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 |
|---|---|---|---|---|---|
| 451 | EAGLE RIDGE INVESTMENT MANAGEMENT LLC | $1,380,593 | $1,063,722,175 | $87,692,150 | $1,151,414,325 |
| 452 | SAPERE WEALTH MANAGEMENT, LLC | $1,380,182 | $303,639,981 | — | $303,639,981 |
| 453 | WAYPOINT WEALTH COUNSEL LLC | $1,379,963 | $673,526,235 | $270,368,282 | $943,894,517 |
| 454 | AEGIS WEALTH | $1,376,784 | $657,693,568 | $1,786,007 | $659,479,575 |
| 455 | CHARLES PRATT & COMPANY, L.L.C. | $1,374,689 | $777,530,438 | $117,392,079 | $894,922,517 |
| 456 | ESTATE & TRUST ADVISORS | $1,371,624 | $174,275,722 | $24,609,722 | $198,885,444 |
| 457 | MITCHELL VAUGHT & TAYLOR INC | $1,370,695 | $310,798,996 | $1,719,570 | $312,518,566 |
| 458 | COMPTON WEALTH ADVISORY GROUP, LLC | $1,367,020 | $449,613,738 | $128,635,668 | $578,249,406 |
| 459 | LEDGEWOOD WEALTH ADVISORS, LLC | $1,361,277 | $181,049,884 | — | $181,049,884 |
| 460 | COVENANT PARTNERS, LLC | $1,360,838 | $772,537,967 | $92,955,232 | $865,493,199 |
| 461 | FORTUNE WEALTH MANAGEMENT, LLC | $1,357,498 | $300,006,951 | — | $300,006,951 |
| 462 | LINDBROOK CAPITAL, LLC | $1,355,884 | $2,454,395,565 | $274,999,661 | $2,729,395,226 |
| 463 | SIVIA CAPITAL PARTNERS, LLC | $1,352,018 | $323,132,199 | — | $323,132,199 |
| 464 | REGENCY CAPITAL MANAGEMENT INC. | $1,349,125 | $259,032,004 | — | $259,032,004 |
| 465 | ABERDEEN WEALTH MANAGEMENT LLC | $1,347,069 | $541,552,114 | $29,605,165 | $571,157,279 |
| 466 | PRIVATE WEALTH MANAGEMENT, INC. | $1,346,396 | — | $829,379,814 | $829,379,814 |
| 467 | FORTHRIGHT FAMILY WEALTH ADVISORY LLC | $1,345,688 | $223,384,150 | — | $223,384,150 |
| 468 | BLUE ZONE WEALTH ADVISORS, LLC | $1,344,127 | $399,205,735 | — | $399,205,735 |
| 469 | GREEN SQUARE CAPITAL ADVISORS, LLC | $1,342,977 | $1,073,161,047 | $193,266,484 | $1,266,427,531 |
| 470 | MILLER CAPITAL | $1,341,090 | $175,530,805 | $43,066,890 | $218,597,695 |
| 471 | VINEYARD FAMILY WEALTH ADVISORS | $1,340,401 | $104,551,267 | — | $104,551,267 |
| 472 | RED TORTOISE | $1,336,172 | $265,789,952 | $1,444,411 | $267,234,363 |
| 473 | PROCTOR FINANCIAL | $1,332,991 | $293,258,116 | — | $293,258,116 |
| 474 | RELEVANCE CAPITAL MANAGEMENT | $1,332,441 | $325,115,698 | — | $325,115,698 |
| 475 | M&R CAPITAL MANAGEMENT INC | $1,328,814 | $507,311,571 | $22,885,318 | $530,196,889 |
| 476 | ALTSCHULER FINANCIAL SERVICES | $1,326,719 | $204,424,750 | $5,196,788 | $209,621,538 |
| 477 | FIRST WILSHIRE SECURITIES MANAGEMENT, INC. | $1,325,008 | $359,077,070 | — | $359,077,070 |
| 478 | MEYER CAPITAL MANAGEMENT LLC. | $1,324,100 | $150,947,437 | — | $150,947,437 |
| 479 | FULL SAIL CAPITAL, LLC | $1,323,666 | $1,638,146,719 | $53,498,912 | $1,691,645,631 |
| 480 | OSBORNE PARTNERS | $1,322,673 | $1,780,235,788 | $463,017,988 | $2,243,253,776 |
| 481 | FERGUSON-JOHNSON WEALTH MANAGEMENT, INC. | $1,322,297 | $225,436,420 | $7,287,881 | $232,724,301 |
| 482 | MILLARES ASSET MANAGEMENT, LLC | $1,321,609 | $173,130,762 | — | $173,130,762 |
| 483 | FALCON CAPITAL MANAGEMENT INC | $1,319,454 | $103,928,194 | $4,267,057 | $108,195,251 |
| 484 | ACADIA LEGACY GROUP | $1,313,965 | $113,000,971 | — | $113,000,971 |
| 485 | PARK, MILLER, LLC | $1,309,836 | $256,727,331 | $453 | $256,727,784 |
| 486 | PALLADIUM REGISTERED INVESTMENT ADVISORS | $1,307,009 | $3,279,070,756 | $91,706,040 | $3,370,776,796 |
| 487 | ARTHUR M. COHEN & ASSOCIATES LLC | $1,306,513 | $1,059,582,281 | — | $1,059,582,281 |
| 488 | BOSTON RESEARCH AND MANAGEMENT, INC. | $1,302,400 | $548,310,400 | — | $548,310,400 |
| 489 | SCHNIEDERS CAPITAL MANAGEMENT, LLC. | $1,302,047 | $599,533,283 | $692,096,916 | $1,291,630,199 |
| 490 | CHERRY CREEK FAMILY OFFICES | $1,297,864 | $197,620,747 | $784,862,675 | $982,483,422 |
| 491 | FIELDER CAPITAL GROUP LLC | $1,295,775 | $439,676,293 | $3,478,871 | $443,155,164 |
| 492 | WALLINGTON ASSET MANAGEMENT | $1,295,160 | $1,027,061,512 | — | $1,027,061,512 |
| 493 | BERKSON ASSET MANAGEMENT, INC. | $1,294,104 | $27,027,453 | $194,264,253 | $221,291,706 |
| 494 | BROWNSON, REHMUS & FOXWORTH, INC. | $1,292,896 | — | $4,298,880,780 | $4,298,880,780 |
| 495 | REZNY WEALTH MANAGEMENT, INC. | $1,292,376 | $323,812,467 | $3,158,553 | $326,971,020 |
| 496 | SHEETS SMITH WEALTH MANAGEMENT | $1,289,347 | $1,139,782,419 | — | $1,139,782,419 |
| 497 | CUSTOS FAMILY OFFICE LLC | $1,279,504 | $274,774,699 | $22,070,255 | $296,844,954 |
| 498 | ULLAND INVESTMENT ADVISORS, LLC | $1,279,043 | $626,880,972 | $10,082,673 | $636,963,645 |
| 499 | PARIAX PRIVATE WEALTH MANAGEMENT | $1,277,381 | $130,311,000 | $3,814,000 | $134,125,000 |
| 500 | ZEVIN ASSET MANAGEMENT, LLC | $1,275,204 | $776,456,560 | $6,518,904 | $782,975,464 |
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.
