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 |
|---|---|---|---|---|---|
| 2501 | STRATEGIC ADVISORY SERVICES, L.L.C. | $404,380 | $152,855,585 | — | $152,855,585 |
| 2502 | STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C. | $385,987 | $1,206,181,900 | $135,121,600 | $1,341,303,500 |
| 2503 | STRATEGIC FINANCIAL PLANNING, INC. | $311,308 | $163,436,933 | — | $163,436,933 |
| 2504 | STRATEGIC INCOME GROUP LLC | $303,953 | $267,748,449 | $12,800,121 | $280,548,570 |
| 2505 | STRATEGIC PLANNING GROUP, INC. | $291,391 | $202,735,534 | $10,853,982 | $213,589,516 |
| 2506 | STRATEGIC PLANNING, INC. | $308,072 | $269,870,741 | — | $269,870,741 |
| 2507 | STRATEGIQ FINANCIAL GROUP, LLC | $546,570 | $1,810,353,011 | $15,736,185 | $1,826,089,196 |
| 2508 | STRATHMORE CAPITAL ADVISORS | $486,559 | $358,444,155 | $9,880,985 | $368,325,140 |
| 2509 | STRAUSS FINANCIAL GROUP | $404,000 | $202,000,000 | — | $202,000,000 |
| 2510 | STRICKLAND DAVIS ADVISORS LLC | $652,431 | $120,801,763 | $550,467 | $121,352,230 |
| 2511 | STRUCTURED ASSET MANAGEMENT, INC. | $1,587,096 | $134,865,050 | $4,799,432 | $139,664,482 |
| 2512 | STUDIO INVESTMENT MANAGEMENT | $1,169,160 | $487,539,608 | — | $487,539,608 |
| 2513 | SUCCESSFUL MONEY STRATEGIES INC | $283,232 | $185,800,000 | — | $185,800,000 |
| 2514 | SUCCESSFUL PORTFOLIOS LLC | $319,027 | $238,917,237 | $57,458,386 | $296,375,623 |
| 2515 | SUMMA GLOBAL ADVISORS, LLC | $409,092 | $124,812,087 | $15,915,583 | $140,727,670 |
| 2516 | SUMMIT ASSET MANAGEMENT LLC | $526,771 | $703,237,223 | $83,232,386 | $786,469,609 |
| 2517 | SUMMIT FINANCIAL STRATEGIES INC | $1,950,567 | $1,413,920,116 | $306,479,823 | $1,720,399,939 |
| 2518 | SUMMIT PLACE FINANCIAL ADVISORS, LLC | $868,721 | $231,948,480 | — | $231,948,480 |
| 2519 | SUMMIT PORTFOLIO MANAGEMENT LLC | $496,222 | $131,786,910 | $5,666,531 | $137,453,441 |
| 2520 | SUMMITRY, LLC | $756,769 | $2,258,898,143 | $123,409,765 | $2,382,307,908 |
| 2521 | SUMNICHT & ASSOCIATES, LLC | $918,686 | $289,822,302 | $51,928,824 | $341,751,126 |
| 2522 | SUNBURST FINANCIAL GROUP, LLC | $330,655 | $457,991,142 | $35,677,471 | $493,668,613 |
| 2523 | SUNCOAST EQUITY MANAGEMENT, LLC | $858,167 | $1,091,588,569 | — | $1,091,588,569 |
| 2524 | SUNDVOLD FINANCIAL | $388,372 | — | $167,000,000 | $167,000,000 |
| 2525 | SUNESIS ADVISORS, LLC | $2,408,071 | $828,701,342 | $105,630,395 | $934,331,737 |
| 2526 | SUNLIGHT PEAKS | $6,245,134 | $124,902,678 | — | $124,902,678 |
| 2527 | SUREVEST PRIVATE WEALTH | $607,338 | $498,860,059 | $42,278,155 | $541,138,214 |
| 2528 | SURIENCE PRIVATE WEALTH LLC | $340,927 | $134,469,209 | $878,718 | $135,347,927 |
| 2529 | SUSTAINABLE ADVISORS ALLIANCE LLC | $187,277 | $178,475,095 | — | $178,475,095 |
| 2530 | SWEENEY & MICHEL, LLC | $344,367 | $449,106,618 | $43,682,094 | $492,788,712 |
| 2531 | SWITCHPOINT FINANCIAL PLANNING LLC | $433,740 | $129,688,276 | — | $129,688,276 |
| 2532 | SWM ADVISORS | $9,540,657 | $633,829,518 | $5,394,469 | $639,223,987 |
| 2533 | SWS PARTNERS, LLC | $598,427 | $318,363,265 | — | $318,363,265 |
| 2534 | SYM FINANCIAL ADVISORS | $890,441 | $3,076,470,056 | $630,435,106 | $3,706,905,162 |
| 2535 | SYMPHONY FINANCIAL PLANNING LLC | $369,132 | $184,320,827 | $2,459,719 | $186,780,546 |
| 2536 | SYNTRINSIC INVESTMENT COUNSEL, LLC. | $4,133,566 | $1,259,449,111 | $455,980,614 | $1,715,429,725 |
| 2537 | SYVERSON STREGE | $372,645 | $564,763,277 | $135,808,537 | $700,571,814 |
| 2538 | T. ANTON INVESTMENT HOUSE, INC. | $293,753 | $277,009,514 | — | $277,009,514 |
| 2539 | T.O.S. ADVISORS, LLC | $1,469,866 | $306,947,116 | $203,096,455 | $510,043,571 |
| 2540 | T.T.G. FINANCIAL, INC. | $774,194 | $144,000,000 | — | $144,000,000 |
| 2541 | TABR CAPITAL MANAGEMENT, LLC | $305,024 | $179,963,936 | — | $179,963,936 |
| 2542 | TAG ASSOCIATES LLC | $6,424,628 | $313,310,000 | $9,182,290,000 | $9,495,600,000 |
| 2543 | TAGSTONE CAPITAL, INC. | $7,418,974 | $228,380,658 | $1,607,547 | $229,988,205 |
| 2544 | TALISMAN WEALTH ADVISORS, LLC | $365,391 | $139,579,244 | — | $139,579,244 |
| 2545 | TANDEM CAPITAL MANAGEMENT, INC. | $1,090,752 | $236,107,714 | $2,767,051 | $238,874,765 |
| 2546 | TANDEMGROWTH FINANCIAL ADVISORS, LLC | $348,841 | $224,627,833 | $723,570 | $225,351,403 |
| 2547 | TANGLEWOOD LEGACY ADVISORS, LLC | $839,682 | $347,232,543 | $17,189,471 | $364,422,014 |
| 2548 | TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC. | $1,128,736 | $1,406,404,904 | — | $1,406,404,904 |
| 2549 | TANNIN CAPITAL, LLC | $552,542 | $193,185,964 | $14,017,371 | $207,203,335 |
| 2550 | TARBOX FAMILY OFFICE, INC. | $1,222,346 | $1,040,216,612 | — | $1,040,216,612 |
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.
