RIA Data Center

Use this interactive rankings tool to find key information on fee-only registered investment advisory firms*.

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      Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
      2301MRAZ, AMERINE & ASSOCIATES, INC.$387,335$565,509,753—$565,509,753
      2302SIZEMORE CAPITAL MANAGEMENT, LLC$123,570$109,483,441—$109,483,441
      2303SALTMARSH FINANCIAL ADVISORS, L.L.C.$521,111$243,880,000—$243,880,000
      2304HALLETT ADVISORS$186,401$125,261,396—$125,261,396
      2305ENVOI LLC$2,218,486$3,121,409,851—$3,121,409,851
      2306BENCHMARK INVESTMENT ADVISORS LLC$2,723,939$247,878,412—$247,878,412
      2307PATHWAY FINANCIAL ADVISERS, LLC$247,845$351,939,635—$351,939,635
      2308SMART INVESTOR, LLC$645,314$682,741,798—$682,741,798
      2309READ & POWELL FINANCIAL SERVICES, LLC$218,763$122,726,077—$122,726,077
      2310TRICORD ADVISORS, INC.$217,582$175,588,316—$175,588,316
      2311AVALON CAPITAL MANAGEMENT$1,059,955$339,185,647—$339,185,647
      2312PAOLINO, WILLIAM$257,635$169,008,747—$169,008,747
      2313MAGNOLIA FINANCIAL PLANNING SERVICES, INC.$205,358$138,821,999—$138,821,999
      2314WRIGHT ASSOCIATES$2,269,329$304,090,020—$304,090,020
      2315PRIVATE CAPITAL MANAGEMENT$3,342,820$956,046,586—$956,046,586
      2316CRAWFORD FINANCIAL PLANNING & CONSULTING$312,179$108,950,510—$108,950,510
      2317PERENNIAL ADVISORS GROUP, LLC$392,739$298,874,238—$298,874,238
      2318CARMICHAEL HILL & ASSOCIATES INC$391,904$303,333,592—$303,333,592
      2319GRAGG FINANCIAL$405,760$173,665,253—$173,665,253
      2320CHERRY CREEK INVESTMENT ADVISORS INC$947,494$236,873,421—$236,873,421
      2321MACKE FINANCIAL ADVISORY GROUP$299,537$128,201,895—$128,201,895
      2322SEASCAPE CAPITAL MANAGEMENT,LLC$514,543$299,978,752—$299,978,752
      2323AGATE PASS INVESTMENT, LLC$829,835$209,948,374—$209,948,374
      2324WOOD TARVER FINANCIAL$231,707$285,000,000—$285,000,000
      2325BURT WEALTH ADVISORS$708,587$834,006,617—$834,006,617
      2326BOSTON RESEARCH AND MANAGEMENT, INC.$1,302,400$548,310,400—$548,310,400
      2327DEL MAR WEALTH MANAGEMENT INC$434,047$130,648,207—$130,648,207
      2328PARTNERS IN FINANCIAL PLANNING, LLC$387,414$678,362,660—$678,362,660
      2329EAGLE BLUFFS WEALTH MANAGEMENT LLC$474,310$153,202,113—$153,202,113
      2330ARKOS GLOBAL ADVISORS, LLC$628,048$686,456,423—$686,456,423
      2331PARCION PRIVATE WEALTH LLC$1,882,126$2,113,627,547—$2,113,627,547
      2332KENDALL CAPITAL MANAGEMENT$423,253$479,545,821—$479,545,821
      2333THE MARTIN WORLEY GROUP$374,959$285,718,930—$285,718,930
      2334INNOVATIVE ADVISORY GROUP$165,655$136,500,000—$136,500,000
      2335HTG INVESTMENT ADVISORS INC$652,343$814,776,175—$814,776,175
      2336BEACON HARBOR WEALTH ADVISORS$387,953$405,410,468—$405,410,468
      2337COGENT STRATEGIC WEALTH LLC$603,310$216,588,378—$216,588,378
      2338LANDMARK WEALTH MANAGEMENT, LLC$391,447$241,522,541—$241,522,541
      2339SENTINEL WEALTH MANAGEMENT, INC.$848,323$281,643,071—$281,643,071
      2340WEALTHSTREAM ADVISORS, INC.$667,242$1,156,997,266—$1,156,997,266
      2341MB, LEVIS & ASSOCIATES,LLC$601,851$345,462,211—$345,462,211
      2342AGILIS WEALTH MANAGEMENT,LLC$300,771$101,359,732—$101,359,732
      2343TELOS CAPITAL MANAGEMENT, INC.$627,871$1,197,350,807—$1,197,350,807
      2344NCM CAPITAL MANAGEMENT, LLC$575,817$298,273,051—$298,273,051
      2345ASCEND INVESTMENT PARTNERS$303,437$493,388,105—$493,388,105
      2346NAVIGATE PRIVATE WEALTH, LLC$227,214$459,881,234—$459,881,234
      2347WINDWARD PRIVATE WEALTH MANAGEMENT INC.$302,159$276,475,386—$276,475,386
      2348PHILLIP JAMES FINANCIAL CO.$244,422$151,053,028—$151,053,028
      2349SCHLINDWEIN ASSOCIATES LLC$519,892$231,351,764—$231,351,764
      2350OMICRON ADVISORS, LLC$746,521$111,231,558—$111,231,558
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      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.