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 |
|---|---|---|---|---|---|
| 801 | DIVERSIFIED FINANCIAL MANAGEMENT | $566,367 | $108,752,602 | $122,325,044 | $231,077,646 |
| 802 | DIVERSIFIED MANAGEMENT INC | $979,726 | $1,462,855,614 | $115,483,149 | $1,578,338,763 |
| 803 | DIVERSIFIED PORTFOLIOS, INC. | $794,766 | $1,431,758,576 | $34,584,847 | $1,466,343,423 |
| 804 | DIVIDEND ASSETS CAPITAL, LLC | $711,329 | $578,914,606 | $6,509,479 | $585,424,085 |
| 805 | DLK INVESTMENT MANAGEMENT | $388,979 | $320,174,796 | $30,684,436 | $350,859,232 |
| 806 | DOBSON ASSET MANAGEMENT | $459,972 | $171,394,927 | $3,394,404 | $174,789,331 |
| 807 | DOMANI WEALTH, LLC | $480,458 | $1,475,989,877 | $17,274,439 | $1,493,264,316 |
| 808 | DONALD W. NICHOLSON & ASSOCIATES LTD | $475,020 | — | $209,008,848 | $209,008,848 |
| 809 | DONALDSON CAPITAL MANAGEMENT LLC | $739,409 | $2,616,028,278 | — | $2,616,028,278 |
| 810 | DORMAN FINANCIAL MANAGEMENT, P.A. | $193,570 | $159,588,083 | $1,655,482 | $161,243,565 |
| 811 | DOUBLE BAY MANAGEMENT & PLANNING | $1,235,446 | $112,425,565 | — | $112,425,565 |
| 812 | DOWLING & YAHNKE, LLC | $1,264,653 | $5,989,292,627 | $124,037,570 | $6,113,330,197 |
| 813 | DREHER FINANCIAL PARTNERS | $244,819 | $119,226,742 | — | $119,226,742 |
| 814 | DRUM HILL CAPITAL, LLC | $858,764 | $150,791,845 | $18,384,573 | $169,176,418 |
| 815 | DT INVESTMENT PARTNERS, LLC | $785,009 | $1,148,770,311 | $29,527,809 | $1,178,298,120 |
| 816 | DUDLEY CAPITAL MANAGEMENT LLC | $647,831 | $160,014,200 | — | $160,014,200 |
| 817 | DUNNAVAN & CO. | $783,634 | $426,296,663 | — | $426,296,663 |
| 818 | DURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC | $1,116,232 | $1,582,134,460 | $23,006,736 | $1,605,141,196 |
| 819 | DWR WEALTH MANAGEMENT, LLC | $253,940 | $131,420,313 | $5,707,437 | $137,127,750 |
| 820 | DYNAMIC WEALTH ADVISORS | $312,449 | $3,157,592,844 | $147,488,799 | $3,305,081,643 |
| 821 | DYSON CAPITAL ADVISORS, LLC | $49,230,473 | $688,717,622 | $2,806,645,976 | $3,495,363,598 |
| 822 | EADS & HEALD WEALTH MANAGEMENT | $877,713 | $265,069,300 | — | $265,069,300 |
| 823 | EAGLE BAY ADVISORS LLC | $867,700 | $806,093,560 | — | $806,093,560 |
| 824 | EAGLE BLUFFS WEALTH MANAGEMENT LLC | $474,310 | $153,202,113 | — | $153,202,113 |
| 825 | EAGLE FINANCIAL STRATEGIES | $256,164 | $127,569,848 | — | $127,569,848 |
| 826 | EAGLE RIDGE INVESTMENT MANAGEMENT LLC | $1,380,593 | $1,063,722,175 | $87,692,150 | $1,151,414,325 |
| 827 | EAGLE ROCK INVESTMENT COMPANY, LLC | $3,908,547 | $515,928,263 | — | $515,928,263 |
| 828 | EARLY MCCLINTIC & MCMILLAN, LLP | $852,798 | $264,314,721 | $184,257,174 | $448,571,895 |
| 829 | EARTH EQUITY ADVISORS, LLC | $284,221 | $178,491,035 | — | $178,491,035 |
| 830 | EASLEY INVESTMENT CONSULTANTS, INC. | $209,450 | $143,030,285 | $23,273,174 | $166,303,459 |
| 831 | EAST GUILFORD FINANCIAL SERVICES LLC | $218,020 | $83,916,072 | $60,413,193 | $144,329,265 |
| 832 | ECHO WEALTH MANAGEMENT, LLC | $424,072 | $157,237,705 | $4,757,708 | $161,995,413 |
| 833 | ECHO45 ADVISORS LLC | $384,042 | $158,009,310 | $5,208,726 | $163,218,036 |
| 834 | ECLECTIC ASSOCIATES, INC. | $347,723 | $905,408,774 | $165,579,070 | $1,070,987,844 |
| 835 | ECON WEALTH MANAGEMENT | $238,764 | $142,804,460 | $10,720,758 | $153,525,218 |
| 836 | EDGE FINANCIAL ADVISORS, LLC | $375,994 | $339,601,285 | $9,320,977 | $348,922,262 |
| 837 | EDGE WEALTH MANAGEMENT, LLC | $1,627,215 | $846,151,721 | — | $846,151,721 |
| 838 | EDGEMOOR INVESTMENT ADVISORS, INC. | $1,595,161 | $1,150,111,173 | — | $1,150,111,173 |
| 839 | EDGEROCK WEALTH MANAGEMENT | $256,265 | $231,151,051 | — | $231,151,051 |
| 840 | EDGEROCK WEALTH MANAGEMENT | $256,265 | $231,151,051 | — | $231,151,051 |
| 841 | EHB FINANCIAL RESOURCES MANAGEMNT, INC. | $1,525,882 | — | $129,700,000 | $129,700,000 |
| 842 | EIDELMAN VIRANT CAPITAL | $2,162,259 | $307,040,802 | — | $307,040,802 |
| 843 | EIGER WEALTH MANAGEMENT, LLC | $629,278 | $200,365,584 | $66,448,475 | $266,814,059 |
| 844 | ELDERADO FINANCIAL, INC | $179,337 | $147,953,170 | — | $147,953,170 |
| 845 | ELEMENT POINTE ADVISORS | $2,204,817 | $680,227,573 | $25,314,024 | $705,541,597 |
| 846 | ELEVAGE PARTNERS, LLC | $263,999 | $134,111,589 | — | $134,111,589 |
| 847 | ELEVATE WEALTH ADVISORY, INC. | $195,586 | — | $312,545,715 | $312,545,715 |
| 848 | ELEVATION CAPITAL ADVISORY | $189,974 | $216,702,508 | $10,316,979 | $227,019,487 |
| 849 | ELGETHUN CAPITAL MANAGEMENT | $748,872 | $532,447,906 | — | $532,447,906 |
| 850 | ELIOT FINKEL INVESTMENT COUNSEL, LLC | $1,018,241 | $209,757,727 | — | $209,757,727 |
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.
