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 |
|---|---|---|---|---|---|
| 801 | REITZ CAPITAL ADVISORS LLC | $277,021 | $167,874,874 | — | $167,874,874 |
| 802 | REICHARD CAPITAL, LLC | $2,283,866 | $349,431,440 | — | $349,431,440 |
| 803 | REGIS MANAGEMENT COMPANY, LLC | $92,566,740 | $4,443,203,516 | — | $4,443,203,516 |
| 804 | REGIMEN WEALTH, LLC | $417,851 | $277,034,911 | — | $277,034,911 |
| 805 | REGENTATLANTIC | $2,911,867 | $6,161,268,318 | $43,921,148 | $6,205,189,466 |
| 806 | REGENCY WEALTH MANAGEMENT | $406,105 | $382,923,993 | $33,333,529 | $416,257,522 |
| 807 | REGENCY INVESTMENT ADVISORS INC | $493,559 | $769,931,305 | $7,423,989 | $777,355,294 |
| 808 | REGENCY CAPITAL MANAGEMENT INC. | $1,349,125 | $259,032,004 | — | $259,032,004 |
| 809 | REGATTA RESEARCH & MONEY MANAGEMENT L.L.C. | $113,783 | $166,277,442 | $1,780,726 | $168,058,168 |
| 810 | REGATTA CAPITAL GROUP, LLC | $315,653 | $753,580,531 | $153,289,381 | $906,869,912 |
| 811 | REGAL WEALTH GROUP INC. | $391,972 | $233,615,485 | — | $233,615,485 |
| 812 | REFINED WEALTH MANAGEMENT | $174,905 | $127,505,438 | — | $127,505,438 |
| 813 | REDWOOD COAST FINANCIAL PARTNERS | $343,822 | — | $143,030,000 | $143,030,000 |
| 814 | REDROCK WEALTH MANAGEMENT, LLC | $986,798 | $180,133,000 | $10,319,000 | $190,452,000 |
| 815 | REDMONT WEALTH | $1,830,677 | $170,253,000 | — | $170,253,000 |
| 816 | REDMOND ASSET MANAGEMENT, LLC | $1,104,857 | $399,570,118 | $30,219,256 | $429,789,374 |
| 817 | REDE WEALTH, LLC | $525,587 | $179,396,000 | $66,578,700 | $245,974,700 |
| 818 | REDBUD ADVISORS | $601,233 | $117,240,530 | — | $117,240,530 |
| 819 | RED TORTOISE | $1,336,172 | $265,789,952 | $1,444,411 | $267,234,363 |
| 820 | RED HOOK MANAGEMENT | $1,518,770 | $420,699,422 | — | $420,699,422 |
| 821 | RED DOOR WEALTH MANAGEMENT, LLC | $598,464 | $910,673,084 | $277,277,188 | $1,187,950,272 |
| 822 | REBEL FINANCIAL, LLC | $167,014 | $215,673,345 | $6,287,990 | $221,961,335 |
| 823 | REBALANCE LLC | $909,291 | $1,462,139,862 | — | $1,462,139,862 |
| 824 | READ & POWELL FINANCIAL SERVICES, LLC | $218,763 | $122,726,077 | — | $122,726,077 |
| 825 | RD LEWIS WEALTH MANAGEMENT | $259,601 | $173,413,745 | — | $173,413,745 |
| 826 | RCW MANAGEMENT, LLC | $492,469 | $126,072,169 | — | $126,072,169 |
| 827 | RCS FINANCIAL PLANNING, LLC | $362,813 | $184,672,011 | — | $184,672,011 |
| 828 | RAY|THEIL WEALTH MANAGEMENT, LLC | $974,408 | $234,832,258 | — | $234,832,258 |
| 829 | RAYBURN WEST FINANCIAL SERVICES | $1,019,209 | $98,238,082 | $49,547,160 | $147,785,242 |
| 830 | RAUB BROCK CAPITAL MANAGEMENT, LP | $527,422 | $792,856,970 | $2,619,035,801 | $3,411,892,771 |
| 831 | RASKOB KAMBOURIAN FINANCIAL ADVISORS, LTD. | $1,122,046 | $40,696,608 | $63,653,669 | $104,350,277 |
| 832 | RAPPAPORT REICHES CAPITAL MANAGEMENT, | $595,656 | $745,165,255 | — | $745,165,255 |
| 833 | RAMSEY & ASSOCIATES INC | $763,544 | $65,429,827 | $197,992,711 | $263,422,538 |
| 834 | RALICKI WEALTH MANAGEMENT & TRUST SERVICES | $363,286 | $98,098,057 | $5,438,560 | $103,536,617 |
| 835 | RAINSBERGER WEALTH ADVISORS | $345,691 | $287,693,471 | $19,971,624 | $307,665,095 |
| 836 | RAINEY & RANDALL INVESTMENT MANAGEMENT, INC. | $957,781 | $742,280,000 | — | $742,280,000 |
| 837 | RAIN CAPITAL MANAGEMENT | $639,151 | $437,179,560 | — | $437,179,560 |
| 838 | RADNOR FINANCIAL ADVISORS, LLC | $1,087,476 | $2,789,751,419 | $24,637,054 | $2,814,388,473 |
| 839 | RACHOR INVESTMENT ADVISORY SERVICES, LLC | $215,918 | $229,952,952 | — | $229,952,952 |
| 840 | RABE INVESTMENT CONSULTING GROUP | $329,238 | $106,427,035 | $16,378,909 | $122,805,944 |
| 841 | R2 WEALTH MANAGEMENT PARTNERS | $184,037 | $285,860,205 | $20,192,621 | $306,052,826 |
| 842 | R.W. ROGE & COMPANY, INC | $471,479 | $325,230,114 | $17,535,078 | $342,765,192 |
| 843 | R.P. BOGGS & CO. WEALTH MANAGEMENT | $337,374 | $230,569,439 | $8,291,610 | $238,861,049 |
| 844 | R.L.K. ADVISORY GROUP | $151,221 | $137,611,477 | — | $137,611,477 |
| 845 | R.H. BLUESTEIN & CO LLC | $2,410,085 | $4,173,465,693 | $275,551,135 | $4,449,016,828 |
| 846 | QUINN STAUFFER FINANCIAL, LLC | $201,327 | $322,525,351 | — | $322,525,351 |
| 847 | QUATTRO ADVISORS L.L.C. | $284,068 | $385,978,824 | $17,965,752 | $403,944,576 |
| 848 | QUARRY HILL ADVISORS | $299,567 | $174,930,218 | $19,189,057 | $194,119,275 |
| 849 | QUANTUM FINANCIAL SERVICES INC. | $3,090,388 | — | $321,400,309 | $321,400,309 |
| 850 | QUANTUM FINANCIAL PLANNING SERVICES, INC. | $226,168 | $429,164,546 | $28,146,176 | $457,310,722 |
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.
