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 |
|---|---|---|---|---|---|
| 601 | COOPER LAPMAN FINANCIAL, LLC | $1,080,268 | $341,364,764 | — | $341,364,764 |
| 602 | FINANCIAL PARTNERS CAPITAL MANAGEMENT, LLC | $1,078,143 | $649,210,410 | $92,551,857 | $741,762,267 |
| 603 | LEAVELL INVESTMENT MANAGEMENT, INC. | $1,077,877 | $2,066,326,691 | $257,575,138 | $2,323,901,829 |
| 604 | RIDGECREST WEALTH PARTNERS, LLC | $1,077,701 | $244,494,904 | $346,085,364 | $590,580,268 |
| 605 | JACOBSEN CAPITAL MANAGEMENT | $1,075,821 | $380,840,506 | — | $380,840,506 |
| 606 | MARK BELL ADVISORY SERVICES, INC. | $1,075,543 | $139,820,585 | — | $139,820,585 |
| 607 | TRUE NORTH RETIREMENT ADVISORS, LLC | $1,074,458 | $311,082,983 | $29,520,100 | $340,603,083 |
| 608 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $1,072,980 | $2,075,143,444 | — | $2,075,143,444 |
| 609 | EXENCIAL WEALTH ADVISORS | $1,072,705 | $4,049,511,277 | $311,034,256 | $4,360,545,533 |
| 610 | ROCKHILL ADVISORS LLC | $1,071,469 | $121,899,633 | $1,319,281 | $123,218,914 |
| 611 | NPF INVESTMENT ADVISORS | $1,071,388 | $2,310,983,746 | — | $2,310,983,746 |
| 612 | GASBER FINANCIAL ADVISORS, INC | $1,068,697 | $144,130,125 | $7,624,873 | $151,754,998 |
| 613 | BARON WEALTH MANAGEMENT, LLC | $1,067,206 | $557,323,968 | $12,564,262 | $569,888,230 |
| 614 | HUTCHINSON CAPITAL MANAGEMENT | $1,066,871 | $703,166,527 | $18,037,984 | $721,204,511 |
| 615 | 17 CAPITAL PARTNERS, LLC | $1,065,070 | $132,068,628 | — | $132,068,628 |
| 616 | STOKES FAMILY OFFICE LLC | $1,064,920 | $1,644,236,484 | — | $1,644,236,484 |
| 617 | CAUSEY DEMGEN & MOORE P.C. | $1,063,470 | $248,105,071 | $57,110,700 | $305,215,771 |
| 618 | CORIENT CAPITAL PARTNERS, LLC | $1,062,266 | $3,909,024,987 | $1,078,313,113 | $4,987,338,100 |
| 619 | AVALON CAPITAL MANAGEMENT | $1,059,955 | $339,185,647 | — | $339,185,647 |
| 620 | HAMRICK INVESTMENT COUNSEL, LLC | $1,054,522 | $272,985,201 | $1,190,543 | $274,175,744 |
| 621 | JOHN A. BYSKO ASSOCIATES | $1,054,392 | $218,259,088 | — | $218,259,088 |
| 622 | THE HOERNER PLANNING GROUP, LLC | $1,052,091 | $832,819,744 | $361,303,735 | $1,194,123,479 |
| 623 | CLARITY CAPITAL ADVISORS, LLC | $1,047,556 | $191,731,943 | $28,254,887 | $219,986,830 |
| 624 | JACKSON SQUARE CAPITAL, LLC | $1,044,203 | $392,480,442 | $2,228,146 | $394,708,588 |
| 625 | ASSET MANAGEMENT GROUP LTD | $1,044,060 | $502,192,860 | — | $502,192,860 |
| 626 | BETA WEALTH GROUP, INC | $1,043,003 | $409,900,000 | — | $409,900,000 |
| 627 | MAYFIELD ADVISORS, INC. | $1,041,779 | $121,888,159 | — | $121,888,159 |
| 628 | CHERRYDALE WEALTH MANAGEMENT, LLC | $1,041,043 | $253,061,238 | $953,139 | $254,014,377 |
| 629 | CAMDEN CAPITAL, LLC | $1,040,907 | $3,142,627,913 | $1,361,375,480 | $4,504,003,393 |
| 630 | EQUIUS PARTNERS, INC. | $1,039,732 | $1,089,569,387 | $36,460,204 | $1,126,029,591 |
| 631 | YORKBRIDGE WEALTH PARTNERS, LLC | $1,036,601 | $1,083,670,141 | $70,067,191 | $1,153,737,332 |
| 632 | ESTABROOK CAPITAL MANAGEMENT LLC | $1,035,746 | $889,706,058 | — | $889,706,058 |
| 633 | FREEDOM FAMILY OFFICE, LLC | $1,034,790 | $110,722,483 | — | $110,722,483 |
| 634 | WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC | $1,034,639 | $4,905,986,185 | $64,420,978 | $4,970,407,163 |
| 635 | ALTRIUS CAPITAL MANAGEMENT, INC. | $1,028,133 | $435,288,471 | $10,921,351 | $446,209,822 |
| 636 | NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC | $1,026,409 | $2,176,826,843 | $396,381,640 | $2,573,208,483 |
| 637 | LCR WEALTH MANAGEMENT LLC | $1,025,641 | $120,000,000 | — | $120,000,000 |
| 638 | GEN FINANCIAL MANAGEMENT INC. | $1,023,116 | $419,333,000 | $38,000,000 | $457,333,000 |
| 639 | TELLONE MANAGEMENT GROUP INC | $1,020,762 | $505,277,042 | — | $505,277,042 |
| 640 | RIVERVIEW CAPITAL ADVISERS LLC | $1,019,312 | $457,834,696 | $44,685,998 | $502,520,694 |
| 641 | RAYBURN WEST FINANCIAL SERVICES | $1,019,209 | $98,238,082 | $49,547,160 | $147,785,242 |
| 642 | ELIOT FINKEL INVESTMENT COUNSEL, LLC | $1,018,241 | $209,757,727 | — | $209,757,727 |
| 643 | MILLER GLOBAL INVESTMENTS, L.L.C. | $1,017,134 | $164,775,737 | — | $164,775,737 |
| 644 | CANTER WEALTH | $1,016,190 | $206,286,473 | — | $206,286,473 |
| 645 | MONTE FINANCIAL GROUP, LLC | $1,013,321 | $341,060,177 | $2,455,810 | $343,515,987 |
| 646 | VERIS WEALTH PARTNERS, LLC | $1,012,402 | $1,953,273,906 | $169,734,098 | $2,123,008,004 |
| 647 | CORRIGAN FINANCIAL INC | $1,010,801 | $1,084,357,000 | $2,254,000 | $1,086,611,000 |
| 648 | BENEMARK, INC | $1,008,264 | — | $228,875,940 | $228,875,940 |
| 649 | JP WEALTH MANAGEMENT, INC. | $1,008,246 | $233,913,109 | — | $233,913,109 |
| 650 | WARREN FINANCIAL SERVICE | $1,007,111 | $361,095,247 | $4,486,056 | $365,581,303 |
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.
