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 | CLEARVIEW WEALTH MANAGEMENT | $220,987 | $117,758,000 | $2,680,000 | $120,438,000 |
| 602 | CLELLAND & COMPANY INC | $1,663,002 | $250,465,788 | $142,002,572 | $392,468,360 |
| 603 | CLIENTFIRST WEALTH MANAGEMENT, LLC | $5,474,701 | $229,937,442 | — | $229,937,442 |
| 604 | CLIFFORD SWAN INVESTMENT COUNSELORS | $1,656,794 | $3,515,052,289 | $671,666,244 | $4,186,718,533 |
| 605 | CLINTSMAN FINANCIAL PLANNING | $362,767 | $508,599,590 | — | $508,599,590 |
| 606 | CLUNE & ASSOCIATES | $662,341 | — | $438,469,587 | $438,469,587 |
| 607 | CLUTINGER WILLIAMS & VERHOYE INC | $484,373 | $118,507,517 | $10,819,983 | $129,327,500 |
| 608 | CM WEALTH ADVISORS LLC | $6,402,117 | $3,364,119,175 | $169,849,306 | $3,533,968,481 |
| 609 | CMH WEALTH MANAGEMENT, LLC | $1,274,773 | $616,990,175 | — | $616,990,175 |
| 610 | CND FINANCIAL | $662,687 | $133,200,000 | — | $133,200,000 |
| 611 | COASTEDGE PARTNERS, LLC | $2,565,173 | $732,989,000 | $1,401,235,000 | $2,134,224,000 |
| 612 | COBBLESTONE CAPITAL ADVISORS, LLC | $975,663 | $2,621,772,328 | $60,324,573 | $2,682,096,901 |
| 613 | COCO ENTERPRISES, LLC | $146,901 | $168,495,774 | — | $168,495,774 |
| 614 | COGENT STRATEGIC WEALTH LLC | $603,310 | $216,588,378 | — | $216,588,378 |
| 615 | COGENTBLUE | $285,581 | $100,524,667 | — | $100,524,667 |
| 616 | COGNIZANT WEALTH ADVISORS | $764,210 | $110,046,250 | — | $110,046,250 |
| 617 | COHEN CAPITAL MANAGEMENT INC | $4,468,960 | $755,254,210 | — | $755,254,210 |
| 618 | COHEN INVESTMENT ADVISORS, LLC | $275,487 | $151,793,393 | — | $151,793,393 |
| 619 | COIGN CAPITAL ADVISORS LLC | $330,548 | $316,334,125 | — | $316,334,125 |
| 620 | COLE WEALTH MANAGEMENT, LLC | $508,772 | $145,000,000 | — | $145,000,000 |
| 621 | COLLEGIATE CAPITAL MANAGEMENT, INC. | $289,825 | $450,924,819 | $48,153,401 | $499,078,220 |
| 622 | COLLEY ASSET MANAGEMENT, INC. | $448,177 | $196,749,914 | — | $196,749,914 |
| 623 | COLLIE FINANCIAL PLANNING, INC. | $207,819 | $126,562,000 | — | $126,562,000 |
| 624 | COLONIAL TRUST ADVISORS, INC. | $725,968 | $1,202,749,710 | $106,171,307 | $1,308,921,017 |
| 625 | COLONY FAMILY OFFICES, LLC | $8,760,730 | $2,317,601,062 | $39,035,283 | $2,356,636,345 |
| 626 | COLORADO CAPITAL MANAGEMENT | $634,010 | $430,694,593 | $57,493,413 | $488,188,006 |
| 627 | COLORADO FINANCIAL MANAGEMENT LLC | $663,692 | $2,110,459,507 | $12,691,960 | $2,123,151,467 |
| 628 | COLORADO WEALTH GROUP LLC | $450,563 | $116,245,250 | — | $116,245,250 |
| 629 | COLUMBIA ASSET MANAGEMENT, L.L.C. | $763,416 | $855,975,945 | $2,867,022 | $858,842,967 |
| 630 | COLUMBIA PACIFIC WEALTH MANAGEMENT | $1,250,039 | $3,785,337,982 | $2,277,349,289 | $6,062,687,271 |
| 631 | COLUMBIA RIVER ADVISORS | $487,266 | $483,104,437 | $12,932,297 | $496,036,734 |
| 632 | COLUMBIA RIVER FINANCIAL GROUP | $262,521 | $123,857,622 | $6,615,115 | $130,472,737 |
| 633 | COLUMN CAPITAL ADVISORS, LLC | $838,240 | $1,290,086,989 | $57,802,429 | $1,347,889,418 |
| 634 | COMPASS ASSET MANAGEMENT, LLC | $651,316 | $499,559,349 | — | $499,559,349 |
| 635 | COMPASS CAPITAL MANAGEMENT INC | $1,513,174 | $2,040,443,243 | $44,710,820 | $2,085,154,063 |
| 636 | COMPASS FINANCIAL ADVISORY SERVICES, LLC | $399,710 | $267,326,799 | $3,676,646 | $271,003,445 |
| 637 | COMPASS FINANCIAL GROUP, INC | $133,333 | $760,000,000 | — | $760,000,000 |
| 638 | COMPASS FINANCIAL GROUP, INC. | $936,841 | $386,915,250 | — | $386,915,250 |
| 639 | COMPASS ROSE PRIVATE INVESTMENT MANAGEMENT | $237,043 | $123,950,483 | $6,897,004 | $130,847,487 |
| 640 | COMPASS WEALTH MANAGEMENT, LLC | $274,123 | $180,098,980 | — | $180,098,980 |
| 641 | COMPOUND ADVISERS, INC. | $493,568 | $185,983,834 | $16,872,595 | $202,856,429 |
| 642 | COMPOUND FAMILY OFFICES, LLC | $1,870,085 | $366,536,667 | — | $366,536,667 |
| 643 | COMPREHENSIVE FINANCIAL PLANNING INC | $573,004 | $231,995,944 | $32,159,019 | $264,154,963 |
| 644 | COMPTON WEALTH ADVISORY GROUP, LLC | $1,367,020 | $449,613,738 | $128,635,668 | $578,249,406 |
| 645 | CONCENTRIC WEALTH MANAGEMENT LLC | $630,272 | $561,572,340 | — | $561,572,340 |
| 646 | CONCORD INVESTMENT COUNSEL | $561,199 | $297,046,659 | $5,439,486 | $302,486,145 |
| 647 | CONCORDE INVESTMENT MANAGEMENT | $2,902,478 | $278,458,951 | $87,253,294 | $365,712,245 |
| 648 | CONCORDIA WEALTH MANAGEMENT, LLC | $1,596,313 | $171,388,213 | $10,591,475 | $181,979,688 |
| 649 | CONDOR CAPITAL WEALTH MANAGEMENT | $495,376 | $1,448,422,124 | $227,433,237 | $1,675,855,361 |
| 650 | CONFLUENCE FINANCIAL PARTNERS | $405,134 | $2,339,588,415 | $168,998,347 | $2,508,586,762 |
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.
