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 |
|---|---|---|---|---|---|
| 2851 | TRUENORTH WEALTH | $274,101 | — | $652,633,504 | $652,633,504 |
| 2852 | OPTIMA ASSET MANAGEMENT INC | $2,555,546 | — | $669,553,144 | $669,553,144 |
| 2853 | CLIFFORD SWAN INVESTMENT COUNSELORS | $1,656,794 | $3,515,052,289 | $671,666,244 | $4,186,718,533 |
| 2854 | AEQUITAS INVESTMENT ADVISORS, LLC | $545,708 | — | $684,863,869 | $684,863,869 |
| 2855 | SCHNIEDERS CAPITAL MANAGEMENT, LLC. | $1,302,047 | $599,533,283 | $692,096,916 | $1,291,630,199 |
| 2856 | LOGAN CAPITAL MANAGEMENT, INC. | $1,724,003 | $1,937,312,923 | $698,687,923 | $2,636,000,846 |
| 2857 | STONEGATE INVESTMENT GROUP, LLC | $1,803,102 | $3,374,409,372 | $704,207,610 | $4,078,616,982 |
| 2858 | BIP WEALTH, LLC | $444,156 | $1,474,245,352 | $728,323,016 | $2,202,568,368 |
| 2859 | AMERICAN FINANCIAL ADVISORS INC | $1,098,798 | — | $732,898,362 | $732,898,362 |
| 2860 | GENERATION CAPITAL MANAGEMENT LLC | $3,055,243 | $111,350,662 | $741,062,232 | $852,412,894 |
| 2861 | PAYNE CAPITAL MANAGEMENT, LLC | $269,063 | $300,210,088 | $743,485,559 | $1,043,695,647 |
| 2862 | MOSS ADAMS WEALTH ADVISORS LLC | $922,923 | $2,813,638,922 | $747,921,943 | $3,561,560,865 |
| 2863 | PROMUS CAPITAL, LLC | $3,175,838 | $690,210,629 | $754,795,825 | $1,445,006,454 |
| 2864 | SCHAEFER FINANCIAL MANAGEMENT, INC. | $425,543 | — | $760,020,287 | $760,020,287 |
| 2865 | DELEGATE ADVISORS, LLC | $1,221,555 | $177,769,439 | $768,935,789 | $946,705,228 |
| 2866 | CHERRY CREEK FAMILY OFFICES | $1,297,864 | $197,620,747 | $784,862,675 | $982,483,422 |
| 2867 | PRIVATE WEALTH MANAGEMENT, INC. | $1,346,396 | — | $829,379,814 | $829,379,814 |
| 2868 | LYNX INVESTMENT ADVISORY, LLC | $3,759,132 | $233,002,897 | $834,590,531 | $1,067,593,428 |
| 2869 | ASPEN CAPITAL MANAGEMENT | $464,994 | — | $836,060,000 | $836,060,000 |
| 2870 | BEAUMONT FINANCIAL PARTNERS LLC | $837,125 | $2,189,389,448 | $837,653,418 | $3,027,042,866 |
| 2871 | CH INVESTMENT PARTNERS, LLC | $3,994,050 | $3,641,750,839 | $855,549,402 | $4,497,300,241 |
| 2872 | MISSION WEALTH MANAGEMENT, LP | $730,558 | $3,956,379,545 | $858,730,067 | $4,815,109,612 |
| 2873 | ANODOS ADVISORS, LLC | $4,554,550 | — | $860,810,000 | $860,810,000 |
| 2874 | SANDERSON WEALTH MANAGEMENT, LLC | $810,802 | $121,145,689 | $874,519,002 | $995,664,691 |
| 2875 | ELSER FINANCIAL PLANNING, INC. | $1,543,594 | $648,992,613 | $930,104,423 | $1,579,097,036 |
| 2876 | TWIN FOCUS CAPITAL PARTNERS, LLC | $27,770,773 | $2,505,427,928 | $938,147,939 | $3,443,575,867 |
| 2877 | QP GLOBAL FAMILY OFFICES, LLC | $4,642,957 | $1,855,749 | $949,950,394 | $951,806,143 |
| 2878 | SIMON QUICK ADVISORS, LLC | $3,048,615 | $3,557,999,510 | $1,024,069,523 | $4,582,069,033 |
| 2879 | ARGOS CAPITAL PARTNERS, LLC | $1,671,345 | $297,967,976 | $1,050,807,487 | $1,348,775,463 |
| 2880 | EMBREE FINANCIAL GROUP | $2,516,238 | $737,962,060 | $1,063,664,091 | $1,801,626,151 |
| 2881 | WALL CAPITAL GROUP, INC. | $1,863,066 | $526,489,192 | $1,070,158,615 | $1,596,647,807 |
| 2882 | CORIENT CAPITAL PARTNERS, LLC | $1,062,266 | $3,909,024,987 | $1,078,313,113 | $4,987,338,100 |
| 2883 | BITTERROOT CAPITAL ADVISORS LLC | $70,982,293 | $107,422,885 | $1,099,276,101 | $1,206,698,986 |
| 2884 | TEAM HEWINS, LLC | $1,783,637 | $1,326,323,267 | $1,122,609,779 | $2,448,933,046 |
| 2885 | MCCUTCHEN GROUP LLC | $3,296,143 | $2,724,580,249 | $1,184,644,920 | $3,909,225,169 |
| 2886 | SOUTHEAST ASSET ADVISORS, LLC | $2,961,109 | $2,451,280,393 | $1,238,262,027 | $3,689,542,420 |
| 2887 | MITCHELL SINKLER & STARR | $3,334,378 | $386,839,378 | $1,260,343,451 | $1,647,182,829 |
| 2888 | PENNINGTON PARTNERS & CO., LLC | $3,918,686 | $446,515,819 | $1,289,462,233 | $1,735,978,052 |
| 2889 | LAIRD NORTON WEALTH MANAGEMENT | $2,363,653 | $3,558,606,626 | $1,310,519,026 | $4,869,125,652 |
| 2890 | THE CLARIUS GROUP, LLC | $4,256,495 | $2,129,568,685 | $1,313,935,882 | $3,443,504,567 |
| 2891 | CLAYTON FINANCIAL GROUP, LLC | $481,218 | $57,826,954 | $1,324,712,810 | $1,382,539,764 |
| 2892 | CAMDEN CAPITAL, LLC | $1,040,907 | $3,142,627,913 | $1,361,375,480 | $4,504,003,393 |
| 2893 | CONSTELLATION WEALTH ADVISORS | $1,651,946 | $1,655,198,313 | $1,362,906,820 | $3,018,105,133 |
| 2894 | FORBES FAMILY TRUST | $14,220,634 | $2,278,083,167 | $1,376,619,779 | $3,654,702,946 |
| 2895 | COASTEDGE PARTNERS, LLC | $2,565,173 | $732,989,000 | $1,401,235,000 | $2,134,224,000 |
| 2896 | TRUMBOWER FINANCIAL ADVISORS LLC | $1,910,888 | $117,867,868 | $1,529,317,775 | $1,647,185,643 |
| 2897 | ARNERICH MASSENA, INC. | $8,207,528 | $1,212,417,927 | $1,537,104,042 | $2,749,521,969 |
| 2898 | BEIRNE WEALTH CONSULTING SERVICES, LLC | $1,548,962 | $594,727,962 | $1,601,700,237 | $2,196,428,199 |
| 2899 | WMS PARTNERS, LLC | $8,756,559 | $4,054,748,803 | $1,619,501,586 | $5,674,250,389 |
| 2900 | CITRIN COOPERMAN WEALTH MANAGEMENT, LLC | $2,413,850 | — | $1,648,659,367 | $1,648,659,367 |
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.
