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 |
|---|---|---|---|---|---|
| 2451 | SPOTLIGHT ASSET GROUP | $631,754 | $226,676,561 | $2,649,968 | $229,326,529 |
| 2452 | SPRAKER WEST WEALTH MANAGEMENT, INC | $583,624 | $236,367,581 | — | $236,367,581 |
| 2453 | SPRENG CAPITAL MANAGEMENT, INC. | $155,741 | $238,439,460 | — | $238,439,460 |
| 2454 | SPRINGBOARD ASSET MANAGEMENT LLC | $308,284 | $104,200,000 | — | $104,200,000 |
| 2455 | SPRINGWATER WEALTH MANAGEMENT, LLC | $376,537 | $146,149,632 | $44,754,559 | $190,904,191 |
| 2456 | SQUIRE WEALTH ADVISORS | $300,849 | $302,820,505 | $4,045,708 | $306,866,213 |
| 2457 | ST. CLAIR ADVISORS, LLC | $1,524,831 | $847,806,060 | — | $847,806,060 |
| 2458 | ST. JOHN & ASSOCIATES, INC. | $207,125 | $114,162,807 | $13,012,117 | $127,174,924 |
| 2459 | STACK FINANCIAL MANAGEMENT INC | $1,242,463 | $1,712,114,137 | — | $1,712,114,137 |
| 2460 | STAGE HARBOR FINANCIAL | $834,702 | $836,371,229 | — | $836,371,229 |
| 2461 | STAKEHOLDERS CAPITAL | $286,172 | $134,909,253 | $16,189,310 | $151,098,563 |
| 2462 | STANGIER WEALTH MANAGEMENT | $168,740 | $217,000,000 | — | $217,000,000 |
| 2463 | STAPP WEALTH MANAGEMENT, PLLC | $470,550 | $120,460,735 | — | $120,460,735 |
| 2464 | STARFOX FINANCIAL SERVICES, LLC | $323,887 | $162,381,500 | $35,513,349 | $197,894,849 |
| 2465 | STEELE STREET PRIVATE WEALTH MANAGEMENT | $471,216 | $131,763,516 | $648,043 | $132,411,559 |
| 2466 | STEGENT EQUITY ADVISORS INC. | $571,534 | $225,147,361 | $1,751,490 | $226,898,851 |
| 2467 | STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS | $535,159 | $969,172,113 | — | $969,172,113 |
| 2468 | STELAC ADVISORY SERVICES LLC | $6,394,392 | $2,365,283,216 | $281,995,083 | $2,647,278,299 |
| 2469 | STEPHENS CONSULTING, LLC | $308,131 | $666,498,211 | $94,276,133 | $760,774,344 |
| 2470 | STEPHENSON AND COMPANY, INC. | $539,733 | $137,185,630 | $90,581,889 | $227,767,519 |
| 2471 | STEPP & ROTHWELL INC | $452,562 | $937,981,633 | $40,909,846 | $978,891,479 |
| 2472 | STERLING INVESTMENT ADVISORS,LLC | $749,800 | $195,697,798 | — | $195,697,798 |
| 2473 | STERLING INVESTMENT MANAGEMENT | $155,802,359 | $1,558,023,587 | — | $1,558,023,587 |
| 2474 | STERLING INVESTMENT MANAGEMENT, LLC | $774,594 | $337,723,197 | — | $337,723,197 |
| 2475 | STERLING WEALTH ADVISORS, INC. | $324,424 | $149,883,686 | — | $149,883,686 |
| 2476 | STERLING WEALTH MANAGEMENT, INC. | $617,583 | $306,321,412 | — | $306,321,412 |
| 2477 | STERN CAPITAL MANAGEMENT, INC. | $351,925 | $222,315,851 | $100,834 | $222,416,685 |
| 2478 | STERNECK CAPITAL MANAGEMENT LLC | $454,322 | $253,125,343 | $22,648,173 | $275,773,516 |
| 2479 | STEVE ROBBINS, INC. | $204,847 | $112,051,230 | — | $112,051,230 |
| 2480 | STEVEN G. BLUM AND ASSOCIATES, LLC | $411,574 | — | $131,291,996 | $131,291,996 |
| 2481 | STEWARD ADVISORS, LLC | $418,066 | $114,850,586 | $3,880,163 | $118,730,749 |
| 2482 | STEWARD WEALTH MANAGEMENT | $459,387 | $507,163,091 | — | $507,163,091 |
| 2483 | STEWARDSHIP ADVISORS, LLC | $239,647 | $321,606,300 | — | $321,606,300 |
| 2484 | STEWART WEALTH MANAGEMENT, INC. | $226,123 | $254,879,911 | $48,577,690 | $303,457,601 |
| 2485 | STILLWATER CAPITAL ADVISORS, LLC | $477,711 | $802,766,409 | $85,298,088 | $888,064,497 |
| 2486 | STOKES CAPITAL ADVISORS, LLC | $539,242 | $373,260,218 | $9,601,883 | $382,862,101 |
| 2487 | STOKES FAMILY OFFICE LLC | $1,064,920 | $1,644,236,484 | — | $1,644,236,484 |
| 2488 | STOLZ & ASSOCIATES, PS | $401,954 | $149,581,047 | $20,043,373 | $169,624,420 |
| 2489 | STONE ISLAND FINANCIAL PLANNING | $610,040 | $168,981,136 | — | $168,981,136 |
| 2490 | STONE PINE FINANCIAL PARTNERS | $264,612 | $132,306,000 | — | $132,306,000 |
| 2491 | STONEBRIDGE WEALTH MANAGEMENT | $302,085 | $162,087,659 | $9,496,742 | $171,584,401 |
| 2492 | STONECROP WEALTH ADVISORS, LLC | $427,229 | $234,429,857 | $1,827,558 | $236,257,415 |
| 2493 | STONEGATE INVESTMENT GROUP, LLC | $1,803,102 | $3,374,409,372 | $704,207,610 | $4,078,616,982 |
| 2494 | STONEHEARTH CAPITAL MANAGEMENT | $252,554 | $310,641,843 | — | $310,641,843 |
| 2495 | STONEPOINT CAPITAL, LLC | $6,889,446 | $158,457,267 | — | $158,457,267 |
| 2496 | STONY POINT WEALTH MANAGEMENT INC. | $346,572 | $380,536,016 | — | $380,536,016 |
| 2497 | STOREHOUSE FINANCIAL LLC | $165,390 | $119,576,759 | — | $119,576,759 |
| 2498 | STOWE FINANCIAL PLANNING, L.L.C. | $534,632 | — | $145,420,000 | $145,420,000 |
| 2499 | STRAIGHTLINE | $205,936 | $1,122,421,714 | $56,766,362 | $1,179,188,076 |
| 2500 | STRATEGENT FINANCIAL, LLC | $2,199,822 | $244,180,228 | — | $244,180,228 |
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.
