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 |
|---|---|---|---|---|---|
| 2451 | YORKBRIDGE WEALTH PARTNERS, LLC | $1,036,601 | $1,083,670,141 | $70,067,191 | $1,153,737,332 |
| 2452 | LUMA CAPITAL | $1,934,833 | $51,454,495 | $70,440,005 | $121,894,500 |
| 2453 | BLACK DIAMOND FINANCIAL, LLC | $949,190 | $481,004,570 | $70,474,985 | $551,479,555 |
| 2454 | HORST & GRABEN WEALTH MANAGEMENT, LLC | $243,673 | $534,748,821 | $70,778,066 | $605,526,887 |
| 2455 | YARGER WEALTH STRATEGIES, LLC | $724,172 | $295,347,397 | $71,083,614 | $366,431,011 |
| 2456 | HURLOW WEALTH MANAGEMENT GROUP, INC. | $354,463 | $409,974,455 | $71,386,280 | $481,360,735 |
| 2457 | HALBERSTADT FINANCIAL CONSULTANTS INC | $796,913 | $64,067,526 | $71,407,662 | $135,475,188 |
| 2458 | BIGELOW INVESTMENT ADVISORS, LLC | $533,560 | $347,922,582 | $71,455,313 | $419,377,895 |
| 2459 | KM CAPITAL MANAGEMENT, LTD. | $940,289 | $192,969,182 | $72,192,201 | $265,161,383 |
| 2460 | GHP INVESTMENT ADVISORS INC | $629,314 | $2,096,278,377 | $72,335,976 | $2,168,614,353 |
| 2461 | FI3 FINANCIAL ADVISORS, LLC | $661,060 | $533,808,191 | $72,383,981 | $606,192,172 |
| 2462 | LANDMARK WEALTH MANAGEMENT | $1,785,108 | $346,723,100 | $72,777,300 | $419,500,400 |
| 2463 | BALANCED FINANCIAL PLANNING, INC. | $1,781,941 | $69,401,940 | $73,153,343 | $142,555,283 |
| 2464 | RINA WEALTH MANAGEMENT SERVICES LLC | $455,579 | $132,352,103 | $73,569,601 | $205,921,704 |
| 2465 | BAY COLONY ADVISORS | $499,405 | $731,879,130 | $73,661,895 | $805,541,025 |
| 2466 | SAND HILL GLOBAL ADVISORS, LLC | $2,069,285 | $3,530,763,948 | $73,929,922 | $3,604,693,870 |
| 2467 | PDS PLANNING INC | $388,987 | $1,056,623,616 | $74,552,017 | $1,131,175,633 |
| 2468 | OAK FAMILY ADVISORS, LLC | $660,063 | $345,200,000 | $74,600,000 | $419,800,000 |
| 2469 | WAKEFIELD WEALTH MANAGEMENT, LLLP | $645,443 | $300,720,006 | $74,927,758 | $375,647,764 |
| 2470 | KRANE FINANCIAL SOLUTIONS | $380,301 | $106,458,281 | $74,945,390 | $181,403,671 |
| 2471 | CANNON BEACH FINANCIAL ADVISORS | $340,720 | $153,852,060 | $75,112,030 | $228,964,090 |
| 2472 | SILVEROAK WEALTH MANAGEMENT LLC | $834,158 | $1,243,585,552 | $75,217,705 | $1,318,803,257 |
| 2473 | SENECA FINANCIAL ADVISORS LLC | $667,848 | $503,823,729 | $75,868,410 | $579,692,139 |
| 2474 | ROCKBRIDGE INVESTMENT MANAGEMENT, LLC | $418,987 | $1,495,206,893 | $75,994,331 | $1,571,201,224 |
| 2475 | SHULMAN DEMEO ASSET MANAGEMENT, LLC | $792,833 | $590,438,843 | $77,126,221 | $667,565,064 |
| 2476 | ATON FINANCIAL LLC | $970,478 | $235,202,000 | $77,292,000 | $312,494,000 |
| 2477 | CADENT CAPITAL ADVISORS, LLC | $461,303 | $474,993,977 | $77,646,801 | $552,640,778 |
| 2478 | MONOGRAPH WEALTH ADVISORS, LLC | $2,331,580 | $1,896,187,246 | $78,660,746 | $1,974,847,992 |
| 2479 | FINANCIAL LIFE ADVISORS | $500,078 | $281,565,731 | $78,990,591 | $360,556,322 |
| 2480 | HOHIMER WEALTH MANAGEMENT, LLC | $1,267,047 | $858,573,455 | $79,041,286 | $937,614,741 |
| 2481 | SOLUTIONS 4 WEALTH | $281,082 | $63,816,122 | $79,535,689 | $143,351,811 |
| 2482 | PREMIER FINANCIAL GROUP INC | $666,058 | $676,979,108 | $80,329,289 | $757,308,397 |
| 2483 | NOESIS CAPITAL MANAGEMENT CORP | $859,363 | $683,448,137 | $80,525,227 | $763,973,364 |
| 2484 | MILESTONES PRIVATE INVESTMENT ADVISORS LLC | $268,889 | $86,712,264 | $80,805,397 | $167,517,661 |
| 2485 | CLARITI WEALTH ADVISORS | $441,969 | $409,982,437 | $81,045,570 | $491,028,007 |
| 2486 | GRADIENT CAPITAL ADVISORS, LLC | $391,040 | $431,035,319 | $81,617,508 | $512,652,827 |
| 2487 | SOURCE FINANCIAL ADVISORS, LLC | $1,418,370 | $478,449,065 | $81,807,076 | $560,256,141 |
| 2488 | AUXANO ADVISORS | $687,312 | $947,620,299 | $81,972,700 | $1,029,592,999 |
| 2489 | PALISADE ASSET MANAGEMENT, LLC | $1,894,436 | $1,092,322,974 | $82,227,561 | $1,174,550,535 |
| 2490 | PAN GLOBAL ADVISERS, LLC | $807,667 | $129,327,664 | $82,281,213 | $211,608,877 |
| 2491 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | $1,174,091 | $466,889,684 | $82,584,755 | $549,474,439 |
| 2492 | BLUELINE ADVISORS | $429,453 | $109,800,494 | $82,594,663 | $192,395,157 |
| 2493 | SUMMIT ASSET MANAGEMENT LLC | $526,771 | $703,237,223 | $83,232,386 | $786,469,609 |
| 2494 | BOYLE CAPITAL | $138,937 | $154,832,184 | $83,861,972 | $238,694,156 |
| 2495 | SOUND INCOME STRATEGIES, LLC | $137,196 | $1,615,021,641 | $84,145,300 | $1,699,166,941 |
| 2496 | STILLWATER CAPITAL ADVISORS, LLC | $477,711 | $802,766,409 | $85,298,088 | $888,064,497 |
| 2497 | KEB WEALTH ADVISORS | $493,467 | $756,696,115 | $85,652,683 | $842,348,798 |
| 2498 | FORTE CAPITAL LLC | $629,030 | $1,363,629,633 | $85,654,358 | $1,449,283,991 |
| 2499 | CLEARPATH CAPITAL PARTNERS LLC | $1,151,234 | $242,248,388 | $85,853,424 | $328,101,812 |
| 2500 | TAYLOR HOFFMAN WEALTH MANAGEMENT, LLC | $424,113 | $238,477,730 | $86,393,087 | $324,870,817 |
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.
