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 |
|---|---|---|---|---|---|
| 2551 | GEORGE MCKELVEY CO., LLC | $783,530 | $1,052,464,898 | $58,580,141 | $1,111,045,039 |
| 2552 | FINANCIAL SYNERGIES | $1,610,188 | $1,112,640,025 | — | $1,112,640,025 |
| 2553 | MINOT WEALTH MANAGEMENT LLC | $1,745,517 | $1,109,481,266 | $5,904,370 | $1,115,385,636 |
| 2554 | TELARRAY, LLC | $1,700,877 | $1,117,476,183 | — | $1,117,476,183 |
| 2555 | FOSTER VICTOR WEALTH ADVISORS | $284,033 | $990,674,000 | $127,278,000 | $1,117,952,000 |
| 2556 | LGL PARTNERS, LLC | $2,196,647 | $692,617,513 | $425,475,614 | $1,118,093,127 |
| 2557 | WINGATE WEALTH ADVISORS, INC. | $409,507 | $798,962,344 | $326,772,849 | $1,125,735,193 |
| 2558 | EQUIUS PARTNERS, INC. | $1,039,732 | $1,089,569,387 | $36,460,204 | $1,126,029,591 |
| 2559 | MAGNUS FINANCIAL GROUP LLC | $442,705 | $1,129,782,370 | — | $1,129,782,370 |
| 2560 | CJM WEALTH ADVISERS, LTD. | $485,051 | $1,069,164,263 | $61,003,551 | $1,130,167,814 |
| 2561 | PDS PLANNING INC | $388,987 | $1,056,623,616 | $74,552,017 | $1,131,175,633 |
| 2562 | SHEETS SMITH WEALTH MANAGEMENT | $1,289,347 | $1,139,782,419 | — | $1,139,782,419 |
| 2563 | BALDWIN INVESTMENT MANAGEMENT, LLC | $940,924 | $758,450,284 | $383,831,244 | $1,142,281,528 |
| 2564 | GREY STREET CAPITAL, LLC | $1,666,580 | $1,024,896,611 | $125,043,619 | $1,149,940,230 |
| 2565 | EDGEMOOR INVESTMENT ADVISORS, INC. | $1,595,161 | $1,150,111,173 | — | $1,150,111,173 |
| 2566 | ZUCKERMAN INVESTMENT GROUP | $1,268,651 | $1,020,556,276 | $130,110,285 | $1,150,666,561 |
| 2567 | CAHABA WEALTH MANAGEMENT, INC. | $1,697,785 | $1,151,097,897 | — | $1,151,097,897 |
| 2568 | EAGLE RIDGE INVESTMENT MANAGEMENT LLC | $1,380,593 | $1,063,722,175 | $87,692,150 | $1,151,414,325 |
| 2569 | URBAN FINANCIAL ADVISORY CORPORATION | $1,414,023 | $1,003,045,805 | $149,382,729 | $1,152,428,534 |
| 2570 | YORKBRIDGE WEALTH PARTNERS, LLC | $1,036,601 | $1,083,670,141 | $70,067,191 | $1,153,737,332 |
| 2571 | KISTLER-TIFFANY ADVISORS | $789,548 | $1,141,036,700 | $14,862,221 | $1,155,898,921 |
| 2572 | WEALTHSTREAM ADVISORS, INC. | $667,242 | $1,156,997,266 | — | $1,156,997,266 |
| 2573 | M CAPITAL ADVISORS | $2,362,477 | $1,120,915,368 | $36,698,469 | $1,157,613,837 |
| 2574 | TRAPHAGEN FINANCIAL GROUP | $756,433 | $1,135,286,416 | $25,838,568 | $1,161,124,984 |
| 2575 | WITHUM WEALTH MANAGEMENT | $992,935 | $1,169,677,748 | — | $1,169,677,748 |
| 2576 | CANOPY WEALTH MANAGEMENT | $373,030 | $1,052,122,955 | $121,429,758 | $1,173,552,713 |
| 2577 | PALISADE ASSET MANAGEMENT, LLC | $1,894,436 | $1,092,322,974 | $82,227,561 | $1,174,550,535 |
| 2578 | ABBREA CAPITAL, LLC | $1,591,546 | $1,018,078,356 | $156,482,865 | $1,174,561,221 |
| 2579 | DT INVESTMENT PARTNERS, LLC | $785,009 | $1,148,770,311 | $29,527,809 | $1,178,298,120 |
| 2580 | STRAIGHTLINE | $205,936 | $1,122,421,714 | $56,766,362 | $1,179,188,076 |
| 2581 | CLEAR HARBOR ASSET MANAGEMENT, LLC | $955,128 | $1,175,619,757 | $3,963,469 | $1,179,583,226 |
| 2582 | MEYERS WEALTH MANAGEMENT, LLC | $1,765,373 | $1,125,300,000 | $57,500,000 | $1,182,800,000 |
| 2583 | RED DOOR WEALTH MANAGEMENT, LLC | $598,464 | $910,673,084 | $277,277,188 | $1,187,950,272 |
| 2584 | FACET WEALTH, INC | $88,294 | $1,189,409,133 | — | $1,189,409,133 |
| 2585 | FOURTHOUGHT PRIVATE WEALTH | $39,849 | $1,191,207,558 | — | $1,191,207,558 |
| 2586 | EVERSOURCE WEALTH ADVISORS, LLC | $475,548 | $1,154,120,995 | $37,126,154 | $1,191,247,149 |
| 2587 | THE HOERNER PLANNING GROUP, LLC | $1,052,091 | $832,819,744 | $361,303,735 | $1,194,123,479 |
| 2588 | D'ORAZIO & ASSOCIATES, INC. | $694,206 | $1,193,497,098 | $1,924,988 | $1,195,422,086 |
| 2589 | TELOS CAPITAL MANAGEMENT, INC. | $627,871 | $1,197,350,807 | — | $1,197,350,807 |
| 2590 | THE FINANCIAL ADVISORY GROUP, INC. | $557,177 | $1,200,159,117 | — | $1,200,159,117 |
| 2591 | CAHILL FINANCIAL ADVISORS, INC. | $313,554 | $995,069,425 | $205,528,293 | $1,200,597,718 |
| 2592 | RESONANT CAPITAL ADVISORS, LLC | $842,614 | $1,131,244,812 | $69,480,323 | $1,200,725,135 |
| 2593 | SARGENT INVESTMENT GROUP | $1,139,969 | $761,782,481 | $440,884,411 | $1,202,666,892 |
| 2594 | WACKER WEALTH PARTNERS, LLC | $1,790,307 | $1,194,963,895 | $8,122,309 | $1,203,086,204 |
| 2595 | ENDURANCE WEALTH MANAGEMENT, INC. | $1,571,755 | $1,068,713,818 | $135,250,203 | $1,203,964,021 |
| 2596 | GODSEY & GIBB WEALTH MANAGEMENT | $767,833 | $1,195,101,909 | $9,628,471 | $1,204,730,380 |
| 2597 | WOODMONT INVESTMENT COUNSEL, LLC | $1,242,508 | $1,163,517,072 | $42,958,084 | $1,206,475,156 |
| 2598 | BITTERROOT CAPITAL ADVISORS LLC | $70,982,293 | $107,422,885 | $1,099,276,101 | $1,206,698,986 |
| 2599 | OAKBRIDGE PARTNERS, LTD. | $626,700 | $1,195,966,939 | $13,564,864 | $1,209,531,803 |
| 2600 | ROUNDVIEW CAPITAL, LLC | $892,477 | $1,193,943,081 | $20,717,626 | $1,214,660,707 |
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.
