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 |
|---|---|---|---|---|---|
| 151 | PINNACLE WEALTH PLANNING SERVICES, INC. | $759,671 | $1,976,739,314 | $15,118,988 | $1,991,858,302 |
| 152 | LEGACY WEALTH MANAGEMENT INC | $549,771 | $1,975,307,764 | $101,177,729 | $2,076,485,493 |
| 153 | MAIN STREET RESEARCH LLC | $849,924 | $1,963,324,024 | — | $1,963,324,024 |
| 154 | BRIDGEWATER ADVISORS INC. | $770,712 | $1,954,524,604 | — | $1,954,524,604 |
| 155 | VERIS WEALTH PARTNERS, LLC | $1,012,402 | $1,953,273,906 | $169,734,098 | $2,123,008,004 |
| 156 | DAKOTA WEALTH, LLC | $626,705 | $1,949,382,348 | $1,551,552 | $1,950,933,900 |
| 157 | GLASSMAN WEALTH SERVICES, LLC | $873,963 | $1,942,819,910 | — | $1,942,819,910 |
| 158 | LOGAN CAPITAL MANAGEMENT, INC. | $1,724,003 | $1,937,312,923 | $698,687,923 | $2,636,000,846 |
| 159 | BLB & B ADVISORS, LLC | $746,059 | $1,929,670,196 | $135,419,793 | $2,065,089,989 |
| 160 | MONOGRAPH WEALTH ADVISORS, LLC | $2,331,580 | $1,896,187,246 | $78,660,746 | $1,974,847,992 |
| 161 | PEGASUS PARTNERS | $885,318 | $1,890,495,185 | $398,935,970 | $2,289,431,155 |
| 162 | BEDEL FINANCIAL CONSULTING INC | $440,066 | $1,885,007,422 | $6,836,100 | $1,891,843,522 |
| 163 | AVIOR WEALTH MANAGEMENT, LLC | $944,275 | $1,884,736,906 | $429,681,976 | $2,314,418,882 |
| 164 | POLARIS WEALTH ADVISORY GROUP | $466,008 | $1,874,699,405 | $87,659,240 | $1,962,358,645 |
| 165 | AUREUS ASSET MANAGEMENT, LLC | $8,047,266 | $1,873,562,917 | $4,121,650,157 | $5,995,213,074 |
| 166 | ACROPOLIS INVESTMENT MANAGEMENT, L.L.C. | $472,073 | $1,864,088,766 | $55,361,721 | $1,919,450,487 |
| 167 | ASHFIELD CAPITAL PARTNERS | $2,908,020 | $1,861,132,845 | — | $1,861,132,845 |
| 168 | SADOFF INVESTMENT MANAGEMENT LLC | $1,492,650 | $1,859,842,044 | — | $1,859,842,044 |
| 169 | PORT CAPITAL LLC | $4,524,626 | $1,855,397,470 | $135,438,050 | $1,990,835,520 |
| 170 | SFMG WEALTH ADVISORS | $557,538 | $1,844,382,981 | $130,975,596 | $1,975,358,577 |
| 171 | PARSONS CAPITAL MANAGEMENT INC | $1,100,334 | $1,840,674,520 | $18,890,499 | $1,859,565,019 |
| 172 | MOODY, LYNN & LIEBERSON, LLC | $2,062,553 | $1,829,484,751 | — | $1,829,484,751 |
| 173 | ENSEMBLE CAPITAL MANAGEMENT, LLC | $2,465,366 | $1,821,905,823 | — | $1,821,905,823 |
| 174 | STRATEGIQ FINANCIAL GROUP, LLC | $546,570 | $1,810,353,011 | $15,736,185 | $1,826,089,196 |
| 175 | BATTERY GLOBAL ADVISORS, LLC | $44,195,745 | $1,808,600,000 | $2,345,800,000 | $4,154,400,000 |
| 176 | FBB CAPITAL PARTNERS | $648,707 | $1,806,000,000 | — | $1,806,000,000 |
| 177 | BRISTLECONE ADVISORS LLC | $1,719,366 | $1,805,334,294 | — | $1,805,334,294 |
| 178 | TOM JOHNSON INVESTMENT MANAGEMENT, LLC | $308,395 | $1,795,478,023 | — | $1,795,478,023 |
| 179 | OSBORNE PARTNERS | $1,322,673 | $1,780,235,788 | $463,017,988 | $2,243,253,776 |
| 180 | CIRCLE WEALTH MANAGEMENT, LLC | $2,903,737 | $1,766,485,455 | $1,654,116,780 | $3,420,602,235 |
| 181 | ARTEMIS WEALTH ADVISORS, LLC | $92,685,283 | $1,753,378,680 | $193,012,263 | $1,946,390,943 |
| 182 | BSW WEALTH PARTNERS | $527,647 | $1,715,025,118 | $28,846,586 | $1,743,871,704 |
| 183 | STACK FINANCIAL MANAGEMENT INC | $1,242,463 | $1,712,114,137 | — | $1,712,114,137 |
| 184 | CORNERSTONE ADVISORY | $1,392,988 | $1,702,231,855 | — | $1,702,231,855 |
| 185 | CAPTRUST FINANCIAL ADVISORS | $673,665 | $1,696,348,564 | $12,740,517 | $1,709,089,081 |
| 186 | HERITAGE INVESTMENT GROUP, INC. | $896,235 | $1,692,091,393 | — | $1,692,091,393 |
| 187 | JOHNSON FINANCIAL GROUP LLC | $2,836,146 | $1,677,347,982 | $486,631,578 | $2,163,979,560 |
| 188 | ABACUS PLANNING GROUP, INC. | $683,235 | $1,670,508,559 | — | $1,670,508,559 |
| 189 | WEALTHQUEST CORPORATION | $377,110 | $1,669,857,002 | $4,132,792 | $1,673,989,794 |
| 190 | SIGMA INVESTMENT COUNSELORS | $674,246 | $1,669,433,210 | — | $1,669,433,210 |
| 191 | CONSTELLATION WEALTH ADVISORS | $1,651,946 | $1,655,198,313 | $1,362,906,820 | $3,018,105,133 |
| 192 | FAIRVIEW CAPITAL | $2,776,276 | $1,646,331,424 | — | $1,646,331,424 |
| 193 | STOKES FAMILY OFFICE LLC | $1,064,920 | $1,644,236,484 | — | $1,644,236,484 |
| 194 | WEST COAST FINANCIAL, LLC | $906,939 | $1,640,652,188 | — | $1,640,652,188 |
| 195 | KINGS POINT CAPITAL MANAGEMENT LLC | $1,272,371 | $1,639,471,869 | $57,870,578 | $1,697,342,447 |
| 196 | FULL SAIL CAPITAL, LLC | $1,323,666 | $1,638,146,719 | $53,498,912 | $1,691,645,631 |
| 197 | LUTZ FINANCIAL | $960,156 | $1,623,310,300 | $195,224,932 | $1,818,535,232 |
| 198 | BOWIE CAPITAL MANAGEMENT, LLC | $57,962,287 | $1,622,944,040 | — | $1,622,944,040 |
| 199 | SOUND INCOME STRATEGIES, LLC | $137,196 | $1,615,021,641 | $84,145,300 | $1,699,166,941 |
| 200 | CI DOYLE PRIVATE WEALTH, LLC | $640,012 | $1,615,012,524 | $6,778,954 | $1,621,791,478 |
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.
