RIA Data Center

Use this interactive rankings tool to find key information on fee-only registered investment advisory firms*.

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      Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
      601BLACK CORAL FINANCIAL ADVISORS, LLC$416,425$550,034,000$202,029,000$752,063,000
      602BAKER ELLIS ASSET MANAGEMENT LLC$2,546,534$751,227,575—$751,227,575
      603BARRY INVESTMENT ADVISORS, LLC$509,875$599,892,469$150,133,720$750,026,189
      604MONTIS FINANCIAL, LLC$639,487$746,100,000$2,100,000$748,200,000
      605SAGE RHINO CAPITAL LLC$573,996$746,769,280—$746,769,280
      606KINGS PATH PARTNERS LLC$2,519,936$203,264,535$542,636,634$745,901,169
      607RAPPAPORT REICHES CAPITAL MANAGEMENT,$595,656$745,165,255—$745,165,255
      608TEN CAPITAL WEALTH ADVISORS, LLC$402,766$700,810,236$43,904,807$744,715,043
      609THE KELLY GROUP$786,854$744,363,798—$744,363,798
      610DEAN INVESTMENTS$1,423,217$744,342,589—$744,342,589
      611THE ARKANSAS FINANCIAL GROUP, INC.$536,960$743,689,169—$743,689,169
      612VERITY INVESTMENT PARTNERS$1,260,997$730,855,940$11,871,318$742,727,258
      613RAINEY & RANDALL INVESTMENT MANAGEMENT, INC.$957,781$742,280,000—$742,280,000
      614FINANCIAL PARTNERS CAPITAL MANAGEMENT, LLC$1,078,143$649,210,410$92,551,857$741,762,267
      615GATEWAY ADVISORY, LLC$329,345$738,721,602—$738,721,602
      616HENRY + HORNE WEALTH MANAGEMENT$2,146,392$738,358,755—$738,358,755
      617MILESTONE INVESTMENT ADVISORS, LLC$625,406$636,074,014$101,279,700$737,353,714
      618SOCIUS FAMILY OFFICE, LLC$1,435,789$629,256,160$104,432,107$733,688,267
      619MATTERN CAPITAL MANAGEMENT, LLC$698,323$733,238,738—$733,238,738
      620AMERICAN FINANCIAL ADVISORS INC$1,098,798—$732,898,362$732,898,362
      621SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC$466,020$684,461,657$46,257,370$730,719,027
      622THE MILLSTONE EVANS GROUP, LLC$349,915$718,601,955$12,019,758$730,621,713
      623AMI INVESTMENT MANAGEMENT INC$2,590,645$730,561,763—$730,561,763
      624DIESSLIN GROUP, INC.$570,904$606,515,680$123,670,084$730,185,764
      625CONSILIUM WEALTH MANAGEMENT$800,711$666,341,090$61,505,661$727,846,751
      626CYPRESS POINT WEALTH MANAGEMENT, LLC$886,428$626,232,809$101,524,292$727,757,101
      627ARMBRUSTER CAPITAL MANAGEMENT, INC.$1,892,801$668,284,527$58,550,873$726,835,400
      628TCWP LLC$309,001$694,606,216$32,164,247$726,770,463
      629WILLIAM MACK & ASSOCIATES INC$891,501$721,393,000$5,180,000$726,573,000
      630KING WEALTH MANAGEMENT GROUP, LLC$460,762$714,516,153$11,645,375$726,161,528
      631AVESTAR CAPITAL, LLC$859,016$724,797,722$1,071,000$725,868,722
      632J.J. BURNS & COMPANY$492,503$724,964,726—$724,964,726
      633BRICKLEY WEALTH MANAGEMENT$1,427,039$724,935,685—$724,935,685
      634ISI FINANCIAL GROUP INC$359,529$721,935,095—$721,935,095
      635HUTCHINSON CAPITAL MANAGEMENT$1,066,871$703,166,527$18,037,984$721,204,511
      636PACIFIC GLOBAL INVESTMENT MANAGEMENT CO$848,320$717,678,502—$717,678,502
      637WEALTHSTAR ADVISORS, LLC$289,128$717,616,108—$717,616,108
      638RPG INVESTMENT ADVISORY, LLC$880,169$716,457,779—$716,457,779
      639WESTSIDE INVESTMENT MANAGEMENT, LLC$875,563$716,210,706—$716,210,706
      640BEACON CAPITAL MANAGEMENT, LLC$152,327$663,569,101$48,409,379$711,978,480
      641ELLSWORTH ADVISORS, LLC$724,474$709,655,393$1,778,044$711,433,437
      642APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC$457,638$710,712,492—$710,712,492
      643KUHN ADVISORS, INC.$527,123$708,980,344—$708,980,344
      644CLAYTON WEALTH PARTNERS$429,602$706,694,758—$706,694,758
      645ELEMENT POINTE ADVISORS$2,204,817$680,227,573$25,314,024$705,541,597
      646ROOF EIDAM MAYCOCK PERALTA LLC$694,424$687,940,110$17,594,331$705,534,441
      647EXCHANGE CAPITAL MANAGEMENT INC$699,836$702,778,588$1,956,378$704,734,966
      648WEALTH DIMENSIONS GROUP, LTD.$382,309$701,536,261$1,530,592$703,066,853
      649INDIE ASSET PARTNERS, LLC$940,740$701,113,350$1,619,684$702,733,034
      650SYVERSON STREGE$372,645$564,763,277$135,808,537$700,571,814
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      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.