RIA Data Center

Use this interactive rankings tool to find key information on fee-only registered investment advisory firms*.

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      Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
      51FRAZIER FINANCIAL CONSULTANTS, LLC$552,914$164,215,520—$164,215,520
      52FIRST OAK WEALTH MANAGEMENT, LLC$410,060$232,503,952—$232,503,952
      53FIRST FINANCIAL GROUP$303,595$217,000,000$11,000,000$228,000,000
      54FINANCIAL SYMMETRY INC.$211,740$380,772,149$431,885,203$812,657,352
      55FAMILY WEALTH PARTNERS, LLC$231,093$131,029,886—$131,029,886
      56EARTH EQUITY ADVISORS, LLC$284,221$178,491,035—$178,491,035
      57DREHER FINANCIAL PARTNERS$244,819$119,226,742—$119,226,742
      58DELEGATE ADVISORS, LLC$1,221,555$177,769,439$768,935,789$946,705,228
      59DEFENDER CAPITAL$787,368$372,700,000$1,300,000$374,000,000
      60DAVIS FINANCIAL PLANNING$442,929—$104,974,126$104,974,126
      61CROWN WEALTH GROUP LLC$265,324$202,441,997—$202,441,997
      62CROWN WEALTH GROUP LLC$265,324$202,441,997—$202,441,997
      63CORNERSTONE WEALTH PLANNING$278,293$179,157,593$5,907,062$185,064,655
      64COPPERLEAF CAPITAL, LLC$303,514$180,695,455$17,195,898$197,891,353
      65COOK WEALTH MANAGEMENT GROUP, LLC$432,503$456,290,351—$456,290,351
      66COLONY FAMILY OFFICES, LLC$8,760,730$2,317,601,062$39,035,283$2,356,636,345
      67COLLIE FINANCIAL PLANNING, INC.$207,819$126,562,000—$126,562,000
      68COLLEGIATE CAPITAL MANAGEMENT, INC.$289,825$450,924,819$48,153,401$499,078,220
      69CLEARVIEW WEALTH MANAGEMENT$304,348$140,000,000—$140,000,000
      70CASSIA CAPITAL PARTNERS LLC$478,495$164,123,645—$164,123,645
      71CASCADES CAPITAL ASSET MANAGEMENT, LLC$350,455$194,432,494$20,396,386$214,828,880
      72BRC WEALTH MANAGEMENT, LLC$508,968$187,809,294—$187,809,294
      73BRAGG FINANCIAL ADVISORS INC$2,225,296$3,070,907,908—$3,070,907,908
      74BLUESKY WEALTH ADVISORS, LLC$457,199$628,190,845—$628,190,845
      75BILTMORE FAMILY OFFICE, LLC$2,957,178$2,115,911,108$442,047,613$2,557,958,721
      76BEACON WEALTHCARE LLC$283,085$232,941,056$2,868,836$235,809,892
      77BEACON FINANCIAL STRATEGIES CORP.$454,615$234,442,840$6,048,641$240,491,481
      78AUCTUS ADVISORS LLC$624,866$342,961,738$714,821$343,676,559
      79ATLANTIC PRIVATE WEALTH, LLC$604,340$645,613,191$5,260,509$650,873,700
      80ARMOR INVESTMENT ADVISORS, LLC$617,058$325,189,775—$325,189,775
      81ARJUNA CAPITAL, LLC$962,731$403,384,379—$403,384,379
      82ARBOR INVESTMENT ADVISORS$785,842$846,462,635$13,248,940$859,711,575
      83AMPHORA WEALTH MANAGEMENT, LLC$232,532$102,454,886$1,254,254$103,709,140
      84ALTRIUS CAPITAL MANAGEMENT, INC.$1,028,133$435,288,471$10,921,351$446,209,822
      85ALTAMONT CAPITAL MANAGEMENT$688,212$235,368,426—$235,368,426
      86ALPHA FINANCIAL ADVISORS, LLC$294,319$412,341,503—$412,341,503
      87ACCRUENT WEALTH ADVISORS$236,106$93,148,635$48,986,959$142,135,594
      88ABSHER WEALTH MANAGEMENT, LLC$493,527$758,475,945$54,856,249$813,332,194
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      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.