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 |
|---|---|---|---|---|---|
| 2351 | FRANCIS FINANCIAL | $566,025 | $418,248,458 | $47,590,113 | $465,838,571 |
| 2352 | BALDRIGE ASSET MANAGEMENT | $707,101 | $564,707,901 | $47,641,646 | $612,349,547 |
| 2353 | CLEARLOGIC FINANCIAL, INC. | $452,287 | $364,244,717 | $47,788,963 | $412,033,680 |
| 2354 | FOSTER & MOTLEY INC | $2,588,170 | $2,009,691,940 | $47,902,895 | $2,057,594,835 |
| 2355 | SALEM INVESTMENT COUNSELORS INC | $1,560,020 | $3,452,582,934 | $48,102,634 | $3,500,685,568 |
| 2356 | COLLEGIATE CAPITAL MANAGEMENT, INC. | $289,825 | $450,924,819 | $48,153,401 | $499,078,220 |
| 2357 | LIFESTEPS FINANCIAL | $361,452 | $249,999,325 | $48,198,666 | $298,197,991 |
| 2358 | BEACON CAPITAL MANAGEMENT, LLC | $152,327 | $663,569,101 | $48,409,379 | $711,978,480 |
| 2359 | STEWART WEALTH MANAGEMENT, INC. | $226,123 | $254,879,911 | $48,577,690 | $303,457,601 |
| 2360 | THE MONEY ADVISOR GROUP, LLC | $422,316 | $197,977,861 | $48,654,689 | $246,632,550 |
| 2361 | FINANCIAL ASSET MANAGEMENT CORP | $464,906 | $287,741,553 | $48,850,106 | $336,591,659 |
| 2362 | WHITENER CAPITAL MANAGEMENT, INC | $355,210 | $339,651,229 | $48,948,771 | $388,600,000 |
| 2363 | ACCRUENT WEALTH ADVISORS | $236,106 | $93,148,635 | $48,986,959 | $142,135,594 |
| 2364 | CUTLER INVESTMENT COUNSEL, LLC | $700,072 | $922,000,000 | $49,000,000 | $971,000,000 |
| 2365 | 5C CAPITAL MANAGEMENT, LLC | $322,734 | $390,786,307 | $49,099,920 | $439,886,227 |
| 2366 | RIVER CAPITAL ADVISORS, LC | $505,267 | $217,677,105 | $49,103,719 | $266,780,824 |
| 2367 | THE CLARK GROUP ASSET MANAGEMENT | $403,318 | $198,462,799 | $49,174,163 | $247,636,962 |
| 2368 | RAYBURN WEST FINANCIAL SERVICES | $1,019,209 | $98,238,082 | $49,547,160 | $147,785,242 |
| 2369 | BRAEBURN WEALTH MANAGEMENT, LLC | $469,027 | $245,696,944 | $50,258,840 | $295,955,784 |
| 2370 | BRAEBURN WEALTH MANAGEMENT, LLC | $469,027 | $245,696,944 | $50,258,840 | $295,955,784 |
| 2371 | J.W. COONS ADVISORS, LLC | $1,531,385 | $464,264,765 | $50,280,607 | $514,545,372 |
| 2372 | ESSEX LLC | $279,575 | $389,439,647 | $50,331,437 | $439,771,084 |
| 2373 | GALLACHER CAPITAL MANAGEMENT, LLC | $432,538 | $404,659,000 | $50,371,000 | $455,030,000 |
| 2374 | ADVANCE CAPITAL MANAGEMENT INC | $324,732 | $4,018,991,314 | $50,545,492 | $4,069,536,806 |
| 2375 | THE HIGH NET WORTH ADVISORY GROUP, LLC | $590,444 | $529,567,681 | $51,428,887 | $580,996,568 |
| 2376 | ARKFELD WEALTH STRATEGIES, L.L.C. | $208,602 | $257,626,800 | $51,729,700 | $309,356,500 |
| 2377 | ACKERMAN CAPITAL MANAGEMENT | $939,608 | $457,468,346 | $51,799,183 | $509,267,529 |
| 2378 | SUMNICHT & ASSOCIATES, LLC | $918,686 | $289,822,302 | $51,928,824 | $341,751,126 |
| 2379 | ASCENT WEALTH PARTNERS, LLC | $599,807 | $1,011,411,489 | $52,045,772 | $1,063,457,261 |
| 2380 | CHANCELLOR FINANCIAL GROUP WB LP | $228,327 | $132,412,708 | $52,304,096 | $184,716,804 |
| 2381 | CREDENTIALED WEALTH ADVISORS, LLC | $145,734 | $103,423,852 | $52,365,516 | $155,789,368 |
| 2382 | DHR INVESTMENT COUNSEL LTD | $646,981 | $417,668,972 | $52,686,131 | $470,355,103 |
| 2383 | FREESTATE ADVISORS LLC | $245,671 | $94,261,236 | $52,895,499 | $147,156,735 |
| 2384 | SIRIUS WEALTH MANAGEMENT STRATEGIES, LLC | $2,529,540 | $88,654,253 | $53,000,000 | $141,654,253 |
| 2385 | SHIKIAR ASSET MANAGEMENT INC | $2,511,111 | $512,000,000 | $53,000,000 | $565,000,000 |
| 2386 | OBRIEN GREENE & CO INC | $1,257,282 | $341,641,204 | $53,145,470 | $394,786,674 |
| 2387 | M.C. BYRD WEALTH MANAGEMENT, LLC | $270,484 | $184,284,080 | $53,471,206 | $237,755,286 |
| 2388 | FULL SAIL CAPITAL, LLC | $1,323,666 | $1,638,146,719 | $53,498,912 | $1,691,645,631 |
| 2389 | FCA CORP | $885,621 | $467,872,061 | $53,758,978 | $521,631,039 |
| 2390 | GORDIAN ADVISORS, LLC | $671,488 | $129,381,569 | $53,934,531 | $183,316,100 |
| 2391 | CORDA INVESTMENT MANAGEMENT, LLC | $556,491 | $1,445,659,872 | $54,084,429 | $1,499,744,301 |
| 2392 | WPG FINANCIAL GROUP, LLC | $321,244 | $215,089,281 | $54,434,701 | $269,523,982 |
| 2393 | KAIZEN FINANCIAL ADVISORS, LLC | $440,815 | $173,765,000 | $54,577,000 | $228,342,000 |
| 2394 | OWEN LARUE FINANCIAL GROUP | $345,572 | $216,123,118 | $54,805,577 | $270,928,695 |
| 2395 | ABSHER WEALTH MANAGEMENT, LLC | $493,527 | $758,475,945 | $54,856,249 | $813,332,194 |
| 2396 | LANDING POINT FINANCIAL GROUP, LLC | $177,755 | $187,471,897 | $54,986,469 | $242,458,366 |
| 2397 | ERTS WEALTH ADVISORS, LLC | $245,192 | $455,000,000 | $55,000,000 | $510,000,000 |
| 2398 | HIGHVIEW CAPITAL MANAGEMENT, LLC | $2,211,941 | $227,814,430 | $55,313,956 | $283,128,386 |
| 2399 | ACROPOLIS INVESTMENT MANAGEMENT, L.L.C. | $472,073 | $1,864,088,766 | $55,361,721 | $1,919,450,487 |
| 2400 | CAERUS INVESTMENT ADVISORS, LLC | $561,612 | $149,010,444 | $55,416,430 | $204,426,874 |
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.
