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 |
|---|---|---|---|---|---|
| 201 | RETIREMENT MANAGEMENT SYSTEMS | $456,204 | $1,612,679,618 | — | $1,612,679,618 |
| 202 | PATRIOT INVESTMENT MANAGEMENT GROUP INC | $334,243 | $1,605,415,069 | $5,299,797 | $1,610,714,866 |
| 203 | MAPLE CAPITAL MANAGEMENT, INC. | $735,318 | $1,594,130,334 | $38,432 | $1,594,168,766 |
| 204 | LIBERTY WEALTH ADVISORS, LLC | $839,236 | $1,594,042,483 | $159,959,873 | $1,754,002,356 |
| 205 | CONSERVEST CAPITAL ADVISORS INC | $6,183,034 | $1,589,039,759 | — | $1,589,039,759 |
| 206 | DURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC | $1,116,232 | $1,582,134,460 | $23,006,736 | $1,605,141,196 |
| 207 | PRIVATE WEALTH PARTNERS, LLC | $7,038,427 | $1,580,283,355 | $10,401,056 | $1,590,684,411 |
| 208 | WILLOW CREEK WEALTH MANAGEMENT, INC. | $665,114 | $1,571,613,381 | $87,845,748 | $1,659,459,129 |
| 209 | 1900 WEALTH | $2,574,573 | $1,567,692,630 | $46,564,670 | $1,614,257,300 |
| 210 | STERLING INVESTMENT MANAGEMENT | $155,802,359 | $1,558,023,587 | — | $1,558,023,587 |
| 211 | CORNERSTONE MANAGEMENT, INC. | $985,297 | $1,549,161,408 | $1,695,831 | $1,550,857,239 |
| 212 | ALTFEST PERSONAL WEALTH MANAGEMENT | $484,505 | $1,527,955,353 | $27,305,515 | $1,555,260,868 |
| 213 | WEALTH ARCHITECTS, LLC | $699,870 | $1,525,413,579 | $126,979,111 | $1,652,392,690 |
| 214 | CHECK CAPITAL MANAGEMENT INC | $765,622 | $1,516,221,789 | $89,287,050 | $1,605,508,839 |
| 215 | RZH ADVISORS LLC | $1,253,944 | $1,516,018,156 | — | $1,516,018,156 |
| 216 | ENSO WEALTH MANAGEMENT, LLC | $381,505 | $1,511,908,418 | $291,082,297 | $1,802,990,715 |
| 217 | ALBION FINANCIAL GROUP | $753,327 | $1,510,552,637 | $158,820,681 | $1,669,373,318 |
| 218 | GARDE CAPITAL, INC. | $3,024,222 | $1,505,701,470 | $9,433,608 | $1,515,135,078 |
| 219 | BALTIMORE-WASHINGTON FINANCIAL ADVISORS | $581,574 | $1,497,259,644 | $63,102,597 | $1,560,362,241 |
| 220 | ROCKBRIDGE INVESTMENT MANAGEMENT, LLC | $418,987 | $1,495,206,893 | $75,994,331 | $1,571,201,224 |
| 221 | PRIVATE CAPITAL MANAGEMENT, LLC | $534,248 | $1,488,064,823 | $350,979 | $1,488,415,802 |
| 222 | CX INSTITUTIONAL, LLC | $290,552 | $1,480,654,465 | — | $1,480,654,465 |
| 223 | DOMANI WEALTH, LLC | $480,458 | $1,475,989,877 | $17,274,439 | $1,493,264,316 |
| 224 | BIP WEALTH, LLC | $444,156 | $1,474,245,352 | $728,323,016 | $2,202,568,368 |
| 225 | JNBA FINANCIAL ADVISORS, LLC | $408,495 | $1,464,111,697 | $1,978,515 | $1,466,090,212 |
| 226 | HOWE AND RUSLING, INC. | $738,502 | $1,463,642,280 | $2,283,725 | $1,465,926,005 |
| 227 | DIVERSIFIED MANAGEMENT INC | $979,726 | $1,462,855,614 | $115,483,149 | $1,578,338,763 |
| 228 | REBALANCE LLC | $909,291 | $1,462,139,862 | — | $1,462,139,862 |
| 229 | CONDOR CAPITAL WEALTH MANAGEMENT | $495,376 | $1,448,422,124 | $227,433,237 | $1,675,855,361 |
| 230 | CORDA INVESTMENT MANAGEMENT, LLC | $556,491 | $1,445,659,872 | $54,084,429 | $1,499,744,301 |
| 231 | VIVALDI CAPITAL MANAGEMENT LP | $604,704 | $1,441,476,587 | $1,887,418,045 | $3,328,894,632 |
| 232 | AUTUS ASSET MANAGEMENT, LLC | $597,794 | $1,438,890,003 | — | $1,438,890,003 |
| 233 | ELLEVEST | $10,526 | $1,434,750,897 | — | $1,434,750,897 |
| 234 | YOUNG RICHARD C & CO LTD | $761,301 | $1,432,008,099 | — | $1,432,008,099 |
| 235 | DIVERSIFIED PORTFOLIOS, INC. | $794,766 | $1,431,758,576 | $34,584,847 | $1,466,343,423 |
| 236 | THE RETIREMENT PLANNING GROUP, INC. | $310,215 | $1,431,334,279 | — | $1,431,334,279 |
| 237 | SATHER FINANCIAL GROUP, INC. | $1,225,133 | $1,430,955,241 | — | $1,430,955,241 |
| 238 | SUMMIT FINANCIAL STRATEGIES INC | $1,950,567 | $1,413,920,116 | $306,479,823 | $1,720,399,939 |
| 239 | WINDSOR ADVISORY GROUP, LLC | $559,302 | $1,412,351,387 | $313,655,494 | $1,726,006,881 |
| 240 | GAMBLE JONES INVESTMENT COUNSEL | $1,637,988 | $1,411,898,654 | $574,980,807 | $1,986,879,461 |
| 241 | SCHAPER BENZ & WISE INVESTMENT COUNSEL INC | $1,706,050 | $1,407,260,321 | $20,703,865 | $1,427,964,186 |
| 242 | NOVARE CAPITAL MANAGEMENT | $2,149,113 | $1,406,619,494 | $3,198,802 | $1,409,818,296 |
| 243 | TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC. | $1,128,736 | $1,406,404,904 | — | $1,406,404,904 |
| 244 | MARKS GROUP WEALTH MANAGEMENT, INC. | $482,254 | $1,405,831,251 | $215,506,949 | $1,621,338,200 |
| 245 | BEAIRD HARRIS | $525,799 | $1,402,052,000 | $120,662,000 | $1,522,714,000 |
| 246 | TFC FINANCIAL MANAGEMENT INC | $1,116,163 | $1,394,087,469 | — | $1,394,087,469 |
| 247 | CYNDEO WEALTH PARTNERS | $435,147 | $1,385,506,598 | — | $1,385,506,598 |
| 248 | RODGERS & ASSOCIATES | $423,877 | $1,382,262,598 | — | $1,382,262,598 |
| 249 | CALIFORNIA FINANCIAL ADVISORS | $559,210 | $1,380,084,998 | $269,023,939 | $1,649,108,937 |
| 250 | SAGE MOUNTAIN ADVISORS, LLC | $11,614,471 | $1,373,774,048 | $31,576,893 | $1,405,350,941 |
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.
