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 |
|---|---|---|---|---|---|
| 2201 | RICHARD P. SLAUGHTER ASSOCIATES, INC. | $486,710 | $741,546,369 | $13,827,189 | $755,373,558 |
| 2202 | RICHMOND BROTHERS, INC. | $107,316 | $273,548,051 | — | $273,548,051 |
| 2203 | RICHWOOD INVESTMENT ADVISORS, LLC | $307,704 | $120,312,261 | — | $120,312,261 |
| 2204 | RIDGECREST WEALTH PARTNERS, LLC | $1,077,701 | $244,494,904 | $346,085,364 | $590,580,268 |
| 2205 | RIDGEWOOD INVESTMENTS | $641,877 | $278,074,208 | $62,762,303 | $340,836,511 |
| 2206 | RIGGS ASSET MANAGEMENT CO INC | $585,098 | $441,811,892 | $9,298,630 | $451,110,522 |
| 2207 | RIGGS CAPITAL MANAGEMENT, LLC | $716,151 | $269,272,732 | — | $269,272,732 |
| 2208 | RINA WEALTH MANAGEMENT SERVICES LLC | $455,579 | $132,352,103 | $73,569,601 | $205,921,704 |
| 2209 | RINALDI WEALTH MANAGEMENT, INC. | $186,592 | $133,600,000 | — | $133,600,000 |
| 2210 | RIVER CAPITAL ADVISORS, LC | $505,267 | $217,677,105 | $49,103,719 | $266,780,824 |
| 2211 | RIVER GLEN WEALTH COUNSELORS | $529,772 | $275,639,608 | $5,139,546 | $280,779,154 |
| 2212 | RIVER STREET ADVISORS, LLC | $361,052 | $182,302,710 | $4,000,115 | $186,302,825 |
| 2213 | RIVER WEALTH ADVISORS LLC | $527,987 | $1,040,134,975 | — | $1,040,134,975 |
| 2214 | RIVERPLACE CAPITAL MANAGEMENT INC | $707,700 | $200,986,846 | — | $200,986,846 |
| 2215 | RIVERPOINT WEALTH MANAGEMENT | $684,803 | $605,365,885 | — | $605,365,885 |
| 2216 | RIVERTREE ADVISORS, LLC | $573,072 | $169,328,932 | $6,030,983 | $175,359,915 |
| 2217 | RIVERVIEW CAPITAL ADVISERS LLC | $1,019,312 | $457,834,696 | $44,685,998 | $502,520,694 |
| 2218 | RKL WEALTH MANAGEMENT LLC | $1,674,883 | $1,249,063,345 | $181,286,520 | $1,430,349,865 |
| 2219 | RM PRIVATE WEALTH MANAGEMENT INC. | $1,461,911 | $244,139,093 | — | $244,139,093 |
| 2220 | RMR WEALTH ADVISORS LLC | $813,847 | $376,730,775 | $5,777,359 | $382,508,134 |
| 2221 | ROBBINS WEALTH MANAGEMENT | $504,901 | $18,965,052 | $162,799,194 | $181,764,246 |
| 2222 | ROBERT GORDON & ASSOCIATES INC | $426,608 | $187,441,438 | $103,078,276 | $290,519,714 |
| 2223 | ROBERT PRISKE, LLC | $307,512 | $131,000,000 | — | $131,000,000 |
| 2224 | ROBERTS, GLORE & CO. | $806,179 | $615,889,588 | $252,365,485 | $868,255,073 |
| 2225 | ROBINSON SMITH WEALTH ADVISORS, LLC | $463,023 | $350,589,897 | $41,590,895 | $392,180,792 |
| 2226 | ROBINSWOOD FINANCIAL | $419,319 | $409,523,469 | $3,086,619 | $412,610,088 |
| 2227 | ROBLE, BELKO AND COMPANY, INC. | $1,129,413 | $936,283,334 | — | $936,283,334 |
| 2228 | ROCK POINT ADVISORS, LLC | $931,962 | $553,585,275 | — | $553,585,275 |
| 2229 | ROCKBRIDGE INVESTMENT MANAGEMENT, LLC | $418,987 | $1,495,206,893 | $75,994,331 | $1,571,201,224 |
| 2230 | ROCKHILL ADVISORS LLC | $1,071,469 | $121,899,633 | $1,319,281 | $123,218,914 |
| 2231 | ROCKWOOD WEALTH MANAGEMENT, LLC | $405,539 | $1,345,437,126 | $32,583,154 | $1,378,020,280 |
| 2232 | ROCKY MOUNTAIN ADVISERS, LLC | $6,303,750 | $2,086,541,387 | — | $2,086,541,387 |
| 2233 | RODGERS & ASSOCIATES | $423,877 | $1,382,262,598 | — | $1,382,262,598 |
| 2234 | ROFFMAN MILLER ASSOCIATES INC | $1,733,325 | $2,301,428,075 | $26,426,884 | $2,327,854,959 |
| 2235 | ROI FINANCIAL | $192,543 | $133,890,917 | $3,777,190 | $137,668,107 |
| 2236 | ROOF EIDAM MAYCOCK PERALTA LLC | $694,424 | $687,940,110 | $17,594,331 | $705,534,441 |
| 2237 | ROOTED WEALTH ADVISORS | $132,073 | $152,115,900 | $956,897 | $153,072,797 |
| 2238 | ROOTSTOCK ADVISORS | $2,805,134 | $300,011,967 | $235,768,687 | $535,780,654 |
| 2239 | ROPES WEALTH ADVISORS | $2,251,761 | $7,321,643,288 | $181,225,352 | $7,502,868,640 |
| 2240 | ROSECAP INVESTMENT ADVISORS, LLC | $543,900 | $331,500,100 | $14,420,000 | $345,920,100 |
| 2241 | ROSENBLUM SILVERMAN SUTTON SF INC | $3,047,113 | $521,056,271 | — | $521,056,271 |
| 2242 | ROSEROCK WEALTH MANAGEMENT, LLC | $483,217 | $132,500,000 | $5,700,000 | $138,200,000 |
| 2243 | ROSSJOHNSON & ASSOCIATES, LLC | $336,658 | $133,989,797 | — | $133,989,797 |
| 2244 | ROSSMORE PRIVATE CAPITAL, LLC | $1,672,701 | $880,336,456 | $113,247,953 | $993,584,409 |
| 2245 | ROTH FINANCIAL PARTNERS LLC | $538,166 | $359,494,846 | — | $359,494,846 |
| 2246 | ROUNDVIEW CAPITAL, LLC | $892,477 | $1,193,943,081 | $20,717,626 | $1,214,660,707 |
| 2247 | ROVIN CAPITAL | $240,899 | $411,115,000 | $38,885,000 | $450,000,000 |
| 2248 | ROWLING & ASSOCIATES LLC | $519,419 | $583,078,452 | $32,433,227 | $615,511,679 |
| 2249 | ROYAL OAK FINANCIAL GROUP | $714,286 | $115,000,000 | — | $115,000,000 |
| 2250 | RPA WEALTH MANAGEMENT | $205,704 | $161,466,590 | $26,547,082 | $188,013,672 |
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.
