $505,826,892 | — | $505,826,892 |
| 802 | AFS FINANCIAL GROUP, LLC | $571,348 | $505,643,018 | — | $505,643,018 |
| 803 | PETERSON WEALTH ADVISORS, LLC | $377,505 | $505,479,272 | — | $505,479,272 |
| 804 | TELLONE MANAGEMENT GROUP INC | $1,020,762 | $505,277,042 | — | $505,277,042 |
| 805 | TRUNORTH WEALTH PARTNERS | $502,953 | $504,694,800 | $13,849,910 | $518,544,710 |
| 806 | SENECA FINANCIAL ADVISORS LLC | $667,848 | $503,823,729 | $75,868,410 | $579,692,139 |
| 807 | WHITE OAKS WEALTH ADVISORS, INC. | $2,055,423 | $503,578,561 | — | $503,578,561 |
| 808 | KEUDELL MORRISON WEALTH MANAGEMENT, LLC | $389,358 | $502,665,358 | $168,588,210 | $671,253,568 |
| 809 | CORNELL POCHILY INVESTMENT ADVISORS, INC. | $469,490 | $502,353,828 | — | $502,353,828 |
| 810 | ASSET MANAGEMENT GROUP LTD | $1,044,060 | $502,192,860 | — | $502,192,860 |
| 811 | AVIER WEALTH ADVISORS | $381,182 | $501,712,617 | $169,548,846 | $671,261,463 |
| 812 | MORLING FINANCIAL ADVISORS, LLC | $536,269 | $501,411,899 | — | $501,411,899 |
| 813 | TSG ADVICE PARTNERS, LLC | $158,297 | $501,326,423 | — | $501,326,423 |
| 814 | NORTHCAPE WEALTH MANAGEMENT | $395,997 | $500,946,597 | $17,413,378 | $518,359,975 |
| 815 | COMPASS ASSET MANAGEMENT, LLC | $651,316 | $499,559,349 | — | $499,559,349 |
| 816 | SUREVEST PRIVATE WEALTH | $607,338 | $498,860,059 | $42,278,155 | $541,138,214 |
| 817 | WATERWAY WEALTH MANAGEMENT, L.L.C. | $440,587 | $498,744,808 | — | $498,744,808 |
| 818 | WEALTHBRIDGE CAPITAL MANAGEMENT, LLC | $310,672 | $498,629,213 | — | $498,629,213 |
| 819 | INTEGRIS WEALTH MANAGEMENT, LLC | $674,568 | $498,436,623 | $12,885,905 | $511,322,528 |
| 820 | DECISIONPOINT FINANCIAL, LLC | $631,243 | $495,525,785 | — | $495,525,785 |
| 821 | NBW CAPITAL LLC | $1,794,998 | $495,419,489 | — | $495,419,489 |
| 822 | ARBOR WEALTH ADVISORS LLC | $1,937,630 | $494,838,805 | $3,132,126 | $497,970,931 |
| 823 | JACKSON, GRANT INVESTMENT ADVISERS, INC. | $5,044,881 | $494,398,378 | — | $494,398,378 |
| 824 | ASCEND INVESTMENT PARTNERS | $303,437 | $493,388,105 | — | $493,388,105 |
| 825 | MISSION CREEK CAPITAL PARTNERS, INC. | $486,828 | $493,156,933 | — | $493,156,933 |
| 826 | WEST BRANCH CAPITAL LLC | $306,459 | $493,151,183 | $16,489,400 | $509,640,583 |
| 827 | BEMANAGED | $345,659 | $493,139,787 | $8,756,935 | $501,896,722 |
| 828 | TRADEWINDS CAPITAL MANAGEMENT, LLC | $213,106 | $492,913,967 | — | $492,913,967 |
| 829 | CANVAS WEALTH ADVISORS, LLC | $385,568 | $491,985,186 | — | $491,985,186 |
| 830 | COVENANT ASSET MANAGEMENT, LLC | $968,384 | $490,970,551 | — | $490,970,551 |
| 831 | WARBURTON CAPITAL MANAGEMENT, LLC | $478,984 | $490,839,502 | $1,076,719 | $491,916,221 |
| 832 | NAVALIGN, LLC | $306,731 | $490,462,316 | — | $490,462,316 |
| 833 | MONARCH CAPITAL MANAGEMENT INC | $1,842,282 | $490,046,937 | — | $490,046,937 |
| 834 | HARRELL INVESTMENT PARTNERS, LLC | $704,629 | $489,499,622 | $16,423,762 | $505,923,384 |
| 835 | REQUISITE CAPITAL MANAGEMENT LLC | $2,199,514 | $489,190,675 | $559,977,584 | $1,049,168,259 |
| 836 | WEDMONT PRIVATE CAPITAL | $937,062 | $488,911,422 | $12,416,752 | $501,328,174 |
| 837 | VANTAGE WEALTH MANAGEMENT, LLC | $354,578 | $488,608,000 | — | $488,608,000 |
| 838 | JAMES R. MARTIN CONSULTING, INC | $703,083 | $487,939,464 | — | $487,939,464 |
| 839 | BRAY CAPITAL ADVISORS, LLC | $1,913,007 | $487,816,737 | — | $487,816,737 |
| 840 | WALLER FINANCIAL PLANNING GROUP, INC. | $310,918 | $487,684,582 | $105,546,543 | $593,231,125 |
| 841 | STUDIO INVESTMENT MANAGEMENT | $1,169,160 | $487,539,608 | — | $487,539,608 |
| 842 | OGOREK WEALTH MANAGEMENT, LLC | $2,707,953 | $487,431,467 | — | $487,431,467 |
| 843 | INTEGRITY FINANCIAL CORPORATION | $356,067 | $485,520,160 | $67,808,149 | $553,328,309 |
| 844 | PERENNIAL | $908,326 | $485,306,310 | $5,189,689 | $490,495,999 |
| 845 | SMITH & HOWARD WEALTH MANAGEMENT, LLC | $830,314 | $484,073,078 | — | $484,073,078 |
| 846 | FAMILY INVESTMENT CENTER | $301,276 | $483,548,203 | — | $483,548,203 |
| 847 | THE FAIRMAN GROUP, LLC | $856,824 | $483,105,906 | $322,308,184 | $805,414,090 |
| 848 | COLUMBIA RIVER ADVISORS | $487,266 | $483,104,437 | $12,932,297 | $496,036,734 |
| 849 | BLACK DIAMOND FINANCIAL, LLC | $949,190 | $481,004,570 | $70,474,985 | $551,479,555 |
| 850 | CHEQUERS FINANCIAL MANAGEMENT LLC | $711,419 | $480,422,902 | $110,055,045 | $590,477,947 |
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.
