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 |
|---|---|---|---|---|---|
| 2201 | CUTLER INVESTMENT COUNSEL, LLC | $700,072 | $922,000,000 | $49,000,000 | $971,000,000 |
| 2202 | CUTLER CAPITAL MANAGEMENT | $1,734,056 | $322,534,365 | — | $322,534,365 |
| 2203 | CUSTOS FAMILY OFFICE LLC | $1,279,504 | $274,774,699 | $22,070,255 | $296,844,954 |
| 2204 | CUSTOM PORTFOLIO GROUP | $2,028,669 | $170,697,437 | $1,739,422 | $172,436,859 |
| 2205 | CUSHING CAPITAL PARTNERS, LLC | $281,846 | $184,955,525 | $25,301,575 | $210,257,100 |
| 2206 | CURTIS ADVISORY GROUP, LLC | $1,110,753 | $370,208,958 | $782,400 | $370,991,358 |
| 2207 | CURRAN FINANCIAL PARTNERS, LLC | $129,399 | $295,416,902 | — | $295,416,902 |
| 2208 | CURRAN & LEWIS INVESTMENT MANAGEMENT, INC. | $583,962 | $256,359,525 | — | $256,359,525 |
| 2209 | CULTIVAR CAPITAL, INC. | $400,895 | $319,112,724 | — | $319,112,724 |
| 2210 | CTB FINANCIAL SERVICES, LTD. | $239,727 | $251,233,943 | — | $251,233,943 |
| 2211 | CRUICE FINANCIAL ORGANIZATION OR CFO CAPITAL MANAGEMENT | $376,330 | $189,294,074 | — | $189,294,074 |
| 2212 | CROWN WEALTH GROUP LLC | $265,324 | $202,441,997 | — | $202,441,997 |
| 2213 | CROWN WEALTH GROUP LLC | $265,324 | $202,441,997 | — | $202,441,997 |
| 2214 | CROWLEY WEALTH MANAGEMENT, INC. | $359,503 | $339,371,220 | — | $339,371,220 |
| 2215 | CROSSGRAIN FAMILY INVESTMENTS, LLC | $626,162 | $120,062,864 | $17,692,867 | $137,755,731 |
| 2216 | CROSSGATE WEALTH ADVISORS, LLC | $318,458 | $214,379,135 | $1,853,858 | $216,232,993 |
| 2217 | CRESCENT STERLING LTD. | $431,505 | $176,790,000 | $32,490,000 | $209,280,000 |
| 2218 | CRESCENT HILL PARTNERS LLC | $594,661 | $108,412,992 | $187,728,089 | $296,141,081 |
| 2219 | CREEKSIDE PARTNERS | $1,968,198 | $505,826,892 | — | $505,826,892 |
| 2220 | CREEKMUR ASSET MANAGEMENT, LLC | $283,606 | $243,333,922 | — | $243,333,922 |
| 2221 | CREEGAN & NASSOURA FINANCIAL GROUP, LLC | $658,560 | $229,178,817 | — | $229,178,817 |
| 2222 | CREDENTIALED WEALTH ADVISORS, LLC | $145,734 | $103,423,852 | $52,365,516 | $155,789,368 |
| 2223 | CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC | $551,555 | $510,188,103 | — | $510,188,103 |
| 2224 | CRAWFORD FINANCIAL PLANNING & CONSULTING | $312,179 | $108,950,510 | — | $108,950,510 |
| 2225 | CRANBROOK WEALTH MANAGEMENT, LLC | $831,926 | $1,002,471,125 | — | $1,002,471,125 |
| 2226 | CRA FINANCIAL SERVICES, L.L.C. | $396,156 | $794,692,238 | $313,751,963 | $1,108,444,201 |
| 2227 | COYLE FINANCIAL COUNSEL, LLC | $378,986 | $720,633,370 | $134,739,065 | $855,372,435 |
| 2228 | COX CAPITAL MANAGEMENT LLC | $722,315 | $286,036,701 | — | $286,036,701 |
| 2229 | COVINGTON INVESTMENT ADVISORS, INC. | $1,429,129 | $656,140,847 | $25,553,916 | $681,694,763 |
| 2230 | COVINGTON CAPITAL MANAGEMENT | $2,449,993 | $4,174,644,284 | $29,544,309 | $4,204,188,593 |
| 2231 | COVERED BRIDGE ADVISORS, LLC | $292,080 | $134,604,985 | $12,895,273 | $147,500,258 |
| 2232 | COVENANT WEALTH ADVISORS | $381,080 | $272,728,556 | $14,986,865 | $287,715,421 |
| 2233 | COVENANT PARTNERS, LLC | $1,360,838 | $772,537,967 | $92,955,232 | $865,493,199 |
| 2234 | COVENANT ASSET MANAGEMENT, LLC | $968,384 | $490,970,551 | — | $490,970,551 |
| 2235 | COVE PRIVATE WEALTH, LLC | $9,938,607 | $109,324,677 | — | $109,324,677 |
| 2236 | COURT PLACE ADVISORS LLC | $633,363 | $446,193,083 | $1,594,550 | $447,787,633 |
| 2237 | COURAGE MILLER PARTNERS, LLC | $507,152 | $375,034,239 | $42,351,496 | $417,385,735 |
| 2238 | COUNCIL OAK WEALTH ADVISORS | $455,648 | $294,233,617 | $29,276,565 | $323,510,182 |
| 2239 | COTTONWOOD WEALTH STRATEGIES, LLC | $349,040 | $204,996,636 | $25,718,916 | $230,715,552 |
| 2240 | COTTAGE STREET ADVISORS | $2,337,990 | $233,798,953 | — | $233,798,953 |
| 2241 | COSTELLO FINANCIAL PLANNING, INC. | $360,809 | $101,842,309 | $18,307,017 | $120,149,326 |
| 2242 | CORRIGAN FINANCIAL INC | $1,010,801 | $1,084,357,000 | $2,254,000 | $1,086,611,000 |
| 2243 | CORPS CAPITAL ADVISORS, LLC | $4,897,966 | $113,838,000 | $28,203,000 | $142,041,000 |
| 2244 | CORNERSTONE WEALTH PLANNING | $278,293 | $179,157,593 | $5,907,062 | $185,064,655 |
| 2245 | CORNERSTONE WEALTH MANAGEMENT GROUP | $159,544 | $102,000,000 | $10,000,000 | $112,000,000 |
| 2246 | CORNERSTONE WEALTH ADVISORS, INC. | $333,388 | $419,376,648 | $35,364,613 | $454,741,261 |
| 2247 | CORNERSTONE MANAGEMENT, INC. | $985,297 | $1,549,161,408 | $1,695,831 | $1,550,857,239 |
| 2248 | CORNERSTONE INVESTMENT ADVISORS, LLC | $539,365 | $93,603,015 | $46,092,448 | $139,695,463 |
| 2249 | CORNERSTONE FINANCIAL PLANNING, LLC | $325,094 | $256,532,126 | $10,045,067 | $266,577,193 |
| 2250 | CORNERSTONE ADVISORY | $1,392,988 | $1,702,231,855 | — | $1,702,231,855 |
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.
