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 |
|---|---|---|---|---|---|
| 2551 | UP CAPITAL MANAGEMENT, INC. | $631,714 | $127,864,160 | $100,184,691 | $228,048,851 |
| 2552 | WALDRON PRIVATE WEALTH | $1,680,007 | $4,037,332,744 | $100,524,666 | $4,137,857,410 |
| 2553 | HOGANTAYLOR WEALTH | $572,973 | $462,394,422 | $100,838,196 | $563,232,618 |
| 2554 | TIMONIER | $605,993 | $307,916,449 | $101,128,983 | $409,045,432 |
| 2555 | LEGACY WEALTH MANAGEMENT INC | $549,771 | $1,975,307,764 | $101,177,729 | $2,076,485,493 |
| 2556 | MILESTONE INVESTMENT ADVISORS, LLC | $625,406 | $636,074,014 | $101,279,700 | $737,353,714 |
| 2557 | HELMSMAN FINANCIAL GROUP, LLC | $615,732 | $63,055,270 | $101,345,304 | $164,400,574 |
| 2558 | CYPRESS POINT WEALTH MANAGEMENT, LLC | $886,428 | $626,232,809 | $101,524,292 | $727,757,101 |
| 2559 | BRIGHTON JONES LLC | $4,173,923 | $9,949,152,738 | $101,653,961 | $10,050,806,699 |
| 2560 | CYPRESS FINANCIAL PLANNING | $183,085 | $147,852,323 | $101,875,582 | $249,727,905 |
| 2561 | THAMES FINANCIAL MANAGEMENT | $423,938 | $100,938,640 | $102,127,502 | $203,066,142 |
| 2562 | ROBERT GORDON & ASSOCIATES INC | $426,608 | $187,441,438 | $103,078,276 | $290,519,714 |
| 2563 | PREMIER ESTATE PLANNERS, LLC | $218,458 | $124,389,284 | $103,244,368 | $227,633,652 |
| 2564 | SOCIUS FAMILY OFFICE, LLC | $1,435,789 | $629,256,160 | $104,432,107 | $733,688,267 |
| 2565 | DAVIS FINANCIAL PLANNING | $442,929 | — | $104,974,126 | $104,974,126 |
| 2566 | THREE POINTS FINANCIAL, INC. | $888,831 | $6,800,864 | $105,191,811 | $111,992,675 |
| 2567 | WALLER FINANCIAL PLANNING GROUP, INC. | $310,918 | $487,684,582 | $105,546,543 | $593,231,125 |
| 2568 | SUNESIS ADVISORS, LLC | $2,408,071 | $828,701,342 | $105,630,395 | $934,331,737 |
| 2569 | COLONIAL TRUST ADVISORS, INC. | $725,968 | $1,202,749,710 | $106,171,307 | $1,308,921,017 |
| 2570 | FRANGO FINANCIAL | $351,485 | — | $106,500,000 | $106,500,000 |
| 2571 | DEERFIELD | $823,116 | $663,526,211 | $106,910,496 | $770,436,707 |
| 2572 | ANGELES WEALTH MANAGEMENT, LLC | $11,037,465 | $985,351,255 | $107,357,827 | $1,092,709,082 |
| 2573 | CHEQUERS FINANCIAL MANAGEMENT LLC | $711,419 | $480,422,902 | $110,055,045 | $590,477,947 |
| 2574 | CANNON CAPITAL MANAGEMENT, INC. | $585,027 | $172,045,491 | $110,522,377 | $282,567,868 |
| 2575 | AEGIS WEALTH MANAGEMENT, LLC | $444,420 | $59,055,072 | $110,713,179 | $169,768,251 |
| 2576 | OAKMONT CAPITAL MANAGEMENT, LLC | $616,361 | $361,295,526 | $112,070,037 | $473,365,563 |
| 2577 | EQUITY ADVISORS OF KENTUCKY INC | $174,156 | $18,253,812 | $113,059,445 | $131,313,257 |
| 2578 | ROSSMORE PRIVATE CAPITAL, LLC | $1,672,701 | $880,336,456 | $113,247,953 | $993,584,409 |
| 2579 | TEEPLE WEALTH MANAGEMENT, LLC | $114,624 | $476,350 | $113,917,990 | $114,394,340 |
| 2580 | BURTON ENRIGHT WELCH | $654,333 | $920,327,830 | $114,826,479 | $1,035,154,309 |
| 2581 | BUCHER WEALTH ADVISORS | $588,528 | — | $115,351,474 | $115,351,474 |
| 2582 | DIVERSIFIED MANAGEMENT INC | $979,726 | $1,462,855,614 | $115,483,149 | $1,578,338,763 |
| 2583 | MEANS WEALTH MANAGEMENT | $340,836 | $743,988,746 | $116,282,514 | $860,271,260 |
| 2584 | REUTER JAMES WEALTH MANAGEMENT, LLC | $363,985 | $334,484,147 | $116,493,026 | $450,977,173 |
| 2585 | CHARLES PRATT & COMPANY, L.L.C. | $1,374,689 | $777,530,438 | $117,392,079 | $894,922,517 |
| 2586 | LAWRENCE FINANCIAL PLANNING, LLC | $1,628,701 | $7,354,000 | $118,056,000 | $125,410,000 |
| 2587 | LEGACY FINANCIAL STRATEGIES, LLC | $307,896 | $408,392,807 | $119,032,230 | $527,425,037 |
| 2588 | JOSLIN CAPITAL ADVISORS LLC | $752,541 | $327,520,135 | $119,489,194 | $447,009,329 |
| 2589 | BEAIRD HARRIS | $525,799 | $1,402,052,000 | $120,662,000 | $1,522,714,000 |
| 2590 | PEACE OF MIND FINANCIAL PLANNING, INC | $248,456 | — | $120,749,411 | $120,749,411 |
| 2591 | CANOPY WEALTH MANAGEMENT | $373,030 | $1,052,122,955 | $121,429,758 | $1,173,552,713 |
| 2592 | TFS ADVISORS, LLC | $352,438 | — | $121,591,218 | $121,591,218 |
| 2593 | DIVERSIFIED FINANCIAL MANAGEMENT | $566,367 | $108,752,602 | $122,325,044 | $231,077,646 |
| 2594 | CERDA MUNOZ ADVISORS, INC | $200,548 | $30,764,126 | $123,056,506 | $153,820,632 |
| 2595 | MAQRO ADVISORS LLC | $213,899 | $18,185,813 | $123,201,377 | $141,387,190 |
| 2596 | TAYLOR WEALTH MANAGEMENT, LLC | $688,624 | $5,401,283 | $123,371,425 | $128,772,708 |
| 2597 | SUMMITRY, LLC | $756,769 | $2,258,898,143 | $123,409,765 | $2,382,307,908 |
| 2598 | DIESSLIN GROUP, INC. | $570,904 | $606,515,680 | $123,670,084 | $730,185,764 |
| 2599 | SPARTAN PLANNING GROUP | $279,633 | $125,196,172 | $123,677,084 | $248,873,256 |
| 2600 | DOWLING & YAHNKE, LLC | $1,264,653 | $5,989,292,627 | $124,037,570 | $6,113,330,197 |
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.
