RIA Data Center

Use this interactive rankings tool to find key information on fee-only registered investment advisory firms*.

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      Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
      21011776 WEALTH LLC$837,537$280,574,787—$280,574,787
      2102COLUMN CAPITAL ADVISORS, LLC$838,240$1,290,086,989$57,802,429$1,347,889,418
      2103PATHWAY FINANCIAL ADVISORS, LLC$838,725$766,594,754—$766,594,754
      2104LIBERTY WEALTH ADVISORS, LLC$839,236$1,594,042,483$159,959,873$1,754,002,356
      2105TANGLEWOOD LEGACY ADVISORS, LLC$839,682$347,232,543$17,189,471$364,422,014
      2106SJBENEN ADVISORY, LLC$839,997$177,239,391—$177,239,391
      2107SOUTH BAY FINANCIAL PARTNERS$840,313—$142,012,947$142,012,947
      2108HARBOUR INVESTMENT MANAGEMENT L.L.C.$840,625$406,862,546—$406,862,546
      2109SLATESTONE WEALTH LLC$842,064$942,803,379$62,620,682$1,005,424,061
      2110RESONANT CAPITAL ADVISORS, LLC$842,614$1,131,244,812$69,480,323$1,200,725,135
      2111OLISTICO WEALTH, LLC$843,516$155,619,107$8,866,428$164,485,535
      2112GRAND WEALTH MANAGEMENT, LLC$846,405$573,221,352$9,105,448$582,326,800
      2113PACIFIC GLOBAL INVESTMENT MANAGEMENT CO$848,320$717,678,502—$717,678,502
      2114SENTINEL WEALTH MANAGEMENT, INC.$848,323$281,643,071—$281,643,071
      2115BURLESON & COMPANY, LLC$848,992$657,216,261$144,232,615$801,448,876
      2116AMERICA FIRST INVESTMENT ADVISORS LLC$849,115$463,616,637—$463,616,637
      2117MAIN STREET RESEARCH LLC$849,924$1,963,324,024—$1,963,324,024
      2118KUTZ AND COMPANY INC.$851,051$100,424,042—$100,424,042
      2119PRIVATE WEALTH ADVISORS$851,759$353,480,056—$353,480,056
      2120PALADIN WEALTH PARTNERS$852,370$202,782,298$4,343,524$207,125,822
      21218TH STREET INVESTMENTS, LLC$852,653$164,533,124$28,926$164,562,050
      2122HIGHPASS ASSET MANAGEMENT LLC$852,667$174,796,637—$174,796,637
      2123EARLY MCCLINTIC & MCMILLAN, LLP$852,798$264,314,721$184,257,174$448,571,895
      2124VAQUERO PRIVATE WEALTH, LTD.$853,045$314,119,385$28,804,661$342,924,046
      2125NEWGROUND SOCIAL INVESTMENT$853,333$128,000,000—$128,000,000
      2126NEWGROUND SOCIAL INVESTMENT$853,333$128,000,000—$128,000,000
      2127CABLE HILL PARTNERS, LLC$854,538$1,262,242,251$235,763,329$1,498,005,580
      2128SPECTRUM WEALTH MANAGEMENT$855,621$955,832,371$21,286,251$977,118,622
      2129THE FAIRMAN GROUP, LLC$856,824$483,105,906$322,308,184$805,414,090
      2130BIECHELE ROYCE ADVISORS, INC.$857,473$460,790,312$42,546,372$503,336,684
      2131SUNCOAST EQUITY MANAGEMENT, LLC$858,167$1,091,588,569—$1,091,588,569
      2132DRUM HILL CAPITAL, LLC$858,764$150,791,845$18,384,573$169,176,418
      2133AVESTAR CAPITAL, LLC$859,016$724,797,722$1,071,000$725,868,722
      2134NOESIS CAPITAL MANAGEMENT CORP$859,363$683,448,137$80,525,227$763,973,364
      2135MCRAE CAPITAL MANAGEMENT INC.$859,583$667,896,289—$667,896,289
      2136SAGE FINANCIAL GROUP INC.$861,694$2,771,034,162$244,895,036$3,015,929,198
      2137TRUE NORTH ADVISORS, LLC$862,127$2,843,576,801$28,167,053$2,871,743,854
      2138HEADINVEST$862,536$883,236,624—$883,236,624
      2139HOLLINGSWORTH AVENT AVERRE & PURVIS, PA$862,580$142,325,738—$142,325,738
      2140DELTA FINANCIAL ADVISORS$862,653$337,113,488$65,745,412$402,858,900
      2141FINANCIAL SOLUTIONS ASSOCIATES$864,907$130,600,885—$130,600,885
      2142GOODMAN FINANCIAL CORPORATION$865,767$593,050,231—$593,050,231
      2143TRAIL RIDGE INVESTMENT ADVISORS, LLC$866,497$244,039,562$4,645,160$248,684,722
      2144KINGFISHER CAPITAL, LLC$867,225$586,243,939—$586,243,939
      2145EAGLE BAY ADVISORS LLC$867,700$806,093,560—$806,093,560
      2146S.A. MASON, LLC$868,200$267,118,513$277,243,010$544,361,523
      2147SUMMIT PLACE FINANCIAL ADVISORS, LLC$868,721$231,948,480—$231,948,480
      2148MADDEN FUNDS MANAGEMENT$871,028$191,626,253—$191,626,253
      2149NARUS FINANCIAL PARTNERS, LLC$872,834$343,197,169$13,792,115$356,989,284
      2150INTRINSIC VALUE PARTNERS, LLC$873,256$183,383,721—$183,383,721
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      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.