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 |
|---|---|---|---|---|---|
| 2351 | SITTNER & NELSON, LLC | $575,740 | $750,206,392 | $17,830,881 | $768,037,273 |
| 2352 | DEERFIELD | $823,116 | $663,526,211 | $106,910,496 | $770,436,707 |
| 2353 | WALTER KEENAN WEALTH MANAGEMENT | $2,596,682 | $590,220,353 | $180,994,068 | $771,214,421 |
| 2354 | THRIVE WEALTH MANAGEMENT, LLC | $426,082 | $730,163,962 | $43,174,296 | $773,338,258 |
| 2355 | SCOTT CAPITAL ADVISORS, LLC | $997,671 | $720,912,841 | $56,273,172 | $777,186,013 |
| 2356 | REGENCY INVESTMENT ADVISORS INC | $493,559 | $769,931,305 | $7,423,989 | $777,355,294 |
| 2357 | INSIGHT WEALTH STRATEGIES, LLC | $523,907 | $777,477,686 | — | $777,477,686 |
| 2358 | FAMILY WMS, LLC | $980,004 | $392,124,756 | $386,978,663 | $779,103,419 |
| 2359 | WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC | $532,333 | $780,400,000 | — | $780,400,000 |
| 2360 | ZEVIN ASSET MANAGEMENT, LLC | $1,275,204 | $776,456,560 | $6,518,904 | $782,975,464 |
| 2361 | LAFAYETTE INVESTMENTS, INC. | $1,443,531 | $783,837,272 | — | $783,837,272 |
| 2362 | JOHN MOORE & ASSOCIATES INC | $1,237,706 | $784,705,786 | — | $784,705,786 |
| 2363 | WEALTH ADVISORS GROUP | $344,053 | $754,999,486 | $29,786,508 | $784,785,994 |
| 2364 | ELLIS INVESTMENT PARTNERS, LLC | $450,930 | $726,332,514 | $60,088,844 | $786,421,358 |
| 2365 | SUMMIT ASSET MANAGEMENT LLC | $526,771 | $703,237,223 | $83,232,386 | $786,469,609 |
| 2366 | BLANKINSHIP & FOSTER, LLC | $802,542 | $786,491,375 | — | $786,491,375 |
| 2367 | MITCHELL CAPITAL MANAGEMENT CO | $1,164,346 | $787,098,024 | — | $787,098,024 |
| 2368 | ABOUND WEALTH MANAGEMENT, LLC | $331,128 | $758,604,290 | $32,790,882 | $791,395,172 |
| 2369 | NORTHSTAR ASSET MANAGEMENT INC | $1,696,443 | $792,239,004 | — | $792,239,004 |
| 2370 | Q3 ASSET MANAGEMENT CORPORATION | $208,554 | $478,277,401 | $315,894,577 | $794,171,978 |
| 2371 | FINANCIAL CONCEPTS | $158,141 | $794,341,659 | — | $794,341,659 |
| 2372 | QUANTITATIVE ADVANTAGE, LLC | $395,838 | $798,801,364 | — | $798,801,364 |
| 2373 | 180 WEALTH ADVISORS, LLC | $320,000 | $620,000,000 | $180,000,000 | $800,000,000 |
| 2374 | BURLESON & COMPANY, LLC | $848,992 | $657,216,261 | $144,232,615 | $801,448,876 |
| 2375 | THE FAIRMAN GROUP, LLC | $856,824 | $483,105,906 | $322,308,184 | $805,414,090 |
| 2376 | BAY COLONY ADVISORS | $499,405 | $731,879,130 | $73,661,895 | $805,541,025 |
| 2377 | EAGLE BAY ADVISORS LLC | $867,700 | $806,093,560 | — | $806,093,560 |
| 2378 | SEQUENT ASSET MANAGEMENT, LLC | $1,759,124 | $377,413,283 | $433,542,857 | $810,956,140 |
| 2379 | MARQUETTE WEALTH MANAGEMENT | $1,553,623 | $810,991,000 | — | $810,991,000 |
| 2380 | FINANCIAL SYMMETRY INC. | $211,740 | $380,772,149 | $431,885,203 | $812,657,352 |
| 2381 | ABSHER WEALTH MANAGEMENT, LLC | $493,527 | $758,475,945 | $54,856,249 | $813,332,194 |
| 2382 | HTG INVESTMENT ADVISORS INC | $652,343 | $814,776,175 | — | $814,776,175 |
| 2383 | TOTAL WEALTH PLANNING, LLC | $422,430 | $752,209,289 | $63,503,116 | $815,712,405 |
| 2384 | WORTHPOINTE | $560,622 | $816,613,579 | $212,427 | $816,826,006 |
| 2385 | BOURGEON CAPITAL MANAGEMENT LLC | $2,111,598 | $763,800,000 | $55,500,000 | $819,300,000 |
| 2386 | PRIVATE WEALTH MANAGEMENT, INC. | $1,346,396 | — | $829,379,814 | $829,379,814 |
| 2387 | J.W.BURNS & COMPANY, INC. | $679,011 | $801,746,275 | $28,005,603 | $829,751,878 |
| 2388 | BURT WEALTH ADVISORS | $708,587 | $834,006,617 | — | $834,006,617 |
| 2389 | THE MARSHALL FINANCIAL GROUP, INC | $562,735 | $822,649,177 | $12,449,285 | $835,098,462 |
| 2390 | FIERSTON FINANCIAL GROUP INC | $918,642 | $835,963,837 | — | $835,963,837 |
| 2391 | ASPEN CAPITAL MANAGEMENT | $464,994 | — | $836,060,000 | $836,060,000 |
| 2392 | STAGE HARBOR FINANCIAL | $834,702 | $836,371,229 | — | $836,371,229 |
| 2393 | LIVE OAK PRIVATE WEALTH, LLC | $1,958,915 | $836,456,769 | — | $836,456,769 |
| 2394 | KEB WEALTH ADVISORS | $493,467 | $756,696,115 | $85,652,683 | $842,348,798 |
| 2395 | FINANCIAL SERVICES ADVISORY | $395,726 | $842,896,540 | — | $842,896,540 |
| 2396 | GREENWOOD GEARHART INC. | $444,297 | $844,164,509 | — | $844,164,509 |
| 2397 | SILICON VALLEY CAPITAL PARTNERS, L.P. | $665,602 | $845,313,930 | — | $845,313,930 |
| 2398 | EDGE WEALTH MANAGEMENT, LLC | $1,627,215 | $846,151,721 | — | $846,151,721 |
| 2399 | ST. CLAIR ADVISORS, LLC | $1,524,831 | $847,806,060 | — | $847,806,060 |
| 2400 | HFM WEALTH MANAGEMENT | $4,351,218 | $801,541,675 | $46,945,828 | $848,487,503 |
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.
