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 |
|---|---|---|---|---|---|
| 2651 | MONARCH CAPITAL MANAGEMENT INC | $1,842,282 | $490,046,937 | — | $490,046,937 |
| 2652 | FRANKLIN, PARLAPIANO, TURNER & WELCH LLC | $1,849,482 | $693,968,488 | $3,286,342 | $697,254,830 |
| 2653 | WALL CAPITAL GROUP, INC. | $1,863,066 | $526,489,192 | $1,070,158,615 | $1,596,647,807 |
| 2654 | BENNICAS & ASSOCIATES, INC. | $1,864,031 | $246,052,039 | — | $246,052,039 |
| 2655 | ATLAS CAPITAL ADVISORS LLC | $1,865,209 | $894,800,000 | $43,400,000 | $938,200,000 |
| 2656 | INTELLECTUS PARTNERS, LLC | $1,865,240 | $971,036,893 | $370,070,590 | $1,341,107,483 |
| 2657 | COMPOUND FAMILY OFFICES, LLC | $1,870,085 | $366,536,667 | — | $366,536,667 |
| 2658 | BALLAST CAPITAL ADVISORS, LLC | $1,880,593 | $261,402,490 | — | $261,402,490 |
| 2659 | PARCION PRIVATE WEALTH LLC | $1,882,126 | $2,113,627,547 | — | $2,113,627,547 |
| 2660 | APPLETON PARTNERS, INC. | $1,882,589 | $12,509,801,332 | — | $12,509,801,332 |
| 2661 | ARMBRUSTER CAPITAL MANAGEMENT, INC. | $1,892,801 | $668,284,527 | $58,550,873 | $726,835,400 |
| 2662 | TRIAD INVESTMENT MANAGEMENT, LLC | $1,893,121 | $124,945,961 | — | $124,945,961 |
| 2663 | EXECUTIVE WEALTH GROUP, LLC | $1,893,411 | $420,337,336 | — | $420,337,336 |
| 2664 | PALISADE ASSET MANAGEMENT, LLC | $1,894,436 | $1,092,322,974 | $82,227,561 | $1,174,550,535 |
| 2665 | THE MOSAIC FINANCIAL GROUP, LLC | $1,895,259 | $518,034,961 | $590,691,519 | $1,108,726,480 |
| 2666 | TRUMBOWER FINANCIAL ADVISORS LLC | $1,910,888 | $117,867,868 | $1,529,317,775 | $1,647,185,643 |
| 2667 | BRAY CAPITAL ADVISORS, LLC | $1,913,007 | $487,816,737 | — | $487,816,737 |
| 2668 | PIEDMONT CAPITAL MANAGEMENT, LLC | $1,914,049 | $348,357,005 | — | $348,357,005 |
| 2669 | EVEREST WEALTH MANAGEMENT | $1,920,512 | $145,958,903 | — | $145,958,903 |
| 2670 | FULCRUM CAPITAL, LLC | $1,923,386 | $852,023,871 | $57,737,599 | $909,761,470 |
| 2671 | RETIREMENT INCOME SOLUTIONS, INC. | $1,932,334 | $2,403,823,289 | — | $2,403,823,289 |
| 2672 | VIGILARE WEALTH MANAGEMENT LLC | $1,934,397 | $309,946,129 | $26,639,003 | $336,585,132 |
| 2673 | LUMA CAPITAL | $1,934,833 | $51,454,495 | $70,440,005 | $121,894,500 |
| 2674 | ARBOR WEALTH ADVISORS LLC | $1,937,630 | $494,838,805 | $3,132,126 | $497,970,931 |
| 2675 | SUMMIT FINANCIAL STRATEGIES INC | $1,950,567 | $1,413,920,116 | $306,479,823 | $1,720,399,939 |
| 2676 | ATEGRA CAPITAL MANAGEMENT, LLC | $1,951,235 | $294,581,398 | $33,226,132 | $327,807,530 |
| 2677 | LIVE OAK PRIVATE WEALTH, LLC | $1,958,915 | $836,456,769 | — | $836,456,769 |
| 2678 | CREEKSIDE PARTNERS | $1,968,198 | $505,826,892 | — | $505,826,892 |
| 2679 | PRUDENT MANAGEMENT ASSOCIATES | $1,983,619 | $1,221,909,235 | — | $1,221,909,235 |
| 2680 | VIENNA ASSET MANAGEMENT LLC | $1,988,386 | $169,012,832 | — | $169,012,832 |
| 2681 | BARRY M. CORKERN & CO., INC. | $1,989,043 | — | $145,200,174 | $145,200,174 |
| 2682 | CAPWEALTH ADVISORS, LLC | $1,999,043 | $1,332,756,150 | $30,591,369 | $1,363,347,519 |
| 2683 | H.M. PAYSON | $1,999,802 | $6,233,288,400 | $518,043,483 | $6,751,331,883 |
| 2684 | BALLENTINE PARTNERS | $2,003,387 | $7,650,881,001 | $2,868,906,345 | $10,519,787,346 |
| 2685 | KLCM ADVISORS, INC. | $2,010,941 | $923,021,783 | — | $923,021,783 |
| 2686 | SICART ASSOCIATES, LLC | $2,013,453 | $523,497,849 | — | $523,497,849 |
| 2687 | CUSTOM PORTFOLIO GROUP | $2,028,669 | $170,697,437 | $1,739,422 | $172,436,859 |
| 2688 | PARAGON CAPITAL MANAGEMENT | $2,030,020 | $1,275,790,722 | $147,253,562 | $1,423,044,284 |
| 2689 | FINANCIAL SOLUTIONS ADVISORY GROUP | $2,044,118 | $695,000,000 | — | $695,000,000 |
| 2690 | AG ASSET ADVISORY, LLC | $2,048,385 | $307,257,783 | — | $307,257,783 |
| 2691 | DENT WEALTH ADVISORS | $2,051,075 | $356,886,978 | — | $356,886,978 |
| 2692 | WHITE OAKS WEALTH ADVISORS, INC. | $2,055,423 | $503,578,561 | — | $503,578,561 |
| 2693 | PARKSTONE WEALTH MANAGEMENT, LLC | $2,056,163 | $170,661,553 | — | $170,661,553 |
| 2694 | BIRCH HILL INVESTMENT ADVISORS LLC | $2,059,942 | $2,511,069,033 | — | $2,511,069,033 |
| 2695 | MOODY, LYNN & LIEBERSON, LLC | $2,062,553 | $1,829,484,751 | — | $1,829,484,751 |
| 2696 | WETHERBY ASSET MANAGEMENT | $2,063,215 | $7,048,913,505 | $223,917,779 | $7,272,831,284 |
| 2697 | HARBOUR CAPITAL ADVISORS, LLC | $2,064,805 | $578,145,484 | — | $578,145,484 |
| 2698 | SAND HILL GLOBAL ADVISORS, LLC | $2,069,285 | $3,530,763,948 | $73,929,922 | $3,604,693,870 |
| 2699 | THE WATCHMAN GROUP, INC. | $2,081,726 | $505,859,384 | — | $505,859,384 |
| 2700 | HAYMARKET WEALTH MANAGEMENT LLC | $2,089,977 | $110,743,127 | $447,280,659 | $558,023,786 |
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.
