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 |
|---|---|---|---|---|---|
| 2151 | TRAIL RIDGE INVESTMENT ADVISORS, LLC | $866,497 | $244,039,562 | $4,645,160 | $248,684,722 |
| 2152 | KINGFISHER CAPITAL, LLC | $867,225 | $586,243,939 | — | $586,243,939 |
| 2153 | EAGLE BAY ADVISORS LLC | $867,700 | $806,093,560 | — | $806,093,560 |
| 2154 | S.A. MASON, LLC | $868,200 | $267,118,513 | $277,243,010 | $544,361,523 |
| 2155 | SUMMIT PLACE FINANCIAL ADVISORS, LLC | $868,721 | $231,948,480 | — | $231,948,480 |
| 2156 | MADDEN FUNDS MANAGEMENT | $871,028 | $191,626,253 | — | $191,626,253 |
| 2157 | NARUS FINANCIAL PARTNERS, LLC | $872,834 | $343,197,169 | $13,792,115 | $356,989,284 |
| 2158 | INTRINSIC VALUE PARTNERS, LLC | $873,256 | $183,383,721 | — | $183,383,721 |
| 2159 | GLASSMAN WEALTH SERVICES, LLC | $873,963 | $1,942,819,910 | — | $1,942,819,910 |
| 2160 | PACIFIC CAPITAL | $874,508 | $386,532,536 | — | $386,532,536 |
| 2161 | CHARTER CAPITAL MANAGEMENT, INC | $875,353 | $292,358,912 | $5,261,153 | $297,620,065 |
| 2162 | WESTSIDE INVESTMENT MANAGEMENT, LLC | $875,563 | $716,210,706 | — | $716,210,706 |
| 2163 | BALASA DINVERNO FOLTZ LLC | $875,925 | $5,917,746,495 | — | $5,917,746,495 |
| 2164 | MY PERSONAL CFO, LLC | $875,937 | $206,721,226 | — | $206,721,226 |
| 2165 | TEMBION CAPITAL MANAGEMENT, LLC | $876,058 | $128,780,475 | — | $128,780,475 |
| 2166 | KORE PRIVATE WEALTH, LLC | $877,611 | $5,121,738,954 | — | $5,121,738,954 |
| 2167 | ADKINS SEALE CAPITAL MANAGEMENT LLC | $877,666 | $309,393,058 | $24,997,533 | $334,390,591 |
| 2168 | EADS & HEALD WEALTH MANAGEMENT | $877,713 | $265,069,300 | — | $265,069,300 |
| 2169 | IRONWOOD FINANCIAL, LLC | $878,792 | $420,312,179 | $16,447,325 | $436,759,504 |
| 2170 | RPG INVESTMENT ADVISORY, LLC | $880,169 | $716,457,779 | — | $716,457,779 |
| 2171 | EMERSON WEALTH, LLC | $881,560 | $634,723,340 | — | $634,723,340 |
| 2172 | OLD PEAK FINANCE | $881,990 | $440,112,765 | — | $440,112,765 |
| 2173 | BOLTWOOD CAPITAL MANAGEMENT | $884,111 | $284,350,907 | $28,624,415 | $312,975,322 |
| 2174 | DELAP WEALTH ADVISORY, LLC | $884,929 | $253,089,719 | — | $253,089,719 |
| 2175 | PEGASUS PARTNERS | $885,318 | $1,890,495,185 | $398,935,970 | $2,289,431,155 |
| 2176 | FCA CORP | $885,621 | $467,872,061 | $53,758,978 | $521,631,039 |
| 2177 | PACIFICA WEALTH ADVISORS, INC. | $886,294 | $173,364,880 | $11,870,498 | $185,235,378 |
| 2178 | CYPRESS POINT WEALTH MANAGEMENT, LLC | $886,428 | $626,232,809 | $101,524,292 | $727,757,101 |
| 2179 | WEALTH COVENANT GROUP LLC | $888,424 | $276,300,000 | — | $276,300,000 |
| 2180 | PIN OAK INVESTMENT ADVISORS INC | $888,455 | $616,588,013 | — | $616,588,013 |
| 2181 | THREE POINTS FINANCIAL, INC. | $888,831 | $6,800,864 | $105,191,811 | $111,992,675 |
| 2182 | SYM FINANCIAL ADVISORS | $890,441 | $3,076,470,056 | $630,435,106 | $3,706,905,162 |
| 2183 | BUCKLEY WEALTH MANAGEMENT, LLC | $891,453 | $558,049,491 | — | $558,049,491 |
| 2184 | WILLIAM MACK & ASSOCIATES INC | $891,501 | $721,393,000 | $5,180,000 | $726,573,000 |
| 2185 | ROUNDVIEW CAPITAL, LLC | $892,477 | $1,193,943,081 | $20,717,626 | $1,214,660,707 |
| 2186 | FRUTH INVESTMENT MANAGEMENT | $894,587 | $373,450,325 | $2,276,310 | $375,726,635 |
| 2187 | LEE FINANCIAL COMPANY, LLC | $894,850 | $1,303,848,268 | $2,633,020 | $1,306,481,288 |
| 2188 | HERITAGE INVESTMENT GROUP, INC. | $896,235 | $1,692,091,393 | — | $1,692,091,393 |
| 2189 | JVL WEALTH STRATEGIES | $896,968 | $432,117,837 | $9,190,652 | $441,308,489 |
| 2190 | EPSILON FINANCIAL GROUP, INC. | $904,051 | $468,298,226 | — | $468,298,226 |
| 2191 | LESJAK PLANNING, LLC | $904,826 | $330,700,000 | $6,800,000 | $337,500,000 |
| 2192 | VSM WEALTH ADVISORY, LLC | $906,508 | $441,469,414 | — | $441,469,414 |
| 2193 | WEST COAST FINANCIAL, LLC | $906,939 | $1,640,652,188 | — | $1,640,652,188 |
| 2194 | VESTA WEALTH MANAGEMENT, LLC | $907,935 | $157,365,564 | $132,265,825 | $289,631,389 |
| 2195 | PERENNIAL | $908,326 | $485,306,310 | $5,189,689 | $490,495,999 |
| 2196 | ASSET STRATEGIES, INC. | $908,993 | $130,705,230 | $6,552,776 | $137,258,006 |
| 2197 | REBALANCE LLC | $909,291 | $1,462,139,862 | — | $1,462,139,862 |
| 2198 | TINGEY ADVISORS INC | $910,496 | $361,263,087 | $1,114,222 | $362,377,309 |
| 2199 | JOURNEY WEALTH MANAGEMENT | $910,993 | $372,793,119 | $14,378,754 | $387,171,873 |
| 2200 | WARNER FINANCIAL, INC | $911,991 | $589,504,979 | $13,321,173 | $602,826,152 |
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.
