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 |
|---|---|---|---|---|---|
| 1601 | CAPITAL TRUST ADVISORS | $555,320 | $290,987,632 | — | $290,987,632 |
| 1602 | EVEREST MANAGEMENT CORP. | $555,598 | $125,549,094 | $17,795,063 | $143,344,157 |
| 1603 | LANIER ASSET MANAGEMENT, LLC | $556,038 | $175,623,479 | $37,895,031 | $213,518,510 |
| 1604 | LAUTERBACH FINANCIAL ADVISORS, LLC | $556,110 | $524,558,268 | $1,521,769 | $526,080,037 |
| 1605 | CORDA INVESTMENT MANAGEMENT, LLC | $556,491 | $1,445,659,872 | $54,084,429 | $1,499,744,301 |
| 1606 | THE FINANCIAL ADVISORY GROUP, INC. | $557,177 | $1,200,159,117 | — | $1,200,159,117 |
| 1607 | SFMG WEALTH ADVISORS | $557,538 | $1,844,382,981 | $130,975,596 | $1,975,358,577 |
| 1608 | GRECU CAPITAL MANAGEMENT, INC. | $558,557 | $173,639,120 | $17,946,012 | $191,585,132 |
| 1609 | SKY ALPHA ASSET ADVISORS LLC | $558,569 | $248,004,800 | — | $248,004,800 |
| 1610 | IRC WEALTH | $558,658 | $432,289,508 | $4,022,421 | $436,311,929 |
| 1611 | AM INVESTMENT STRATEGIES, LLC | $558,686 | $386,112,300 | $244,085,662 | $630,197,962 |
| 1612 | ATTICUS WEALTH MANAGEMENT | $558,826 | $322,605,507 | $37,837,563 | $360,443,070 |
| 1613 | IWP WEALTH - PRIVATE CLIENT ADVISORS | $559,182 | $240,106,073 | $297,827,355 | $537,933,428 |
| 1614 | CALIFORNIA FINANCIAL ADVISORS | $559,210 | $1,380,084,998 | $269,023,939 | $1,649,108,937 |
| 1615 | WINDSOR ADVISORY GROUP, LLC | $559,302 | $1,412,351,387 | $313,655,494 | $1,726,006,881 |
| 1616 | TORTOISE INVESTMENT MANAGEMENT, LLC | $559,640 | $1,334,136,352 | $12,916,465 | $1,347,052,817 |
| 1617 | WORTHPOINTE | $560,622 | $816,613,579 | $212,427 | $816,826,006 |
| 1618 | PIERMONT WEALTH MANAGEMENT INC. | $560,668 | $235,480,560 | — | $235,480,560 |
| 1619 | CONCORD INVESTMENT COUNSEL | $561,199 | $297,046,659 | $5,439,486 | $302,486,145 |
| 1620 | CAERUS INVESTMENT ADVISORS, LLC | $561,612 | $149,010,444 | $55,416,430 | $204,426,874 |
| 1621 | THE MARSHALL FINANCIAL GROUP, INC | $562,735 | $822,649,177 | $12,449,285 | $835,098,462 |
| 1622 | OPTIMAL PORTFOLIO, LLC | $562,844 | $114,257,362 | — | $114,257,362 |
| 1623 | PRING TURNER CAPITAL GROUP | $563,213 | $183,179,163 | $428,201 | $183,607,364 |
| 1624 | ENSPYRE WEALTH ADVISORS, INC. | $563,308 | $157,726,332 | — | $157,726,332 |
| 1625 | 3RD CREEK INVESTMENTS | $563,423 | $122,641,083 | $9,200,000 | $131,841,083 |
| 1626 | THREE BEARINGS FIDUCIARY ADVISORS, INC. | $563,638 | $263,504,582 | $22,823,438 | $286,328,020 |
| 1627 | BELLEVUE ASSET MANAGEMENT, LLC | $563,790 | $323,615,382 | — | $323,615,382 |
| 1628 | LONGVIEW ASSET MANAGEMENT, LLC | $564,464 | $238,768,447 | — | $238,768,447 |
| 1629 | WEALTHSPIRE ADVISORS | $564,573 | $1,012,843,208 | — | $1,012,843,208 |
| 1630 | HC ADVISORS LLC | $565,520 | $392,818,145 | $27,928,822 | $420,746,967 |
| 1631 | VODIA CAPITAL, LLC | $565,820 | $199,346,428 | $2,651,255 | $201,997,683 |
| 1632 | FRANCIS FINANCIAL | $566,025 | $418,248,458 | $47,590,113 | $465,838,571 |
| 1633 | SAX WEALTH ADVISORS, LLC | $566,088 | $1,329,716,943 | $31,157,559 | $1,360,874,502 |
| 1634 | DIVERSIFIED FINANCIAL MANAGEMENT | $566,367 | $108,752,602 | $122,325,044 | $231,077,646 |
| 1635 | WOMACK WEALTH MANAGEMENT, INC. | $566,466 | $270,331,033 | $4,971,321 | $275,302,354 |
| 1636 | ACCRETIVE WEALTH PARTNERS, LLC | $566,888 | $250,452,942 | $15,984,562 | $266,437,504 |
| 1637 | JHP WEALTH MANAGEMENT, LLC | $568,328 | $162,541,926 | — | $162,541,926 |
| 1638 | TREEHOUSE WEALTH ADVISORS | $568,424 | $185,334,789 | $7,929,529 | $193,264,318 |
| 1639 | ODER INVESTMENT MANAGEMENT, LLC | $568,728 | $280,227,742 | $17,216,952 | $297,444,694 |
| 1640 | BEACON FINANCIAL ADVISORS | $569,403 | $170,734,240 | $12,613,621 | $183,347,861 |
| 1641 | PEAK FINANCIAL ADVISORS | $569,485 | $222,119,157 | $1,688,606 | $223,807,763 |
| 1642 | EVENSKY & KATZ/FOLDES FINANCIAL WEALTH MANAGEMENT | $569,714 | $2,739,096,715 | $2,367,305 | $2,741,464,020 |
| 1643 | DIESSLIN GROUP, INC. | $570,904 | $606,515,680 | $123,670,084 | $730,185,764 |
| 1644 | AFS FINANCIAL GROUP, LLC | $571,348 | $505,643,018 | — | $505,643,018 |
| 1645 | STEGENT EQUITY ADVISORS INC. | $571,534 | $225,147,361 | $1,751,490 | $226,898,851 |
| 1646 | 46 PEAKS INVESTMENT ADVISORY GROUP | $571,541 | $182,321,461 | — | $182,321,461 |
| 1647 | HOULIHAN FINANCIAL RESOURCE GROUP, LTD. | $571,721 | $313,303,141 | — | $313,303,141 |
| 1648 | NAVIGOE, LLC | $572,003 | $304,911,718 | $1,681,654 | $306,593,372 |
| 1649 | HELLER WEALTH MANAGEMENT | $572,265 | $320,342,001 | $3,559,852 | $323,901,853 |
| 1650 | FINANCIAL LIFE FOCUS, LLC | $572,326 | — | $317,068,506 | $317,068,506 |
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.
