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 |
|---|---|---|---|---|---|
| 2801 | RESOURCE CONSULTING GROUP | $1,006,759 | $2,642,742,586 | — | $2,642,742,586 |
| 2802 | STELAC ADVISORY SERVICES LLC | $6,394,392 | $2,365,283,216 | $281,995,083 | $2,647,278,299 |
| 2803 | VISTA CAPITAL PARTNERS, INC. | $1,121,962 | $2,656,805,764 | — | $2,656,805,764 |
| 2804 | PINE RIDGE ADVISERS LLC | $116,301,668 | $2,674,938,353 | — | $2,674,938,353 |
| 2805 | COBBLESTONE CAPITAL ADVISORS, LLC | $975,663 | $2,621,772,328 | $60,324,573 | $2,682,096,901 |
| 2806 | NORTH STAR ASSET MANAGEMENT INC | $978,562 | $2,688,828,790 | $12,979,865 | $2,701,808,655 |
| 2807 | SMITH, SALLEY & ASSOCIATES, LLC | $1,431,560 | $2,716,382,638 | $717,571 | $2,717,100,209 |
| 2808 | LINDBROOK CAPITAL, LLC | $1,355,884 | $2,454,395,565 | $274,999,661 | $2,729,395,226 |
| 2809 | EVENSKY & KATZ/FOLDES FINANCIAL WEALTH MANAGEMENT | $569,714 | $2,739,096,715 | $2,367,305 | $2,741,464,020 |
| 2810 | ARNERICH MASSENA, INC. | $8,207,528 | $1,212,417,927 | $1,537,104,042 | $2,749,521,969 |
| 2811 | IWP WEALTH MANAGEMENT LLC | $49,172,837 | $235,028,393 | $2,518,650,469 | $2,753,678,862 |
| 2812 | PERFORMANCE WEALTH | $1,644,855 | $2,685,985,594 | $69,146,652 | $2,755,132,246 |
| 2813 | RADNOR FINANCIAL ADVISORS, LLC | $1,087,476 | $2,789,751,419 | $24,637,054 | $2,814,388,473 |
| 2814 | WEALTHSPIRE ADVISORS | $774,879 | $2,820,515,552 | $11,668,857 | $2,832,184,409 |
| 2815 | VERDENCE CAPITAL ADVISORS, LLC | $592,438 | $2,837,780,043 | — | $2,837,780,043 |
| 2816 | OAKMONT CORPORATION | $33,321,675 | $2,845,216,205 | $20,447,845 | $2,865,664,050 |
| 2817 | TRUE NORTH ADVISORS, LLC | $862,127 | $2,843,576,801 | $28,167,053 | $2,871,743,854 |
| 2818 | BARRETT ASSET MANAGEMENT, LLC | $3,980,131 | $2,874,235,704 | $63,100,765 | $2,937,336,469 |
| 2819 | SENTRY ADVISORS, LLC | $5,627,118 | $236,219,209 | $2,729,271,923 | $2,965,491,132 |
| 2820 | SAGE FINANCIAL GROUP INC. | $861,694 | $2,771,034,162 | $244,895,036 | $3,015,929,198 |
| 2821 | CONSTELLATION WEALTH ADVISORS | $1,651,946 | $1,655,198,313 | $1,362,906,820 | $3,018,105,133 |
| 2822 | BEAUMONT FINANCIAL PARTNERS LLC | $837,125 | $2,189,389,448 | $837,653,418 | $3,027,042,866 |
| 2823 | HALBERT HARGROVE | $739,444 | $2,851,845,996 | $179,136,902 | $3,030,982,898 |
| 2824 | BRAGG FINANCIAL ADVISORS INC | $2,225,296 | $3,070,907,908 | — | $3,070,907,908 |
| 2825 | ENVOI LLC | $2,218,486 | $3,121,409,851 | — | $3,121,409,851 |
| 2826 | CHICAGO CAPITAL, LLC | $2,172,525 | $3,145,393,782 | $9,111,797 | $3,154,505,579 |
| 2827 | MOZAIC, LLC | $42,700,799 | — | $3,202,559,896 | $3,202,559,896 |
| 2828 | ZWJ INVESTMENT COUNSEL INC | $1,612,454 | $2,791,835,164 | $425,010,898 | $3,216,846,062 |
| 2829 | CARDEA CAPITAL GROUP, INC. | $26,426,382 | $131,053,844 | $3,119,391,107 | $3,250,444,951 |
| 2830 | DYNAMIC WEALTH ADVISORS | $312,449 | $3,157,592,844 | $147,488,799 | $3,305,081,643 |
| 2831 | HERITAGE WEALTH ADVISORS | $2,563,914 | $3,257,547,477 | $67,848,662 | $3,325,396,139 |
| 2832 | VIVALDI CAPITAL MANAGEMENT LP | $604,704 | $1,441,476,587 | $1,887,418,045 | $3,328,894,632 |
| 2833 | PAUL COMSTOCK PARTNERS | $30,318,857 | — | $3,365,393,181 | $3,365,393,181 |
| 2834 | PALLADIUM REGISTERED INVESTMENT ADVISORS | $1,307,009 | $3,279,070,756 | $91,706,040 | $3,370,776,796 |
| 2835 | ACCREDITED INVESTORS WEALTH MANAGEMENT | $766,137 | $3,211,281,497 | $171,979,114 | $3,383,260,611 |
| 2836 | FOSTER GROUP, INC. | $733,546 | $3,241,151,422 | $152,232,107 | $3,393,383,529 |
| 2837 | MATTER FAMILY OFFICE | $16,200,890 | $157,594,916 | $3,244,591,923 | $3,402,186,839 |
| 2838 | RAUB BROCK CAPITAL MANAGEMENT, LP | $527,422 | $792,856,970 | $2,619,035,801 | $3,411,892,771 |
| 2839 | ANCHOR CAPITAL ADVISORS LLC | $927,004 | $3,415,082,456 | — | $3,415,082,456 |
| 2840 | CIRCLE WEALTH MANAGEMENT, LLC | $2,903,737 | $1,766,485,455 | $1,654,116,780 | $3,420,602,235 |
| 2841 | ABACUS WEALTH PARTNERS | $627,506 | $2,869,234,900 | $561,337,700 | $3,430,572,600 |
| 2842 | WHARTON BUSINESS GROUP, LLC | $9,969,720 | $3,152,023,592 | $287,529,662 | $3,439,553,254 |
| 2843 | THE CLARIUS GROUP, LLC | $4,256,495 | $2,129,568,685 | $1,313,935,882 | $3,443,504,567 |
| 2844 | TWIN FOCUS CAPITAL PARTNERS, LLC | $27,770,773 | $2,505,427,928 | $938,147,939 | $3,443,575,867 |
| 2845 | RETIREMENT BENCHMARK, LLC | $276,559 | $13,726,085 | $3,454,319,529 | $3,468,045,614 |
| 2846 | DYSON CAPITAL ADVISORS, LLC | $49,230,473 | $688,717,622 | $2,806,645,976 | $3,495,363,598 |
| 2847 | SALEM INVESTMENT COUNSELORS INC | $1,560,020 | $3,452,582,934 | $48,102,634 | $3,500,685,568 |
| 2848 | CM WEALTH ADVISORS LLC | $6,402,117 | $3,364,119,175 | $169,849,306 | $3,533,968,481 |
| 2849 | MOSS ADAMS WEALTH ADVISORS LLC | $922,923 | $2,813,638,922 | $747,921,943 | $3,561,560,865 |
| 2850 | TFO PHOENIX, INC. | $2,328,113 | $3,562,746,720 | $13,235,232 | $3,575,981,952 |
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.
