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 |
|---|---|---|---|---|---|
| 351 | BOGART WEALTH, LLC | $372,651 | $1,364,074,431 | $561,038,565 | $1,925,112,996 |
| 352 | BOGDANOVICH WEALTH MANAGEMENT PLLC | $1,605,953 | $256,952,554 | — | $256,952,554 |
| 353 | BOLTWOOD CAPITAL MANAGEMENT | $884,111 | $284,350,907 | $28,624,415 | $312,975,322 |
| 354 | BOND & DEVICK WEALTH PARTNERS | $496,038 | $545,522,935 | $6,071,798 | $551,594,733 |
| 355 | BONFIRE FINANCIAL, LLC | $287,941 | $148,103,663 | $3,065,407 | $151,169,070 |
| 356 | BONNER & SMITH, LLC | $247,137 | $229,343,130 | — | $229,343,130 |
| 357 | BONTEMPO OHLY CAPITAL MANAGEMENT, LLC | $539,385 | $332,800,454 | — | $332,800,454 |
| 358 | BOOKENDS FINANCIAL PLANNING | $193,944 | $226,859,353 | $9,946,772 | $236,806,125 |
| 359 | BOSTON FINANCIAL MANAGEMENT LLC | $1,665,746 | $3,703,119,318 | $89,784,937 | $3,792,904,255 |
| 360 | BOSTON HILL ADVISORS, LLC | $313,120 | $954,719,498 | $47,577,259 | $1,002,296,757 |
| 361 | BOSTON RESEARCH AND MANAGEMENT, INC. | $1,302,400 | $548,310,400 | — | $548,310,400 |
| 362 | BOSTON STANDARD WEALTH MANAGEMENT, LLC | $252,310 | $374,932,485 | — | $374,932,485 |
| 363 | BOULDER WEALTH ADVISORS, LLC | $336,973 | $182,639,110 | — | $182,639,110 |
| 364 | BOURGEON CAPITAL MANAGEMENT LLC | $2,111,598 | $763,800,000 | $55,500,000 | $819,300,000 |
| 365 | BOURKE WEALTH MANAGEMENT | $516,562 | $118,950,870 | $1,407,966 | $120,358,836 |
| 366 | BOUVEL INVESTMENT PARTNERS, LLC | $413,204 | $274,365,921 | $4,133,612 | $278,499,533 |
| 367 | BOUVEL INVESTMENT PARTNERS, LLC | $413,204 | $274,365,921 | $4,133,612 | $278,499,533 |
| 368 | BOWIE CAPITAL MANAGEMENT, LLC | $57,962,287 | $1,622,944,040 | — | $1,622,944,040 |
| 369 | BOYLE CAPITAL | $138,937 | $154,832,184 | $83,861,972 | $238,694,156 |
| 370 | BPC ADVISORS LLC | $1,101,170 | $131,039,283 | — | $131,039,283 |
| 371 | BPS CAPITAL MANAGEMENT, INC. | $67,238,897 | — | $5,379,111,786 | $5,379,111,786 |
| 372 | BRADLEY FOSTER & SARGENT INC | $1,682,597 | $6,124,003,379 | $648,936 | $6,124,652,315 |
| 373 | BRADLEY WEALTH LLC | $234,041 | $200,572,763 | — | $200,572,763 |
| 374 | BRADY FAMILY WEALTH, LLC | $1,220,496 | $199,903,727 | $56,400,339 | $256,304,066 |
| 375 | BRAEBURN WEALTH MANAGEMENT, LLC | $469,027 | $245,696,944 | $50,258,840 | $295,955,784 |
| 376 | BRAEBURN WEALTH MANAGEMENT, LLC | $469,027 | $245,696,944 | $50,258,840 | $295,955,784 |
| 377 | BRAGG FINANCIAL ADVISORS INC | $2,225,296 | $3,070,907,908 | — | $3,070,907,908 |
| 378 | BRAND ASSET MANAGEMENT GROUP, INC. | $661,736 | $824,262,371 | $34,671,266 | $858,933,637 |
| 379 | BRAUN-BOSTICH & ASSOCIATES INC. | $210,785 | $209,072,856 | $2,976,401 | $212,049,257 |
| 380 | BRAY CAPITAL ADVISORS, LLC | $1,913,007 | $487,816,737 | — | $487,816,737 |
| 381 | BRAZOS CAPITAL | $423,134 | $127,585,289 | $1,047,321 | $128,632,610 |
| 382 | BRC WEALTH MANAGEMENT, LLC | $508,968 | $187,809,294 | — | $187,809,294 |
| 383 | BREAKWATER CAPITAL | $351,373 | $131,413,439 | — | $131,413,439 |
| 384 | BREAKWATER INVESTMENT MANAGEMENT | $409,892 | $227,080,444 | — | $227,080,444 |
| 385 | BREEDS HILL CAPITAL LLC | $3,863,645 | $238,070,308 | $1,693,752,020 | $1,931,822,328 |
| 386 | BREEN WEALTH MANAGEMENT, LLC | $397,172 | $212,884,330 | — | $212,884,330 |
| 387 | BRETON CO | $5,477,099 | — | $180,744,267 | $180,744,267 |
| 388 | BREWSTER FINANCIAL PLANNING LLC | $321,310 | $176,065,178 | $333,875 | $176,399,053 |
| 389 | BRIAN D. LOWDER, INC. | $611,912 | $377,549,404 | — | $377,549,404 |
| 390 | BRIAUD FINANCIAL ADVISORS | $364,235 | $677,932,875 | $5,372,455 | $683,305,330 |
| 391 | BRICKLEY WEALTH MANAGEMENT | $1,427,039 | $724,935,685 | — | $724,935,685 |
| 392 | BRIDGECREEK INVESTMENT MANAGEMENT, LLC | $8,333,333 | $1,000,000,000 | — | $1,000,000,000 |
| 393 | BRIDGEMARK WEALTH MANAGEMENT | $233,217 | $152,524,182 | — | $152,524,182 |
| 394 | BRIDGEWATER ADVISORS INC. | $770,712 | $1,954,524,604 | — | $1,954,524,604 |
| 395 | BRIGGS ADVISORY GROUP, INC. | $481,766 | $433,107,395 | — | $433,107,395 |
| 396 | BRIGGS WEALTH MANAGEMENT, INC. | $344,814 | $154,237,469 | $59,547,125 | $213,784,594 |
| 397 | BRIGHT FINANCIAL ADVISORS, INC. | $128,077 | $412,919,402 | — | $412,919,402 |
| 398 | BRIGHT INVESTMENTS, LLC | $2,692,359 | $122,774,786 | $1,073,750 | $123,848,536 |
| 399 | BRIGHT ROAD WEALTH MANAGEMENT, LLC | $191,707 | $176,089,435 | $10,441,537 | $186,530,972 |
| 400 | BRIGHTPATH WEALTH PLANNING, LLC | $482,715 | $141,435,545 | — | $141,435,545 |
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.
