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
      901VANCE WEALTH$452,632$417,723,660$88,318,692$506,042,352
      902HARRELL INVESTMENT PARTNERS, LLC$704,629$489,499,622$16,423,762$505,923,384
      903THE WATCHMAN GROUP, INC.$2,081,726$505,859,384—$505,859,384
      904CREEKSIDE PARTNERS$1,968,198$505,826,892—$505,826,892
      905AFS FINANCIAL GROUP, LLC$571,348$505,643,018—$505,643,018
      906PETERSON WEALTH ADVISORS, LLC$377,505$505,479,272—$505,479,272
      907TELLONE MANAGEMENT GROUP INC$1,020,762$505,277,042—$505,277,042
      908ARISTON SERVICES GROUP, LLC$2,186,040$351,451,560$153,523,795$504,975,355
      909WHITE OAKS WEALTH ADVISORS, INC.$2,055,423$503,578,561—$503,578,561
      910BIECHELE ROYCE ADVISORS, INC.$857,473$460,790,312$42,546,372$503,336,684
      911RIVERVIEW CAPITAL ADVISERS LLC$1,019,312$457,834,696$44,685,998$502,520,694
      912CORNELL POCHILY INVESTMENT ADVISORS, INC.$469,490$502,353,828—$502,353,828
      913ASSET MANAGEMENT GROUP LTD$1,044,060$502,192,860—$502,192,860
      914BEMANAGED$345,659$493,139,787$8,756,935$501,896,722
      915MORLING FINANCIAL ADVISORS, LLC$536,269$501,411,899—$501,411,899
      916WEDMONT PRIVATE CAPITAL$937,062$488,911,422$12,416,752$501,328,174
      917TSG ADVICE PARTNERS, LLC$158,297$501,326,423—$501,326,423
      918HACKETT ROBERTSON TOBE GROUP$6,849,315—$500,000,000$500,000,000
      919COMPASS ASSET MANAGEMENT, LLC$651,316$499,559,349—$499,559,349
      920COLLEGIATE CAPITAL MANAGEMENT, INC.$289,825$450,924,819$48,153,401$499,078,220
      921WATERWAY WEALTH MANAGEMENT, L.L.C.$440,587$498,744,808—$498,744,808
      922WEALTHBRIDGE CAPITAL MANAGEMENT, LLC$310,672$498,629,213—$498,629,213
      923ARBOR WEALTH ADVISORS LLC$1,937,630$494,838,805$3,132,126$497,970,931
      924SONOMA WEALTH ADVISORS, LLC$224,166$410,050,000$86,925,000$496,975,000
      925COLUMBIA RIVER ADVISORS$487,266$483,104,437$12,932,297$496,036,734
      926DECISIONPOINT FINANCIAL, LLC$631,243$495,525,785—$495,525,785
      927NBW CAPITAL LLC$1,794,998$495,419,489—$495,419,489
      928JACKSON, GRANT INVESTMENT ADVISERS, INC.$5,044,881$494,398,378—$494,398,378
      929PARATUS FINANCIAL, INC.$1,168,327$294,430,035$199,772,313$494,202,348
      930SUNBURST FINANCIAL GROUP, LLC$330,655$457,991,142$35,677,471$493,668,613
      931ASCEND INVESTMENT PARTNERS$303,437$493,388,105—$493,388,105
      932MISSION CREEK CAPITAL PARTNERS, INC.$486,828$493,156,933—$493,156,933
      933TRADEWINDS CAPITAL MANAGEMENT, LLC$213,106$492,913,967—$492,913,967
      934SWEENEY & MICHEL, LLC$344,367$449,106,618$43,682,094$492,788,712
      935CANVAS WEALTH ADVISORS, LLC$385,568$491,985,186—$491,985,186
      936WARBURTON CAPITAL MANAGEMENT, LLC$478,984$490,839,502$1,076,719$491,916,221
      937HI-LINE CAPITAL MANAGEMENT, LLC$2,327,955$459,504,502$31,693,996$491,198,498
      938CLARITI WEALTH ADVISORS$441,969$409,982,437$81,045,570$491,028,007
      939THE JUNK INVESTMENT GROUP$450,438—$490,977,691$490,977,691
      940COVENANT ASSET MANAGEMENT, LLC$968,384$490,970,551—$490,970,551
      941PERENNIAL$908,326$485,306,310$5,189,689$490,495,999
      942NAVALIGN, LLC$306,731$490,462,316—$490,462,316
      943MONARCH CAPITAL MANAGEMENT INC$1,842,282$490,046,937—$490,046,937
      944COPPER HARBOR INVESTMENT ADVISORS, LLC$2,262,222$480,140,000$8,500,000$488,640,000
      945VANTAGE WEALTH MANAGEMENT, LLC$354,578$488,608,000—$488,608,000
      946COLORADO CAPITAL MANAGEMENT$634,010$430,694,593$57,493,413$488,188,006
      947KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC.$260,361$469,150,367$19,026,212$488,176,579
      948JAMES R. MARTIN CONSULTING, INC$703,083$487,939,464—$487,939,464
      949BRAY CAPITAL ADVISORS, LLC$1,913,007$487,816,737—$487,816,737
      950STUDIO INVESTMENT MANAGEMENT$1,169,160$487,539,608—$487,539,608
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      Showing 901 to 950 of 2,927 entries

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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.