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 |
|---|---|---|---|---|---|
| 301 | MONARCH CAPITAL MANAGEMENT INC | $1,842,282 | $490,046,937 | — | $490,046,937 |
| 302 | REDMONT WEALTH | $1,830,677 | $170,253,000 | — | $170,253,000 |
| 303 | CASTLE WEALTH PLANNING | $1,828,636 | $181,752,293 | $24,883,523 | $206,635,816 |
| 304 | PLANNING ALTERNATIVES LTD | $1,823,532 | $1,219,942,741 | — | $1,219,942,741 |
| 305 | IRONSIDES ASSET ADVISORS, LLC | $1,808,450 | $552,570,026 | $313,677,617 | $866,247,643 |
| 306 | SPECTRA INVESTMENT MANAGEMENT, LLC | $1,806,941 | $167,009,474 | $6,456,864 | $173,466,338 |
| 307 | STONEGATE INVESTMENT GROUP, LLC | $1,803,102 | $3,374,409,372 | $704,207,610 | $4,078,616,982 |
| 308 | BLUESTEM FINANCIAL ADVISORS, LLC | $1,795,893 | $256,812,704 | — | $256,812,704 |
| 309 | NBW CAPITAL LLC | $1,794,998 | $495,419,489 | — | $495,419,489 |
| 310 | WACKER WEALTH PARTNERS, LLC | $1,790,307 | $1,194,963,895 | $8,122,309 | $1,203,086,204 |
| 311 | SOUND INVESTMENT MANAGEMENT INC | $1,789,883 | — | $196,887,156 | $196,887,156 |
| 312 | LANDMARK WEALTH MANAGEMENT | $1,785,108 | $346,723,100 | $72,777,300 | $419,500,400 |
| 313 | TEAM HEWINS, LLC | $1,783,637 | $1,326,323,267 | $1,122,609,779 | $2,448,933,046 |
| 314 | BALANCED FINANCIAL PLANNING, INC. | $1,781,941 | $69,401,940 | $73,153,343 | $142,555,283 |
| 315 | MATRIX ASSET ADVISORS INC | $1,769,456 | $994,434,097 | — | $994,434,097 |
| 316 | MEYERS WEALTH MANAGEMENT, LLC | $1,765,373 | $1,125,300,000 | $57,500,000 | $1,182,800,000 |
| 317 | CONWAY JARVIS LLC | $1,764,940 | $443,000,000 | — | $443,000,000 |
| 318 | CAVU WEALTH ADVISORS | $1,760,231 | $114,415,000 | — | $114,415,000 |
| 319 | FAMILY ASSET MANAGEMENT, LLC | $1,759,638 | $251,481,800 | $56,454,873 | $307,936,673 |
| 320 | SEQUENT ASSET MANAGEMENT, LLC | $1,759,124 | $377,413,283 | $433,542,857 | $810,956,140 |
| 321 | ACUMEN WEALTH ADVISORS, LLC | $1,753,096 | $309,612,983 | $44,512,321 | $354,125,304 |
| 322 | OXLER PRIVATE WEALTH | $1,749,696 | $455,214,306 | $3,205,956 | $458,420,262 |
| 323 | MINOT WEALTH MANAGEMENT LLC | $1,745,517 | $1,109,481,266 | $5,904,370 | $1,115,385,636 |
| 324 | VIRTUS FAMILY OFFICE | $1,745,481 | $335,132,366 | — | $335,132,366 |
| 325 | VINTAGE FINANCIAL SERVICES LLC | $1,742,283 | $923,410,000 | — | $923,410,000 |
| 326 | CUTLER CAPITAL MANAGEMENT | $1,734,056 | $322,534,365 | — | $322,534,365 |
| 327 | ROFFMAN MILLER ASSOCIATES INC | $1,733,325 | $2,301,428,075 | $26,426,884 | $2,327,854,959 |
| 328 | PRIME INVESTMENT ADVISORS | $1,731,034 | $138,200,000 | $12,400,000 | $150,600,000 |
| 329 | ALETHEA CAPITAL MANAGEMENT, LLC | $1,727,842 | $228,075,166 | — | $228,075,166 |
| 330 | LOGAN CAPITAL MANAGEMENT, INC. | $1,724,003 | $1,937,312,923 | $698,687,923 | $2,636,000,846 |
| 331 | BRISTLECONE ADVISORS LLC | $1,719,366 | $1,805,334,294 | — | $1,805,334,294 |
| 332 | CASTLEPOINT WEALTH ADVISORS | $1,716,551 | $357,886,908 | $24,903,906 | $382,790,814 |
| 333 | SEA HUNTER CAPITAL | $1,709,209 | $109,389,391 | — | $109,389,391 |
| 334 | SCHAPER BENZ & WISE INVESTMENT COUNSEL INC | $1,706,050 | $1,407,260,321 | $20,703,865 | $1,427,964,186 |
| 335 | ADAMS ASHBY FINANCIAL ADVISORS | $1,704,335 | $187,062,076 | $414,792 | $187,476,868 |
| 336 | OPES WEALTH MANAGEMENT, LLC | $1,701,193 | $508,656,733 | — | $508,656,733 |
| 337 | TELARRAY, LLC | $1,700,877 | $1,117,476,183 | — | $1,117,476,183 |
| 338 | ENVISION FINANCIAL LLC | $1,698,263 | $130,766,254 | — | $130,766,254 |
| 339 | CAHABA WEALTH MANAGEMENT, INC. | $1,697,785 | $1,151,097,897 | — | $1,151,097,897 |
| 340 | SOUNDPATH INVESTMENT ADVISORS, LLC | $1,696,735 | $904,359,756 | — | $904,359,756 |
| 341 | NORTHSTAR ASSET MANAGEMENT INC | $1,696,443 | $792,239,004 | — | $792,239,004 |
| 342 | LOUNTZIS ASSET MANAGEMENT, LLC | $1,696,123 | $415,550,049 | — | $415,550,049 |
| 343 | APRICUS WEALTH LLC | $1,691,756 | $167,483,863 | — | $167,483,863 |
| 344 | SELKIRK WEALTH ADVISORS, LLC | $1,687,306 | $104,612,994 | — | $104,612,994 |
| 345 | EVERGREEN CAPITAL MANAGEMENT LLC | $1,685,079 | $3,780,216,217 | $154,443,621 | $3,934,659,838 |
| 346 | BRADLEY FOSTER & SARGENT INC | $1,682,597 | $6,124,003,379 | $648,936 | $6,124,652,315 |
| 347 | GOELZER INVESTMENT MANAGEMENT | $1,682,136 | $2,398,781,842 | $16,764,864 | $2,415,546,706 |
| 348 | WALDRON PRIVATE WEALTH | $1,680,007 | $4,037,332,744 | $100,524,666 | $4,137,857,410 |
| 349 | RKL WEALTH MANAGEMENT LLC | $1,674,883 | $1,249,063,345 | $181,286,520 | $1,430,349,865 |
| 350 | ROSSMORE PRIVATE CAPITAL, LLC | $1,672,701 | $880,336,456 | $113,247,953 | $993,584,409 |
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.
