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 |
|---|---|---|---|---|---|
| 1751 | ATWATER WEALTH MANAGEMENT | $620,451 | $172,223,306 | $3,984,694 | $176,208,000 |
| 1752 | WEALTH ENGINEERING, LLC | $620,840 | $152,105,784 | — | $152,105,784 |
| 1753 | PRISM ADVISORS, INC. | $624,161 | $409,261,174 | $8,926,906 | $418,188,080 |
| 1754 | CLARE MARKET INVESTMENTS, LLC | $624,856 | $412,405,000 | — | $412,405,000 |
| 1755 | AUCTUS ADVISORS LLC | $624,866 | $342,961,738 | $714,821 | $343,676,559 |
| 1756 | MILESTONE INVESTMENT ADVISORS, LLC | $625,406 | $636,074,014 | $101,279,700 | $737,353,714 |
| 1757 | CROSSGRAIN FAMILY INVESTMENTS, LLC | $626,162 | $120,062,864 | $17,692,867 | $137,755,731 |
| 1758 | OAKBRIDGE PARTNERS, LTD. | $626,700 | $1,195,966,939 | $13,564,864 | $1,209,531,803 |
| 1759 | DAKOTA WEALTH, LLC | $626,705 | $1,949,382,348 | $1,551,552 | $1,950,933,900 |
| 1760 | CONGRESS WEALTH MANAGEMENT LLC | $627,457 | $6,303,226,837 | $17,150,671 | $6,320,377,508 |
| 1761 | ABACUS WEALTH PARTNERS | $627,506 | $2,869,234,900 | $561,337,700 | $3,430,572,600 |
| 1762 | DENALI WEALTH MANAGEMENT, INC. | $627,518 | $219,606,000 | $9,438,000 | $229,044,000 |
| 1763 | TELOS CAPITAL MANAGEMENT, INC. | $627,871 | $1,197,350,807 | — | $1,197,350,807 |
| 1764 | ARKOS GLOBAL ADVISORS, LLC | $628,048 | $686,456,423 | — | $686,456,423 |
| 1765 | HURLEY CAPITAL, LLC | $628,128 | $120,600,581 | — | $120,600,581 |
| 1766 | KNIGHTSBRIDGE WEALTH MANAGEMENT | $628,606 | $527,841,704 | $7,101,948 | $534,943,652 |
| 1767 | FORTE CAPITAL LLC | $629,030 | $1,363,629,633 | $85,654,358 | $1,449,283,991 |
| 1768 | CABOT WEALTH MANAGEMENT | $629,132 | $1,101,610,638 | — | $1,101,610,638 |
| 1769 | EIGER WEALTH MANAGEMENT, LLC | $629,278 | $200,365,584 | $66,448,475 | $266,814,059 |
| 1770 | GHP INVESTMENT ADVISORS INC | $629,314 | $2,096,278,377 | $72,335,976 | $2,168,614,353 |
| 1771 | THE MENARD FINANCIAL GROUP, LLC | $629,723 | $253,778,305 | — | $253,778,305 |
| 1772 | CONCENTRIC WEALTH MANAGEMENT LLC | $630,272 | $561,572,340 | — | $561,572,340 |
| 1773 | THE BURNEY COMPANY | $630,921 | $2,625,894,633 | — | $2,625,894,633 |
| 1774 | DECISIONPOINT FINANCIAL, LLC | $631,243 | $495,525,785 | — | $495,525,785 |
| 1775 | PILE WEALTH MANAGEMENT | $631,247 | $111,730,632 | — | $111,730,632 |
| 1776 | MILLENNIUM INVESTMENT SERVICES | $631,352 | $131,144,671 | $2,702,035 | $133,846,706 |
| 1777 | DARROW WEALTH MANAGEMENT | $631,645 | $241,920,094 | — | $241,920,094 |
| 1778 | UP CAPITAL MANAGEMENT, INC. | $631,714 | $127,864,160 | $100,184,691 | $228,048,851 |
| 1779 | SPOTLIGHT ASSET GROUP | $631,754 | $226,676,561 | $2,649,968 | $229,326,529 |
| 1780 | BANTA ASSET MANAGEMENT LP | $631,950 | $156,723,525 | — | $156,723,525 |
| 1781 | NBS FINANCIAL SERVICES, INC. | $632,573 | $265,296,408 | $2,914,361 | $268,210,769 |
| 1782 | COURT PLACE ADVISORS LLC | $633,363 | $446,193,083 | $1,594,550 | $447,787,633 |
| 1783 | COLORADO CAPITAL MANAGEMENT | $634,010 | $430,694,593 | $57,493,413 | $488,188,006 |
| 1784 | RW INVESTMENT MANAGEMENT LLC | $634,260 | $1,108,225,361 | $247,822,487 | $1,356,047,848 |
| 1785 | WESTSHORE WEALTH | $635,658 | $352,173,547 | $38,756,212 | $390,929,759 |
| 1786 | WILLIS JOHNSON & ASSOCIATES, INC. | $635,766 | $877,175,805 | $37,691,773 | $914,867,578 |
| 1787 | GALVIN, GAUSTAD & STEIN, LLC | $636,098 | $1,263,185,210 | $34,455,473 | $1,297,640,683 |
| 1788 | ORION CAPITAL MANAGEMENT LLC | $636,132 | $192,415,335 | $332,732 | $192,748,067 |
| 1789 | BLACKTOWER FINANCIAL MANAGEMENT (US) LLC | $636,863 | — | $200,611,899 | $200,611,899 |
| 1790 | PLATT WEALTH MANAGEMENT | $637,583 | $262,218,640 | $1,740,848 | $263,959,488 |
| 1791 | WEST CAPITAL MANAGEMENT | $637,846 | $943,782,885 | $15,536,931 | $959,319,816 |
| 1792 | HUDSON VALLEY INVESTMENT ADVISORS, INC. | $638,931 | $748,529,805 | $251,396,766 | $999,926,571 |
| 1793 | RAIN CAPITAL MANAGEMENT | $639,151 | $437,179,560 | — | $437,179,560 |
| 1794 | WBH ADVISORY, INC. | $639,354 | $1,295,331,000 | — | $1,295,331,000 |
| 1795 | MONTIS FINANCIAL, LLC | $639,487 | $746,100,000 | $2,100,000 | $748,200,000 |
| 1796 | CI DOYLE PRIVATE WEALTH, LLC | $640,012 | $1,615,012,524 | $6,778,954 | $1,621,791,478 |
| 1797 | YODER WEALTH MANAGEMENT | $640,073 | $207,383,534 | — | $207,383,534 |
| 1798 | LONGVIEW FINANCIAL ADVISORS, LLC | $640,392 | $212,862,707 | $58,023,053 | $270,885,760 |
| 1799 | CARNEGIE INVESTMENT COUNSEL | $640,477 | $3,953,189,534 | $28,655,260 | $3,981,844,794 |
| 1800 | GLOBAL TRUST | $640,483 | $408,210,327 | $11,946,515 | $420,156,842 |
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.
