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 |
|---|---|---|---|---|---|
| 1101 | NAPA WEALTH MANAGEMENT | $479,254 | $257,838,672 | — | $257,838,672 |
| 1102 | CYPRESS CAPITAL ADVISORS, LLC | $261,997 | $290,816,864 | — | $290,816,864 |
| 1103 | OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | $1,112,599 | $2,447,718,712 | — | $2,447,718,712 |
| 1104 | RETIREMENT CAPITAL STRATEGIES, INC. | $445,781 | $295,998,391 | — | $295,998,391 |
| 1105 | FINANCIAL COACH | $456,631 | $268,955,376 | — | $268,955,376 |
| 1106 | KCS WEALTH ADVISORY | $416,840 | $386,827,079 | — | $386,827,079 |
| 1107 | GOALVEST ADVISORY LLC | $458,463 | $252,154,542 | — | $252,154,542 |
| 1108 | SENESCHAL ADVISORS, LLC | $406,982 | $227,503,103 | — | $227,503,103 |
| 1109 | BRAGG FINANCIAL ADVISORS INC | $2,225,296 | $3,070,907,908 | — | $3,070,907,908 |
| 1110 | PROWELL FINANCIAL MANAGEMENT, LLC | $4,712,996 | $1,102,840,949 | — | $1,102,840,949 |
| 1111 | SGH WEALTH MANAGEMENT | $1,002,358 | $275,648,339 | — | $275,648,339 |
| 1112 | WEBER ASSET MANAGEMENT, INC. | $761,067 | $534,269,297 | — | $534,269,297 |
| 1113 | CAMBRIDGE FINANCIAL GROUP, LLC | $335,639 | $411,157,806 | — | $411,157,806 |
| 1114 | CHEVIOT VALUE MANAGEMENT, LLC | $720,711 | $622,693,979 | — | $622,693,979 |
| 1115 | FIRST FINANCIAL ADVISORS INC | $177,016 | $280,570,431 | — | $280,570,431 |
| 1116 | RAIN CAPITAL MANAGEMENT | $639,151 | $437,179,560 | — | $437,179,560 |
| 1117 | COCO ENTERPRISES, LLC | $146,901 | $168,495,774 | — | $168,495,774 |
| 1118 | SCULATI WEALTH MANAGEMENT, LLC | $279,292 | $255,273,054 | — | $255,273,054 |
| 1119 | MARCO INVESTMENT MANAGEMENT LLC | $2,425,692 | $1,360,813,330 | — | $1,360,813,330 |
| 1120 | ROTH FINANCIAL PARTNERS LLC | $538,166 | $359,494,846 | — | $359,494,846 |
| 1121 | STRATEGENT FINANCIAL, LLC | $2,199,822 | $244,180,228 | — | $244,180,228 |
| 1122 | MALLARD FINANCIAL PARTNERS INC | $366,639 | $233,182,146 | — | $233,182,146 |
| 1123 | HAYDEN HARPER WEALTH ADVISORY, LLC | $545,954 | $124,477,430 | — | $124,477,430 |
| 1124 | THE TENRET COMPANY, LLC | $1,179,709 | $130,947,657 | — | $130,947,657 |
| 1125 | J2 CAPITAL MANAGEMENT, INC. | $135,467 | $154,161,667 | — | $154,161,667 |
| 1126 | EIDELMAN VIRANT CAPITAL | $2,162,259 | $307,040,802 | — | $307,040,802 |
| 1127 | STUDIO INVESTMENT MANAGEMENT | $1,169,160 | $487,539,608 | — | $487,539,608 |
| 1128 | J.J. BURNS & COMPANY | $492,503 | $724,964,726 | — | $724,964,726 |
| 1129 | FRAZEE INVESTMENT CONSULTING, INC. | $607,060 | $176,654,343 | — | $176,654,343 |
| 1130 | MICHAEL J. CREW, INVESTMENT ADVISOR | $1,107,765 | $153,979,300 | — | $153,979,300 |
| 1131 | CAPITA FINANCIAL NETWORK, LLC | $344,908 | $1,248,566,752 | — | $1,248,566,752 |
| 1132 | MEYER CAPITAL MANAGEMENT LLC. | $1,324,100 | $150,947,437 | — | $150,947,437 |
| 1133 | TELLONE MANAGEMENT GROUP INC | $1,020,762 | $505,277,042 | — | $505,277,042 |
| 1134 | RIVER WEALTH ADVISORS LLC | $527,987 | $1,040,134,975 | — | $1,040,134,975 |
| 1135 | MICHAEL TRAXLER WEALTH MANAGEMENT, LLC | $169,852 | $128,748,000 | — | $128,748,000 |
| 1136 | FLAGSHIP CAPITAL MANAGEMENT INC | $1,002,800 | $145,406,000 | — | $145,406,000 |
| 1137 | NORTHSTAR FINANCIAL PLANNERS, INC. | $300,262 | $236,005,602 | — | $236,005,602 |
| 1138 | WEALTHVALUES, LLC | $2,350,591 | $420,755,858 | — | $420,755,858 |
| 1139 | STERLING INVESTMENT MANAGEMENT, LLC | $774,594 | $337,723,197 | — | $337,723,197 |
| 1140 | WEALTHBRIDGE CAPITAL MANAGEMENT, LLC | $310,672 | $498,629,213 | — | $498,629,213 |
| 1141 | NAUSET WEALTH MANAGEMENT, LLC | $550,821 | $328,289,141 | — | $328,289,141 |
| 1142 | PARAGON FINANCIAL ADVISORS | $339,079 | $553,377,657 | — | $553,377,657 |
| 1143 | SCHRUM PRIVATE WEALTH MANAGEMENT, LLC | $678,733 | $160,859,716 | — | $160,859,716 |
| 1144 | HWA FINANCIAL GROUP | $520,351 | $222,710,159 | — | $222,710,159 |
| 1145 | VINTAGE FINANCIAL SERVICES LLC | $1,742,283 | $923,410,000 | — | $923,410,000 |
| 1146 | MINERVA PLANNING GROUP | $348,199 | $142,761,591 | — | $142,761,591 |
| 1147 | ARNOLD AND MOTE WEALTH MANAGEMENT | $235,424 | $108,059,446 | — | $108,059,446 |
| 1148 | TELARRAY, LLC | $1,700,877 | $1,117,476,183 | — | $1,117,476,183 |
| 1149 | MALLARD ADVISORS | $397,724 | $172,214,651 | — | $172,214,651 |
| 1150 | KOWALSKI FINANCIAL INC. | $240,385 | $150,000,000 | — | $150,000,000 |
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.
