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 |
|---|---|---|---|---|---|
| 1301 | GOALVEST ADVISORY LLC | $458,463 | $252,154,542 | — | $252,154,542 |
| 1302 | PORTFOLIO WEALTH ADVISORS | $458,929 | $284,994,743 | — | $284,994,743 |
| 1303 | STEWARD WEALTH MANAGEMENT | $459,387 | $507,163,091 | — | $507,163,091 |
| 1304 | DOBSON ASSET MANAGEMENT | $459,972 | $171,394,927 | $3,394,404 | $174,789,331 |
| 1305 | VALIANT WEALTH, LLC | $460,312 | $178,036,237 | $59,945,111 | $237,981,348 |
| 1306 | LEHMAN FINANCIAL RESOURCES | $460,538 | $1,074,895,757 | — | $1,074,895,757 |
| 1307 | KING WEALTH MANAGEMENT GROUP, LLC | $460,762 | $714,516,153 | $11,645,375 | $726,161,528 |
| 1308 | SINGLE POINT PARTNERS | $460,803 | $466,381,578 | $9,627,948 | $476,009,526 |
| 1309 | MODUS ADVISORS, LLC | $460,999 | $386,191,573 | $12,111,974 | $398,303,547 |
| 1310 | CADENT CAPITAL ADVISORS, LLC | $461,303 | $474,993,977 | $77,646,801 | $552,640,778 |
| 1311 | WP ADVISORS, LLC | $461,401 | $380,979,058 | $7,059,411 | $388,038,469 |
| 1312 | SILICON HILLS WEALTH MANAGEMENT | $461,838 | $271,037,498 | $2,370,510 | $273,408,008 |
| 1313 | FRISCH FINANCIAL GROUP, INC. | $461,945 | $629,804,749 | $30,776,277 | $660,581,026 |
| 1314 | JUNCTURE WEALTH STRATEGIES, LLC | $462,172 | $295,723,917 | $6,074,170 | $301,798,087 |
| 1315 | ROBINSON SMITH WEALTH ADVISORS, LLC | $463,023 | $350,589,897 | $41,590,895 | $392,180,792 |
| 1316 | ANTONETTI CAPITAL MANAGEMENT, LLC | $463,328 | $133,368,529 | $26,016,459 | $159,384,988 |
| 1317 | CONVERGENT FINANCIAL STRATEGIES LLC | $463,518 | — | $178,454,534 | $178,454,534 |
| 1318 | NORTH BERKELEY WEALTH MANAGEMENT, LLC | $463,973 | $555,284,496 | $20,970,266 | $576,254,762 |
| 1319 | HOLISTIC FINANCIAL PARTNERS, LLC | $464,147 | $329,080,033 | — | $329,080,033 |
| 1320 | 3D/L CAPITAL MANAGEMENT, LLC | $464,321 | $666,300,001 | — | $666,300,001 |
| 1321 | POLLOCK INVESTMENT ADVISORS, LLC | $464,677 | $289,574,908 | $3,171,678 | $292,746,586 |
| 1322 | FINANCIAL ASSET MANAGEMENT CORP | $464,906 | $287,741,553 | $48,850,106 | $336,591,659 |
| 1323 | ASPEN CAPITAL MANAGEMENT | $464,994 | — | $836,060,000 | $836,060,000 |
| 1324 | ALJIAN CAPITAL MANAGEMENT | $465,537 | $419,195,628 | $7,235,889 | $426,431,517 |
| 1325 | J.F. WILLIAMS CO., INC. | $465,859 | — | $230,134,188 | $230,134,188 |
| 1326 | POLARIS WEALTH ADVISORY GROUP | $466,008 | $1,874,699,405 | $87,659,240 | $1,962,358,645 |
| 1327 | SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC | $466,020 | $684,461,657 | $46,257,370 | $730,719,027 |
| 1328 | GW FINANCIAL | $466,478 | $96,257,891 | $23,160,514 | $119,418,405 |
| 1329 | SILVER OAK WEALTH ADVISORS SERVICES, LLC | $466,595 | $210,901,037 | — | $210,901,037 |
| 1330 | THE O'DONNELL GROUP | $467,411 | $355,929,100 | $18,000,000 | $373,929,100 |
| 1331 | MORTON BROWN FAMILY WEALTH LLC | $467,762 | $251,655,802 | — | $251,655,802 |
| 1332 | WHITE PINE INVESTMENT CO | $467,820 | $399,986,095 | — | $399,986,095 |
| 1333 | RUGGAARD & ASSOCIATES | $467,921 | $238,639,739 | — | $238,639,739 |
| 1334 | WOODSIDE WEALTH MANAGEMENT | $468,082 | $190,866,796 | $110,649 | $190,977,445 |
| 1335 | BRAEBURN WEALTH MANAGEMENT, LLC | $469,027 | $245,696,944 | $50,258,840 | $295,955,784 |
| 1336 | BRAEBURN WEALTH MANAGEMENT, LLC | $469,027 | $245,696,944 | $50,258,840 | $295,955,784 |
| 1337 | CORNELL POCHILY INVESTMENT ADVISORS, INC. | $469,490 | $502,353,828 | — | $502,353,828 |
| 1338 | JGP WEALTH MANAGEMENT, LLC | $469,501 | $979,379,206 | — | $979,379,206 |
| 1339 | PARROTT WEALTH MANAGEMENT, LLC | $469,752 | $161,125,000 | — | $161,125,000 |
| 1340 | ELMWOOD WEALTH MANAGEMENT | $470,011 | $253,535,523 | $12,490,790 | $266,026,313 |
| 1341 | STAPP WEALTH MANAGEMENT, PLLC | $470,550 | $120,460,735 | — | $120,460,735 |
| 1342 | ALPHA ADVISORS, LLC | $471,013 | $157,789,370 | — | $157,789,370 |
| 1343 | STEELE STREET PRIVATE WEALTH MANAGEMENT | $471,216 | $131,763,516 | $648,043 | $132,411,559 |
| 1344 | VANNOY ADVISORY GROUP, INC. | $471,231 | $126,289,783 | — | $126,289,783 |
| 1345 | R.W. ROGE & COMPANY, INC | $471,479 | $325,230,114 | $17,535,078 | $342,765,192 |
| 1346 | ACROPOLIS INVESTMENT MANAGEMENT, L.L.C. | $472,073 | $1,864,088,766 | $55,361,721 | $1,919,450,487 |
| 1347 | MERIT FINANCIAL PARTNERS LLC | $473,140 | $203,923,433 | — | $203,923,433 |
| 1348 | EAGLE BLUFFS WEALTH MANAGEMENT LLC | $474,310 | $153,202,113 | — | $153,202,113 |
| 1349 | THE HOGAN-KNOTTS FINANCIAL GROUP, INC. | $474,456 | $304,126,578 | — | $304,126,578 |
| 1350 | MONTEREY PRIVATE WEALTH, INC. | $474,464 | $823,177,163 | $35,128,609 | $858,305,772 |
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.
