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 |
|---|---|---|---|---|---|
| 1051 | FPC INVESTMENT ADVISORY, INC. | $427,118 | $208,860,814 | — | $208,860,814 |
| 1052 | FPL CAPITAL MANAGEMENT, LLC | $764,856 | $381,121,486 | $200,933,834 | $582,055,320 |
| 1053 | FRANCIS FINANCIAL | $566,025 | $418,248,458 | $47,590,113 | $465,838,571 |
| 1054 | FRANGO FINANCIAL | $351,485 | — | $106,500,000 | $106,500,000 |
| 1055 | FRANK FINANCIAL ADVISORS | $318,745 | $135,804,096 | $6,674,704 | $142,478,800 |
| 1056 | FRANK, RIMERMAN ADVISORS LLC | $4,433,975 | $1,157,335,016 | $221,631,063 | $1,378,966,079 |
| 1057 | FRANKLIN, PARLAPIANO, TURNER & WELCH LLC | $1,849,482 | $693,968,488 | $3,286,342 | $697,254,830 |
| 1058 | FRAZEE INVESTMENT CONSULTING, INC. | $607,060 | $176,654,343 | — | $176,654,343 |
| 1059 | FRAZIER FINANCIAL CONSULTANTS, LLC | $552,914 | $164,215,520 | — | $164,215,520 |
| 1060 | FREEDOM ADVISORY | $752,754 | $462,943,992 | — | $462,943,992 |
| 1061 | FREEDOM DAY SOLUTIONS, LLC | $334,687 | $345,076,732 | $21,405,688 | $366,482,420 |
| 1062 | FREEDOM FAMILY OFFICE, LLC | $1,034,790 | $110,722,483 | — | $110,722,483 |
| 1063 | FREESTATE ADVISORS LLC | $245,671 | $94,261,236 | $52,895,499 | $147,156,735 |
| 1064 | FRIEDENTHAL FINANCIAL, LLC | $388,031 | $175,129,000 | $1,813,000 | $176,942,000 |
| 1065 | FRISCH FINANCIAL GROUP, INC. | $461,945 | $629,804,749 | $30,776,277 | $660,581,026 |
| 1066 | FRUTH INVESTMENT MANAGEMENT | $894,587 | $373,450,325 | $2,276,310 | $375,726,635 |
| 1067 | FUHRMAN MANAGEMENT ASSOCIATES, INC. | $395,985 | $262,185,796 | $26,091,101 | $288,276,897 |
| 1068 | FULCRUM CAPITAL, LLC | $1,923,386 | $852,023,871 | $57,737,599 | $909,761,470 |
| 1069 | FULCRUM EQUITY MANAGEMENT, LLC | $186,415 | $374,686,086 | $567,601 | $375,253,687 |
| 1070 | FULL SAIL CAPITAL, LLC | $1,323,666 | $1,638,146,719 | $53,498,912 | $1,691,645,631 |
| 1071 | FULLEN FINANCIAL GROUP, INC. | $1,124,203 | $236,082,578 | — | $236,082,578 |
| 1072 | FURE FINANCIAL CORPORATION | $263,356 | $275,997,269 | — | $275,997,269 |
| 1073 | FUSION FAMILY WEALTH, LLC | $813,025 | $894,882,035 | $17,332,067 | $912,214,102 |
| 1074 | G & O FINANCIAL SERVICES, INC. | $1,522,476 | $139,909,953 | $36,697,207 | $176,607,160 |
| 1075 | G&H INVESTMENTS | $3,320,561 | $325,300,000 | $30,000,000 | $355,300,000 |
| 1076 | G&S CAPITAL LLC | $320,590 | $301,995,338 | — | $301,995,338 |
| 1077 | GALAPAGOS WEALTH MANAGEMENT, LLC | $28,945,572 | $333,945,185 | $534,421,984 | $868,367,169 |
| 1078 | GALECKI FINANCIAL MANAGEMENT INC | $328,951 | $621,059,259 | — | $621,059,259 |
| 1079 | GALLACHER CAPITAL MANAGEMENT, LLC | $432,538 | $404,659,000 | $50,371,000 | $455,030,000 |
| 1080 | GALVIN, GAUSTAD & STEIN, LLC | $636,098 | $1,263,185,210 | $34,455,473 | $1,297,640,683 |
| 1081 | GAMBLE JONES INVESTMENT COUNSEL | $1,637,988 | $1,411,898,654 | $574,980,807 | $1,986,879,461 |
| 1082 | GARDE CAPITAL, INC. | $3,024,222 | $1,505,701,470 | $9,433,608 | $1,515,135,078 |
| 1083 | GARDEY FINANCIAL ADVISORS INC | $357,966 | $180,984,110 | $36,659,258 | $217,643,368 |
| 1084 | GARNER FINANCIAL MANAGEMENT | $352,261 | $122,464,061 | $2,236,275 | $124,700,336 |
| 1085 | GASBER FINANCIAL ADVISORS, INC | $1,068,697 | $144,130,125 | $7,624,873 | $151,754,998 |
| 1086 | GATES PASS ADVISORS, LLC | $551,647 | $130,754,945 | $2,191,988 | $132,946,933 |
| 1087 | GATEWAY ADVISORY, LLC | $329,345 | $738,721,602 | — | $738,721,602 |
| 1088 | GATHER FINANCIAL PLANNING | $403,599 | $134,802,226 | — | $134,802,226 |
| 1089 | GELLER ADVISORS LLC | $7,476,726 | $4,817,558,415 | $19,883,251 | $4,837,441,666 |
| 1090 | GEM ASSET MANAGEMENT, LLC | $431,332 | $414,078,422 | — | $414,078,422 |
| 1091 | GEN FINANCIAL MANAGEMENT INC. | $1,023,116 | $419,333,000 | $38,000,000 | $457,333,000 |
| 1092 | GENCAP PORTFOLIO MANAGEMENT | $696,222 | $289,628,834 | $34,810,569 | $324,439,403 |
| 1093 | GENERATION CAPITAL MANAGEMENT LLC | $3,055,243 | $111,350,662 | $741,062,232 | $852,412,894 |
| 1094 | GENERATIONS WEALTH, LLC | $944,005 | $271,873,313 | — | $271,873,313 |
| 1095 | GENEREUX INVESTMENT MANAGEMENT, INC. | $455,432 | $130,253,479 | — | $130,253,479 |
| 1096 | GENESIS WEALTH ADVISORS, LLC | $325,354 | $210,829,362 | — | $210,829,362 |
| 1097 | GEORGE M. HILLER COMPANIES, LLC | $417,464 | $188,915,000 | $1,866,000 | $190,781,000 |
| 1098 | GEORGE MCKELVEY CO., LLC | $783,530 | $1,052,464,898 | $58,580,141 | $1,111,045,039 |
| 1099 | GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT | $156,850 | $2,028,386,000 | — | $2,028,386,000 |
| 1100 | GETTINGS REED FINANCIAL | $231,348 | $272,033,935 | $41,673,542 | $313,707,477 |
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.
