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 |
|---|---|---|---|---|---|
| 2301 | MAYFIELD ADVISORS, INC. | $1,041,779 | $121,888,159 | — | $121,888,159 |
| 2302 | BETA WEALTH GROUP, INC | $1,043,003 | $409,900,000 | — | $409,900,000 |
| 2303 | ASSET MANAGEMENT GROUP LTD | $1,044,060 | $502,192,860 | — | $502,192,860 |
| 2304 | JACKSON SQUARE CAPITAL, LLC | $1,044,203 | $392,480,442 | $2,228,146 | $394,708,588 |
| 2305 | CLARITY CAPITAL ADVISORS, LLC | $1,047,556 | $191,731,943 | $28,254,887 | $219,986,830 |
| 2306 | THE HOERNER PLANNING GROUP, LLC | $1,052,091 | $832,819,744 | $361,303,735 | $1,194,123,479 |
| 2307 | JOHN A. BYSKO ASSOCIATES | $1,054,392 | $218,259,088 | — | $218,259,088 |
| 2308 | HAMRICK INVESTMENT COUNSEL, LLC | $1,054,522 | $272,985,201 | $1,190,543 | $274,175,744 |
| 2309 | AVALON CAPITAL MANAGEMENT | $1,059,955 | $339,185,647 | — | $339,185,647 |
| 2310 | CORIENT CAPITAL PARTNERS, LLC | $1,062,266 | $3,909,024,987 | $1,078,313,113 | $4,987,338,100 |
| 2311 | CAUSEY DEMGEN & MOORE P.C. | $1,063,470 | $248,105,071 | $57,110,700 | $305,215,771 |
| 2312 | STOKES FAMILY OFFICE LLC | $1,064,920 | $1,644,236,484 | — | $1,644,236,484 |
| 2313 | 17 CAPITAL PARTNERS, LLC | $1,065,070 | $132,068,628 | — | $132,068,628 |
| 2314 | HUTCHINSON CAPITAL MANAGEMENT | $1,066,871 | $703,166,527 | $18,037,984 | $721,204,511 |
| 2315 | BARON WEALTH MANAGEMENT, LLC | $1,067,206 | $557,323,968 | $12,564,262 | $569,888,230 |
| 2316 | GASBER FINANCIAL ADVISORS, INC | $1,068,697 | $144,130,125 | $7,624,873 | $151,754,998 |
| 2317 | NPF INVESTMENT ADVISORS | $1,071,388 | $2,310,983,746 | — | $2,310,983,746 |
| 2318 | ROCKHILL ADVISORS LLC | $1,071,469 | $121,899,633 | $1,319,281 | $123,218,914 |
| 2319 | EXENCIAL WEALTH ADVISORS | $1,072,705 | $4,049,511,277 | $311,034,256 | $4,360,545,533 |
| 2320 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $1,072,980 | $2,075,143,444 | — | $2,075,143,444 |
| 2321 | TRUE NORTH RETIREMENT ADVISORS, LLC | $1,074,458 | $311,082,983 | $29,520,100 | $340,603,083 |
| 2322 | MARK BELL ADVISORY SERVICES, INC. | $1,075,543 | $139,820,585 | — | $139,820,585 |
| 2323 | JACOBSEN CAPITAL MANAGEMENT | $1,075,821 | $380,840,506 | — | $380,840,506 |
| 2324 | RIDGECREST WEALTH PARTNERS, LLC | $1,077,701 | $244,494,904 | $346,085,364 | $590,580,268 |
| 2325 | LEAVELL INVESTMENT MANAGEMENT, INC. | $1,077,877 | $2,066,326,691 | $257,575,138 | $2,323,901,829 |
| 2326 | FINANCIAL PARTNERS CAPITAL MANAGEMENT, LLC | $1,078,143 | $649,210,410 | $92,551,857 | $741,762,267 |
| 2327 | COOPER LAPMAN FINANCIAL, LLC | $1,080,268 | $341,364,764 | — | $341,364,764 |
| 2328 | HIGH PROBABILITY ADVISORS, LLC | $1,082,142 | $426,691,529 | $32,136,810 | $458,828,339 |
| 2329 | MARATHON CAPITAL MANAGEMENT | $1,082,866 | $699,531,308 | — | $699,531,308 |
| 2330 | VESTURA, LLC | $1,085,118 | $253,917,600 | — | $253,917,600 |
| 2331 | RADNOR FINANCIAL ADVISORS, LLC | $1,087,476 | $2,789,751,419 | $24,637,054 | $2,814,388,473 |
| 2332 | DEDICATED CAPITAL ADVISORS, LLC | $1,090,360 | $79,756,319 | $38,002,590 | $117,758,909 |
| 2333 | TANDEM CAPITAL MANAGEMENT, INC. | $1,090,752 | $236,107,714 | $2,767,051 | $238,874,765 |
| 2334 | ARIES WEALTH MANAGEMENT, LLC | $1,096,903 | $367,462,622 | — | $367,462,622 |
| 2335 | AMERICAN FINANCIAL ADVISORS INC | $1,098,798 | — | $732,898,362 | $732,898,362 |
| 2336 | PARSONS CAPITAL MANAGEMENT INC | $1,100,334 | $1,840,674,520 | $18,890,499 | $1,859,565,019 |
| 2337 | BPC ADVISORS LLC | $1,101,170 | $131,039,283 | — | $131,039,283 |
| 2338 | REDMOND ASSET MANAGEMENT, LLC | $1,104,857 | $399,570,118 | $30,219,256 | $429,789,374 |
| 2339 | PROSPERITY ROAD, LLC | $1,105,162 | $146,542,717 | $3,759,336 | $150,302,053 |
| 2340 | JMG FINANCIAL GROUP LTD | $1,106,511 | $4,539,223,000 | $176,727,000 | $4,715,950,000 |
| 2341 | MICHAEL J. CREW, INVESTMENT ADVISOR | $1,107,765 | $153,979,300 | — | $153,979,300 |
| 2342 | BLUEPRINT INVESTING LLC | $1,108,785 | $271,652,283 | — | $271,652,283 |
| 2343 | CURTIS ADVISORY GROUP, LLC | $1,110,753 | $370,208,958 | $782,400 | $370,991,358 |
| 2344 | GODSHALK WELSH CAPITAL MANAGEMENT, INC. | $1,110,973 | $281,076,292 | — | $281,076,292 |
| 2345 | OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | $1,112,599 | $2,447,718,712 | — | $2,447,718,712 |
| 2346 | YOUNG WEALTH MANAGEMENT | $1,114,507 | $117,023,216 | — | $117,023,216 |
| 2347 | NELSON CAPITAL MANAGEMENT, LLC | $1,116,007 | $597,780,223 | $28,299,587 | $626,079,810 |
| 2348 | TFC FINANCIAL MANAGEMENT INC | $1,116,163 | $1,394,087,469 | — | $1,394,087,469 |
| 2349 | DURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC | $1,116,232 | $1,582,134,460 | $23,006,736 | $1,605,141,196 |
| 2350 | BARNSTONE ADVISORS LLC | $1,116,735 | $164,160,000 | — | $164,160,000 |
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.
