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 |
|---|---|---|---|---|---|
| 1351 | IRONWOOD FINANCIAL, LLC | $878,792 | $420,312,179 | $16,447,325 | $436,759,504 |
| 1352 | IRONWOOD WEALTH MANAGEMENT, INC. | $307,766 | $213,589,404 | — | $213,589,404 |
| 1353 | IRONWOOD WEALTH MANAGEMENT, LLC | $259,684 | $536,373,007 | $4,807,845 | $541,180,852 |
| 1354 | ISI FINANCIAL GROUP INC | $359,529 | $721,935,095 | — | $721,935,095 |
| 1355 | ISTHMUS PARTNERS, LLC | $753,565 | $952,505,865 | — | $952,505,865 |
| 1356 | ISTO ADVISORS, LLC | $327,242 | $643,959,548 | $30,486,437 | $674,445,985 |
| 1357 | IVY LEAGUE FINANCIAL ADVISORS LLC | $416,324 | $134,472,785 | — | $134,472,785 |
| 1358 | IWP WEALTH - PRIVATE CLIENT ADVISORS | $559,182 | $240,106,073 | $297,827,355 | $537,933,428 |
| 1359 | IWP WEALTH MANAGEMENT LLC | $49,172,837 | $235,028,393 | $2,518,650,469 | $2,753,678,862 |
| 1360 | J. L. BAINBRIDGE & CO., INC. | $1,227,703 | $956,380,954 | — | $956,380,954 |
| 1361 | J. MARK NICKELL & CO. | $760,076 | $124,425,049 | $987,536 | $125,412,585 |
| 1362 | J.E. SIMMONS & CO., P.C. | $429,592 | $153,794,049 | — | $153,794,049 |
| 1363 | J.F. WILLIAMS CO., INC. | $465,859 | — | $230,134,188 | $230,134,188 |
| 1364 | J.J. BURNS & COMPANY | $492,503 | $724,964,726 | — | $724,964,726 |
| 1365 | J.K. FINANCIAL, INC. | $438,182 | $168,700,000 | — | $168,700,000 |
| 1366 | J.W. COONS ADVISORS, LLC | $1,531,385 | $464,264,765 | $50,280,607 | $514,545,372 |
| 1367 | J.W.BURNS & COMPANY, INC. | $679,011 | $801,746,275 | $28,005,603 | $829,751,878 |
| 1368 | J2 CAPITAL MANAGEMENT, INC. | $135,467 | $154,161,667 | — | $154,161,667 |
| 1369 | JACK KEETER & ASSOCIATES, INC. | $207,188 | $193,536,034 | $1,634,682 | $195,170,716 |
| 1370 | JACKSON CREEK INVESTMENT ADVISORS LLC | $2,421,152 | $295,380,512 | — | $295,380,512 |
| 1371 | JACKSON FINANCIAL SERVICES, LLC | $321,864 | $26,523,535 | $258,970,038 | $285,493,573 |
| 1372 | JACKSON HOLE CAPITAL PARTNERS, LLC | $1,663,833 | $436,764,112 | $93,998,642 | $530,762,754 |
| 1373 | JACKSON SQUARE CAPITAL, LLC | $1,044,203 | $392,480,442 | $2,228,146 | $394,708,588 |
| 1374 | JACKSON, GRANT INVESTMENT ADVISERS, INC. | $5,044,881 | $494,398,378 | — | $494,398,378 |
| 1375 | JACOBSEN CAPITAL MANAGEMENT | $1,075,821 | $380,840,506 | — | $380,840,506 |
| 1376 | JACOBSON & SCHMITT ADVISORS, LLC | $512,102 | $456,282,437 | — | $456,282,437 |
| 1377 | JAMES R. MARTIN CONSULTING, INC | $703,083 | $487,939,464 | — | $487,939,464 |
| 1378 | JAMISON PRIVATE WEALTH MANAGEMENT, INC. | $617,859 | $531,571,948 | $20,175,926 | $551,747,874 |
| 1379 | JANICZEK WEALTH MANAGEMENT | $766,922 | $950,983,038 | — | $950,983,038 |
| 1380 | JARVIS FINANCIAL | $383,532 | $226,375,000 | $676,000 | $227,051,000 |
| 1381 | JDH WEALTH MANAGEMENT, LLC | $827,151 | $305,218,644 | — | $305,218,644 |
| 1382 | JE WILSON ADVISORS, LLC | $592,694 | $139,875,774 | — | $139,875,774 |
| 1383 | JEFFREY CHARLES LLOYD WOLMAN | $318,954 | $220,396,968 | — | $220,396,968 |
| 1384 | JEFFREY N. MEHLER, CFP LLC | $234,617 | $190,392,522 | $94,432,702 | $284,825,224 |
| 1385 | JENTNER WEALTH MANAGEMENT | $585,841 | $529,600,647 | — | $529,600,647 |
| 1386 | JEPPSON WEALTH MANAGEMENT, LLC | $673,173 | $463,586,458 | $98,512,705 | $562,099,163 |
| 1387 | JESS S. MORGAN & COMPANY., INC. | $1,391,432 | $260,197,784 | — | $260,197,784 |
| 1388 | JFG WEALTH MANAGEMENT, LLC | $1,427,359 | $572,763,355 | $13,881,019 | $586,644,374 |
| 1389 | JGP WEALTH MANAGEMENT, LLC | $469,501 | $979,379,206 | — | $979,379,206 |
| 1390 | JHP WEALTH MANAGEMENT, LLC | $568,328 | $162,541,926 | — | $162,541,926 |
| 1391 | JLFRANKLIN WEALTH PLANNING | $946,612 | $195,001,984 | — | $195,001,984 |
| 1392 | JM2 CAPITAL INC. | $990,208 | $122,785,796 | — | $122,785,796 |
| 1393 | JMG FINANCIAL GROUP LTD | $1,106,511 | $4,539,223,000 | $176,727,000 | $4,715,950,000 |
| 1394 | JNBA FINANCIAL ADVISORS, LLC | $408,495 | $1,464,111,697 | $1,978,515 | $1,466,090,212 |
| 1395 | JOHN A. BYSKO ASSOCIATES | $1,054,392 | $218,259,088 | — | $218,259,088 |
| 1396 | JOHN E. SESTINA AND COMPANY | $246,984 | $550,774,332 | — | $550,774,332 |
| 1397 | JOHN MOORE & ASSOCIATES INC | $1,237,706 | $784,705,786 | — | $784,705,786 |
| 1398 | JOHN T. MCCARTHY, LLC | $286,497 | — | $136,659,000 | $136,659,000 |
| 1399 | JOHNSON FINANCIAL GROUP LLC | $2,836,146 | $1,677,347,982 | $486,631,578 | $2,163,979,560 |
| 1400 | JOHNSON LYMAN WEALTH ADVISORS | $2,928,845 | $139,398,784 | $7,043,454 | $146,442,238 |
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.
