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 |
|---|---|---|---|---|---|
| 1501 | BENCHMARK CAPITAL GROUP LTD. | $377,316 | $131,794,032 | $3,285,037 | $135,079,069 |
| 1502 | FRANKLIN, PARLAPIANO, TURNER & WELCH LLC | $1,849,482 | $693,968,488 | $3,286,342 | $697,254,830 |
| 1503 | BIG INVESTMENT SERVICES | $199,803 | $223,686,000 | $3,290,000 | $226,976,000 |
| 1504 | DAVIS PRIVATE WEALTH, LLC | $325,843 | $112,700,000 | $3,300,000 | $116,000,000 |
| 1505 | HFM INVESTMENT ADVISORS, LLC | $187,978 | $179,898,064 | $3,380,633 | $183,278,697 |
| 1506 | DOBSON ASSET MANAGEMENT | $459,972 | $171,394,927 | $3,394,404 | $174,789,331 |
| 1507 | ONE DEGREE ADVISORS, INC. | $229,687 | $289,669,210 | $3,411,753 | $293,080,963 |
| 1508 | WEALTH ADVISORS NW | $199,639 | $167,856,936 | $3,433,316 | $171,290,252 |
| 1509 | FOCUS WEALTH ADVISORS, LLC | $614,313 | $217,083,128 | $3,455,086 | $220,538,214 |
| 1510 | INTEGRITY WEALTH SOLUTIONS LLC | $351,307 | $176,047,943 | $3,470,131 | $179,518,074 |
| 1511 | BARRON FINANCIAL GROUP, LLP | $296,717 | $111,648,675 | $3,477,366 | $115,126,041 |
| 1512 | FIELDER CAPITAL GROUP LLC | $1,295,775 | $439,676,293 | $3,478,871 | $443,155,164 |
| 1513 | THE ESTATE PLANNERS GROUP | $1,149,600 | $283,900,000 | $3,500,000 | $287,400,000 |
| 1514 | LONG ISLAND WEALTH MANAGEMENT, INC. | $386,203 | $134,738,135 | $3,522,542 | $138,260,677 |
| 1515 | MARIN WEALTH ADVISORS LLC | $387,981 | $307,238,380 | $3,534,100 | $310,772,480 |
| 1516 | ARCADIA WEALTH MANAGEMENT | $305,126 | $241,785,327 | $3,536,277 | $245,321,604 |
| 1517 | CAPASSO PLANNING PARTNERS LLC | $199,092 | $251,091,363 | $3,546,839 | $254,638,202 |
| 1518 | SOLOMON API, LP | $99,285 | $119,463,880 | $3,550,000 | $123,013,880 |
| 1519 | HELLER WEALTH MANAGEMENT | $572,265 | $320,342,001 | $3,559,852 | $323,901,853 |
| 1520 | ASPEN WEALTH STRATEGIES, LLC | $220,879 | $244,889,415 | $3,599,328 | $248,488,743 |
| 1521 | 1620 INVESTMENT ADVISORS, INC. | $374,666 | $168,744,126 | $3,602,344 | $172,346,470 |
| 1522 | CAPITOL FAMILY OFFICE, INC. | $238,974 | $146,936,677 | $3,616,745 | $150,553,422 |
| 1523 | FORT HENRY CAPITAL, LLC | $534,176 | $207,915,193 | $3,618,646 | $211,533,839 |
| 1524 | GLOBAL VIEW INVESTMENT ADVISORS, LLC | $276,605 | $400,493,555 | $3,626,486 | $404,120,041 |
| 1525 | HARVEST FINANCIAL PARTNERS | $316,290 | $102,322,585 | $3,634,655 | $105,957,240 |
| 1526 | MOKOSAK ADVISORY GROUP, LLC | $252,705 | $272,530,792 | $3,675,670 | $276,206,462 |
| 1527 | COMPASS FINANCIAL ADVISORY SERVICES, LLC | $399,710 | $267,326,799 | $3,676,646 | $271,003,445 |
| 1528 | BBJS FINANCIAL ADVISORS, LLC | $3,600,921 | $280,795,764 | $3,677,028 | $284,472,792 |
| 1529 | CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC | $321,098 | $154,292,540 | $3,687,496 | $157,980,036 |
| 1530 | TRAVERSO CHAMBERS PRIVATE WEALTH MANAGEMENT, LLC | $453,498 | $465,226,086 | $3,690,625 | $468,916,711 |
| 1531 | TRELLIS ADVISORS, LLC | $387,969 | $458,354,046 | $3,717,501 | $462,071,547 |
| 1532 | BROWN FINANCIAL ADVISORY | $434,282 | $281,584,610 | $3,738,727 | $285,323,337 |
| 1533 | CWC ADVISORS, LLC | $959,119 | $148,750,000 | $3,750,000 | $152,500,000 |
| 1534 | PROSPERITY ROAD, LLC | $1,105,162 | $146,542,717 | $3,759,336 | $150,302,053 |
| 1535 | ENTASIS ASSET MANAGEMENT LLC | $333,796 | $116,070,279 | $3,762,649 | $119,832,928 |
| 1536 | ROI FINANCIAL | $192,543 | $133,890,917 | $3,777,190 | $137,668,107 |
| 1537 | ONEASCENT WEALTH MANAGEMENT | $217,739 | $380,741,218 | $3,786,529 | $384,527,747 |
| 1538 | CORE FINANCIAL | $390,951 | $223,743,124 | $3,790,362 | $227,533,486 |
| 1539 | PARIAX PRIVATE WEALTH MANAGEMENT | $1,277,381 | $130,311,000 | $3,814,000 | $134,125,000 |
| 1540 | PLAN FINANCIAL | $246,603 | $182,124,123 | $3,814,339 | $185,938,462 |
| 1541 | INSTRUMENTAL WEALTH, LLC | $137,526 | $189,952,799 | $3,821,921 | $193,774,720 |
| 1542 | CLEAR RIDGE WEALTH MANAGEMENT, LLC | $510,106 | $147,153,971 | $3,837,466 | $150,991,437 |
| 1543 | BGM WEALTH PARTNERS | $691,010 | $479,859,106 | $3,847,694 | $483,706,800 |
| 1544 | STEWARD ADVISORS, LLC | $418,066 | $114,850,586 | $3,880,163 | $118,730,749 |
| 1545 | GRANGE CAPITAL, LLC | $270,494 | $135,688,000 | $3,887,000 | $139,575,000 |
| 1546 | SANTA FE ADVISORS LLC | $833,411 | $178,605,000 | $3,912,000 | $182,517,000 |
| 1547 | AURORA INVESTMENT COUNSEL | $3,651,593 | $215,179,441 | $3,916,116 | $219,095,557 |
| 1548 | AP WEALTH MANAGEMENT | $319,171 | $210,242,639 | $3,920,769 | $214,163,408 |
| 1549 | BAZIS PRIVATE WEALTH, LLC | $344,790 | $173,270,211 | $3,952,041 | $177,222,252 |
| 1550 | CLEAR HARBOR ASSET MANAGEMENT, LLC | $955,128 | $1,175,619,757 | $3,963,469 | $1,179,583,226 |
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.
