RIA Data Center

Use this interactive rankings tool to find key information on fee-only registered investment advisory firms*.

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      Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
      201LEGACY WEALTH ADVISORS, LLC$662,078$119,670,483$4,138,181$123,808,664
      2025T WEALTH, LLC$660,785$217,545,210$513,803$218,059,013
      203TORREY WEALTH, LLC$660,389$102,360,315—$102,360,315
      204BURTON ENRIGHT WELCH$654,333$920,327,830$114,826,479$1,035,154,309
      205D'ARCY CAPITAL MANAGEMENT, LLC$649,394$146,113,613—$146,113,613
      206DHR INVESTMENT COUNSEL LTD$646,981$417,668,972$52,686,131$470,355,103
      207SMART INVESTOR, LLC$645,314$682,741,798—$682,741,798
      208LONGVIEW FINANCIAL ADVISORS, LLC$640,392$212,862,707$58,023,053$270,885,760
      209YODER WEALTH MANAGEMENT$640,073$207,383,534—$207,383,534
      210PLATT WEALTH MANAGEMENT$637,583$262,218,640$1,740,848$263,959,488
      211ORION CAPITAL MANAGEMENT LLC$636,132$192,415,335$332,732$192,748,067
      212WESTSHORE WEALTH$635,658$352,173,547$38,756,212$390,929,759
      213NBS FINANCIAL SERVICES, INC.$632,573$265,296,408$2,914,361$268,210,769
      214BANTA ASSET MANAGEMENT LP$631,950$156,723,525—$156,723,525
      215UP CAPITAL MANAGEMENT, INC.$631,714$127,864,160$100,184,691$228,048,851
      216MILLENNIUM INVESTMENT SERVICES$631,352$131,144,671$2,702,035$133,846,706
      217CONCENTRIC WEALTH MANAGEMENT LLC$630,272$561,572,340—$561,572,340
      218EIGER WEALTH MANAGEMENT, LLC$629,278$200,365,584$66,448,475$266,814,059
      219KNIGHTSBRIDGE WEALTH MANAGEMENT$628,606$527,841,704$7,101,948$534,943,652
      220TELOS CAPITAL MANAGEMENT, INC.$627,871$1,197,350,807—$1,197,350,807
      221ABACUS WEALTH PARTNERS$627,506$2,869,234,900$561,337,700$3,430,572,600
      222PRISM ADVISORS, INC.$624,161$409,261,174$8,926,906$418,188,080
      223WEALTH ANALYTICS PARTNERS, LLC$619,426$250,248,174—$250,248,174
      224MERITAS WEALTH MANAGEMENT, LLC$614,663$560,572,253—$560,572,253
      225BRIAN D. LOWDER, INC.$611,912$377,549,404—$377,549,404
      226WEINBERGER ASSET MANAGEMENT, INC$611,831$214,752,613—$214,752,613
      227LODESTAR PRIVATE ASSET MANAGEMENT LLC$610,486$911,628,852$10,204,578$921,833,430
      228SUREVEST PRIVATE WEALTH$607,338$498,860,059$42,278,155$541,138,214
      229PRUDENT INVESTORS NETWORK, INC.$604,474$244,811,821—$244,811,821
      230SHARPER & GRANITE LLC$598,358$229,769,653—$229,769,653
      231INSPIRED FINANCIAL$595,679$289,500,000—$289,500,000
      232SITRIN CAPITAL MANAGEMENT, LLC$591,279$376,053,268—$376,053,268
      233BUCHER WEALTH ADVISORS$588,528—$115,351,474$115,351,474
      234CURRAN & LEWIS INVESTMENT MANAGEMENT, INC.$583,962$256,359,525—$256,359,525
      235BELL INVESTMENT ADVISORS INC$576,941$589,937,360$66,621,975$656,559,335
      236SAGE RHINO CAPITAL LLC$573,996$746,769,280—$746,769,280
      237NAVIGOE, LLC$572,003$304,911,718$1,681,654$306,593,372
      238ODER INVESTMENT MANAGEMENT, LLC$568,728$280,227,742$17,216,952$297,444,694
      239TREEHOUSE WEALTH ADVISORS$568,424$185,334,789$7,929,529$193,264,318
      240WOMACK WEALTH MANAGEMENT, INC.$566,466$270,331,033$4,971,321$275,302,354
      241PRING TURNER CAPITAL GROUP$563,213$183,179,163$428,201$183,607,364
      242CONCORD INVESTMENT COUNSEL$561,199$297,046,659$5,439,486$302,486,145
      243WORTHPOINTE$560,622$816,613,579$212,427$816,826,006
      244CALIFORNIA FINANCIAL ADVISORS$559,210$1,380,084,998$269,023,939$1,649,108,937
      245GRECU CAPITAL MANAGEMENT, INC.$558,557$173,639,120$17,946,012$191,585,132
      246EVEREST MANAGEMENT CORP.$555,598$125,549,094$17,795,063$143,344,157
      247CAPITAL TRUST ADVISORS$555,320$290,987,632—$290,987,632
      248GATES PASS ADVISORS, LLC$551,647$130,754,945$2,191,988$132,946,933
      249CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC$551,555$510,188,103—$510,188,103
      250PARAGON FINANCIAL PARTNERS$550,846$170,883,374$92,971,645$263,855,019
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      Showing 201 to 250 of 455 entries

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      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.