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 |
|---|---|---|---|---|---|
| 2101 | PROSPERITY ROAD, LLC | $1,105,162 | $146,542,717 | $3,759,336 | $150,302,053 |
| 2102 | PROSPERITY WEALTH PLANNING LLC | $250,119 | $117,305,710 | — | $117,305,710 |
| 2103 | PROTECTION POINT ADVISORS | $415,406 | $453,245,845 | $18,655,536 | $471,901,381 |
| 2104 | PROVIDENCE FINANCIAL AND INSURANCES, INC. | $104,895 | $119,265,165 | — | $119,265,165 |
| 2105 | PROVIDENT FINANCIAL PLANNING, LLC | $448,538 | $99,004,023 | $8,196,566 | $107,200,589 |
| 2106 | PROWELL FINANCIAL MANAGEMENT, LLC | $4,712,996 | $1,102,840,949 | — | $1,102,840,949 |
| 2107 | PRUDENT INVESTORS NETWORK, INC. | $604,474 | $244,811,821 | — | $244,811,821 |
| 2108 | PRUDENT MANAGEMENT ASSOCIATES | $1,983,619 | $1,221,909,235 | — | $1,221,909,235 |
| 2109 | PSI CAPITAL MANAGEMENT | $223,673 | $260,370,936 | $1,997,161 | $262,368,097 |
| 2110 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $1,072,980 | $2,075,143,444 | — | $2,075,143,444 |
| 2111 | PURE FINANCIAL ADVISORS, LLC | $1,176,623 | $4,040,035,677 | $44,024,431 | $4,084,060,108 |
| 2112 | PURE PORTFOLIOS | $378,088 | $231,389,928 | — | $231,389,928 |
| 2113 | PURPOSEFUL WEALTH | $241,723 | $174,642,171 | $5,683,220 | $180,325,391 |
| 2114 | PURTILL FINANCIAL LLC | $301,656 | — | $182,501,617 | $182,501,617 |
| 2115 | Q3 ASSET MANAGEMENT CORPORATION | $208,554 | $478,277,401 | $315,894,577 | $794,171,978 |
| 2116 | QP GLOBAL FAMILY OFFICES, LLC | $4,642,957 | $1,855,749 | $949,950,394 | $951,806,143 |
| 2117 | QUAD-CITIES INVESTMENT GROUP, LLC | $266,105 | $311,609,827 | $15,965,472 | $327,575,299 |
| 2118 | QUADCAP WEALTH MANAGEMENT, LLC | $614,386 | $680,926,918 | $4,727,999 | $685,654,917 |
| 2119 | QUANTITATIVE ADVANTAGE, LLC | $395,838 | $798,801,364 | — | $798,801,364 |
| 2120 | QUANTUM FINANCIAL ADVISORS, LLC | $694,802 | $887,262,307 | — | $887,262,307 |
| 2121 | QUANTUM FINANCIAL PLANNING SERVICES, INC. | $226,168 | $429,164,546 | $28,146,176 | $457,310,722 |
| 2122 | QUANTUM FINANCIAL SERVICES INC. | $3,090,388 | — | $321,400,309 | $321,400,309 |
| 2123 | QUARRY HILL ADVISORS | $299,567 | $174,930,218 | $19,189,057 | $194,119,275 |
| 2124 | QUATTRO ADVISORS L.L.C. | $284,068 | $385,978,824 | $17,965,752 | $403,944,576 |
| 2125 | QUINN STAUFFER FINANCIAL, LLC | $201,327 | $322,525,351 | — | $322,525,351 |
| 2126 | R M DAVIS INC | $1,182,445 | $6,654,939,342 | $150,030,811 | $6,804,970,153 |
| 2127 | R.H. BLUESTEIN & CO LLC | $2,410,085 | $4,173,465,693 | $275,551,135 | $4,449,016,828 |
| 2128 | R.L.K. ADVISORY GROUP | $151,221 | $137,611,477 | — | $137,611,477 |
| 2129 | R.P. BOGGS & CO. WEALTH MANAGEMENT | $337,374 | $230,569,439 | $8,291,610 | $238,861,049 |
| 2130 | R.W. ROGE & COMPANY, INC | $471,479 | $325,230,114 | $17,535,078 | $342,765,192 |
| 2131 | R2 WEALTH MANAGEMENT PARTNERS | $184,037 | $285,860,205 | $20,192,621 | $306,052,826 |
| 2132 | RABE INVESTMENT CONSULTING GROUP | $329,238 | $106,427,035 | $16,378,909 | $122,805,944 |
| 2133 | RACHOR INVESTMENT ADVISORY SERVICES, LLC | $215,918 | $229,952,952 | — | $229,952,952 |
| 2134 | RADNOR FINANCIAL ADVISORS, LLC | $1,087,476 | $2,789,751,419 | $24,637,054 | $2,814,388,473 |
| 2135 | RAIN CAPITAL MANAGEMENT | $639,151 | $437,179,560 | — | $437,179,560 |
| 2136 | RAINEY & RANDALL INVESTMENT MANAGEMENT, INC. | $957,781 | $742,280,000 | — | $742,280,000 |
| 2137 | RAINSBERGER WEALTH ADVISORS | $345,691 | $287,693,471 | $19,971,624 | $307,665,095 |
| 2138 | RALICKI WEALTH MANAGEMENT & TRUST SERVICES | $363,286 | $98,098,057 | $5,438,560 | $103,536,617 |
| 2139 | RAMSEY & ASSOCIATES INC | $763,544 | $65,429,827 | $197,992,711 | $263,422,538 |
| 2140 | RAPPAPORT REICHES CAPITAL MANAGEMENT, | $595,656 | $745,165,255 | — | $745,165,255 |
| 2141 | RASKOB KAMBOURIAN FINANCIAL ADVISORS, LTD. | $1,122,046 | $40,696,608 | $63,653,669 | $104,350,277 |
| 2142 | RAUB BROCK CAPITAL MANAGEMENT, LP | $527,422 | $792,856,970 | $2,619,035,801 | $3,411,892,771 |
| 2143 | RAYBURN WEST FINANCIAL SERVICES | $1,019,209 | $98,238,082 | $49,547,160 | $147,785,242 |
| 2144 | RAY|THEIL WEALTH MANAGEMENT, LLC | $974,408 | $234,832,258 | — | $234,832,258 |
| 2145 | RCS FINANCIAL PLANNING, LLC | $362,813 | $184,672,011 | — | $184,672,011 |
| 2146 | RCW MANAGEMENT, LLC | $492,469 | $126,072,169 | — | $126,072,169 |
| 2147 | RD LEWIS WEALTH MANAGEMENT | $259,601 | $173,413,745 | — | $173,413,745 |
| 2148 | READ & POWELL FINANCIAL SERVICES, LLC | $218,763 | $122,726,077 | — | $122,726,077 |
| 2149 | REBALANCE LLC | $909,291 | $1,462,139,862 | — | $1,462,139,862 |
| 2150 | REBEL FINANCIAL, LLC | $167,014 | $215,673,345 | $6,287,990 | $221,961,335 |
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.
