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 |
|---|---|---|---|---|---|
| 1701 | SWS PARTNERS, LLC | $598,427 | $318,363,265 | — | $318,363,265 |
| 1702 | RED DOOR WEALTH MANAGEMENT, LLC | $598,464 | $910,673,084 | $277,277,188 | $1,187,950,272 |
| 1703 | ASCENT WEALTH PARTNERS, LLC | $599,807 | $1,011,411,489 | $52,045,772 | $1,063,457,261 |
| 1704 | IFC PERSONAL MONEY MANAGERS, INC. | $600,000 | — | $240,000,000 | $240,000,000 |
| 1705 | REDBUD ADVISORS | $601,233 | $117,240,530 | — | $117,240,530 |
| 1706 | MOS CAPITAL, INC. | $601,472 | $190,224,965 | $1,644,692 | $191,869,657 |
| 1707 | MB, LEVIS & ASSOCIATES,LLC | $601,851 | $345,462,211 | — | $345,462,211 |
| 1708 | SANDY COVE ADVISORS, LLC | $601,857 | $344,014,228 | $43,581,461 | $387,595,689 |
| 1709 | COGENT STRATEGIC WEALTH LLC | $603,310 | $216,588,378 | — | $216,588,378 |
| 1710 | PRISM FINANCIAL GROUP, L.L.C. | $603,488 | $1,100,491,253 | $152,350,625 | $1,252,841,878 |
| 1711 | ATLANTIC PRIVATE WEALTH, LLC | $604,340 | $645,613,191 | $5,260,509 | $650,873,700 |
| 1712 | PRUDENT INVESTORS NETWORK, INC. | $604,474 | $244,811,821 | — | $244,811,821 |
| 1713 | VIVALDI CAPITAL MANAGEMENT LP | $604,704 | $1,441,476,587 | $1,887,418,045 | $3,328,894,632 |
| 1714 | GRANT STREET ASSET MANAGEMENT INC | $605,358 | $587,617,819 | $8,054,423 | $595,672,242 |
| 1715 | BLUE SQUARE ASSET MANAGEMENT, LLC | $605,652 | $224,877,587 | $66,440,856 | $291,318,443 |
| 1716 | TIMONIER | $605,993 | $307,916,449 | $101,128,983 | $409,045,432 |
| 1717 | HIGHLAND INVESTMENT ADVISORS LLC | $606,271 | $162,675,998 | $1,017,272 | $163,693,270 |
| 1718 | MILLER EQUITY CAPITAL ADVISORS | $606,875 | $138,367,494 | — | $138,367,494 |
| 1719 | FRAZEE INVESTMENT CONSULTING, INC. | $607,060 | $176,654,343 | — | $176,654,343 |
| 1720 | SUREVEST PRIVATE WEALTH | $607,338 | $498,860,059 | $42,278,155 | $541,138,214 |
| 1721 | BUFFINGTON MOHR MCNEAL | $607,730 | $866,774,485 | $24,157,207 | $890,931,692 |
| 1722 | OPTIMUM INVESTMENT ADVISORS, LLC | $608,750 | $290,629,582 | $64,271,581 | $354,901,163 |
| 1723 | KEYSTONE GLOBAL PARTNERS LLC | $608,872 | $136,281,762 | $6,803,148 | $143,084,910 |
| 1724 | THE LEWIS FINANCIAL GROUP | $608,928 | $265,492,656 | — | $265,492,656 |
| 1725 | YOUNGS ADVISORY GROUP, INC. | $609,704 | $587,755,086 | — | $587,755,086 |
| 1726 | STONE ISLAND FINANCIAL PLANNING | $610,040 | $168,981,136 | — | $168,981,136 |
| 1727 | SENSENIG CAPITAL ADVISORS, INC. | $610,309 | $119,005,056 | $93,382,462 | $212,387,518 |
| 1728 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | $610,486 | $911,628,852 | $10,204,578 | $921,833,430 |
| 1729 | N.D. PITMAN & COMPANY, INC. | $610,924 | $7,443,805 | $152,618,194 | $160,061,999 |
| 1730 | WEINBERGER ASSET MANAGEMENT, INC | $611,831 | $214,752,613 | — | $214,752,613 |
| 1731 | BRIAN D. LOWDER, INC. | $611,912 | $377,549,404 | — | $377,549,404 |
| 1732 | GOLDEN BAY ADVISORS LLC | $611,951 | $133,663,150 | $15,040,906 | $148,704,056 |
| 1733 | TITANIUM ADVISORS, LLC | $614,041 | $139,387,284 | — | $139,387,284 |
| 1734 | FOCUS WEALTH ADVISORS, LLC | $614,313 | $217,083,128 | $3,455,086 | $220,538,214 |
| 1735 | QUADCAP WEALTH MANAGEMENT, LLC | $614,386 | $680,926,918 | $4,727,999 | $685,654,917 |
| 1736 | MERITAS WEALTH MANAGEMENT, LLC | $614,663 | $560,572,253 | — | $560,572,253 |
| 1737 | HELMSMAN FINANCIAL GROUP, LLC | $615,732 | $63,055,270 | $101,345,304 | $164,400,574 |
| 1738 | PREMIER PRIVATE WEALTH, LLC | $615,770 | $299,264,114 | — | $299,264,114 |
| 1739 | NAPATREE CAPITAL LLC | $616,315 | $120,439,100 | $42,268,100 | $162,707,200 |
| 1740 | OAKMONT CAPITAL MANAGEMENT, LLC | $616,361 | $361,295,526 | $112,070,037 | $473,365,563 |
| 1741 | VANTAGE FINANCIAL PARTNERS LIMITED | $616,783 | $591,199,664 | $5,846,213 | $597,045,877 |
| 1742 | PACES FERRY WEALTH ADVISORS, LLC | $616,977 | $276,646,696 | $69,477,449 | $346,124,145 |
| 1743 | ARMOR INVESTMENT ADVISORS, LLC | $617,058 | $325,189,775 | — | $325,189,775 |
| 1744 | STERLING WEALTH MANAGEMENT, INC. | $617,583 | $306,321,412 | — | $306,321,412 |
| 1745 | JAMISON PRIVATE WEALTH MANAGEMENT, INC. | $617,859 | $531,571,948 | $20,175,926 | $551,747,874 |
| 1746 | LIBERTY FINANCIAL GROUP, INC. | $618,277 | $113,862,390 | $518,870 | $114,381,260 |
| 1747 | BLUE SPARK CAPITAL ADVISORS | $619,225 | $173,382,911 | — | $173,382,911 |
| 1748 | ALLODIUM INVESTMENT CONSULTANTS, LLC | $619,257 | $374,650,372 | — | $374,650,372 |
| 1749 | ALTUS WEALTH MANAGEMENT, LLC | $619,342 | $251,452,874 | — | $251,452,874 |
| 1750 | WEALTH ANALYTICS PARTNERS, LLC | $619,426 | $250,248,174 | — | $250,248,174 |
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.
