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 |
|---|---|---|---|---|---|
| 1951 | FINANCIAL LIFE FOCUS, LLC | $572,326 | — | $317,068,506 | $317,068,506 |
| 1952 | FINANCIAL LIFE ADVISORS | $500,078 | $281,565,731 | $78,990,591 | $360,556,322 |
| 1953 | FINANCIAL INSIGHTS INC | $706,797 | $533,631,424 | — | $533,631,424 |
| 1954 | FINANCIAL INDEPENDENCE, LLC | $314,675 | — | $209,888,433 | $209,888,433 |
| 1955 | FINANCIAL HARVEST WEALTH ADVISORS | $321,659 | $268,459,357 | $447,483 | $268,906,840 |
| 1956 | FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | $167,691 | $192,676,571 | — | $192,676,571 |
| 1957 | FINANCIAL FUTURES | $303,708 | $173,113,493 | — | $173,113,493 |
| 1958 | FINANCIAL FREEDOM FOR DENTISTS LLC | $332,000 | $116,200,000 | — | $116,200,000 |
| 1959 | FINANCIAL FREEDOM | $477,961 | — | $347,478,000 | $347,478,000 |
| 1960 | FINANCIAL FORUM, INC. | $160,609 | $222,764,042 | — | $222,764,042 |
| 1961 | FINANCIAL DESIGNS CORPORATION | $332,297 | $326,955,463 | $98,716,775 | $425,672,238 |
| 1962 | FINANCIAL DECISIONS, LLC | $666,929 | $325,405,066 | $56,177 | $325,461,243 |
| 1963 | FINANCIAL CONSULTANTS GROUP INC | $290,504 | $98,495,567 | $2,890,351 | $101,385,918 |
| 1964 | FINANCIAL CONSULATE | $214,036 | $651,370,241 | $8,929,503 | $660,299,744 |
| 1965 | FINANCIAL CONNECTIONS GROUP, INC. | $370,240 | $434,291,990 | — | $434,291,990 |
| 1966 | FINANCIAL CONCEPTS | $158,141 | $794,341,659 | — | $794,341,659 |
| 1967 | FINANCIAL COACH | $456,631 | $268,955,376 | — | $268,955,376 |
| 1968 | FINANCIAL AVENGERS, INC. | $476,817 | $337,586,672 | — | $337,586,672 |
| 1969 | FINANCIAL ASSET MANAGEMENT CORP | $464,906 | $287,741,553 | $48,850,106 | $336,591,659 |
| 1970 | FINANCIAL ARCHITECTS, LLC | $349,975 | $124,590,957 | — | $124,590,957 |
| 1971 | FINANCIAL ALTERNATIVES, INC. | $364,216 | $436,881,463 | $21,666,461 | $458,547,924 |
| 1972 | FINANCIAL ADVISORY SERVICES, LLC | $231,528 | $181,749,115 | — | $181,749,115 |
| 1973 | FINANCIAL ADVISORY CORPORATION | $792,516 | $854,325,351 | $6,786 | $854,332,137 |
| 1974 | FILIGREE WEALTH ADVISORS, LLC | $1,166,570 | $141,155,000 | — | $141,155,000 |
| 1975 | FIGURE 8 INVESTMENT STRATEGIES LLC | $456,891 | $143,006,868 | — | $143,006,868 |
| 1976 | FIFTH SET PRIVATE WEALTH MANAGEMENT LLC | $508,739 | $111,132,418 | $28,262,102 | $139,394,520 |
| 1977 | FIERSTON FINANCIAL GROUP INC | $918,642 | $835,963,837 | — | $835,963,837 |
| 1978 | FIELDER CAPITAL GROUP LLC | $1,295,775 | $439,676,293 | $3,478,871 | $443,155,164 |
| 1979 | FIDUCIARY WEALTH PARTNERS, LLC | $3,718,618 | $1,299,682,894 | $176,608,543 | $1,476,291,437 |
| 1980 | FIDUCIARY FINANCIAL GROUP | $479,957 | $320,976,607 | $2,514,102 | $323,490,709 |
| 1981 | FIDUCIARY FINANCIAL ADVISORS | $184,760 | $323,249,000 | $450,000 | $323,699,000 |
| 1982 | FI3 FINANCIAL ADVISORS, LLC | $661,060 | $533,808,191 | $72,383,981 | $606,192,172 |
| 1983 | FFP WEALTH MANAGEMENT, LLC | $248,610 | $184,877,031 | $5,060,903 | $189,937,934 |
| 1984 | FFG RETIREMENT COUNSELING | $274,557 | $159,242,923 | — | $159,242,923 |
| 1985 | FERRIS CAPITAL, LLC | $1,228,763 | $755,689,292 | — | $755,689,292 |
| 1986 | FERGUSON-JOHNSON WEALTH MANAGEMENT, INC. | $1,322,297 | $225,436,420 | $7,287,881 | $232,724,301 |
| 1987 | FENWAY FINANCIAL ADVISORS, LLC | $502,784 | — | $166,924,168 | $166,924,168 |
| 1988 | FCA CORP | $885,621 | $467,872,061 | $53,758,978 | $521,631,039 |
| 1989 | FC360 WEALTH MANAGEMENT, INC. | $421,673 | $98,045,213 | $22,131,601 | $120,176,814 |
| 1990 | FBB CAPITAL PARTNERS | $648,707 | $1,806,000,000 | — | $1,806,000,000 |
| 1991 | FARTHER FINANCE ADVISORS, LLC | $175,982 | $142,897,678 | — | $142,897,678 |
| 1992 | FARROW FINANCIAL INC | $403,508 | $206,999,408 | — | $206,999,408 |
| 1993 | FARRIS CAPITAL MANAGEMENT INC. | $166,261 | $112,656,548 | $2,396,227 | $115,052,775 |
| 1994 | FAMILY WMS, LLC | $980,004 | $392,124,756 | $386,978,663 | $779,103,419 |
| 1995 | FAMILY WEALTH PARTNERS, LLC | $231,093 | $131,029,886 | — | $131,029,886 |
| 1996 | FAMILY WEALTH ADVISORY GROUP, LLC | $357,905 | $172,715,069 | $93,208,473 | $265,923,542 |
| 1997 | FAMILY INVESTMENT CENTER | $301,276 | $483,548,203 | — | $483,548,203 |
| 1998 | FAMILY CFO, LLC | $1,154,703 | $190,914,451 | $7,694,526 | $198,608,977 |
| 1999 | FAMILY ASSET MANAGEMENT, LLC | $1,759,638 | $251,481,800 | $56,454,873 | $307,936,673 |
| 2000 | FALCON WEALTH PLANNING, INC. | $172,377 | $454,147,901 | $2,306,713 | $456,454,614 |
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.
