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 |
|---|---|---|---|---|---|
| 1501 | LEAVELL INVESTMENT MANAGEMENT, INC. | $1,077,877 | $2,066,326,691 | $257,575,138 | $2,323,901,829 |
| 1502 | LECONTE WEALTH MANAGEMENT, LLC | $414,694 | $225,280,243 | $1,557,240 | $226,837,483 |
| 1503 | LEDGEWOOD WEALTH ADVISORS, LLC | $1,361,277 | $181,049,884 | — | $181,049,884 |
| 1504 | LEE FINANCIAL COMPANY, LLC | $894,850 | $1,303,848,268 | $2,633,020 | $1,306,481,288 |
| 1505 | LEGACY ASSET MANAGEMENT, INC. | $695,079 | $139,015,884 | — | $139,015,884 |
| 1506 | LEGACY FINANCIAL STRATEGIES, LLC | $307,896 | $408,392,807 | $119,032,230 | $527,425,037 |
| 1507 | LEGACY INVESTMENT PARTNERS, LLC | $530,337 | $186,033,516 | $8,600,122 | $194,633,638 |
| 1508 | LEGACY WEALTH ADVISORS, LLC | $662,078 | $119,670,483 | $4,138,181 | $123,808,664 |
| 1509 | LEGACY WEALTH MANAGEMENT INC | $549,771 | $1,975,307,764 | $101,177,729 | $2,076,485,493 |
| 1510 | LEGEND FINANCIAL ADVISORS INC | $372,600 | $288,854,448 | $10,716,305 | $299,570,753 |
| 1511 | LEHMAN FINANCIAL RESOURCES | $460,538 | $1,074,895,757 | — | $1,074,895,757 |
| 1512 | LEJEUNE PUETZ INVESTMENT COUNSEL | $4,726,831 | $392,327,000 | — | $392,327,000 |
| 1513 | LENK LADNER INVESTMENT SOLUTIONS LLC | $668,770 | $196,213,909 | $37,855,707 | $234,069,616 |
| 1514 | LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C. | $257,428 | $662,188,226 | $22,054,445 | $684,242,671 |
| 1515 | LESA SROUFE & COMPANY, INC. | $690,007 | $158,263,250 | $17,688,581 | $175,951,831 |
| 1516 | LESJAK PLANNING, LLC | $904,826 | $330,700,000 | $6,800,000 | $337,500,000 |
| 1517 | LEVEL FINANCIAL ADVISORS, INC. | $303,396 | $545,201,873 | — | $545,201,873 |
| 1518 | LEWIS ASSET MANAGEMENT | $312,629 | $135,991,199 | $5,004,534 | $140,995,733 |
| 1519 | LGG FINANCIAL | $651,463 | $463,508,312 | $10,756,923 | $474,265,235 |
| 1520 | LGL PARTNERS, LLC | $2,196,647 | $692,617,513 | $425,475,614 | $1,118,093,127 |
| 1521 | LIBERTY FINANCIAL GROUP, INC. | $618,277 | $113,862,390 | $518,870 | $114,381,260 |
| 1522 | LIBERTY WEALTH ADVISORS, LLC | $839,236 | $1,594,042,483 | $159,959,873 | $1,754,002,356 |
| 1523 | LIBRA WEALTH LLC | $794,224 | $373,285,321 | — | $373,285,321 |
| 1524 | LIFE LINE WEALTH MANAGEMENT LLC | $1,457,538 | $369,902,542 | $10,514,885 | $380,417,427 |
| 1525 | LIFE PLAN FINANCIAL ADVISORY GROUP, LLC | $259,908 | $147,368,000 | — | $147,368,000 |
| 1526 | LIFE PLANNING PARTNERS, INC. | $491,926 | $255,712,388 | $581,218 | $256,293,606 |
| 1527 | LIFECYCLE FINANCIAL PLANNERS INC. | $157,344 | $436,635,959 | $154,191,213 | $590,827,172 |
| 1528 | LIFEGUIDE FINANCIAL ADVISORS, LLC | $154,982 | $339,474,303 | $2,570,738 | $342,045,041 |
| 1529 | LIFEPLAN GROUP | $217,505 | $135,505,585 | — | $135,505,585 |
| 1530 | LIFESTEPS FINANCIAL | $361,452 | $249,999,325 | $48,198,666 | $298,197,991 |
| 1531 | LIFETIME CAPITAL MANAGEMENT | $1,396,975 | $132,712,650 | — | $132,712,650 |
| 1532 | LIFEWAY FINANCIAL CORPORATION | $678,544 | $271,417,780 | — | $271,417,780 |
| 1533 | LIFEWORKS ADVISORS, LLC | $192,964 | $174,614,980 | $26,839,776 | $201,454,756 |
| 1534 | LIGHT FINANCIAL SERVICES, INC. | $80,094 | $109,618,120 | $912,044 | $110,530,164 |
| 1535 | LIGHTHOUSE FINANCIAL ADVISORS, INC. | $342,808 | $91,303,899 | $523,350,596 | $614,654,495 |
| 1536 | LIGHTHOUSE FINANCIAL MANAGEMENT, LLC | $379,638 | $176,911,423 | — | $176,911,423 |
| 1537 | LIGHTHOUSE FINANCIAL SERVICES INC | $403,894 | $424,088,899 | — | $424,088,899 |
| 1538 | LIGHTHOUSE RETIREMENT | $432,008 | $124,850,196 | — | $124,850,196 |
| 1539 | LIGHTHOUSE WEALTH MANAGEMENT, INC. | $225,944 | $175,106,266 | — | $175,106,266 |
| 1540 | LINCOLN CAPITAL CORPORATION | $447,539 | $342,882,955 | $1,721,964 | $344,604,919 |
| 1541 | LINDA A. BARLOW, CFP | $315,274 | $244,021,924 | — | $244,021,924 |
| 1542 | LINDAHL & MANSAGER INC | $253,232 | $189,164,586 | — | $189,164,586 |
| 1543 | LINDBROOK CAPITAL, LLC | $1,355,884 | $2,454,395,565 | $274,999,661 | $2,729,395,226 |
| 1544 | LITTLE HOUSE CAPITAL, LLC | $796,608 | $322,525,639 | $16,032,893 | $338,558,532 |
| 1545 | LITTLEJOHN FINANCIAL SERVICES INC | $100,515 | $114,785,807 | $14,275,668 | $129,061,475 |
| 1546 | LITTON FINANCIAL | $368,744 | $333,713,048 | — | $333,713,048 |
| 1547 | LIVE OAK PRIVATE WEALTH, LLC | $1,958,915 | $836,456,769 | — | $836,456,769 |
| 1548 | LIVE OAK WEALTH ADVISORY GROUP, LLC | $393,301 | $125,463,109 | — | $125,463,109 |
| 1549 | LJI WEALTH MANAGEMENT, LLC | $215,119 | $553,716,122 | — | $553,716,122 |
| 1550 | LOCKER FINANCIAL SERVICES, LLC | $420,889 | $147,254,503 | $56,738 | $147,311,241 |
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.
