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 |
|---|---|---|---|---|---|
| 1151 | NAVIGOE, LLC | $572,003 | $304,911,718 | $1,681,654 | $306,593,372 |
| 1152 | NAVIGEN WEALTH MANAGEMENT | $243,997 | $182,997,927 | — | $182,997,927 |
| 1153 | NAVIGATE PRIVATE WEALTH, LLC | $227,214 | $459,881,234 | — | $459,881,234 |
| 1154 | NAVALIGN, LLC | $306,731 | $490,462,316 | — | $490,462,316 |
| 1155 | NAUSET WEALTH MANAGEMENT, LLC | $550,821 | $328,289,141 | — | $328,289,141 |
| 1156 | NARUS FINANCIAL PARTNERS, LLC | $872,834 | $343,197,169 | $13,792,115 | $356,989,284 |
| 1157 | NAPLES MONEY MANAGEMENT LLC | $317,145 | $171,818,147 | $11,808,667 | $183,626,814 |
| 1158 | NAPATREE CAPITAL LLC | $616,315 | $120,439,100 | $42,268,100 | $162,707,200 |
| 1159 | NAPA WEALTH MANAGEMENT | $479,254 | $257,838,672 | — | $257,838,672 |
| 1160 | N.D. PITMAN & COMPANY, INC. | $610,924 | $7,443,805 | $152,618,194 | $160,061,999 |
| 1161 | MY WEALTH MANAGEMENT, INC | $540,909 | $150,000,000 | $4,700,000 | $154,700,000 |
| 1162 | MY PERSONAL CFO, LLC | $875,937 | $206,721,226 | — | $206,721,226 |
| 1163 | MY LEGACY ADVISORS, LLC | $790,860 | $304,481,152 | — | $304,481,152 |
| 1164 | MUTUAL TRUST ADVISORY GROUP | $660,424 | $235,771,231 | — | $235,771,231 |
| 1165 | MUSTARD SEED WEALTH MANAGEMENT | $238,417 | $325,389,362 | $5,533,604 | $330,922,966 |
| 1166 | MULLOOLY ASSET MANAGEMENT, INC. | $228,686 | $373,920,986 | $666,955 | $374,587,941 |
| 1167 | MULLANEY KEATING & WRIGHT INC | $689,891 | $293,887,881 | $31,050,676 | $324,938,557 |
| 1168 | MUIRFIELD WEALTH ADVISORS LLC | $494,460 | $178,500,000 | — | $178,500,000 |
| 1169 | MUELLER FINANCIAL SOLUTIONS CO. | $653,404 | $162,975,877 | $6,909,211 | $169,885,088 |
| 1170 | MSP WEALTH MANAGEMENT, LLC | $441,343 | $169,701,420 | $1,098,444 | $170,799,864 |
| 1171 | MRAZ, AMERINE & ASSOCIATES, INC. | $387,335 | $565,509,753 | — | $565,509,753 |
| 1172 | MRA ADVISORY GROUP | $205,431 | $214,059,213 | — | $214,059,213 |
| 1173 | MOZAIC, LLC | $42,700,799 | — | $3,202,559,896 | $3,202,559,896 |
| 1174 | MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC | $2,676,572 | $2,010,105,437 | — | $2,010,105,437 |
| 1175 | MOUNTAIN CAPITAL INVESTMENT ADVISORS INC | $183,850 | $403,000,000 | — | $403,000,000 |
| 1176 | MOULTON WEALTH MANAGEMENT, INC | $260,456 | $147,157,917 | — | $147,157,917 |
| 1177 | MOTIVE WEALTH ADVISORS, LLC | $1,003,656 | $246,810,796 | $1,092,165 | $247,902,961 |
| 1178 | MOSS, LUSE & WOMBLE, LLC | $202,508 | $298,700,000 | — | $298,700,000 |
| 1179 | MOSS ADAMS WEALTH ADVISORS LLC | $922,923 | $2,813,638,922 | $747,921,943 | $3,561,560,865 |
| 1180 | MOSER WEALTH ADVISORS | $497,853 | $228,514,676 | — | $228,514,676 |
| 1181 | MOS CAPITAL, INC. | $601,472 | $190,224,965 | $1,644,692 | $191,869,657 |
| 1182 | MORTON WEALTH | $715,087 | $2,375,243,103 | $41,036,045 | $2,416,279,148 |
| 1183 | MORTON BROWN FAMILY WEALTH LLC | $467,762 | $251,655,802 | — | $251,655,802 |
| 1184 | MORRIS FINANCIAL CONCEPTS, INC. | $437,504 | $345,638,268 | $10,052,417 | $355,690,685 |
| 1185 | MORLING FINANCIAL ADVISORS, LLC | $536,269 | $501,411,899 | — | $501,411,899 |
| 1186 | MOODY, LYNN & LIEBERSON, LLC | $2,062,553 | $1,829,484,751 | — | $1,829,484,751 |
| 1187 | MONUMENT WEALTH MANAGEMENT | $495,205 | $407,676,199 | $17,209,938 | $424,886,137 |
| 1188 | MONUMENT GROUP WEALTH ADVISORS, LLC | $998,613 | $449,602,228 | $6,764,000 | $456,366,228 |
| 1189 | MONTVUE CAPITAL MANAGEMENT, INC. | $481,236 | $196,599,735 | $5,519,582 | $202,119,317 |
| 1190 | MONTIS FINANCIAL, LLC | $639,487 | $746,100,000 | $2,100,000 | $748,200,000 |
| 1191 | MONTEREY PRIVATE WEALTH, INC. | $474,464 | $823,177,163 | $35,128,609 | $858,305,772 |
| 1192 | MONTE FINANCIAL GROUP, LLC | $1,013,321 | $341,060,177 | $2,455,810 | $343,515,987 |
| 1193 | MONTAG | $2,167,812 | $2,496,424,305 | $18,237,513 | $2,514,661,818 |
| 1194 | MONSON WEALTH MANAGEMENT, INC. | $126,841 | $109,717,842 | — | $109,717,842 |
| 1195 | MONOGRAPH WEALTH ADVISORS, LLC | $2,331,580 | $1,896,187,246 | $78,660,746 | $1,974,847,992 |
| 1196 | MONEYWATCH ADVISORS, INC. | $643,437 | $243,862,619 | — | $243,862,619 |
| 1197 | MONEY MANAGEMENT SERVICES INC | $291,143 | $334,050,702 | $6,004,578 | $340,055,280 |
| 1198 | MONETARY SOLUTIONS, LTD. | $914,384 | $128,013,802 | — | $128,013,802 |
| 1199 | MONARCH WEALTH STRATEGIES | $475,064 | $228,615,961 | $16,992,210 | $245,608,171 |
| 1200 | MONARCH CAPITAL MANAGEMENT INC | $1,842,282 | $490,046,937 | — | $490,046,937 |
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.
