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 | TASSEL CAPITAL MANAGEMENT, INC | $232,658 | $151,846,450 | $13,108,221 | $164,954,671 |
| 2502 | TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. | $449,512 | $101,147,959 | $1,790,225 | $102,938,184 |
| 2503 | TAXBRIDGE FINANCIAL GROUP INC | $2,503,021 | $120,145,000 | — | $120,145,000 |
| 2504 | TAYLOR & MORGAN ASSET MANAGEMENT, LLC | $291,120 | $254,147,833 | — | $254,147,833 |
| 2505 | TAYLOR FINANCIAL GROUP, INC. | $333,461 | $316,787,879 | — | $316,787,879 |
| 2506 | TAYLOR FRIGON CAPITAL MANAGEMENT LLC | $3,150,793 | $419,055,483 | — | $419,055,483 |
| 2507 | TAYLOR HOFFMAN WEALTH MANAGEMENT, LLC | $424,113 | $238,477,730 | $86,393,087 | $324,870,817 |
| 2508 | TAYLOR WEALTH MANAGEMENT, LLC | $688,624 | $5,401,283 | $123,371,425 | $128,772,708 |
| 2509 | TBH GLOBAL ASSET MANAGEMENT, LLC | $337,930 | $832,882,751 | $56,211,942 | $889,094,693 |
| 2510 | TCI WEALTH ADVISORS, INC. | $430,668 | $3,748,280,993 | $16,185,876 | $3,764,466,869 |
| 2511 | TCWP LLC | $309,001 | $694,606,216 | $32,164,247 | $726,770,463 |
| 2512 | TEALWOOD ASSET MANAGEMENT | $434,752 | $364,054,288 | $267,470 | $364,321,758 |
| 2513 | TEAM FINANCIAL STRATEGIES | $207,043 | $176,697,136 | $9,641,664 | $186,338,800 |
| 2514 | TEAM HEWINS, LLC | $1,783,637 | $1,326,323,267 | $1,122,609,779 | $2,448,933,046 |
| 2515 | TEAMWORK FINANCIAL ADVISORS, LLC | $328,014 | $606,169,667 | — | $606,169,667 |
| 2516 | TED BUCHAN & COMPANY | $270,579 | $241,470,265 | $30,731,768 | $272,202,033 |
| 2517 | TEEPLE WEALTH MANAGEMENT, LLC | $114,624 | $476,350 | $113,917,990 | $114,394,340 |
| 2518 | TELARRAY, LLC | $1,700,877 | $1,117,476,183 | — | $1,117,476,183 |
| 2519 | TELLONE MANAGEMENT GROUP INC | $1,020,762 | $505,277,042 | — | $505,277,042 |
| 2520 | TELOS CAPITAL MANAGEMENT, INC. | $627,871 | $1,197,350,807 | — | $1,197,350,807 |
| 2521 | TEMBION CAPITAL MANAGEMENT, LLC | $876,058 | $128,780,475 | — | $128,780,475 |
| 2522 | TEMPUS WEALTH PLANNING, LLC | $262,660 | $188,442,986 | $59,508,312 | $247,951,298 |
| 2523 | TEN CAPITAL WEALTH ADVISORS, LLC | $402,766 | $700,810,236 | $43,904,807 | $744,715,043 |
| 2524 | TETLEY INVESTMENTS, LLC | $338,626 | $129,435,161 | $16,512,735 | $145,947,896 |
| 2525 | TFC FINANCIAL MANAGEMENT INC | $1,116,163 | $1,394,087,469 | — | $1,394,087,469 |
| 2526 | TFG ADVISORS | $293,886 | $368,533,485 | — | $368,533,485 |
| 2527 | TFO PHOENIX, INC. | $2,328,113 | $3,562,746,720 | $13,235,232 | $3,575,981,952 |
| 2528 | TFS ADVISORS, LLC | $352,438 | — | $121,591,218 | $121,591,218 |
| 2529 | TGS FINANCIAL ADVISORS | $317,557 | $331,828,741 | $25,740,447 | $357,569,188 |
| 2530 | THAMES FINANCIAL MANAGEMENT | $423,938 | $100,938,640 | $102,127,502 | $203,066,142 |
| 2531 | THE ARANDA GROUP ADVISORS, LLC | $502,598 | $111,980,736 | $88,053,413 | $200,034,149 |
| 2532 | THE ARCHER CONSULTING GROUP, LLC | $553,777 | $163,918,112 | — | $163,918,112 |
| 2533 | THE ARKANSAS FINANCIAL GROUP, INC. | $536,960 | $743,689,169 | — | $743,689,169 |
| 2534 | THE BOLLARD GROUP LLC | $10,951,275 | $5,275,682,681 | $178,052,431 | $5,453,735,112 |
| 2535 | THE BURNEY COMPANY | $630,921 | $2,625,894,633 | — | $2,625,894,633 |
| 2536 | THE CLARIUS GROUP, LLC | $4,256,495 | $2,129,568,685 | $1,313,935,882 | $3,443,504,567 |
| 2537 | THE CLARK GROUP ASSET MANAGEMENT | $403,318 | $198,462,799 | $49,174,163 | $247,636,962 |
| 2538 | THE ELLERSON GROUP INC | $2,206,476 | $218,023,179 | $2,624,423 | $220,647,602 |
| 2539 | THE ESTATE PLANNERS GROUP | $1,149,600 | $283,900,000 | $3,500,000 | $287,400,000 |
| 2540 | THE ETF STORE, INC. | $206,287 | $167,845,372 | $34,109,349 | $201,954,721 |
| 2541 | THE FAIRMAN GROUP, LLC | $856,824 | $483,105,906 | $322,308,184 | $805,414,090 |
| 2542 | THE FAMILY FIRM, INC. | $763,382 | $756,840,739 | $1,960,950 | $758,801,689 |
| 2543 | THE FINANCIAL ADVISORS, LLC | $451,071 | $938,355,596 | $36,407,885 | $974,763,481 |
| 2544 | THE FINANCIAL ADVISORY GROUP, INC. | $557,177 | $1,200,159,117 | — | $1,200,159,117 |
| 2545 | THE GOFF FINANCIAL GROUP | $824,419 | $457,552,800 | — | $457,552,800 |
| 2546 | THE H GROUP WASHINGTON, INC. | $269,024 | $181,860,014 | — | $181,860,014 |
| 2547 | THE H GROUP, INC. | $271,388 | $891,237,188 | — | $891,237,188 |
| 2548 | THE HELMSTAR GROUP, LLC | $267,793 | $341,704,173 | — | $341,704,173 |
| 2549 | THE HIGH NET WORTH ADVISORY GROUP, LLC | $590,444 | $529,567,681 | $51,428,887 | $580,996,568 |
| 2550 | THE HOERNER PLANNING GROUP, LLC | $1,052,091 | $832,819,744 | $361,303,735 | $1,194,123,479 |
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.
