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 |
|---|---|---|---|---|---|
| 2201 | FINANCIAL PLANNING AND INFORMATION SERVICES, INC. | $924,329 | $1,007,518,203 | — | $1,007,518,203 |
| 2202 | KEYSTONE FINANCIAL SERVICES | $926,468 | $218,646,355 | — | $218,646,355 |
| 2203 | ANCHOR CAPITAL ADVISORS LLC | $927,004 | $3,415,082,456 | — | $3,415,082,456 |
| 2204 | HANSEATIC MANAGEMENT SERVICES INC | $927,152 | $140,000,000 | — | $140,000,000 |
| 2205 | ROCK POINT ADVISORS, LLC | $931,962 | $553,585,275 | — | $553,585,275 |
| 2206 | GRAVES LIGHT LENHART | $932,567 | $997,298,149 | $35,986,164 | $1,033,284,313 |
| 2207 | WEATHERLY ASSET MANAGEMENT | $933,272 | $1,209,259,179 | $9,593,596 | $1,218,852,775 |
| 2208 | DARDEN WEALTH GROUP | $933,844 | $160,947,192 | $5,277,074 | $166,224,266 |
| 2209 | CAFG WEALTH MANAGEMENT, INC. | $935,469 | $223,577,113 | — | $223,577,113 |
| 2210 | COMPASS FINANCIAL GROUP, INC. | $936,841 | $386,915,250 | — | $386,915,250 |
| 2211 | WEDMONT PRIVATE CAPITAL | $937,062 | $488,911,422 | $12,416,752 | $501,328,174 |
| 2212 | PELOTON WEALTH STRATEGISTS, INC. | $939,109 | $304,271,196 | — | $304,271,196 |
| 2213 | ACKERMAN CAPITAL MANAGEMENT | $939,608 | $457,468,346 | $51,799,183 | $509,267,529 |
| 2214 | KM CAPITAL MANAGEMENT, LTD. | $940,289 | $192,969,182 | $72,192,201 | $265,161,383 |
| 2215 | INDIE ASSET PARTNERS, LLC | $940,740 | $701,113,350 | $1,619,684 | $702,733,034 |
| 2216 | BALDWIN INVESTMENT MANAGEMENT, LLC | $940,924 | $758,450,284 | $383,831,244 | $1,142,281,528 |
| 2217 | HIGHLAND PRIVATE WEALTH MANAGEMENT | $941,631 | $1,310,675,290 | $15,141,269 | $1,325,816,559 |
| 2218 | GENERATIONS WEALTH, LLC | $944,005 | $271,873,313 | — | $271,873,313 |
| 2219 | AVIOR WEALTH MANAGEMENT, LLC | $944,275 | $1,884,736,906 | $429,681,976 | $2,314,418,882 |
| 2220 | VENTURI PRIVATE WEALTH | $944,517 | $2,277,586,606 | $5,309,956 | $2,282,896,562 |
| 2221 | DANIELS & ERICKSON FINANCIAL ADVISORS, LLC | $944,636 | $118,079,541 | — | $118,079,541 |
| 2222 | HEISTEN FINANCIAL, LLC | $946,430 | $104,268,018 | $10,250,000 | $114,518,018 |
| 2223 | JLFRANKLIN WEALTH PLANNING | $946,612 | $195,001,984 | — | $195,001,984 |
| 2224 | CHERRY CREEK INVESTMENT ADVISORS INC | $947,494 | $236,873,421 | — | $236,873,421 |
| 2225 | ZHANG FINANCIAL | $948,340 | $2,748,594,975 | $2,035,781,811 | $4,784,376,786 |
| 2226 | BLACK DIAMOND FINANCIAL, LLC | $949,190 | $481,004,570 | $70,474,985 | $551,479,555 |
| 2227 | NEUMANN CAPITAL MANAGEMENT | $949,236 | $515,435,206 | — | $515,435,206 |
| 2228 | HIGH PINES WEALTH MANAGEMENT LLC | $949,708 | $222,592,608 | $588,855 | $223,181,463 |
| 2229 | AZZAD ASSET MANAGEMENT, INC. | $951,533 | $1,269,942,074 | $7,966,705 | $1,277,908,779 |
| 2230 | HARBOR ADVISORY CORPORATION | $953,158 | $383,369,318 | $8,378,482 | $391,747,800 |
| 2231 | CFM WEALTH PARTNERS LLC | $954,169 | $575,182,632 | $1,135,425 | $576,318,057 |
| 2232 | CLEAR HARBOR ASSET MANAGEMENT, LLC | $955,128 | $1,175,619,757 | $3,963,469 | $1,179,583,226 |
| 2233 | SOUTH SHORE CAPITAL ADVISORS, LLC | $957,684 | $102,747,608 | $89,746,782 | $192,494,390 |
| 2234 | RAINEY & RANDALL INVESTMENT MANAGEMENT, INC. | $957,781 | $742,280,000 | — | $742,280,000 |
| 2235 | GLOBAL WEALTH MANAGEMENT, LLC | $958,173 | $244,369,920 | $44,040,248 | $288,410,168 |
| 2236 | MCGUIRE WEALTH MANAGEMENT | $958,498 | $687,242,743 | — | $687,242,743 |
| 2237 | KENSINGTON INVESTMENT COUNSEL | $958,635 | $203,230,691 | — | $203,230,691 |
| 2238 | CWC ADVISORS, LLC | $959,119 | $148,750,000 | $3,750,000 | $152,500,000 |
| 2239 | LUTZ FINANCIAL | $960,156 | $1,623,310,300 | $195,224,932 | $1,818,535,232 |
| 2240 | ARJUNA CAPITAL, LLC | $962,731 | $403,384,379 | — | $403,384,379 |
| 2241 | FIRSTMETRIC | $965,125 | $252,862,677 | — | $252,862,677 |
| 2242 | BROOKER WEALTH MANAGEMENT | $967,124 | $566,734,883 | — | $566,734,883 |
| 2243 | COVENANT ASSET MANAGEMENT, LLC | $968,384 | $490,970,551 | — | $490,970,551 |
| 2244 | EPIQ PARTNERS, LLC | $969,367 | $304,674,510 | $16,185,843 | $320,860,353 |
| 2245 | WEST END WEALTH MANAGEMENT, LLC | $970,439 | $108,689,220 | — | $108,689,220 |
| 2246 | ATON FINANCIAL LLC | $970,478 | $235,202,000 | $77,292,000 | $312,494,000 |
| 2247 | RAY|THEIL WEALTH MANAGEMENT, LLC | $974,408 | $234,832,258 | — | $234,832,258 |
| 2248 | WEBSTERROGERS FINANCIAL ADVISORS, LLC | $974,987 | $697,873,503 | $217,347 | $698,090,850 |
| 2249 | SLOCUM, GORDON & CO. LLP | $975,431 | $263,366,404 | — | $263,366,404 |
| 2250 | COBBLESTONE CAPITAL ADVISORS, LLC | $975,663 | $2,621,772,328 | $60,324,573 | $2,682,096,901 |
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.
