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 |
|---|---|---|---|---|---|
| 1301 | IMUS WILKINSON INVESTMENT MANAGEMENT, LLC | $131,893 | $193,089,299 | $529,196 | $193,618,495 |
| 1302 | INDEPENDENCE FINANCIAL ADVISORS, LLC | $156,352 | $311,965,379 | $18,718,438 | $330,683,817 |
| 1303 | INDEPENDENCE WEALTH ADVISORS INC. | $454,400 | $184,206,912 | $16,637,863 | $200,844,775 |
| 1304 | INDEPENDENT FAMILY OFFICE, LLC | $4,098,084 | $507,864,117 | $298,346 | $508,162,463 |
| 1305 | INDEPENDENT WEALTH MANAGEMENT, LLC | $307,421 | $143,735,175 | $9,360,347 | $153,095,522 |
| 1306 | INDEX FUND ADVISORS, INC. | $776,976 | $4,937,682,218 | — | $4,937,682,218 |
| 1307 | INDIE ASSET PARTNERS, LLC | $940,740 | $701,113,350 | $1,619,684 | $702,733,034 |
| 1308 | INFINITI WEALTH MANAGEMENT | $291,731 | $155,492,849 | — | $155,492,849 |
| 1309 | INLIGHT WEALTH | $432,139 | $328,712,173 | $16,566,603 | $345,278,776 |
| 1310 | INNOVATIVE ADVISER SOLUTIONS, LLC | $437,382 | $101,910,000 | — | $101,910,000 |
| 1311 | INNOVATIVE ADVISORY GROUP | $165,655 | $136,500,000 | — | $136,500,000 |
| 1312 | INNOVIS ASSET MANAGEMENT LLC | $1,442,211 | $287,000,000 | — | $287,000,000 |
| 1313 | INSIGHT STRATEGIC WEALTH LLC | $433,461 | $187,658,239 | $2,631,293 | $190,289,532 |
| 1314 | INSIGHT WEALTH PARTNERS | $306,106 | $756,316,983 | $1,906,472 | $758,223,455 |
| 1315 | INSIGHT WEALTH STRATEGIES, LLC | $523,907 | $777,477,686 | — | $777,477,686 |
| 1316 | INSPIRED FINANCIAL | $595,679 | $289,500,000 | — | $289,500,000 |
| 1317 | INSTRUMENTAL WEALTH, LLC | $137,526 | $189,952,799 | $3,821,921 | $193,774,720 |
| 1318 | INTEGRAL WEALTH MANAGEMENT | $423,646 | $187,579,870 | $43,730,867 | $231,310,737 |
| 1319 | INTEGRATED WEALTH ADVISORS, LLC | $396,472 | $123,700,352 | $1,188,359 | $124,888,711 |
| 1320 | INTEGRATED WEALTHCARE, LLC | $1,427,148 | $77,623,538 | $39,402,612 | $117,026,150 |
| 1321 | INTEGRIS WEALTH MANAGEMENT, LLC | $674,568 | $498,436,623 | $12,885,905 | $511,322,528 |
| 1322 | INTEGRITY ADVISORY, LLC | $291,872 | $256,617,882 | $21,827,925 | $278,445,807 |
| 1323 | INTEGRITY CAPITAL MANAGEMENT | $321,026 | $128,731,453 | — | $128,731,453 |
| 1324 | INTEGRITY FINANCIAL CORPORATION | $356,067 | $485,520,160 | $67,808,149 | $553,328,309 |
| 1325 | INTEGRITY WEALTH PARTNERS, LLC | $320,144 | $172,877,760 | — | $172,877,760 |
| 1326 | INTEGRITY WEALTH SOLUTIONS LLC | $351,307 | $176,047,943 | $3,470,131 | $179,518,074 |
| 1327 | INTELLECTUS PARTNERS, LLC | $1,865,240 | $971,036,893 | $370,070,590 | $1,341,107,483 |
| 1328 | INTELLIGENT CAPITALWORKS | $919,331 | $247,100,000 | $200,000 | $247,300,000 |
| 1329 | INTERGY PRIVATE WEALTH, LLC | $154,567 | $245,760,853 | — | $245,760,853 |
| 1330 | INTERNATIONAL MANAGEMENT ADVISORS LTD. | $2,242,393 | $133,076,660 | $5,951,702 | $139,028,362 |
| 1331 | INTERVEST LTD | $519,809 | $108,914,125 | $57,424,649 | $166,338,774 |
| 1332 | INTRACK INVESTMENT MANAGEMENT, INC. | $525,811 | $246,188,166 | $942,844 | $247,131,010 |
| 1333 | INTRINSIC VALUE PARTNERS, LLC | $873,256 | $183,383,721 | — | $183,383,721 |
| 1334 | INTRINSIC WEALTH COUNSEL, INC. | $384,187 | $233,063,418 | $2,058,827 | $235,122,245 |
| 1335 | INVERNESS COUNSEL, LLC | $4,309,500 | $3,839,486,022 | $629,465,700 | $4,468,951,722 |
| 1336 | INVESCO, LLC | $1,210,493 | $237,256,669 | — | $237,256,669 |
| 1337 | INVEST INC. | $205,319 | $92,732,072 | $10,543,291 | $103,275,363 |
| 1338 | INVESTMENT ADVISORY PROFESSIONALS LLC | $655,422 | $272,000,000 | — | $272,000,000 |
| 1339 | INVESTMENT ADVISORY SERVICES, INC | $490,158 | $427,908,045 | — | $427,908,045 |
| 1340 | INVESTMENT PARTNERS ASSET MANAGEMENT | $514,653 | $188,880,270 | $7,202,433 | $196,082,703 |
| 1341 | INVESTMENTS & FINANCIAL PLANNING, LLC | $356,827 | $223,016,793 | — | $223,016,793 |
| 1342 | INVESTOR ADVISORY GROUP | $362,781 | — | $154,544,746 | $154,544,746 |
| 1343 | INVESTOR'S CAPITAL MANAGEMENT, LLC | $453,621 | $180,254,833 | $10,719,639 | $190,974,472 |
| 1344 | INVESTORS ASSET MANAGEMENT OF GEORGIA INC | $794,022 | $359,692,008 | — | $359,692,008 |
| 1345 | IOWA WEALTH MANAGEMENT, LLC | $300,210 | $100,484,966 | $4,288,189 | $104,773,155 |
| 1346 | IRC WEALTH | $558,658 | $432,289,508 | $4,022,421 | $436,311,929 |
| 1347 | IRON GATE GLOBAL ADVISORS | $141,095 | $615,031,491 | — | $615,031,491 |
| 1348 | IRONBRIDGE PRIVATE WEALTH, LLC | $649,004 | $231,677,647 | $665,901 | $232,343,548 |
| 1349 | IRONRIDGE WEALTH MANAGEMENT, LLC | $326,492 | $112,313,224 | — | $112,313,224 |
| 1350 | IRONSIDES ASSET ADVISORS, LLC | $1,808,450 | $552,570,026 | $313,677,617 | $866,247,643 |
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.
