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 |
|---|---|---|---|---|---|
| 251 | BARRY INVESTMENT ADVISORS, LLC | $509,875 | $599,892,469 | $150,133,720 | $750,026,189 |
| 252 | BARRY M. CORKERN & CO., INC. | $1,989,043 | — | $145,200,174 | $145,200,174 |
| 253 | BARTLEY FINANCIAL ADVISORS, LLC | $269,808 | $105,377,103 | $9,021,617 | $114,398,720 |
| 254 | BASEPOINT WEALTH, LLC | $190,867 | $511,972,848 | $6,039,277 | $518,012,125 |
| 255 | BASON ASSET MANAGEMENT | $796,744 | $584,082,000 | $6,305,000 | $590,387,000 |
| 256 | BATTERY GLOBAL ADVISORS, LLC | $44,195,745 | $1,808,600,000 | $2,345,800,000 | $4,154,400,000 |
| 257 | BAUER WEALTH MANAGEMENT INC. | $268,844 | $97,218,493 | $7,092,969 | $104,311,462 |
| 258 | BAUGH & ASSOCIATES, LLC | $513,351 | $216,633,068 | $1,098 | $216,634,166 |
| 259 | BAXTER INVESTMENT MANAGEMENT | $2,185,360 | $857,956,426 | $7,446,140 | $865,402,566 |
| 260 | BAY COLONY ADVISORS | $499,405 | $731,879,130 | $73,661,895 | $805,541,025 |
| 261 | BAY POINT WEALTH | $547,194 | $697,982,418 | $784,908 | $698,767,326 |
| 262 | BAZIS PRIVATE WEALTH, LLC | $344,790 | $173,270,211 | $3,952,041 | $177,222,252 |
| 263 | BBJS FINANCIAL ADVISORS, LLC | $3,600,921 | $280,795,764 | $3,677,028 | $284,472,792 |
| 264 | BCK PARTNERS, INC. | $355,978 | $191,516,171 | — | $191,516,171 |
| 265 | BCR WEALTH STRATEGIES | $343,247 | $353,544,205 | — | $353,544,205 |
| 266 | BEACON CAPITAL MANAGEMENT, LLC | $152,327 | $663,569,101 | $48,409,379 | $711,978,480 |
| 267 | BEACON FINANCIAL ADVISORS | $569,403 | $170,734,240 | $12,613,621 | $183,347,861 |
| 268 | BEACON FINANCIAL ADVISORS LTD | $553,682 | $313,152,905 | $6,875,274 | $320,028,179 |
| 269 | BEACON FINANCIAL PLANNING, INC | $338,516 | $260,657,661 | — | $260,657,661 |
| 270 | BEACON FINANCIAL STRATEGIES CORP. | $454,615 | $234,442,840 | $6,048,641 | $240,491,481 |
| 271 | BEACON HARBOR WEALTH ADVISORS | $387,953 | $405,410,468 | — | $405,410,468 |
| 272 | BEACON WEALTH CONSULTANTS, INC. | $176,835 | $172,590,500 | — | $172,590,500 |
| 273 | BEACON WEALTHCARE LLC | $283,085 | $232,941,056 | $2,868,836 | $235,809,892 |
| 274 | BEAIRD HARRIS | $525,799 | $1,402,052,000 | $120,662,000 | $1,522,714,000 |
| 275 | BEAR MOUNTAIN CAPITAL INC. | $296,691 | $280,381,835 | $881,603 | $281,263,438 |
| 276 | BEAUMONT FINANCIAL PARTNERS LLC | $837,125 | $2,189,389,448 | $837,653,418 | $3,027,042,866 |
| 277 | BECK BODE LLC | $165,755 | $433,780,344 | — | $433,780,344 |
| 278 | BECKER CAPITAL MANAGEMENT, INC. | $2,751,917 | $4,356,284,397 | — | $4,356,284,397 |
| 279 | BECKERMAN INSTITUTIONAL, LLC | $328,752 | $143,352,990 | $5,900,606 | $149,253,596 |
| 280 | BEDEL FINANCIAL CONSULTING INC | $440,066 | $1,885,007,422 | $6,836,100 | $1,891,843,522 |
| 281 | BEEKMAN WEALTH ADVISORY, LLC | $84,085,714 | — | $588,600,000 | $588,600,000 |
| 282 | BEERS KIGHT FINANCIAL ADVISORS, LLC | $503,861 | $176,351,200 | — | $176,351,200 |
| 283 | BEESE FULMER PRIVATE WEALTH MANAGEMENT | $1,241,465 | $1,281,191,456 | — | $1,281,191,456 |
| 284 | BEIRNE WEALTH CONSULTING SERVICES, LLC | $1,548,962 | $594,727,962 | $1,601,700,237 | $2,196,428,199 |
| 285 | BELL INVESTMENT ADVISORS INC | $576,941 | $589,937,360 | $66,621,975 | $656,559,335 |
| 286 | BELLEAIR ASSET MANAGEMENT, LLC | $717,094 | $174,700,338 | $57,637,958 | $232,338,296 |
| 287 | BELLEVUE ASSET MANAGEMENT, LLC | $563,790 | $323,615,382 | — | $323,615,382 |
| 288 | BELLINGHAM CAPITAL | $174,027 | $113,590,541 | $919,327 | $114,509,868 |
| 289 | BELLWETHER INVESTMENT GROUP, LLC | $218,820 | $130,265,130 | $9,779,870 | $140,045,000 |
| 290 | BEMANAGED | $345,659 | $493,139,787 | $8,756,935 | $501,896,722 |
| 291 | BENCHMARK CAPITAL GROUP LTD. | $377,316 | $131,794,032 | $3,285,037 | $135,079,069 |
| 292 | BENCHMARK INVESTMENT ADVISORS LLC | $2,723,939 | $247,878,412 | — | $247,878,412 |
| 293 | BENEMARK, INC | $1,008,264 | — | $228,875,940 | $228,875,940 |
| 294 | BENNICAS & ASSOCIATES, INC. | $1,864,031 | $246,052,039 | — | $246,052,039 |
| 295 | BENNINGFIELD FINANCIAL ADVISORS, LLC | $697,462 | $216,213,354 | — | $216,213,354 |
| 296 | BERKELEY, INC | $400,131 | $287,294,000 | — | $287,294,000 |
| 297 | BERKSHIRE MONEY MANAGEMENT, INC. | $443,571 | $853,221,718 | $209,642 | $853,431,360 |
| 298 | BERKSON ASSET MANAGEMENT, INC. | $1,294,104 | $27,027,453 | $194,264,253 | $221,291,706 |
| 299 | BERNARD WEALTH MANAGEMENT CORP. | $295,514 | $147,123,739 | $23,683,431 | $170,807,170 |
| 300 | BERNHARDT WEALTH MANAGEMENT, INC. | $641,725 | $666,598,443 | $795,037 | $667,393,480 |
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.
