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 |
|---|---|---|---|---|---|
| 2251 | SAPERE WEALTH MANAGEMENT, LLC | $1,380,182 | $303,639,981 | — | $303,639,981 |
| 2252 | SARATOGA WEALTH ADVISORS, LLC | $403,443 | $116,082,230 | $512,747 | $116,594,977 |
| 2253 | SARGENT INVESTMENT GROUP | $1,139,969 | $761,782,481 | $440,884,411 | $1,202,666,892 |
| 2254 | SAS FINANCIAL ADVISORS, LLC. | $314,286 | $40,000,000 | $70,000,000 | $110,000,000 |
| 2255 | SATHER FINANCIAL GROUP, INC. | $1,225,133 | $1,430,955,241 | — | $1,430,955,241 |
| 2256 | SAVIOR WEALTH | $274,852 | $185,897,507 | $8,697,757 | $194,595,264 |
| 2257 | SAX WEALTH ADVISORS, LLC | $566,088 | $1,329,716,943 | $31,157,559 | $1,360,874,502 |
| 2258 | SAXON FINANCIAL GROUP | $324,536 | $299,705,318 | $149,128,428 | $448,833,746 |
| 2259 | SAYBROOK WEALTH GROUP, INC. | $353,183 | $10,029,215 | $126,652,526 | $136,681,741 |
| 2260 | SB CAPITAL MANAGEMENT, INC. | $782,394 | $998,540,732 | $2,141,194 | $1,000,681,926 |
| 2261 | SBC WEALTH MANAGEMENT | $362,294 | $1,006,504,371 | $3,208,315 | $1,009,712,686 |
| 2262 | SBK FINANCIAL, INC. | $809,977 | $956,333,988 | $67,476,336 | $1,023,810,324 |
| 2263 | SCHAEFER FINANCIAL MANAGEMENT, INC. | $425,543 | — | $760,020,287 | $760,020,287 |
| 2264 | SCHAPER BENZ & WISE INVESTMENT COUNSEL INC | $1,706,050 | $1,407,260,321 | $20,703,865 | $1,427,964,186 |
| 2265 | SCHERER FINANCIAL ADVISORY SERVICES, LLC | $307,434 | $112,301,175 | $10,057,632 | $122,358,807 |
| 2266 | SCHLINDWEIN ASSOCIATES LLC | $519,892 | $231,351,764 | — | $231,351,764 |
| 2267 | SCHNIEDERS CAPITAL MANAGEMENT, LLC. | $1,302,047 | $599,533,283 | $692,096,916 | $1,291,630,199 |
| 2268 | SCHOLTZ & CO | $1,121,275 | $405,160,255 | $7,468,792 | $412,629,047 |
| 2269 | SCHOOLCRAFT CAPITAL LLC | $6,765,299 | $1,063,258,631 | $39,485,061 | $1,102,743,692 |
| 2270 | SCHRUM PRIVATE WEALTH MANAGEMENT, LLC | $678,733 | $160,859,716 | — | $160,859,716 |
| 2271 | SCHUBERT & COMPANY, INC. | $678,142 | $322,795,724 | — | $322,795,724 |
| 2272 | SCHULTZ FINANCIAL GROUP INCORPORATED | $400,499 | — | $165,806,673 | $165,806,673 |
| 2273 | SCHWALLIER WEALTH MANAGEMENT | $176,712 | $124,390,689 | $13,444,883 | $137,835,572 |
| 2274 | SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | $272,742 | $461,504,590 | $14,430,187 | $475,934,777 |
| 2275 | SCOTT CAPITAL ADVISORS, LLC | $997,671 | $720,912,841 | $56,273,172 | $777,186,013 |
| 2276 | SCOTT SMITH FINANCIAL | $198,741 | $120,640,744 | $24,837,883 | $145,478,627 |
| 2277 | SCOTT SNOW (FINANCIAL ADVISORS) LLC | $1,122,519 | — | $620,753,077 | $620,753,077 |
| 2278 | SCOTTSDALE WEALTH PLANNING, INC. | $349,940 | $153,273,938 | — | $153,273,938 |
| 2279 | SCULATI WEALTH MANAGEMENT, LLC | $279,292 | $255,273,054 | — | $255,273,054 |
| 2280 | SEA HUNTER CAPITAL | $1,709,209 | $109,389,391 | — | $109,389,391 |
| 2281 | SEABRIDGE INVESTMENT ADVISORS LLC | $1,395,714 | $421,505,588 | — | $421,505,588 |
| 2282 | SEARCY FINANCIAL SERVICES, INC. | $366,847 | $356,942,604 | $7,336,553 | $364,279,157 |
| 2283 | SEASCAPE CAPITAL MANAGEMENT,LLC | $514,543 | $299,978,752 | — | $299,978,752 |
| 2284 | SEASON INVESTMENTS, LLC | $533,389 | $148,210,202 | $32,075,270 | $180,285,472 |
| 2285 | SEBOLD CAPITAL MANAGEMENT, INC | $363,809 | $270,105,973 | $35,857,686 | $305,963,659 |
| 2286 | SECHREST FINANCIAL SERVICES | $488,521 | — | $170,005,422 | $170,005,422 |
| 2287 | SECOND HALF FINANCIAL PARTNERS, LLC | $202,712 | $240,416,458 | — | $240,416,458 |
| 2288 | SECURE FINANCIAL MANAGEMENT | $530,318 | $164,398,425 | — | $164,398,425 |
| 2289 | SECURITY FIRST ADVISORS | $216,174 | — | $378,737,196 | $378,737,196 |
| 2290 | SELECTIVE WEALTH MANAGEMENT, INC. | $210,811 | $406,714,067 | $1,838,522 | $408,552,589 |
| 2291 | SELKIRK WEALTH ADVISORS, LLC | $1,687,306 | $104,612,994 | — | $104,612,994 |
| 2292 | SENECA FINANCIAL ADVISORS LLC | $667,848 | $503,823,729 | $75,868,410 | $579,692,139 |
| 2293 | SENESCHAL ADVISORS, LLC | $406,982 | $227,503,103 | — | $227,503,103 |
| 2294 | SENSENIG CAPITAL ADVISORS, INC. | $610,309 | $119,005,056 | $93,382,462 | $212,387,518 |
| 2295 | SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC | $466,020 | $684,461,657 | $46,257,370 | $730,719,027 |
| 2296 | SENSIBLE MONEY, LLC | $441,427 | $405,671,398 | — | $405,671,398 |
| 2297 | SENTARA CAPITAL | $198,296 | $116,399,753 | — | $116,399,753 |
| 2298 | SENTINEL WEALTH MANAGEMENT, INC. | $848,323 | $281,643,071 | — | $281,643,071 |
| 2299 | SENTRY ADVISORS, LLC | $5,627,118 | $236,219,209 | $2,729,271,923 | $2,965,491,132 |
| 2300 | SEQUENT ASSET MANAGEMENT, LLC | $1,759,124 | $377,413,283 | $433,542,857 | $810,956,140 |
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.
