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 |
|---|---|---|---|---|---|
| 301 | WOODMONT INVESTMENT COUNSEL, LLC | $1,242,508 | $1,163,517,072 | $42,958,084 | $1,206,475,156 |
| 302 | FRANK, RIMERMAN ADVISORS LLC | $4,433,975 | $1,157,335,016 | $221,631,063 | $1,378,966,079 |
| 303 | WEALTHSTREAM ADVISORS, INC. | $667,242 | $1,156,997,266 | — | $1,156,997,266 |
| 304 | EVERSOURCE WEALTH ADVISORS, LLC | $475,548 | $1,154,120,995 | $37,126,154 | $1,191,247,149 |
| 305 | CAHABA WEALTH MANAGEMENT, INC. | $1,697,785 | $1,151,097,897 | — | $1,151,097,897 |
| 306 | EDGEMOOR INVESTMENT ADVISORS, INC. | $1,595,161 | $1,150,111,173 | — | $1,150,111,173 |
| 307 | DT INVESTMENT PARTNERS, LLC | $785,009 | $1,148,770,311 | $29,527,809 | $1,178,298,120 |
| 308 | KISTLER-TIFFANY ADVISORS | $789,548 | $1,141,036,700 | $14,862,221 | $1,155,898,921 |
| 309 | SHEETS SMITH WEALTH MANAGEMENT | $1,289,347 | $1,139,782,419 | — | $1,139,782,419 |
| 310 | TRAPHAGEN FINANCIAL GROUP | $756,433 | $1,135,286,416 | $25,838,568 | $1,161,124,984 |
| 311 | RESONANT CAPITAL ADVISORS, LLC | $842,614 | $1,131,244,812 | $69,480,323 | $1,200,725,135 |
| 312 | MAGNUS FINANCIAL GROUP LLC | $442,705 | $1,129,782,370 | — | $1,129,782,370 |
| 313 | MEYERS WEALTH MANAGEMENT, LLC | $1,765,373 | $1,125,300,000 | $57,500,000 | $1,182,800,000 |
| 314 | STRAIGHTLINE | $205,936 | $1,122,421,714 | $56,766,362 | $1,179,188,076 |
| 315 | M CAPITAL ADVISORS | $2,362,477 | $1,120,915,368 | $36,698,469 | $1,157,613,837 |
| 316 | TELARRAY, LLC | $1,700,877 | $1,117,476,183 | — | $1,117,476,183 |
| 317 | MEYER CAPITAL GROUP | $730,289 | $1,112,678,451 | $523,168,908 | $1,635,847,359 |
| 318 | FINANCIAL SYNERGIES | $1,610,188 | $1,112,640,025 | — | $1,112,640,025 |
| 319 | MINOT WEALTH MANAGEMENT LLC | $1,745,517 | $1,109,481,266 | $5,904,370 | $1,115,385,636 |
| 320 | RW INVESTMENT MANAGEMENT LLC | $634,260 | $1,108,225,361 | $247,822,487 | $1,356,047,848 |
| 321 | PROWELL FINANCIAL MANAGEMENT, LLC | $4,712,996 | $1,102,840,949 | — | $1,102,840,949 |
| 322 | CABOT WEALTH MANAGEMENT | $629,132 | $1,101,610,638 | — | $1,101,610,638 |
| 323 | PRISM FINANCIAL GROUP, L.L.C. | $603,488 | $1,100,491,253 | $152,350,625 | $1,252,841,878 |
| 324 | RELIANT INVESTMENT MANAGEMENT, LLC | $2,407,551 | $1,096,816,613 | $13,064,310 | $1,109,880,923 |
| 325 | PALISADE ASSET MANAGEMENT, LLC | $1,894,436 | $1,092,322,974 | $82,227,561 | $1,174,550,535 |
| 326 | SUNCOAST EQUITY MANAGEMENT, LLC | $858,167 | $1,091,588,569 | — | $1,091,588,569 |
| 327 | BLUE CHIP PARTNERS, INC. | $544,220 | $1,090,638,705 | $8,141,800 | $1,098,780,505 |
| 328 | EQUIUS PARTNERS, INC. | $1,039,732 | $1,089,569,387 | $36,460,204 | $1,126,029,591 |
| 329 | CWS FINANCIAL ADVISORS LLC | $521,332 | $1,085,415,998 | $20,849,659 | $1,106,265,657 |
| 330 | CORRIGAN FINANCIAL INC | $1,010,801 | $1,084,357,000 | $2,254,000 | $1,086,611,000 |
| 331 | YORKBRIDGE WEALTH PARTNERS, LLC | $1,036,601 | $1,083,670,141 | $70,067,191 | $1,153,737,332 |
| 332 | LEHMAN FINANCIAL RESOURCES | $460,538 | $1,074,895,757 | — | $1,074,895,757 |
| 333 | LYELL WEALTH MANAGEMENT LP | $4,227,390 | $1,073,757,090 | — | $1,073,757,090 |
| 334 | GREEN SQUARE CAPITAL ADVISORS, LLC | $1,342,977 | $1,073,161,047 | $193,266,484 | $1,266,427,531 |
| 335 | CJM WEALTH ADVISERS, LTD. | $485,051 | $1,069,164,263 | $61,003,551 | $1,130,167,814 |
| 336 | ENDURANCE WEALTH MANAGEMENT, INC. | $1,571,755 | $1,068,713,818 | $135,250,203 | $1,203,964,021 |
| 337 | AGILI, P.C. | $549,195 | $1,065,388,598 | $1,148,790 | $1,066,537,388 |
| 338 | EAGLE RIDGE INVESTMENT MANAGEMENT LLC | $1,380,593 | $1,063,722,175 | $87,692,150 | $1,151,414,325 |
| 339 | SCHOOLCRAFT CAPITAL LLC | $6,765,299 | $1,063,258,631 | $39,485,061 | $1,102,743,692 |
| 340 | MILL CAPITAL MANAGEMENT, LLC | $7,575,334 | $1,063,237,378 | $35,186,027 | $1,098,423,405 |
| 341 | ARTHUR M. COHEN & ASSOCIATES LLC | $1,306,513 | $1,059,582,281 | — | $1,059,582,281 |
| 342 | PDS PLANNING INC | $388,987 | $1,056,623,616 | $74,552,017 | $1,131,175,633 |
| 343 | HENRY H. ARMSTRONG ASSOCIATES, INC. | $7,328,180 | $1,055,257,923 | — | $1,055,257,923 |
| 344 | CLEAR CREEK FINANCIAL MANAGEMENT, LLC | $167,982 | $1,054,738,189 | $42,689,901 | $1,097,428,090 |
| 345 | GEORGE MCKELVEY CO., LLC | $783,530 | $1,052,464,898 | $58,580,141 | $1,111,045,039 |
| 346 | CANOPY WEALTH MANAGEMENT | $373,030 | $1,052,122,955 | $121,429,758 | $1,173,552,713 |
| 347 | FIRST PACIFIC FINANCIAL, INC. | $366,294 | $1,047,966,061 | — | $1,047,966,061 |
| 348 | CADINHA & CO LLC | $754,326 | $1,042,478,797 | — | $1,042,478,797 |
| 349 | TARBOX FAMILY OFFICE, INC. | $1,222,346 | $1,040,216,612 | — | $1,040,216,612 |
| 350 | RIVER WEALTH ADVISORS LLC | $527,987 | $1,040,134,975 | — | $1,040,134,975 |
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.
