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.

Filters

Filters

# of employees

MinMax
Apply

High-net-worth client assets

    View More

      Total AUM

      MinMax
      Apply

      Total accounts

      MinMax
      Apply

      Discretionary AUM

      MinMax
      Apply

      Avg. discretionary account AUM

      MinMax
      Apply

      Non-discretionary AUM

      MinMax
      Apply

      Non-discretionary accounts

      MinMax
      Apply

      Average non-discretionary account AUM

      MinMax
      Apply

      Avg. account AUM

      MinMax
      Apply
      Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
      2001HERITAGE INVESTMENT GROUP, INC.$896,235$1,692,091,393—$1,692,091,393
      2002BETA WEALTH GROUP, INC$1,043,003$409,900,000—$409,900,000
      2003OPEN WINDOW FINANCIAL SOLUTIONS, LTD.$669,470$186,112,658—$186,112,658
      2004MEIXLER INVESTMENT MANAGEMENT, LTD.$177,950$137,021,405—$137,021,405
      2005GENESIS WEALTH ADVISORS, LLC$325,354$210,829,362—$210,829,362
      2006SADOFF INVESTMENT MANAGEMENT LLC$1,492,650$1,859,842,044—$1,859,842,044
      2007KOENIG INVESTMENT ADVISORY, LLC$331,834$214,032,937—$214,032,937
      2008AUSTIN ASSET$679,267$1,366,006,925—$1,366,006,925
      2009TAYLOR & MORGAN ASSET MANAGEMENT, LLC$291,120$254,147,833—$254,147,833
      2010LD LOWE WEALTH ADVISORY$484,437$120,140,383—$120,140,383
      2011STERLING INVESTMENT MANAGEMENT$155,802,359$1,558,023,587—$1,558,023,587
      2012WEST END WEALTH MANAGEMENT, LLC$970,439$108,689,220—$108,689,220
      2013WEALTHSTAR ADVISORS, LLC$289,128$717,616,108—$717,616,108
      2014NORTHWEST FINANCIAL SERVICES INC$1,215,295$449,659,059—$449,659,059
      2015ACCESS INVESTMENT ADVISORS INC$339,596$186,098,524—$186,098,524
      2016AMERICA FIRST INVESTMENT ADVISORS LLC$849,115$463,616,637—$463,616,637
      2017JEFFREY CHARLES LLOYD WOLMAN$318,954$220,396,968—$220,396,968
      2018WHITE PINE INVESTMENT CO$467,820$399,986,095—$399,986,095
      2019FORTUNE WEALTH MANAGEMENT, LLC$1,357,498$300,006,951—$300,006,951
      2020LSIA$2,843,797$912,858,853—$912,858,853
      2021TL PRIVATE WEALTH$490,692$282,638,789—$282,638,789
      2022VIENNA ASSET MANAGEMENT LLC$1,988,386$169,012,832—$169,012,832
      2023WOOSTER CORTHELL WEALTH MANAGEMENT, INC.$477,917$466,446,674—$466,446,674
      2024FINANCIAL ARCHITECTS, LLC$349,975$124,590,957—$124,590,957
      2025THE H GROUP WASHINGTON, INC.$269,024$181,860,014—$181,860,014
      2026WESTBOURNE INVESTMENTS, INC.$394,599$211,505,231—$211,505,231
      2027ACADIA LEGACY GROUP$1,313,965$113,000,971—$113,000,971
      2028FORTUNE 360 GROUP LLC$303,986$141,353,614—$141,353,614
      2029VERISAIL PARTNERS, LLC$237,722$205,392,000—$205,392,000
      2030REGIS MANAGEMENT COMPANY, LLC$92,566,740$4,443,203,516—$4,443,203,516
      2031WEST COAST FINANCIAL, LLC$906,939$1,640,652,188—$1,640,652,188
      2032LINDAHL & MANSAGER INC$253,232$189,164,586—$189,164,586
      2033MERIDIAN FINANCIAL PARTNERS LLC$352,569$358,914,757—$358,914,757
      2034SJBENEN ADVISORY, LLC$839,997$177,239,391—$177,239,391
      2035SCHUBERT & COMPANY, INC.$678,142$322,795,724—$322,795,724
      2036HOTALING INVESTMENT MANAGEMENT, LLC$652,882$353,209,299—$353,209,299
      2037WOODWARD DIVERSIFIED CAPITAL, LLC$385,955$390,586,460—$390,586,460
      2038LONGVIEW ASSET MANAGEMENT, LLC$564,464$238,768,447—$238,768,447
      2039BCR WEALTH STRATEGIES$343,247$353,544,205—$353,544,205
      2040GLASSY MOUNTAIN ADVISORS, INC.$1,001,752$236,413,515—$236,413,515
      2041SAGEOAK FINANCIAL, LLC$177,794$114,143,530—$114,143,530
      2042INVESTMENTS & FINANCIAL PLANNING, LLC$356,827$223,016,793—$223,016,793
      2043THE PATTEN GROUP, INC.$448,364$511,583,841—$511,583,841
      2044COHEN CAPITAL MANAGEMENT INC$4,468,960$755,254,210—$755,254,210
      2045SHORELINE WEALTH ADVISORS$335,247$222,603,939—$222,603,939
      2046MY LEGACY ADVISORS, LLC$790,860$304,481,152—$304,481,152
      2047VIGILANT CAPITAL MANAGEMENT, LLC$1,460,342$2,240,163,925—$2,240,163,925
      2048SFM, LLC$504,416$262,296,071—$262,296,071
      2049HCM WEALTH ADVISORS$390,299$894,566,067—$894,566,067
      2050GATEWAY ADVISORY, LLC$329,345$738,721,602—$738,721,602
      « Previous PageNext Page »

      Showing 2,001 to 2,050 of 2,927 entries

      Page 34 | 35 | 36 | 37 | 38 | 39 | 40 | 41 | 42 | 43 | 44 | 45 | 46 | 47 | 48

      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.