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 |
|---|---|---|---|---|---|
| 1901 | QUANTUM FINANCIAL ADVISORS, LLC | $694,802 | $887,262,307 | — | $887,262,307 |
| 1902 | LEGACY ASSET MANAGEMENT, INC. | $695,079 | $139,015,884 | — | $139,015,884 |
| 1903 | 3EDGE ASSET MANAGEMENT, LP | $695,104 | $1,365,183,580 | — | $1,365,183,580 |
| 1904 | MCCOLLUM CHRISTOFERSON GROUP, LLC | $695,491 | $509,795,227 | — | $509,795,227 |
| 1905 | CLARIS ADVISORS, LLC | $695,513 | $545,978,059 | — | $545,978,059 |
| 1906 | GENCAP PORTFOLIO MANAGEMENT | $696,222 | $289,628,834 | $34,810,569 | $324,439,403 |
| 1907 | BENNINGFIELD FINANCIAL ADVISORS, LLC | $697,462 | $216,213,354 | — | $216,213,354 |
| 1908 | MATTERN CAPITAL MANAGEMENT, LLC | $698,323 | $733,238,738 | — | $733,238,738 |
| 1909 | EXCALIBUR MANAGEMENT CORP | $698,395 | $562,348,023 | $9,637,530 | $571,985,553 |
| 1910 | VERSANT CAPITAL MANAGEMENT, INC. | $698,435 | $805,925,436 | $44,070,121 | $849,995,557 |
| 1911 | CASILIO LEITCH INVESTMENTS | $699,351 | $160,850,796 | — | $160,850,796 |
| 1912 | EXCHANGE CAPITAL MANAGEMENT INC | $699,836 | $702,778,588 | $1,956,378 | $704,734,966 |
| 1913 | WEALTH ARCHITECTS, LLC | $699,870 | $1,525,413,579 | $126,979,111 | $1,652,392,690 |
| 1914 | CUTLER INVESTMENT COUNSEL, LLC | $700,072 | $922,000,000 | $49,000,000 | $971,000,000 |
| 1915 | WESTERN FINANCIAL CORPORATION | $701,001 | $254,463,487 | — | $254,463,487 |
| 1916 | WILLIAM HOWARD & CO FINANCIAL ADVISORS, INC. | $701,054 | $264,834,342 | $8,576,719 | $273,411,061 |
| 1917 | PRIVATE CAPITAL MANAGEMENT, INC. | $702,066 | $198,650,687 | $19,691,869 | $218,342,556 |
| 1918 | PLAN FIRST WEALTH LLC | $702,871 | — | $131,436,862 | $131,436,862 |
| 1919 | JAMES R. MARTIN CONSULTING, INC | $703,083 | $487,939,464 | — | $487,939,464 |
| 1920 | BARKER WEALTH MANAGEMENT, LLC | $703,309 | $140,661,740 | — | $140,661,740 |
| 1921 | FAIRFIELD FINANCIAL ADVISORS | $703,351 | $35,564,614 | $274,612,963 | $310,177,577 |
| 1922 | TRANSITUS WEALTH PARTNERS LLC | $703,517 | $230,057,272 | $2,806,974 | $232,864,246 |
| 1923 | HARRELL INVESTMENT PARTNERS, LLC | $704,629 | $489,499,622 | $16,423,762 | $505,923,384 |
| 1924 | WOODWARD FINANCIAL ADVISORS, INC. | $705,174 | $511,250,999 | — | $511,250,999 |
| 1925 | FINANCIAL INSIGHTS INC | $706,797 | $533,631,424 | — | $533,631,424 |
| 1926 | BALDRIGE ASSET MANAGEMENT | $707,101 | $564,707,901 | $47,641,646 | $612,349,547 |
| 1927 | RIVERPLACE CAPITAL MANAGEMENT INC | $707,700 | $200,986,846 | — | $200,986,846 |
| 1928 | SMITHBRIDGE ASSET MANAGEMENT INC | $708,011 | $432,974,362 | $20,152,868 | $453,127,230 |
| 1929 | BURT WEALTH ADVISORS | $708,587 | $834,006,617 | — | $834,006,617 |
| 1930 | SPECTRUM ASSET MANAGEMENT INC | $709,393 | $625,186,902 | $19,651,577 | $644,838,479 |
| 1931 | VISION CAPITAL MANAGEMENT INC | $709,903 | $1,021,550,392 | — | $1,021,550,392 |
| 1932 | DIVIDEND ASSETS CAPITAL, LLC | $711,329 | $578,914,606 | $6,509,479 | $585,424,085 |
| 1933 | CHEQUERS FINANCIAL MANAGEMENT LLC | $711,419 | $480,422,902 | $110,055,045 | $590,477,947 |
| 1934 | KENNETH FRENKE & CO | $714,149 | $174,252,234 | — | $174,252,234 |
| 1935 | ROYAL OAK FINANCIAL GROUP | $714,286 | $115,000,000 | — | $115,000,000 |
| 1936 | BLUME CAPITAL MANAGEMENT, INC. | $715,060 | $580,628,386 | — | $580,628,386 |
| 1937 | MORTON WEALTH | $715,087 | $2,375,243,103 | $41,036,045 | $2,416,279,148 |
| 1938 | BRIGHTWORTH, LLC | $715,490 | $5,364,746,988 | — | $5,364,746,988 |
| 1939 | RIGGS CAPITAL MANAGEMENT, LLC | $716,151 | $269,272,732 | — | $269,272,732 |
| 1940 | TRUE MEASURE WEALTH MANAGEMENT | $716,338 | $226,362,761 | — | $226,362,761 |
| 1941 | HINSDALE ASSOCIATES | $717,002 | $129,060,448 | — | $129,060,448 |
| 1942 | BELLEAIR ASSET MANAGEMENT, LLC | $717,094 | $174,700,338 | $57,637,958 | $232,338,296 |
| 1943 | BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC | $718,666 | $330,586,159 | — | $330,586,159 |
| 1944 | TRINITY FIDUCIARY PARTNERS, LLC | $719,314 | $42,179,444 | $62,840,444 | $105,019,888 |
| 1945 | CHEVIOT VALUE MANAGEMENT, LLC | $720,711 | $622,693,979 | — | $622,693,979 |
| 1946 | DESTINATION WEALTH MANAGEMENT | $722,183 | $3,809,515,164 | — | $3,809,515,164 |
| 1947 | COX CAPITAL MANAGEMENT LLC | $722,315 | $286,036,701 | — | $286,036,701 |
| 1948 | YARGER WEALTH STRATEGIES, LLC | $724,172 | $295,347,397 | $71,083,614 | $366,431,011 |
| 1949 | GOLDEN GATE PERSONAL FINANCIAL PLANNING | $724,406 | $115,180,497 | — | $115,180,497 |
| 1950 | ELLSWORTH ADVISORS, LLC | $724,474 | $709,655,393 | $1,778,044 | $711,433,437 |
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.
