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 |
|---|---|---|---|---|---|
| 2551 | BALENTINE | $1,587,317 | $4,123,462,236 | $474,993,737 | $4,598,455,973 |
| 2552 | THE WEALTH COLLABORATIVE, INC. | $1,587,590 | $751,244,741 | $9,210,942 | $760,455,683 |
| 2553 | ABBREA CAPITAL, LLC | $1,591,546 | $1,018,078,356 | $156,482,865 | $1,174,561,221 |
| 2554 | EDGEMOOR INVESTMENT ADVISORS, INC. | $1,595,161 | $1,150,111,173 | — | $1,150,111,173 |
| 2555 | CONCORDIA WEALTH MANAGEMENT, LLC | $1,596,313 | $171,388,213 | $10,591,475 | $181,979,688 |
| 2556 | SPIELBERGER & BROOKS, INC. | $1,599,965 | $369,729,902 | $7,861,896 | $377,591,798 |
| 2557 | JUPITER WEALTH MANAGEMENT, LLC | $1,601,953 | $367,259,963 | $33,228,232 | $400,488,195 |
| 2558 | BOGDANOVICH WEALTH MANAGEMENT PLLC | $1,605,953 | $256,952,554 | — | $256,952,554 |
| 2559 | UTOPIA WEALTH MANAGEMENT, LLC | $1,607,402 | $130,199,585 | — | $130,199,585 |
| 2560 | FINANCIAL SYNERGIES | $1,610,188 | $1,112,640,025 | — | $1,112,640,025 |
| 2561 | ZWJ INVESTMENT COUNSEL INC | $1,612,454 | $2,791,835,164 | $425,010,898 | $3,216,846,062 |
| 2562 | WEALTH MANAGEMENT CONSULTANTS COLORADO, LLC | $1,619,611 | $235,910,275 | $58,858,987 | $294,769,262 |
| 2563 | EDGE WEALTH MANAGEMENT, LLC | $1,627,215 | $846,151,721 | — | $846,151,721 |
| 2564 | LAWRENCE FINANCIAL PLANNING, LLC | $1,628,701 | $7,354,000 | $118,056,000 | $125,410,000 |
| 2565 | GAMBLE JONES INVESTMENT COUNSEL | $1,637,988 | $1,411,898,654 | $574,980,807 | $1,986,879,461 |
| 2566 | FOUNDERS CAPITAL MANAGEMENT INC | $1,640,985 | $205,123,133 | — | $205,123,133 |
| 2567 | GUARDIAN INVESTMENT MANAGEMENT | $1,643,773 | $262,558,082 | $38,252,369 | $300,810,451 |
| 2568 | PERFORMANCE WEALTH | $1,644,855 | $2,685,985,594 | $69,146,652 | $2,755,132,246 |
| 2569 | CONSTELLATION WEALTH ADVISORS | $1,651,946 | $1,655,198,313 | $1,362,906,820 | $3,018,105,133 |
| 2570 | SPECTRUM FINANCIAL MANAGEMENT | $1,655,371 | $204,845,391 | $7,042,062 | $211,887,453 |
| 2571 | CLIFFORD SWAN INVESTMENT COUNSELORS | $1,656,794 | $3,515,052,289 | $671,666,244 | $4,186,718,533 |
| 2572 | CLELLAND & COMPANY INC | $1,663,002 | $250,465,788 | $142,002,572 | $392,468,360 |
| 2573 | JACKSON HOLE CAPITAL PARTNERS, LLC | $1,663,833 | $436,764,112 | $93,998,642 | $530,762,754 |
| 2574 | BOSTON FINANCIAL MANAGEMENT LLC | $1,665,746 | $3,703,119,318 | $89,784,937 | $3,792,904,255 |
| 2575 | GREY STREET CAPITAL, LLC | $1,666,580 | $1,024,896,611 | $125,043,619 | $1,149,940,230 |
| 2576 | ARGOS CAPITAL PARTNERS, LLC | $1,671,345 | $297,967,976 | $1,050,807,487 | $1,348,775,463 |
| 2577 | MERITAGE PORTFOLIO MANAGEMENT, INC. | $1,671,450 | $2,179,660,301 | $88,497,250 | $2,268,157,551 |
| 2578 | ROSSMORE PRIVATE CAPITAL, LLC | $1,672,701 | $880,336,456 | $113,247,953 | $993,584,409 |
| 2579 | RKL WEALTH MANAGEMENT LLC | $1,674,883 | $1,249,063,345 | $181,286,520 | $1,430,349,865 |
| 2580 | WALDRON PRIVATE WEALTH | $1,680,007 | $4,037,332,744 | $100,524,666 | $4,137,857,410 |
| 2581 | GOELZER INVESTMENT MANAGEMENT | $1,682,136 | $2,398,781,842 | $16,764,864 | $2,415,546,706 |
| 2582 | BRADLEY FOSTER & SARGENT INC | $1,682,597 | $6,124,003,379 | $648,936 | $6,124,652,315 |
| 2583 | EVERGREEN CAPITAL MANAGEMENT LLC | $1,685,079 | $3,780,216,217 | $154,443,621 | $3,934,659,838 |
| 2584 | SELKIRK WEALTH ADVISORS, LLC | $1,687,306 | $104,612,994 | — | $104,612,994 |
| 2585 | APRICUS WEALTH LLC | $1,691,756 | $167,483,863 | — | $167,483,863 |
| 2586 | LOUNTZIS ASSET MANAGEMENT, LLC | $1,696,123 | $415,550,049 | — | $415,550,049 |
| 2587 | NORTHSTAR ASSET MANAGEMENT INC | $1,696,443 | $792,239,004 | — | $792,239,004 |
| 2588 | SOUNDPATH INVESTMENT ADVISORS, LLC | $1,696,735 | $904,359,756 | — | $904,359,756 |
| 2589 | CAHABA WEALTH MANAGEMENT, INC. | $1,697,785 | $1,151,097,897 | — | $1,151,097,897 |
| 2590 | ENVISION FINANCIAL LLC | $1,698,263 | $130,766,254 | — | $130,766,254 |
| 2591 | TELARRAY, LLC | $1,700,877 | $1,117,476,183 | — | $1,117,476,183 |
| 2592 | OPES WEALTH MANAGEMENT, LLC | $1,701,193 | $508,656,733 | — | $508,656,733 |
| 2593 | ADAMS ASHBY FINANCIAL ADVISORS | $1,704,335 | $187,062,076 | $414,792 | $187,476,868 |
| 2594 | SCHAPER BENZ & WISE INVESTMENT COUNSEL INC | $1,706,050 | $1,407,260,321 | $20,703,865 | $1,427,964,186 |
| 2595 | SEA HUNTER CAPITAL | $1,709,209 | $109,389,391 | — | $109,389,391 |
| 2596 | CASTLEPOINT WEALTH ADVISORS | $1,716,551 | $357,886,908 | $24,903,906 | $382,790,814 |
| 2597 | BRISTLECONE ADVISORS LLC | $1,719,366 | $1,805,334,294 | — | $1,805,334,294 |
| 2598 | LOGAN CAPITAL MANAGEMENT, INC. | $1,724,003 | $1,937,312,923 | $698,687,923 | $2,636,000,846 |
| 2599 | ALETHEA CAPITAL MANAGEMENT, LLC | $1,727,842 | $228,075,166 | — | $228,075,166 |
| 2600 | PRIME INVESTMENT ADVISORS | $1,731,034 | $138,200,000 | $12,400,000 | $150,600,000 |
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.
