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 |
|---|---|---|---|---|---|
| 1701 | BLUEKEY WEALTH ADVISORS, LLC | $438,231 | $133,443,768 | $26,510,540 | $159,954,308 |
| 1702 | SILICON VALLEY WEALTH ADVISORS, LLC | $438,206 | $467,055,632 | $12,341,354 | $479,396,986 |
| 1703 | J.K. FINANCIAL, INC. | $438,182 | $168,700,000 | — | $168,700,000 |
| 1704 | HERITAGE WEALTH MANAGEMENT | $437,966 | $208,548,000 | $10,435,140 | $218,983,140 |
| 1705 | VERUS FINANCIAL PARTNERS | $437,688 | $983,047,963 | — | $983,047,963 |
| 1706 | CAPITAL INVESTMENT ADVISORS, LLC | $437,650 | $4,209,677,657 | $14,518,421 | $4,224,196,078 |
| 1707 | LAUREL WEALTH PLANNING | $437,627 | $329,277,851 | $12,508,683 | $341,786,534 |
| 1708 | MORRIS FINANCIAL CONCEPTS, INC. | $437,504 | $345,638,268 | $10,052,417 | $355,690,685 |
| 1709 | INNOVATIVE ADVISER SOLUTIONS, LLC | $437,382 | $101,910,000 | — | $101,910,000 |
| 1710 | SALVUS WEALTH MANAGEMENT, LLC | $437,244 | $249,666,338 | — | $249,666,338 |
| 1711 | HERITAGE FINANCIAL SERVICES, LLC | $436,848 | $2,228,359,850 | — | $2,228,359,850 |
| 1712 | WEALTHCOLLAB | $436,808 | $109,202,080 | — | $109,202,080 |
| 1713 | WINDWARD WEALTH STRATEGIES, INC. | $436,802 | $168,605,663 | — | $168,605,663 |
| 1714 | ANDREW HILL INVESTMENT ADVISORS, INC. | $436,800 | $152,880,000 | — | $152,880,000 |
| 1715 | NOVA R WEALTH, INC. | $436,788 | $406,037,157 | $14,153,250 | $420,190,407 |
| 1716 | TRUST INVESTMENT ADVISORS | $435,895 | $170,434,821 | — | $170,434,821 |
| 1717 | MCKINLEY CARTER WEALTH SERVICES, INC. | $435,800 | $2,038,462,444 | $56,427,104 | $2,094,889,548 |
| 1718 | CYNDEO WEALTH PARTNERS | $435,147 | $1,385,506,598 | — | $1,385,506,598 |
| 1719 | B&C FINANCIAL ADVISORS | $435,132 | $474,855,852 | $7,705,872 | $482,561,724 |
| 1720 | TEALWOOD ASSET MANAGEMENT | $434,752 | $364,054,288 | $267,470 | $364,321,758 |
| 1721 | AVL/WEALTHCARE, LLC | $434,479 | $122,088,640 | — | $122,088,640 |
| 1722 | BROWN FINANCIAL ADVISORY | $434,282 | $281,584,610 | $3,738,727 | $285,323,337 |
| 1723 | IMPACTFOLIO LLC | $434,116 | $146,297,039 | — | $146,297,039 |
| 1724 | DEL MAR WEALTH MANAGEMENT INC | $434,047 | $130,648,207 | — | $130,648,207 |
| 1725 | SWITCHPOINT FINANCIAL PLANNING LLC | $433,740 | $129,688,276 | — | $129,688,276 |
| 1726 | INSIGHT STRATEGIC WEALTH LLC | $433,461 | $187,658,239 | $2,631,293 | $190,289,532 |
| 1727 | GALLACHER CAPITAL MANAGEMENT, LLC | $432,538 | $404,659,000 | $50,371,000 | $455,030,000 |
| 1728 | COOK WEALTH MANAGEMENT GROUP, LLC | $432,503 | $456,290,351 | — | $456,290,351 |
| 1729 | INLIGHT WEALTH | $432,139 | $328,712,173 | $16,566,603 | $345,278,776 |
| 1730 | CALLAHAN WEALTH ADVISORY | $432,026 | $215,718,117 | $19,735,796 | $235,453,913 |
| 1731 | LIGHTHOUSE RETIREMENT | $432,008 | $124,850,196 | — | $124,850,196 |
| 1732 | CRESCENT STERLING LTD. | $431,505 | $176,790,000 | $32,490,000 | $209,280,000 |
| 1733 | GEM ASSET MANAGEMENT, LLC | $431,332 | $414,078,422 | — | $414,078,422 |
| 1734 | APRIEM ADVISORS | $430,721 | $1,000,651,437 | $7,235,120 | $1,007,886,557 |
| 1735 | TCI WEALTH ADVISORS, INC. | $430,668 | $3,748,280,993 | $16,185,876 | $3,764,466,869 |
| 1736 | PARKER ADVISORY GROUP, LLC | $430,664 | $192,506,783 | — | $192,506,783 |
| 1737 | ASPEN WEALTH MANAGEMENT | $429,725 | $284,369,696 | $7,843,247 | $292,212,943 |
| 1738 | CLAYTON WEALTH PARTNERS | $429,602 | $706,694,758 | — | $706,694,758 |
| 1739 | J.E. SIMMONS & CO., P.C. | $429,592 | $153,794,049 | — | $153,794,049 |
| 1740 | W.H. CORNERSTONE INVESTMENTS INC. | $429,536 | $145,052,903 | $4,425,507 | $149,478,410 |
| 1741 | BLUELINE ADVISORS | $429,453 | $109,800,494 | $82,594,663 | $192,395,157 |
| 1742 | SK WEALTH MANAGEMENT, LLC | $429,282 | $423,504,499 | $9,640,685 | $433,145,184 |
| 1743 | THEORY FINANCIAL | $428,675 | $181,758,228 | — | $181,758,228 |
| 1744 | EXCELSIOR INVESTORS | $428,389 | $162,116,131 | $13,523,238 | $175,639,369 |
| 1745 | STONECROP WEALTH ADVISORS, LLC | $427,229 | $234,429,857 | $1,827,558 | $236,257,415 |
| 1746 | SHERRILL & HUTCHINS FINANCIAL ADVISORY INC | $427,165 | $571,546,813 | — | $571,546,813 |
| 1747 | FPC INVESTMENT ADVISORY, INC. | $427,118 | $208,860,814 | — | $208,860,814 |
| 1748 | TRINITY WEALTH MANAGEMENT, LLC | $426,939 | $168,190,878 | $34,605,151 | $202,796,029 |
| 1749 | ASPYRE WEALTH PARTNERS | $426,895 | $516,970,077 | — | $516,970,077 |
| 1750 | ROBERT GORDON & ASSOCIATES INC | $426,608 | $187,441,438 | $103,078,276 | $290,519,714 |
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.
