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 |
|---|---|---|---|---|---|
| 2701 | ADC WEALTH MANAGEMENT, LLC | $797,781 | — | $174,714,000 | $174,714,000 |
| 2702 | PREMIS ADVISORS, LLC | $1,502,865 | $24,581,000 | $175,300,000 | $199,881,000 |
| 2703 | FIDUCIARY WEALTH PARTNERS, LLC | $3,718,618 | $1,299,682,894 | $176,608,543 | $1,476,291,437 |
| 2704 | JMG FINANCIAL GROUP LTD | $1,106,511 | $4,539,223,000 | $176,727,000 | $4,715,950,000 |
| 2705 | ASHFORD ADVISORS, LLC | $3,364,588 | $583,621,587 | $176,775,397 | $760,396,984 |
| 2706 | BIRKS FINANCIAL CORP. | $523,770 | — | $177,558,000 | $177,558,000 |
| 2707 | THE BOLLARD GROUP LLC | $10,951,275 | $5,275,682,681 | $178,052,431 | $5,453,735,112 |
| 2708 | MARTEL WEALTH ADVISORS INC | $340,509 | $832,797,102 | $178,175,409 | $1,010,972,511 |
| 2709 | CONVERGENT FINANCIAL STRATEGIES LLC | $463,518 | — | $178,454,534 | $178,454,534 |
| 2710 | HALBERT HARGROVE | $739,444 | $2,851,845,996 | $179,136,902 | $3,030,982,898 |
| 2711 | 180 WEALTH ADVISORS, LLC | $320,000 | $620,000,000 | $180,000,000 | $800,000,000 |
| 2712 | BRETON CO | $5,477,099 | — | $180,744,267 | $180,744,267 |
| 2713 | WALTER KEENAN WEALTH MANAGEMENT | $2,596,682 | $590,220,353 | $180,994,068 | $771,214,421 |
| 2714 | ROPES WEALTH ADVISORS | $2,251,761 | $7,321,643,288 | $181,225,352 | $7,502,868,640 |
| 2715 | RKL WEALTH MANAGEMENT LLC | $1,674,883 | $1,249,063,345 | $181,286,520 | $1,430,349,865 |
| 2716 | &WEALTH PARTNERS | $1,498,309 | $151,670,997 | $182,451,992 | $334,122,989 |
| 2717 | PURTILL FINANCIAL LLC | $301,656 | — | $182,501,617 | $182,501,617 |
| 2718 | ALTAMONT WEALTH MANAGEMENT, INC. | $1,209,061 | — | $182,568,174 | $182,568,174 |
| 2719 | EARLY MCCLINTIC & MCMILLAN, LLP | $852,798 | $264,314,721 | $184,257,174 | $448,571,895 |
| 2720 | CHESLEY, TAFT & ASSOCIATES, LLC | $1,453,523 | $2,307,986,640 | $184,805,752 | $2,492,792,392 |
| 2721 | BUCKHEAD CAPITAL MANAGEMENT, LLC | $15,958,026 | $3,530,811,913 | $187,408,068 | $3,718,219,981 |
| 2722 | CRESCENT HILL PARTNERS LLC | $594,661 | $108,412,992 | $187,728,089 | $296,141,081 |
| 2723 | LOCKSHIELD PARTNERS, INC. | $159,066 | — | $189,924,314 | $189,924,314 |
| 2724 | NEW INSIGHT WEALTH ADVISORS | $237,941 | — | $190,590,418 | $190,590,418 |
| 2725 | ARTEMIS WEALTH ADVISORS, LLC | $92,685,283 | $1,753,378,680 | $193,012,263 | $1,946,390,943 |
| 2726 | GREEN SQUARE CAPITAL ADVISORS, LLC | $1,342,977 | $1,073,161,047 | $193,266,484 | $1,266,427,531 |
| 2727 | BERKSON ASSET MANAGEMENT, INC. | $1,294,104 | $27,027,453 | $194,264,253 | $221,291,706 |
| 2728 | LUTZ FINANCIAL | $960,156 | $1,623,310,300 | $195,224,932 | $1,818,535,232 |
| 2729 | PENNSYLVANIA CAPITAL MANAGEMENT INC. | $761,784 | $565,748,205 | $195,274,002 | $761,022,207 |
| 2730 | RGT WEALTH ADVISORS | $1,257,080 | $5,555,737,222 | $195,402,804 | $5,751,140,026 |
| 2731 | SOUND INVESTMENT MANAGEMENT INC | $1,789,883 | — | $196,887,156 | $196,887,156 |
| 2732 | RAMSEY & ASSOCIATES INC | $763,544 | $65,429,827 | $197,992,711 | $263,422,538 |
| 2733 | CARPENTER, CLAYDON ADVISORS, INC. | $548,652 | $3,887,265 | $199,113,861 | $203,001,126 |
| 2734 | PARATUS FINANCIAL, INC. | $1,168,327 | $294,430,035 | $199,772,313 | $494,202,348 |
| 2735 | BLACKTOWER FINANCIAL MANAGEMENT (US) LLC | $636,863 | — | $200,611,899 | $200,611,899 |
| 2736 | FPL CAPITAL MANAGEMENT, LLC | $764,856 | $381,121,486 | $200,933,834 | $582,055,320 |
| 2737 | BLACK CORAL FINANCIAL ADVISORS, LLC | $416,425 | $550,034,000 | $202,029,000 | $752,063,000 |
| 2738 | T.O.S. ADVISORS, LLC | $1,469,866 | $306,947,116 | $203,096,455 | $510,043,571 |
| 2739 | CAHILL FINANCIAL ADVISORS, INC. | $313,554 | $995,069,425 | $205,528,293 | $1,200,597,718 |
| 2740 | TRIUNE FINANCIAL PARTNERS, LLC | $1,163,467 | $826,032,453 | $207,125,979 | $1,033,158,432 |
| 2741 | DONALD W. NICHOLSON & ASSOCIATES LTD | $475,020 | — | $209,008,848 | $209,008,848 |
| 2742 | FINANCIAL INDEPENDENCE, LLC | $314,675 | — | $209,888,433 | $209,888,433 |
| 2743 | EWA, LLC | $157,517 | $22,541,794 | $210,111,545 | $232,653,339 |
| 2744 | MARKS GROUP WEALTH MANAGEMENT, INC. | $482,254 | $1,405,831,251 | $215,506,949 | $1,621,338,200 |
| 2745 | PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC. | $2,304,125 | $204,191,792 | $217,462,997 | $421,654,789 |
| 2746 | SFC FINANCIAL LLC | $988,796 | — | $220,501,408 | $220,501,408 |
| 2747 | FRANK, RIMERMAN ADVISORS LLC | $4,433,975 | $1,157,335,016 | $221,631,063 | $1,378,966,079 |
| 2748 | WETHERBY ASSET MANAGEMENT | $2,063,215 | $7,048,913,505 | $223,917,779 | $7,272,831,284 |
| 2749 | PARSEC FINANCIAL | $684,865 | $4,000,945,118 | $225,359,140 | $4,226,304,258 |
| 2750 | CONDOR CAPITAL WEALTH MANAGEMENT | $495,376 | $1,448,422,124 | $227,433,237 | $1,675,855,361 |
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.
