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 |
|---|---|---|---|---|---|
| 2501 | PARAGON ADVISORS, INC. | $17,557,895 | $566,600,000 | $434,200,000 | $1,000,800,000 |
| 2502 | BOSTON HILL ADVISORS, LLC | $313,120 | $954,719,498 | $47,577,259 | $1,002,296,757 |
| 2503 | CRANBROOK WEALTH MANAGEMENT, LLC | $831,926 | $1,002,471,125 | — | $1,002,471,125 |
| 2504 | PRIVATE ASSET MANAGEMENT INC | $735,821 | $1,003,660,304 | — | $1,003,660,304 |
| 2505 | SLATESTONE WEALTH LLC | $842,064 | $942,803,379 | $62,620,682 | $1,005,424,061 |
| 2506 | FINANCIAL PLANNING AND INFORMATION SERVICES, INC. | $924,329 | $1,007,518,203 | — | $1,007,518,203 |
| 2507 | APRIEM ADVISORS | $430,721 | $1,000,651,437 | $7,235,120 | $1,007,886,557 |
| 2508 | SBC WEALTH MANAGEMENT | $362,294 | $1,006,504,371 | $3,208,315 | $1,009,712,686 |
| 2509 | MARTEL WEALTH ADVISORS INC | $340,509 | $832,797,102 | $178,175,409 | $1,010,972,511 |
| 2510 | WEALTHSPIRE ADVISORS | $564,573 | $1,012,843,208 | — | $1,012,843,208 |
| 2511 | MERIDIAN WEALTH ADVISORS, LLC | $827,462 | $1,006,831,794 | $10,945,886 | $1,017,777,680 |
| 2512 | VISION CAPITAL MANAGEMENT INC | $709,903 | $1,021,550,392 | — | $1,021,550,392 |
| 2513 | AVITAS WEALTH MANAGEMENT, LLC | $1,583,728 | $1,023,088,059 | — | $1,023,088,059 |
| 2514 | SBK FINANCIAL, INC. | $809,977 | $956,333,988 | $67,476,336 | $1,023,810,324 |
| 2515 | WALLINGTON ASSET MANAGEMENT | $1,295,160 | $1,027,061,512 | — | $1,027,061,512 |
| 2516 | AUXANO ADVISORS | $687,312 | $947,620,299 | $81,972,700 | $1,029,592,999 |
| 2517 | TRIUNE FINANCIAL PARTNERS, LLC | $1,163,467 | $826,032,453 | $207,125,979 | $1,033,158,432 |
| 2518 | GRAVES LIGHT LENHART | $932,567 | $997,298,149 | $35,986,164 | $1,033,284,313 |
| 2519 | BURTON ENRIGHT WELCH | $654,333 | $920,327,830 | $114,826,479 | $1,035,154,309 |
| 2520 | RIVER WEALTH ADVISORS LLC | $527,987 | $1,040,134,975 | — | $1,040,134,975 |
| 2521 | TARBOX FAMILY OFFICE, INC. | $1,222,346 | $1,040,216,612 | — | $1,040,216,612 |
| 2522 | CADINHA & CO LLC | $754,326 | $1,042,478,797 | — | $1,042,478,797 |
| 2523 | PAYNE CAPITAL MANAGEMENT, LLC | $269,063 | $300,210,088 | $743,485,559 | $1,043,695,647 |
| 2524 | FIRST PACIFIC FINANCIAL, INC. | $366,294 | $1,047,966,061 | — | $1,047,966,061 |
| 2525 | REQUISITE CAPITAL MANAGEMENT LLC | $2,199,514 | $489,190,675 | $559,977,584 | $1,049,168,259 |
| 2526 | BT WEALTH MANAGEMENT, LLC | $791,539 | $1,032,573,965 | $17,797,953 | $1,050,371,918 |
| 2527 | HENRY H. ARMSTRONG ASSOCIATES, INC. | $7,328,180 | $1,055,257,923 | — | $1,055,257,923 |
| 2528 | ARTHUR M. COHEN & ASSOCIATES LLC | $1,306,513 | $1,059,582,281 | — | $1,059,582,281 |
| 2529 | CHRISTOPHER WEIL & CO INC | $766,989 | $1,015,771,256 | $46,508,332 | $1,062,279,588 |
| 2530 | ASCENT WEALTH PARTNERS, LLC | $599,807 | $1,011,411,489 | $52,045,772 | $1,063,457,261 |
| 2531 | AGILI, P.C. | $549,195 | $1,065,388,598 | $1,148,790 | $1,066,537,388 |
| 2532 | LYNX INVESTMENT ADVISORY, LLC | $3,759,132 | $233,002,897 | $834,590,531 | $1,067,593,428 |
| 2533 | ECLECTIC ASSOCIATES, INC. | $347,723 | $905,408,774 | $165,579,070 | $1,070,987,844 |
| 2534 | LYELL WEALTH MANAGEMENT LP | $4,227,390 | $1,073,757,090 | — | $1,073,757,090 |
| 2535 | LEHMAN FINANCIAL RESOURCES | $460,538 | $1,074,895,757 | — | $1,074,895,757 |
| 2536 | DELTA FINANCIAL GROUP, INC. | $348,524 | $1,015,390,531 | $60,851,146 | $1,076,241,677 |
| 2537 | CORRIGAN FINANCIAL INC | $1,010,801 | $1,084,357,000 | $2,254,000 | $1,086,611,000 |
| 2538 | SUNCOAST EQUITY MANAGEMENT, LLC | $858,167 | $1,091,588,569 | — | $1,091,588,569 |
| 2539 | ANGELES WEALTH MANAGEMENT, LLC | $11,037,465 | $985,351,255 | $107,357,827 | $1,092,709,082 |
| 2540 | EVERHART ADVISORS | $294,635 | $995,655,133 | $98,913,077 | $1,094,568,210 |
| 2541 | CLEAR CREEK FINANCIAL MANAGEMENT, LLC | $167,982 | $1,054,738,189 | $42,689,901 | $1,097,428,090 |
| 2542 | MILL CAPITAL MANAGEMENT, LLC | $7,575,334 | $1,063,237,378 | $35,186,027 | $1,098,423,405 |
| 2543 | BLUE CHIP PARTNERS, INC. | $544,220 | $1,090,638,705 | $8,141,800 | $1,098,780,505 |
| 2544 | CABOT WEALTH MANAGEMENT | $629,132 | $1,101,610,638 | — | $1,101,610,638 |
| 2545 | SCHOOLCRAFT CAPITAL LLC | $6,765,299 | $1,063,258,631 | $39,485,061 | $1,102,743,692 |
| 2546 | PROWELL FINANCIAL MANAGEMENT, LLC | $4,712,996 | $1,102,840,949 | — | $1,102,840,949 |
| 2547 | CWS FINANCIAL ADVISORS LLC | $521,332 | $1,085,415,998 | $20,849,659 | $1,106,265,657 |
| 2548 | CRA FINANCIAL SERVICES, L.L.C. | $396,156 | $794,692,238 | $313,751,963 | $1,108,444,201 |
| 2549 | THE MOSAIC FINANCIAL GROUP, LLC | $1,895,259 | $518,034,961 | $590,691,519 | $1,108,726,480 |
| 2550 | RELIANT INVESTMENT MANAGEMENT, LLC | $2,407,551 | $1,096,816,613 | $13,064,310 | $1,109,880,923 |
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.
