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 |
|---|---|---|---|---|---|
| 651 | MARATHON CAPITAL MANAGEMENT | $1,082,866 | $699,531,308 | — | $699,531,308 |
| 652 | BAY POINT WEALTH | $547,194 | $697,982,418 | $784,908 | $698,767,326 |
| 653 | WEBSTERROGERS FINANCIAL ADVISORS, LLC | $974,987 | $697,873,503 | $217,347 | $698,090,850 |
| 654 | FRANKLIN, PARLAPIANO, TURNER & WELCH LLC | $1,849,482 | $693,968,488 | $3,286,342 | $697,254,830 |
| 655 | PACIFIC SAGE PARTNERS, LLC | $319,891 | $696,082,978 | — | $696,082,978 |
| 656 | FINANCIAL SOLUTIONS ADVISORY GROUP | $2,044,118 | $695,000,000 | — | $695,000,000 |
| 657 | BRIGHTSIDE PARTNERS | $2,134,423 | $375,392,228 | $316,160,801 | $691,553,029 |
| 658 | PRIVATE ADVISORY GROUP LLC | $514,587 | $685,773,975 | $1,714,545 | $687,488,520 |
| 659 | MCGUIRE WEALTH MANAGEMENT | $958,498 | $687,242,743 | — | $687,242,743 |
| 660 | ARKOS GLOBAL ADVISORS, LLC | $628,048 | $686,456,423 | — | $686,456,423 |
| 661 | QUADCAP WEALTH MANAGEMENT, LLC | $614,386 | $680,926,918 | $4,727,999 | $685,654,917 |
| 662 | AEQUITAS INVESTMENT ADVISORS, LLC | $545,708 | — | $684,863,869 | $684,863,869 |
| 663 | LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C. | $257,428 | $662,188,226 | $22,054,445 | $684,242,671 |
| 664 | BRIAUD FINANCIAL ADVISORS | $364,235 | $677,932,875 | $5,372,455 | $683,305,330 |
| 665 | SMART INVESTOR, LLC | $645,314 | $682,741,798 | — | $682,741,798 |
| 666 | COVINGTON INVESTMENT ADVISORS, INC. | $1,429,129 | $656,140,847 | $25,553,916 | $681,694,763 |
| 667 | PARTNERS IN FINANCIAL PLANNING, LLC | $387,414 | $678,362,660 | — | $678,362,660 |
| 668 | SACHETTA, LLC | $331,227 | $660,918,091 | $15,116,217 | $676,034,308 |
| 669 | WATERFRONT WEALTH INC. | $279,156 | $675,000,000 | — | $675,000,000 |
| 670 | ISTO ADVISORS, LLC | $327,242 | $643,959,548 | $30,486,437 | $674,445,985 |
| 671 | CAPSTONE WEALTH ADVISORS, LLC | $220,764 | $672,225,746 | — | $672,225,746 |
| 672 | AVIER WEALTH ADVISORS | $381,182 | $501,712,617 | $169,548,846 | $671,261,463 |
| 673 | KEUDELL MORRISON WEALTH MANAGEMENT, LLC | $389,358 | $502,665,358 | $168,588,210 | $671,253,568 |
| 674 | OPTIMA ASSET MANAGEMENT INC | $2,555,546 | — | $669,553,144 | $669,553,144 |
| 675 | SLOAN INVESTMENT MANAGEMENT, L.L.C. | $2,214,597 | $665,656,768 | $3,151,435 | $668,808,203 |
| 676 | MCRAE CAPITAL MANAGEMENT INC. | $859,583 | $667,896,289 | — | $667,896,289 |
| 677 | SHULMAN DEMEO ASSET MANAGEMENT, LLC | $792,833 | $590,438,843 | $77,126,221 | $667,565,064 |
| 678 | FAGAN ASSOCIATES INC | $414,328 | $665,113,565 | $2,368,093 | $667,481,658 |
| 679 | BERNHARDT WEALTH MANAGEMENT, INC. | $641,725 | $666,598,443 | $795,037 | $667,393,480 |
| 680 | ALLIED INVESTMENT ADVISORS LLC | $446,676 | $661,036,586 | $5,850,305 | $666,886,891 |
| 681 | 3D/L CAPITAL MANAGEMENT, LLC | $464,321 | $666,300,001 | — | $666,300,001 |
| 682 | PINNEY & SCOFIELD, INC. | $586,786 | $664,829,088 | — | $664,829,088 |
| 683 | FRISCH FINANCIAL GROUP, INC. | $461,945 | $629,804,749 | $30,776,277 | $660,581,026 |
| 684 | FINANCIAL CONSULATE | $214,036 | $651,370,241 | $8,929,503 | $660,299,744 |
| 685 | AEGIS WEALTH | $1,376,784 | $657,693,568 | $1,786,007 | $659,479,575 |
| 686 | WADE FINANCIAL ADVISORY, INC. | $2,167,310 | $527,627,736 | $131,234,542 | $658,862,278 |
| 687 | AFFINITY WEALTH MANAGEMENT LLC | $354,908 | $611,358,912 | $45,575,015 | $656,933,927 |
| 688 | BELL INVESTMENT ADVISORS INC | $576,941 | $589,937,360 | $66,621,975 | $656,559,335 |
| 689 | KAYDAN WEALTH MANAGEMENT, INC. | $309,325 | $654,840,570 | — | $654,840,570 |
| 690 | ALL STAR FINANCIAL INC | $373,289 | $643,620,730 | $9,262,534 | $652,883,264 |
| 691 | TRUENORTH WEALTH | $274,101 | — | $652,633,504 | $652,633,504 |
| 692 | AVIANCE CAPITAL PARTNERS LLC | $916,477 | $652,067,741 | $464,205 | $652,531,946 |
| 693 | ATLANTIC PRIVATE WEALTH, LLC | $604,340 | $645,613,191 | $5,260,509 | $650,873,700 |
| 694 | KMH WEALTH MANAGEMENT, LLC | $544,121 | $639,400,430 | $11,368,738 | $650,769,168 |
| 695 | TOBIAS FINANCIAL ADVISORS | $420,712 | $628,000,000 | $22,000,000 | $650,000,000 |
| 696 | CHATHAM CAPITAL GROUP INC | $1,197,037 | $649,991,312 | — | $649,991,312 |
| 697 | FIRESTONE CAPITAL MANAGEMENT INC | $584,355 | $639,641,539 | $6,070,365 | $645,711,904 |
| 698 | MCILRATH & ECK, LLC | $249,373 | $645,376,243 | — | $645,376,243 |
| 699 | SPECTRUM ASSET MANAGEMENT INC | $709,393 | $625,186,902 | $19,651,577 | $644,838,479 |
| 700 | BILTMORE CAPITAL ADVISORS | $489,768 | $644,534,683 | — | $644,534,683 |
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.
