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 |
|---|---|---|---|---|---|
| 901 | WEALTH FORWARD, LLC | $178,404 | $150,825,032 | $19,194,128 | $170,019,160 |
| 902 | QUARRY HILL ADVISORS | $299,567 | $174,930,218 | $19,189,057 | $194,119,275 |
| 903 | KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC. | $260,361 | $469,150,367 | $19,026,212 | $488,176,579 |
| 904 | ARMORY CAPITAL MANAGEMENT, LLC | $412,216 | $100,185,590 | $18,944,965 | $119,130,555 |
| 905 | PARSONS CAPITAL MANAGEMENT INC | $1,100,334 | $1,840,674,520 | $18,890,499 | $1,859,565,019 |
| 906 | PEDDOCK CAPITAL ADVISORS, LLC | $1,390,751 | $455,511,061 | $18,734,874 | $474,245,935 |
| 907 | MAROTTA WEALTH MANAGEMENT, INC. | $330,193 | $550,852,298 | $18,731,278 | $569,583,576 |
| 908 | INDEPENDENCE FINANCIAL ADVISORS, LLC | $156,352 | $311,965,379 | $18,718,438 | $330,683,817 |
| 909 | THE PLANNING GROUP | $392,564 | $193,715,950 | $18,661,247 | $212,377,197 |
| 910 | PROTECTION POINT ADVISORS | $415,406 | $453,245,845 | $18,655,536 | $471,901,381 |
| 911 | OLIO FINANCIAL PLANNING | $271,389 | $279,052,766 | $18,389,420 | $297,442,186 |
| 912 | DRUM HILL CAPITAL, LLC | $858,764 | $150,791,845 | $18,384,573 | $169,176,418 |
| 913 | ALETHEIAN WEALTH ADVISORS LLC | $393,720 | $144,650,000 | $18,350,000 | $163,000,000 |
| 914 | COSTELLO FINANCIAL PLANNING, INC. | $360,809 | $101,842,309 | $18,307,017 | $120,149,326 |
| 915 | MONTAG | $2,167,812 | $2,496,424,305 | $18,237,513 | $2,514,661,818 |
| 916 | HUTCHINSON CAPITAL MANAGEMENT | $1,066,871 | $703,166,527 | $18,037,984 | $721,204,511 |
| 917 | THE O'DONNELL GROUP | $467,411 | $355,929,100 | $18,000,000 | $373,929,100 |
| 918 | QUATTRO ADVISORS L.L.C. | $284,068 | $385,978,824 | $17,965,752 | $403,944,576 |
| 919 | GRECU CAPITAL MANAGEMENT, INC. | $558,557 | $173,639,120 | $17,946,012 | $191,585,132 |
| 920 | SITTNER & NELSON, LLC | $575,740 | $750,206,392 | $17,830,881 | $768,037,273 |
| 921 | BT WEALTH MANAGEMENT, LLC | $791,539 | $1,032,573,965 | $17,797,953 | $1,050,371,918 |
| 922 | EVEREST MANAGEMENT CORP. | $555,598 | $125,549,094 | $17,795,063 | $143,344,157 |
| 923 | CROSSGRAIN FAMILY INVESTMENTS, LLC | $626,162 | $120,062,864 | $17,692,867 | $137,755,731 |
| 924 | LESA SROUFE & COMPANY, INC. | $690,007 | $158,263,250 | $17,688,581 | $175,951,831 |
| 925 | WWM FINANCIAL | $218,767 | $323,654,696 | $17,621,641 | $341,276,337 |
| 926 | ROOF EIDAM MAYCOCK PERALTA LLC | $694,424 | $687,940,110 | $17,594,331 | $705,534,441 |
| 927 | R.W. ROGE & COMPANY, INC | $471,479 | $325,230,114 | $17,535,078 | $342,765,192 |
| 928 | NORTHCAPE WEALTH MANAGEMENT | $395,997 | $500,946,597 | $17,413,378 | $518,359,975 |
| 929 | FUSION FAMILY WEALTH, LLC | $813,025 | $894,882,035 | $17,332,067 | $912,214,102 |
| 930 | DOMANI WEALTH, LLC | $480,458 | $1,475,989,877 | $17,274,439 | $1,493,264,316 |
| 931 | ASSET MANAGEMENT RESOURCES, LLC | $275,715 | $223,178,622 | $17,245,238 | $240,423,860 |
| 932 | ODER INVESTMENT MANAGEMENT, LLC | $568,728 | $280,227,742 | $17,216,952 | $297,444,694 |
| 933 | MONUMENT WEALTH MANAGEMENT | $495,205 | $407,676,199 | $17,209,938 | $424,886,137 |
| 934 | GREYSTONE FINANCIAL GROUP, LLC | $422,115 | $600,348,630 | $17,206,142 | $617,554,772 |
| 935 | COPPERLEAF CAPITAL, LLC | $303,514 | $180,695,455 | $17,195,898 | $197,891,353 |
| 936 | TANGLEWOOD LEGACY ADVISORS, LLC | $839,682 | $347,232,543 | $17,189,471 | $364,422,014 |
| 937 | CONGRESS WEALTH MANAGEMENT LLC | $627,457 | $6,303,226,837 | $17,150,671 | $6,320,377,508 |
| 938 | FORTRESS FINANCIAL GROUP, LLC | $281,363 | $130,091,782 | $17,060,909 | $147,152,691 |
| 939 | VALLEY BROOK CAPITAL GROUP | $596,005 | $161,146,323 | $17,059,190 | $178,205,513 |
| 940 | IFG ADVISORS, LLC | $228,828 | $391,000,000 | $17,000,000 | $408,000,000 |
| 941 | MONARCH WEALTH STRATEGIES | $475,064 | $228,615,961 | $16,992,210 | $245,608,171 |
| 942 | WT WEALTH MANAGEMENT, LLC | $141,575 | $312,209,134 | $16,952,043 | $329,161,177 |
| 943 | COMPOUND ADVISERS, INC. | $493,568 | $185,983,834 | $16,872,595 | $202,856,429 |
| 944 | AEVITAS WEALTH MANAGEMENT, INC. | $420,227 | $600,483,254 | $16,830,128 | $617,313,382 |
| 945 | GOELZER INVESTMENT MANAGEMENT | $1,682,136 | $2,398,781,842 | $16,764,864 | $2,415,546,706 |
| 946 | INDEPENDENCE WEALTH ADVISORS INC. | $454,400 | $184,206,912 | $16,637,863 | $200,844,775 |
| 947 | CASTLE WEALTH MANAGEMENT | $538,984 | $407,038,482 | $16,602,863 | $423,641,345 |
| 948 | INLIGHT WEALTH | $432,139 | $328,712,173 | $16,566,603 | $345,278,776 |
| 949 | TETLEY INVESTMENTS, LLC | $338,626 | $129,435,161 | $16,512,735 | $145,947,896 |
| 950 | WEST BRANCH CAPITAL LLC | $306,459 | $493,151,183 | $16,489,400 | $509,640,583 |
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.
