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 |
|---|---|---|---|---|---|
| 2301 | SEVENBRIDGE FINANCIAL GROUP, LLC | $531,320 | $475,000,000 | — | $475,000,000 |
| 2302 | SFC FINANCIAL LLC | $988,796 | — | $220,501,408 | $220,501,408 |
| 2303 | SFG INVESTMENT ADVISORS, INC. | $512,772 | $328,174,026 | — | $328,174,026 |
| 2304 | SFM, LLC | $504,416 | $262,296,071 | — | $262,296,071 |
| 2305 | SFMG WEALTH ADVISORS | $557,538 | $1,844,382,981 | $130,975,596 | $1,975,358,577 |
| 2306 | SGH WEALTH MANAGEMENT | $1,002,358 | $275,648,339 | — | $275,648,339 |
| 2307 | SHADE TREE ADVISORS LLC | $5,931,493 | $272,848,683 | — | $272,848,683 |
| 2308 | SHAKER INVESTMENTS | $1,156,429 | $255,492,445 | $78,453 | $255,570,898 |
| 2309 | SHAKESPEARE WEALTH MANAGEMENT, LLC | $345,764 | $387,601,090 | — | $387,601,090 |
| 2310 | SHANKERVALLEAU WEALTH ADVISORS, INC. | $760,481 | $439,849,966 | $8,073,146 | $447,923,112 |
| 2311 | SHAPIRO FINANCIAL SECURITY GROUP, INC. | $238,017 | $97,815,000 | $29,048,000 | $126,863,000 |
| 2312 | SHARKEY HOWES & JAVER INC | $335,297 | $903,625,913 | — | $903,625,913 |
| 2313 | SHARPER & GRANITE LLC | $598,358 | $229,769,653 | — | $229,769,653 |
| 2314 | SHEETS SMITH WEALTH MANAGEMENT | $1,289,347 | $1,139,782,419 | — | $1,139,782,419 |
| 2315 | SHELTON WEALTH MANAGEMENT, LLC | $688,258 | $189,590,083 | $87,089,498 | $276,679,581 |
| 2316 | SHEPPARD WEALTH MANAGEMENT, LLC | $425,687 | $153,786,063 | $21,171,098 | $174,957,161 |
| 2317 | SHERRILL & HUTCHINS FINANCIAL ADVISORY INC | $427,165 | $571,546,813 | — | $571,546,813 |
| 2318 | SHERWOOD FINANCIAL PARTNERS, LLC | $1,122,528 | $126,031,526 | $814,149 | $126,845,675 |
| 2319 | SHIKIAR ASSET MANAGEMENT INC | $2,511,111 | $512,000,000 | $53,000,000 | $565,000,000 |
| 2320 | SHIRA RIDGE WEALTH MANAGEMENT | $362,447 | $242,595,181 | $1,694,068 | $244,289,249 |
| 2321 | SHORELINE FINANCIAL ADVISORS, LLC | $330,255 | $211,541,391 | $11,710,959 | $223,252,350 |
| 2322 | SHORELINE WEALTH ADVISORS | $335,247 | $222,603,939 | — | $222,603,939 |
| 2323 | SHOREPOINT CAPITAL PARTNERS LLC | $510,830 | $441,989,588 | $28,995,973 | $470,985,561 |
| 2324 | SHOTWELL RUTTER BAER INC | $227,087 | $137,387,530 | — | $137,387,530 |
| 2325 | SHULMAN DEMEO ASSET MANAGEMENT, LLC | $792,833 | $590,438,843 | $77,126,221 | $667,565,064 |
| 2326 | SICA WEALTH MANAGEMENT, LLC | $167,716 | $101,104,217 | $8,749,601 | $109,853,818 |
| 2327 | SICART ASSOCIATES, LLC | $2,013,453 | $523,497,849 | — | $523,497,849 |
| 2328 | SIERRA ASSET MANAGEMENT | $240,406 | $318,569,816 | $4,776,536 | $323,346,352 |
| 2329 | SIGHTLINE WEALTH ADVISORS, LLC | $266,538 | $168,639,303 | $57,118,544 | $225,757,847 |
| 2330 | SIGMA INVESTMENT COUNSELORS | $674,246 | $1,669,433,210 | — | $1,669,433,210 |
| 2331 | SIGNALPOINT ASSET MANAGEMENT LLC | $358,845 | $505,830,211 | $9,112,115 | $514,942,326 |
| 2332 | SIGNATUREFD, LLC | $772,436 | $5,664,689,965 | $479,266,460 | $6,143,956,425 |
| 2333 | SIGNET FINANCIAL MANAGEMENT, LLC | $528,643 | $959,486,220 | — | $959,486,220 |
| 2334 | SIGNIFY WEALTH LLC | $793,427 | $197,617,311 | $7,880,177 | $205,497,488 |
| 2335 | SILICON HILLS WEALTH MANAGEMENT | $461,838 | $271,037,498 | $2,370,510 | $273,408,008 |
| 2336 | SILICON VALLEY CAPITAL PARTNERS, L.P. | $665,602 | $845,313,930 | — | $845,313,930 |
| 2337 | SILICON VALLEY WEALTH ADVISORS, LLC | $438,206 | $467,055,632 | $12,341,354 | $479,396,986 |
| 2338 | SILIGMUELLER & NORVID WEALTH ADVISORS LLC | $2,717,786 | $244,600,730 | — | $244,600,730 |
| 2339 | SILVER OAK ADVISORY GROUP | $524,912 | $252,079,800 | $90,687,426 | $342,767,226 |
| 2340 | SILVER OAK WEALTH ADVISORS SERVICES, LLC | $466,595 | $210,901,037 | — | $210,901,037 |
| 2341 | SILVERLEAFE CAPITAL PARTNERS, LLC | $678,625 | $309,345,865 | $39,467,490 | $348,813,355 |
| 2342 | SILVEROAK WEALTH MANAGEMENT LLC | $834,158 | $1,243,585,552 | $75,217,705 | $1,318,803,257 |
| 2343 | SIMON QUICK ADVISORS, LLC | $3,048,615 | $3,557,999,510 | $1,024,069,523 | $4,582,069,033 |
| 2344 | SIMPLEX WEALTH MANAGEMENT | $352,336 | $221,992,147 | $7,731,248 | $229,723,395 |
| 2345 | SIMPLIFI, INC. | $456,275 | $245,019,686 | — | $245,019,686 |
| 2346 | SINECERA CAPITAL, LLC | $1,245,054 | $112,508,806 | $4,526,269 | $117,035,075 |
| 2347 | SINGER WEALTH ADVISORS LLC | $254,809 | $298,380,789 | — | $298,380,789 |
| 2348 | SINGLE POINT PARTNERS | $460,803 | $466,381,578 | $9,627,948 | $476,009,526 |
| 2349 | SIRIUS WEALTH MANAGEMENT STRATEGIES, LLC | $2,529,540 | $88,654,253 | $53,000,000 | $141,654,253 |
| 2350 | SITRIN CAPITAL MANAGEMENT, LLC | $591,279 | $376,053,268 | — | $376,053,268 |
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.
