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 |
|---|---|---|---|---|---|
| 2401 | VERSANT CAPITAL MANAGEMENT, INC. | $698,435 | $805,925,436 | $44,070,121 | $849,995,557 |
| 2402 | YESKE BUIE INC. | $675,425 | $841,241,957 | $11,144,498 | $852,386,455 |
| 2403 | GENERATION CAPITAL MANAGEMENT LLC | $3,055,243 | $111,350,662 | $741,062,232 | $852,412,894 |
| 2404 | BERKSHIRE MONEY MANAGEMENT, INC. | $443,571 | $853,221,718 | $209,642 | $853,431,360 |
| 2405 | AUSTIN PRIVATE WEALTH, LLC | $215,678 | $839,064,975 | $14,588,740 | $853,653,715 |
| 2406 | FINANCIAL ADVISORY CORPORATION | $792,516 | $854,325,351 | $6,786 | $854,332,137 |
| 2407 | COYLE FINANCIAL COUNSEL, LLC | $378,986 | $720,633,370 | $134,739,065 | $855,372,435 |
| 2408 | EVERMAY WEALTH MANAGEMENT, LLC | $760,443 | $822,332,575 | $34,686,974 | $857,019,549 |
| 2409 | MONTEREY PRIVATE WEALTH, INC. | $474,464 | $823,177,163 | $35,128,609 | $858,305,772 |
| 2410 | COLUMBIA ASSET MANAGEMENT, L.L.C. | $763,416 | $855,975,945 | $2,867,022 | $858,842,967 |
| 2411 | BRAND ASSET MANAGEMENT GROUP, INC. | $661,736 | $824,262,371 | $34,671,266 | $858,933,637 |
| 2412 | ARBOR INVESTMENT ADVISORS | $785,842 | $846,462,635 | $13,248,940 | $859,711,575 |
| 2413 | MEANS WEALTH MANAGEMENT | $340,836 | $743,988,746 | $116,282,514 | $860,271,260 |
| 2414 | ANODOS ADVISORS, LLC | $4,554,550 | — | $860,810,000 | $860,810,000 |
| 2415 | HHM WEALTH ADVISORS, LLC | $360,259 | $828,092,340 | $36,889,855 | $864,982,195 |
| 2416 | BAXTER INVESTMENT MANAGEMENT | $2,185,360 | $857,956,426 | $7,446,140 | $865,402,566 |
| 2417 | COVENANT PARTNERS, LLC | $1,360,838 | $772,537,967 | $92,955,232 | $865,493,199 |
| 2418 | IRONSIDES ASSET ADVISORS, LLC | $1,808,450 | $552,570,026 | $313,677,617 | $866,247,643 |
| 2419 | OAK ROOT LLC | $7,539,130 | $856,000,000 | $11,000,000 | $867,000,000 |
| 2420 | ROBERTS, GLORE & CO. | $806,179 | $615,889,588 | $252,365,485 | $868,255,073 |
| 2421 | GALAPAGOS WEALTH MANAGEMENT, LLC | $28,945,572 | $333,945,185 | $534,421,984 | $868,367,169 |
| 2422 | DARRELL & KING, LLC | $3,760,991 | $868,789,030 | — | $868,789,030 |
| 2423 | AUFMAN ASSOCIATES INC | $3,603,723 | $875,704,723 | — | $875,704,723 |
| 2424 | WHITNEY & COMPANY | $663,750 | $872,856,646 | $5,284,560 | $878,141,206 |
| 2425 | OPUS CAPITAL MANAGEMENT | $2,514,834 | $622,933,752 | $259,772,834 | $882,706,586 |
| 2426 | HEADINVEST | $862,536 | $883,236,624 | — | $883,236,624 |
| 2427 | QUANTUM FINANCIAL ADVISORS, LLC | $694,802 | $887,262,307 | — | $887,262,307 |
| 2428 | STILLWATER CAPITAL ADVISORS, LLC | $477,711 | $802,766,409 | $85,298,088 | $888,064,497 |
| 2429 | TBH GLOBAL ASSET MANAGEMENT, LLC | $337,930 | $832,882,751 | $56,211,942 | $889,094,693 |
| 2430 | ESTABROOK CAPITAL MANAGEMENT LLC | $1,035,746 | $889,706,058 | — | $889,706,058 |
| 2431 | BUFFINGTON MOHR MCNEAL | $607,730 | $866,774,485 | $24,157,207 | $890,931,692 |
| 2432 | THE H GROUP, INC. | $271,388 | $891,237,188 | — | $891,237,188 |
| 2433 | PRAIRIEVIEW PARTNERS, LLC | $2,218,483 | $885,138,568 | $6,691,397 | $891,829,965 |
| 2434 | HCM WEALTH ADVISORS | $390,299 | $894,566,067 | — | $894,566,067 |
| 2435 | CHARLES PRATT & COMPANY, L.L.C. | $1,374,689 | $777,530,438 | $117,392,079 | $894,922,517 |
| 2436 | WAYPOINT WEALTH PARTNERS | $1,185,670 | $896,366,542 | — | $896,366,542 |
| 2437 | HOLLOW BROOK WEALTH MANAGEMENT LLC | $3,130,589 | $292,526,568 | $605,952,610 | $898,479,178 |
| 2438 | SHARKEY HOWES & JAVER INC | $335,297 | $903,625,913 | — | $903,625,913 |
| 2439 | SOUNDPATH INVESTMENT ADVISORS, LLC | $1,696,735 | $904,359,756 | — | $904,359,756 |
| 2440 | REGATTA CAPITAL GROUP, LLC | $315,653 | $753,580,531 | $153,289,381 | $906,869,912 |
| 2441 | FULCRUM CAPITAL, LLC | $1,923,386 | $852,023,871 | $57,737,599 | $909,761,470 |
| 2442 | FUSION FAMILY WEALTH, LLC | $813,025 | $894,882,035 | $17,332,067 | $912,214,102 |
| 2443 | LSIA | $2,843,797 | $912,858,853 | — | $912,858,853 |
| 2444 | WESCAP GROUP | $770,886 | $752,300,000 | $161,200,000 | $913,500,000 |
| 2445 | WPWEALTH LLP | $404,317 | $645,821,639 | $268,742,490 | $914,564,129 |
| 2446 | WILLIS JOHNSON & ASSOCIATES, INC. | $635,766 | $877,175,805 | $37,691,773 | $914,867,578 |
| 2447 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | $610,486 | $911,628,852 | $10,204,578 | $921,833,430 |
| 2448 | MOISAND FITZGERALD TAMAYO, LLC | $309,283 | $913,608,089 | $8,364,085 | $921,972,174 |
| 2449 | KLCM ADVISORS, INC. | $2,010,941 | $923,021,783 | — | $923,021,783 |
| 2450 | VINTAGE FINANCIAL SERVICES LLC | $1,742,283 | $923,410,000 | — | $923,410,000 |
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.
