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 |
|---|---|---|---|---|---|
| 2001 | NBW CAPITAL LLC | $1,794,998 | $495,419,489 | — | $495,419,489 |
| 2002 | DECISIONPOINT FINANCIAL, LLC | $631,243 | $495,525,785 | — | $495,525,785 |
| 2003 | COLUMBIA RIVER ADVISORS | $487,266 | $483,104,437 | $12,932,297 | $496,036,734 |
| 2004 | SONOMA WEALTH ADVISORS, LLC | $224,166 | $410,050,000 | $86,925,000 | $496,975,000 |
| 2005 | ARBOR WEALTH ADVISORS LLC | $1,937,630 | $494,838,805 | $3,132,126 | $497,970,931 |
| 2006 | WEALTHBRIDGE CAPITAL MANAGEMENT, LLC | $310,672 | $498,629,213 | — | $498,629,213 |
| 2007 | WATERWAY WEALTH MANAGEMENT, L.L.C. | $440,587 | $498,744,808 | — | $498,744,808 |
| 2008 | COLLEGIATE CAPITAL MANAGEMENT, INC. | $289,825 | $450,924,819 | $48,153,401 | $499,078,220 |
| 2009 | COMPASS ASSET MANAGEMENT, LLC | $651,316 | $499,559,349 | — | $499,559,349 |
| 2010 | HACKETT ROBERTSON TOBE GROUP | $6,849,315 | — | $500,000,000 | $500,000,000 |
| 2011 | TSG ADVICE PARTNERS, LLC | $158,297 | $501,326,423 | — | $501,326,423 |
| 2012 | WEDMONT PRIVATE CAPITAL | $937,062 | $488,911,422 | $12,416,752 | $501,328,174 |
| 2013 | MORLING FINANCIAL ADVISORS, LLC | $536,269 | $501,411,899 | — | $501,411,899 |
| 2014 | BEMANAGED | $345,659 | $493,139,787 | $8,756,935 | $501,896,722 |
| 2015 | ASSET MANAGEMENT GROUP LTD | $1,044,060 | $502,192,860 | — | $502,192,860 |
| 2016 | CORNELL POCHILY INVESTMENT ADVISORS, INC. | $469,490 | $502,353,828 | — | $502,353,828 |
| 2017 | RIVERVIEW CAPITAL ADVISERS LLC | $1,019,312 | $457,834,696 | $44,685,998 | $502,520,694 |
| 2018 | BIECHELE ROYCE ADVISORS, INC. | $857,473 | $460,790,312 | $42,546,372 | $503,336,684 |
| 2019 | WHITE OAKS WEALTH ADVISORS, INC. | $2,055,423 | $503,578,561 | — | $503,578,561 |
| 2020 | ARISTON SERVICES GROUP, LLC | $2,186,040 | $351,451,560 | $153,523,795 | $504,975,355 |
| 2021 | TELLONE MANAGEMENT GROUP INC | $1,020,762 | $505,277,042 | — | $505,277,042 |
| 2022 | PETERSON WEALTH ADVISORS, LLC | $377,505 | $505,479,272 | — | $505,479,272 |
| 2023 | AFS FINANCIAL GROUP, LLC | $571,348 | $505,643,018 | — | $505,643,018 |
| 2024 | CREEKSIDE PARTNERS | $1,968,198 | $505,826,892 | — | $505,826,892 |
| 2025 | THE WATCHMAN GROUP, INC. | $2,081,726 | $505,859,384 | — | $505,859,384 |
| 2026 | HARRELL INVESTMENT PARTNERS, LLC | $704,629 | $489,499,622 | $16,423,762 | $505,923,384 |
| 2027 | VANCE WEALTH | $452,632 | $417,723,660 | $88,318,692 | $506,042,352 |
| 2028 | STEWARD WEALTH MANAGEMENT | $459,387 | $507,163,091 | — | $507,163,091 |
| 2029 | INDEPENDENT FAMILY OFFICE, LLC | $4,098,084 | $507,864,117 | $298,346 | $508,162,463 |
| 2030 | HAMEL ASSOCIATES,INC. | $2,201,036 | $471,392,458 | $37,046,844 | $508,439,302 |
| 2031 | CLINTSMAN FINANCIAL PLANNING | $362,767 | $508,599,590 | — | $508,599,590 |
| 2032 | OPES WEALTH MANAGEMENT, LLC | $1,701,193 | $508,656,733 | — | $508,656,733 |
| 2033 | WISDOM FINANCIAL SERVICES, L.L.C. | $163,409 | $507,235,751 | $1,456,763 | $508,692,514 |
| 2034 | ACKERMAN CAPITAL MANAGEMENT | $939,608 | $457,468,346 | $51,799,183 | $509,267,529 |
| 2035 | WEST BRANCH CAPITAL LLC | $306,459 | $493,151,183 | $16,489,400 | $509,640,583 |
| 2036 | MCCOLLUM CHRISTOFERSON GROUP, LLC | $695,491 | $509,795,227 | — | $509,795,227 |
| 2037 | ERTS WEALTH ADVISORS, LLC | $245,192 | $455,000,000 | $55,000,000 | $510,000,000 |
| 2038 | T.O.S. ADVISORS, LLC | $1,469,866 | $306,947,116 | $203,096,455 | $510,043,571 |
| 2039 | CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC | $551,555 | $510,188,103 | — | $510,188,103 |
| 2040 | WOODWARD FINANCIAL ADVISORS, INC. | $705,174 | $511,250,999 | — | $511,250,999 |
| 2041 | INTEGRIS WEALTH MANAGEMENT, LLC | $674,568 | $498,436,623 | $12,885,905 | $511,322,528 |
| 2042 | THE PATTEN GROUP, INC. | $448,364 | $511,583,841 | — | $511,583,841 |
| 2043 | GRADIENT CAPITAL ADVISORS, LLC | $391,040 | $431,035,319 | $81,617,508 | $512,652,827 |
| 2044 | NWK GROUP | $1,257,111 | $512,901,108 | — | $512,901,108 |
| 2045 | DELTA INVESTMENT MANAGEMENT, LLC | $309,760 | $513,891,606 | — | $513,891,606 |
| 2046 | J.W. COONS ADVISORS, LLC | $1,531,385 | $464,264,765 | $50,280,607 | $514,545,372 |
| 2047 | SIGNALPOINT ASSET MANAGEMENT LLC | $358,845 | $505,830,211 | $9,112,115 | $514,942,326 |
| 2048 | NEUMANN CAPITAL MANAGEMENT | $949,236 | $515,435,206 | — | $515,435,206 |
| 2049 | EAGLE ROCK INVESTMENT COMPANY, LLC | $3,908,547 | $515,928,263 | — | $515,928,263 |
| 2050 | ASPYRE WEALTH PARTNERS | $426,895 | $516,970,077 | — | $516,970,077 |
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.
