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 |
|---|---|---|---|---|---|
| 101 | PERSPECTIVE WEALTH PARTNERS, LLC | $2,246,973 | — | $476,358,239 | $476,358,239 |
| 102 | BALENTINE | $1,587,317 | $4,123,462,236 | $474,993,737 | $4,598,455,973 |
| 103 | OSBORNE PARTNERS | $1,322,673 | $1,780,235,788 | $463,017,988 | $2,243,253,776 |
| 104 | DISCIPLINA CAPITAL MANAGEMENT, LLC | $39,151,878 | $1,183,240,369 | $461,138,499 | $1,644,378,868 |
| 105 | SYNTRINSIC INVESTMENT COUNSEL, LLC. | $4,133,566 | $1,259,449,111 | $455,980,614 | $1,715,429,725 |
| 106 | BILL FEW ASSOCIATES, INC. | $318,000 | $1,251,432,853 | $451,139,339 | $1,702,572,192 |
| 107 | NICHOLAS HOFFMAN & COMPANY, LLC | $2,998,404 | $5,126,525,282 | $447,507,187 | $5,574,032,469 |
| 108 | HAYMARKET WEALTH MANAGEMENT LLC | $2,089,977 | $110,743,127 | $447,280,659 | $558,023,786 |
| 109 | BILTMORE FAMILY OFFICE, LLC | $2,957,178 | $2,115,911,108 | $442,047,613 | $2,557,958,721 |
| 110 | SARGENT INVESTMENT GROUP | $1,139,969 | $761,782,481 | $440,884,411 | $1,202,666,892 |
| 111 | CLUNE & ASSOCIATES | $662,341 | — | $438,469,587 | $438,469,587 |
| 112 | PARAGON ADVISORS, INC. | $17,557,895 | $566,600,000 | $434,200,000 | $1,000,800,000 |
| 113 | SEQUENT ASSET MANAGEMENT, LLC | $1,759,124 | $377,413,283 | $433,542,857 | $810,956,140 |
| 114 | FINANCIAL SYMMETRY INC. | $211,740 | $380,772,149 | $431,885,203 | $812,657,352 |
| 115 | AVIOR WEALTH MANAGEMENT, LLC | $944,275 | $1,884,736,906 | $429,681,976 | $2,314,418,882 |
| 116 | LGL PARTNERS, LLC | $2,196,647 | $692,617,513 | $425,475,614 | $1,118,093,127 |
| 117 | ZWJ INVESTMENT COUNSEL INC | $1,612,454 | $2,791,835,164 | $425,010,898 | $3,216,846,062 |
| 118 | HEMSLEY ADVISORS, LTD. | $735,119 | $32,854,950 | $422,183,501 | $455,038,451 |
| 119 | BAKERAVENUE | $1,245,884 | $2,181,455,628 | $409,983,185 | $2,591,438,813 |
| 120 | PEGASUS PARTNERS | $885,318 | $1,890,495,185 | $398,935,970 | $2,289,431,155 |
| 121 | WORLEY ERHART-GRAVES FINANCIAL ADVISORS, INC. | $476,790 | — | $396,689,542 | $396,689,542 |
| 122 | NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC | $1,026,409 | $2,176,826,843 | $396,381,640 | $2,573,208,483 |
| 123 | FAMILY WMS, LLC | $980,004 | $392,124,756 | $386,978,663 | $779,103,419 |
| 124 | BALDWIN INVESTMENT MANAGEMENT, LLC | $940,924 | $758,450,284 | $383,831,244 | $1,142,281,528 |
| 125 | WESTMOUNT ASSET MANAGEMENT, LLC | $921,586 | $3,455,536,547 | $381,948,894 | $3,837,485,441 |
| 126 | SECURITY FIRST ADVISORS | $216,174 | — | $378,737,196 | $378,737,196 |
| 127 | FLOREK FINANCIAL, LLC | $747,696 | — | $373,848,000 | $373,848,000 |
| 128 | MAINSTAY CAPITAL MANAGEMENT, LLC | $1,005,404 | $3,485,153,234 | $373,587,895 | $3,858,741,129 |
| 129 | INTELLECTUS PARTNERS, LLC | $1,865,240 | $971,036,893 | $370,070,590 | $1,341,107,483 |
| 130 | MINDFUL ASSET PLANNING | $214,153 | — | $368,342,616 | $368,342,616 |
| 131 | THE HOERNER PLANNING GROUP, LLC | $1,052,091 | $832,819,744 | $361,303,735 | $1,194,123,479 |
| 132 | FINANCIAL FREEDOM | $477,961 | — | $347,478,000 | $347,478,000 |
| 133 | RIDGECREST WEALTH PARTNERS, LLC | $1,077,701 | $244,494,904 | $346,085,364 | $590,580,268 |
| 134 | PLANCORP, LLC | $993,781 | $5,733,023,128 | $344,941,733 | $6,077,964,861 |
| 135 | TIM LOONEY INVESTMENTS, LLC | $307,848 | — | $338,324,498 | $338,324,498 |
| 136 | AUTUMN LANE ADVISORS, LLC | $2,224,577 | $431,158,000 | $336,321,000 | $767,479,000 |
| 137 | GKFO, LLC | $2,754,407 | $294,989,266 | $330,261,182 | $625,250,448 |
| 138 | A.G. CAMPBELL ADVISORY, LLC | $6,252,587 | $90,268,792 | $328,654,505 | $418,923,297 |
| 139 | WINGATE WEALTH ADVISORS, INC. | $409,507 | $798,962,344 | $326,772,849 | $1,125,735,193 |
| 140 | REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC | $4,750,173 | $3,581,046,117 | $323,595,906 | $3,904,642,023 |
| 141 | THE FAIRMAN GROUP, LLC | $856,824 | $483,105,906 | $322,308,184 | $805,414,090 |
| 142 | QUANTUM FINANCIAL SERVICES INC. | $3,090,388 | — | $321,400,309 | $321,400,309 |
| 143 | FINANCIAL LIFE FOCUS, LLC | $572,326 | — | $317,068,506 | $317,068,506 |
| 144 | BRIGHTSIDE PARTNERS | $2,134,423 | $375,392,228 | $316,160,801 | $691,553,029 |
| 145 | Q3 ASSET MANAGEMENT CORPORATION | $208,554 | $478,277,401 | $315,894,577 | $794,171,978 |
| 146 | CRA FINANCIAL SERVICES, L.L.C. | $396,156 | $794,692,238 | $313,751,963 | $1,108,444,201 |
| 147 | IRONSIDES ASSET ADVISORS, LLC | $1,808,450 | $552,570,026 | $313,677,617 | $866,247,643 |
| 148 | WINDSOR ADVISORY GROUP, LLC | $559,302 | $1,412,351,387 | $313,655,494 | $1,726,006,881 |
| 149 | REX CAPITAL ADVISORS, LLC | $1,436,521 | $939,622,618 | $313,023,836 | $1,252,646,454 |
| 150 | ELEVATE WEALTH ADVISORY, INC. | $195,586 | — | $312,545,715 | $312,545,715 |
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.
