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 |
|---|---|---|---|---|---|
| 501 | CAPWEALTH ADVISORS, LLC | $1,999,043 | $1,332,756,150 | $30,591,369 | $1,363,347,519 |
| 502 | CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC | $321,098 | $154,292,540 | $3,687,496 | $157,980,036 |
| 503 | CARDEA CAPITAL GROUP, INC. | $26,426,382 | $131,053,844 | $3,119,391,107 | $3,250,444,951 |
| 504 | CARL P. SHERR & CO., LLC | $535,991 | $347,711,578 | $33,378,290 | $381,089,868 |
| 505 | CARLSBAD WEALTH ADVISORY GROUP, INC. | $338,359 | $244,295,531 | — | $244,295,531 |
| 506 | CARLSON FINANCIAL | $143,355 | $364,265,980 | — | $364,265,980 |
| 507 | CARMEL CAPITAL MANAGEMENT L.L.C. | $2,551,042 | $244,900,000 | — | $244,900,000 |
| 508 | CARMICHAEL HILL & ASSOCIATES INC | $391,904 | $303,333,592 | — | $303,333,592 |
| 509 | CARNEGIE INVESTMENT COUNSEL | $640,477 | $3,953,189,534 | $28,655,260 | $3,981,844,794 |
| 510 | CARPENTER, CLAYDON ADVISORS, INC. | $548,652 | $3,887,265 | $199,113,861 | $203,001,126 |
| 511 | CARSWELL INVESTMENTS, LLC | $501,932 | $246,950,449 | — | $246,950,449 |
| 512 | CARTER ASSET MANAGEMENT | $798,938 | $420,241,421 | — | $420,241,421 |
| 513 | CARTER FINANCIAL, LLC | $442,709 | $237,854,260 | $1,208,404 | $239,062,664 |
| 514 | CASCADE WEALTH ADVISORS, INC | $532,309 | $118,485,067 | $2,349,138 | $120,834,205 |
| 515 | CASCADES CAPITAL ASSET MANAGEMENT, LLC | $350,455 | $194,432,494 | $20,396,386 | $214,828,880 |
| 516 | CASILIO LEITCH INVESTMENTS | $699,351 | $160,850,796 | — | $160,850,796 |
| 517 | CASSIA CAPITAL PARTNERS LLC | $478,495 | $164,123,645 | — | $164,123,645 |
| 518 | CASTLE WEALTH MANAGEMENT | $538,984 | $407,038,482 | $16,602,863 | $423,641,345 |
| 519 | CASTLE WEALTH PLANNING | $1,828,636 | $181,752,293 | $24,883,523 | $206,635,816 |
| 520 | CASTLEPOINT WEALTH ADVISORS | $1,716,551 | $357,886,908 | $24,903,906 | $382,790,814 |
| 521 | CATALYST FINANCIAL NW CORPORATION | $128,974 | $125,800,000 | $16,200,000 | $142,000,000 |
| 522 | CATALYST FINANCIAL PARTNERS | $1,494,486 | $185,316,206 | — | $185,316,206 |
| 523 | CATHY PARETO AND ASSOCIATES | $379,209 | $188,467,006 | — | $188,467,006 |
| 524 | CAUBLE & HARRE WEALTH MANAGEMENT, INC. | $587,681 | $239,774,000 | — | $239,774,000 |
| 525 | CAUSEY DEMGEN & MOORE P.C. | $1,063,470 | $248,105,071 | $57,110,700 | $305,215,771 |
| 526 | CAVU WEALTH ADVISORS | $1,760,231 | $114,415,000 | — | $114,415,000 |
| 527 | CEDAR FINANCIAL ADVISORS, LLC | $289,013 | $121,385,291 | — | $121,385,291 |
| 528 | CEDAR POINT CAPITAL PARTNERS, LLC | $152,310 | $135,831,074 | $639,085 | $136,470,159 |
| 529 | CEDAR VALLEY WEALTH ADVISORS | $540,088 | $178,768,983 | — | $178,768,983 |
| 530 | CEDAR WEALTH MANAGEMENT | $1,579,330 | $308,860,741 | $37,012,620 | $345,873,361 |
| 531 | CEDARSTONE ADVISORS | $801,946 | $141,731,644 | $1,014,746 | $142,746,390 |
| 532 | CEDRUS LLC | $315,154 | $364,003,434 | — | $364,003,434 |
| 533 | CENTENNIAL ADVISORS, LLC | $112,353 | $115,069,042 | $5,935,518 | $121,004,560 |
| 534 | CENTRAL WEALTH MANAGEMENT LLC | $199,879 | $126,123,797 | — | $126,123,797 |
| 535 | CERDA MUNOZ ADVISORS, INC | $200,548 | $30,764,126 | $123,056,506 | $153,820,632 |
| 536 | CERRO PACIFIC WEALTH ADVISORS, LLC | $544,294 | $346,715,581 | — | $346,715,581 |
| 537 | CERTIFIED PLANNERS, INC. | $293,928 | $185,468,350 | — | $185,468,350 |
| 538 | CERTIFIED PLANNERS, INC. | $293,928 | $185,468,350 | — | $185,468,350 |
| 539 | CFM WEALTH PARTNERS LLC | $954,169 | $575,182,632 | $1,135,425 | $576,318,057 |
| 540 | CGN ADVISORS, LLC | $283,362 | $535,632,000 | $15,507,500 | $551,139,500 |
| 541 | CH INVESTMENT PARTNERS, LLC | $3,994,050 | $3,641,750,839 | $855,549,402 | $4,497,300,241 |
| 542 | CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC | $190,184 | $124,000,000 | — | $124,000,000 |
| 543 | CHANCELLOR FINANCIAL GROUP WB LP | $228,327 | $132,412,708 | $52,304,096 | $184,716,804 |
| 544 | CHANEY CAPITAL MANAGEMENT INC. | $375,824 | $342,000,000 | — | $342,000,000 |
| 545 | CHAPMAN & CHAPMAN ADVISORS LLC | $342,234 | — | $131,760,244 | $131,760,244 |
| 546 | CHARLES PRATT & COMPANY, L.L.C. | $1,374,689 | $777,530,438 | $117,392,079 | $894,922,517 |
| 547 | CHARLESTON FINANCIAL ADVISORS, LLC | $369,568 | $209,411,404 | $7,155,370 | $216,566,774 |
| 548 | CHARTER CAPITAL MANAGEMENT, INC | $875,353 | $292,358,912 | $5,261,153 | $297,620,065 |
| 549 | CHARTER RESEARCH & INVESTMENT GROUP INC | $674,646 | $250,293,661 | — | $250,293,661 |
| 550 | CHATHAM CAPITAL GROUP INC | $1,197,037 | $649,991,312 | — | $649,991,312 |
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.
