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 |
|---|---|---|---|---|---|
| 101 | CONCORD INVESTMENT COUNSEL | $561,199 | $297,046,659 | $5,439,486 | $302,486,145 |
| 102 | CONSILIUM WEALTH MANAGEMENT | $800,711 | $666,341,090 | $61,505,661 | $727,846,751 |
| 103 | CORE FINANCIAL | $390,951 | $223,743,124 | $3,790,362 | $227,533,486 |
| 104 | CORIENT CAPITAL PARTNERS, LLC | $1,062,266 | $3,909,024,987 | $1,078,313,113 | $4,987,338,100 |
| 105 | CORINTHIAN WEALTH MANAGEMENT | $341,871 | $102,677,231 | $1,593,484 | $104,270,715 |
| 106 | COVINGTON CAPITAL MANAGEMENT | $2,449,993 | $4,174,644,284 | $29,544,309 | $4,204,188,593 |
| 107 | CRAWFORD FINANCIAL PLANNING & CONSULTING | $312,179 | $108,950,510 | — | $108,950,510 |
| 108 | CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC | $551,555 | $510,188,103 | — | $510,188,103 |
| 109 | CREEKSIDE PARTNERS | $1,968,198 | $505,826,892 | — | $505,826,892 |
| 110 | CURRAN & LEWIS INVESTMENT MANAGEMENT, INC. | $583,962 | $256,359,525 | — | $256,359,525 |
| 111 | CURTIS ADVISORY GROUP, LLC | $1,110,753 | $370,208,958 | $782,400 | $370,991,358 |
| 112 | D'ARCY CAPITAL MANAGEMENT, LLC | $649,394 | $146,113,613 | — | $146,113,613 |
| 113 | DASH INVESTMENTS | $445,931 | $287,723,814 | $2,131,163 | $289,854,977 |
| 114 | DAVID S REINDERS | $230,560 | $151,938,744 | — | $151,938,744 |
| 115 | DAVIS & SEILEY WEALTH MANAGEMENT, INC. | $265,639 | $175,961,232 | $13,439,681 | $189,400,913 |
| 116 | DE GROOTE FINANCIAL GROUP, LLC | $309,001 | $562,690,300 | — | $562,690,300 |
| 117 | DEAN ROLAND RUSSELL, LLC | $540,343 | $303,672,725 | — | $303,672,725 |
| 118 | DEDICATED CAPITAL ADVISORS, LLC | $1,090,360 | $79,756,319 | $38,002,590 | $117,758,909 |
| 119 | DEDORA CAPITAL, INC. | $312,467 | $400,115,577 | $5,465,977 | $405,581,554 |
| 120 | DEFINE FINANCIAL, LLC | $475,252 | $139,723,964 | — | $139,723,964 |
| 121 | DEL MAR WEALTH MANAGEMENT INC | $434,047 | $130,648,207 | — | $130,648,207 |
| 122 | DELTA INVESTMENT MANAGEMENT, LLC | $309,760 | $513,891,606 | — | $513,891,606 |
| 123 | DESTINATION WEALTH MANAGEMENT | $722,183 | $3,809,515,164 | — | $3,809,515,164 |
| 124 | DEW POINT CAPITAL | $254,965 | $140,610,000 | $6,760,000 | $147,370,000 |
| 125 | DHR INVESTMENT COUNSEL LTD | $646,981 | $417,668,972 | $52,686,131 | $470,355,103 |
| 126 | DIVERSIFI CAPITAL LLC | $456,036 | $262,667,800 | $9,100 | $262,676,900 |
| 127 | DLK INVESTMENT MANAGEMENT | $388,979 | $320,174,796 | $30,684,436 | $350,859,232 |
| 128 | DOBSON ASSET MANAGEMENT | $459,972 | $171,394,927 | $3,394,404 | $174,789,331 |
| 129 | DOUBLE BAY MANAGEMENT & PLANNING | $1,235,446 | $112,425,565 | — | $112,425,565 |
| 130 | DOWLING & YAHNKE, LLC | $1,264,653 | $5,989,292,627 | $124,037,570 | $6,113,330,197 |
| 131 | DWR WEALTH MANAGEMENT, LLC | $253,940 | $131,420,313 | $5,707,437 | $137,127,750 |
| 132 | ECHO45 ADVISORS LLC | $384,042 | $158,009,310 | $5,208,726 | $163,218,036 |
| 133 | ECLECTIC ASSOCIATES, INC. | $347,723 | $905,408,774 | $165,579,070 | $1,070,987,844 |
| 134 | EIGER WEALTH MANAGEMENT, LLC | $629,278 | $200,365,584 | $66,448,475 | $266,814,059 |
| 135 | ELIOT FINKEL INVESTMENT COUNSEL, LLC | $1,018,241 | $209,757,727 | — | $209,757,727 |
| 136 | ELMWOOD WEALTH MANAGEMENT | $470,011 | $253,535,523 | $12,490,790 | $266,026,313 |
| 137 | EMPYRION WEALTH MANAGEMENT, INC. | $2,827,586 | $246,000,000 | — | $246,000,000 |
| 138 | ENSEMBLE CAPITAL MANAGEMENT, LLC | $2,465,366 | $1,821,905,823 | — | $1,821,905,823 |
| 139 | ENSO WEALTH MANAGEMENT, LLC | $381,505 | $1,511,908,418 | $291,082,297 | $1,802,990,715 |
| 140 | ENTRUST WEALTH ADVISORS, LLC | $984,405 | $335,682,164 | — | $335,682,164 |
| 141 | EPSILON FINANCIAL GROUP, INC. | $904,051 | $468,298,226 | — | $468,298,226 |
| 142 | EQUIUS PARTNERS, INC. | $1,039,732 | $1,089,569,387 | $36,460,204 | $1,126,029,591 |
| 143 | EVART, YOUNG & HOBBS INVESTMENT MANAGEMENT | $320,006 | $222,083,927 | — | $222,083,927 |
| 144 | EVEREST MANAGEMENT CORP. | $555,598 | $125,549,094 | $17,795,063 | $143,344,157 |
| 145 | FAIRBANKS CAPITAL MANAGEMENT, INC. | $1,176,470 | $210,266,899 | $1,497,735 | $211,764,634 |
| 146 | FAIRVIEW CAPITAL | $2,776,276 | $1,646,331,424 | — | $1,646,331,424 |
| 147 | FALCON WEALTH PLANNING, INC. | $172,377 | $454,147,901 | $2,306,713 | $456,454,614 |
| 148 | FARTHER FINANCE ADVISORS, LLC | $175,982 | $142,897,678 | — | $142,897,678 |
| 149 | FC360 WEALTH MANAGEMENT, INC. | $421,673 | $98,045,213 | $22,131,601 | $120,176,814 |
| 150 | FIDUCIARY FINANCIAL GROUP | $479,957 | $320,976,607 | $2,514,102 | $323,490,709 |
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.
