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 |
|---|---|---|---|---|---|
| 1951 | ETESIAN WEALTH ADVISORS, INC. | $724,475 | $288,230,398 | $4,457,602 | $292,688,000 |
| 1952 | COLONIAL TRUST ADVISORS, INC. | $725,968 | $1,202,749,710 | $106,171,307 | $1,308,921,017 |
| 1953 | ORGEL WEALTH MANAGEMENT, LLC | $728,894 | $6,604,220,000 | $2,479,000 | $6,606,699,000 |
| 1954 | GRAYBILL BARTZ ASSOCIATES, LTD | $729,264 | $339,546,185 | $22,168,950 | $361,715,135 |
| 1955 | LUMINA FINANCIAL CONSULTANTS, LLC | $730,232 | $129,541,808 | $2,630,172 | $132,171,980 |
| 1956 | MEYER CAPITAL GROUP | $730,289 | $1,112,678,451 | $523,168,908 | $1,635,847,359 |
| 1957 | MISSION WEALTH MANAGEMENT, LP | $730,558 | $3,956,379,545 | $858,730,067 | $4,815,109,612 |
| 1958 | ALLIUM FINANCIAL ADVISORS, LLC | $730,638 | $413,442,461 | $12,519,295 | $425,961,756 |
| 1959 | WESTEND CAPITAL MANAGEMENT, LLC. | $731,055 | $194,460,663 | — | $194,460,663 |
| 1960 | BMSS WESSON WEALTH SOLUTIONS | $731,701 | $273,600,354 | $5,177,683 | $278,778,037 |
| 1961 | WESTOVER CAPITAL ADVISORS, LLC | $732,879 | $411,144,992 | — | $411,144,992 |
| 1962 | FOSTER GROUP, INC. | $733,546 | $3,241,151,422 | $152,232,107 | $3,393,383,529 |
| 1963 | KASTEL CAPITAL ADVISORS, LLC | $734,547 | $83,268,000 | $34,994,000 | $118,262,000 |
| 1964 | HEMSLEY ADVISORS, LTD. | $735,119 | $32,854,950 | $422,183,501 | $455,038,451 |
| 1965 | MAPLE CAPITAL MANAGEMENT, INC. | $735,318 | $1,594,130,334 | $38,432 | $1,594,168,766 |
| 1966 | KAILASA CAPITAL MANAGEMENT LLC | $735,612 | $217,334,116 | $56,313,685 | $273,647,801 |
| 1967 | PRIVATE ASSET MANAGEMENT INC | $735,821 | $1,003,660,304 | — | $1,003,660,304 |
| 1968 | IMS CAPITAL MANAGEMENT | $736,592 | $373,997,807 | $16,395,837 | $390,393,644 |
| 1969 | PARKSIDE ADVISORS LLC | $736,675 | $587,130,325 | — | $587,130,325 |
| 1970 | HOWE AND RUSLING, INC. | $738,502 | $1,463,642,280 | $2,283,725 | $1,465,926,005 |
| 1971 | HUTCHINSON & ZIEGLER FINANCIAL ADVISORS, INC. | $738,748 | $178,777,014 | — | $178,777,014 |
| 1972 | THE WEALTH CONSERVANCY, INC. | $738,804 | $91,426,987 | $65,938,199 | $157,365,186 |
| 1973 | DONALDSON CAPITAL MANAGEMENT LLC | $739,409 | $2,616,028,278 | — | $2,616,028,278 |
| 1974 | HALBERT HARGROVE | $739,444 | $2,851,845,996 | $179,136,902 | $3,030,982,898 |
| 1975 | PARAGON CAPITAL MANAGEMENT LLC | $741,552 | $441,223,380 | — | $441,223,380 |
| 1976 | CAMELOTTA ADVISORS | $741,792 | $179,972,543 | $1,024,783 | $180,997,326 |
| 1977 | YUKON WEALTH MANAGEMENT, INC. | $742,046 | $276,465,912 | $1,801,157 | $278,267,069 |
| 1978 | SAGEVEST WEALTH MANAGEMENT | $742,347 | $297,681,010 | — | $297,681,010 |
| 1979 | ALEXANDER RANDOLPH ADVISORY INC | $742,445 | $217,099,043 | $137,047,140 | $354,146,183 |
| 1980 | THE WELCH GROUP, LLC | $743,985 | $2,449,942,225 | — | $2,449,942,225 |
| 1981 | BLB & B ADVISORS, LLC | $746,059 | $1,929,670,196 | $135,419,793 | $2,065,089,989 |
| 1982 | OMICRON ADVISORS, LLC | $746,521 | $111,231,558 | — | $111,231,558 |
| 1983 | FLOREK FINANCIAL, LLC | $747,696 | — | $373,848,000 | $373,848,000 |
| 1984 | NBZ INVESTMENT ADVISORS, LLC | $747,895 | $301,401,640 | — | $301,401,640 |
| 1985 | ELGETHUN CAPITAL MANAGEMENT | $748,872 | $532,447,906 | — | $532,447,906 |
| 1986 | STERLING INVESTMENT ADVISORS,LLC | $749,800 | $195,697,798 | — | $195,697,798 |
| 1987 | CAMBRIDGE ADVISORS INC | $750,701 | $585,541,141 | $36,039,228 | $621,580,369 |
| 1988 | WEDGEWOOD INVESTORS INC | $750,843 | $215,040,887 | $1,201,790 | $216,242,677 |
| 1989 | GRAND STRATEGY CAPITAL, LLC | $751,172 | $107,083,287 | $11,601,933 | $118,685,220 |
| 1990 | JOSLIN CAPITAL ADVISORS LLC | $752,541 | $327,520,135 | $119,489,194 | $447,009,329 |
| 1991 | SLAYTON LEWIS INC | $752,620 | $256,266,536 | $7,902,927 | $264,169,463 |
| 1992 | FREEDOM ADVISORY | $752,754 | $462,943,992 | — | $462,943,992 |
| 1993 | ALBION FINANCIAL GROUP | $753,327 | $1,510,552,637 | $158,820,681 | $1,669,373,318 |
| 1994 | ISTHMUS PARTNERS, LLC | $753,565 | $952,505,865 | — | $952,505,865 |
| 1995 | CADINHA & CO LLC | $754,326 | $1,042,478,797 | — | $1,042,478,797 |
| 1996 | TRAPHAGEN FINANCIAL GROUP | $756,433 | $1,135,286,416 | $25,838,568 | $1,161,124,984 |
| 1997 | SUMMITRY, LLC | $756,769 | $2,258,898,143 | $123,409,765 | $2,382,307,908 |
| 1998 | WFA ASSET MANAGEMENT CORP | $758,562 | $311,388,140 | $19,344,969 | $330,733,109 |
| 1999 | PRINCIPLE WEALTH PARTNERS LLC | $759,019 | $2,190,529,642 | — | $2,190,529,642 |
| 2000 | PINNACLE WEALTH PLANNING SERVICES, INC. | $759,671 | $1,976,739,314 | $15,118,988 | $1,991,858,302 |
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.
