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 |
|---|---|---|---|---|---|
| 2251 | CORNELL POCHILY INVESTMENT ADVISORS, INC. | $469,490 | $502,353,828 | — | $502,353,828 |
| 2252 | CORINTHIAN WEALTH MANAGEMENT | $341,871 | $102,677,231 | $1,593,484 | $104,270,715 |
| 2253 | CORIENT CAPITAL PARTNERS, LLC | $1,062,266 | $3,909,024,987 | $1,078,313,113 | $4,987,338,100 |
| 2254 | CORE WEALTH MANAGEMENT, INC. | $424,580 | $271,306,891 | — | $271,306,891 |
| 2255 | CORE WEALTH ADVISORS, INC. | $580,086 | $410,561,029 | $139,678 | $410,700,707 |
| 2256 | CORE FINANCIAL | $390,951 | $223,743,124 | $3,790,362 | $227,533,486 |
| 2257 | CORDIS FINANCIAL, LLC | $339,842 | $164,143,690 | — | $164,143,690 |
| 2258 | CORDANT, INC. | $325,159 | $254,109,897 | $5,366,974 | $259,476,871 |
| 2259 | CORDA INVESTMENT MANAGEMENT, LLC | $556,491 | $1,445,659,872 | $54,084,429 | $1,499,744,301 |
| 2260 | COPPERLEAF CAPITAL, LLC | $303,514 | $180,695,455 | $17,195,898 | $197,891,353 |
| 2261 | COPPER LEAF FINANCIAL, LLC | $319,041 | $143,887,713 | — | $143,887,713 |
| 2262 | COPPER HARBOR INVESTMENT ADVISORS, LLC | $2,262,222 | $480,140,000 | $8,500,000 | $488,640,000 |
| 2263 | COORDINATED FINANCIAL PLANNING CORP | $173,732 | $274,039,599 | $14,007,993 | $288,047,592 |
| 2264 | COOPER LAPMAN FINANCIAL, LLC | $1,080,268 | $341,364,764 | — | $341,364,764 |
| 2265 | COOK WEALTH MANAGEMENT GROUP, LLC | $432,503 | $456,290,351 | — | $456,290,351 |
| 2266 | CONWAY JARVIS LLC | $1,764,940 | $443,000,000 | — | $443,000,000 |
| 2267 | CONVERGENT WEALTH MANAGEMENT, LLC | $490,671 | $116,289,000 | — | $116,289,000 |
| 2268 | CONVERGENT FINANCIAL STRATEGIES LLC | $463,518 | — | $178,454,534 | $178,454,534 |
| 2269 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | $1,174,091 | $466,889,684 | $82,584,755 | $549,474,439 |
| 2270 | CONTINUUM WEALTH ADVISORS, LLC | $275,828 | $177,502,000 | $5,648,000 | $183,150,000 |
| 2271 | CONSTITUTION INVESTMENT ADVISORY AND PORTFOLIO MANAGEMENT | $814,332 | $214,169,359 | — | $214,169,359 |
| 2272 | CONSTELLATION WEALTH ADVISORS | $1,651,946 | $1,655,198,313 | $1,362,906,820 | $3,018,105,133 |
| 2273 | CONSILIUM WEALTH MANAGEMENT | $800,711 | $666,341,090 | $61,505,661 | $727,846,751 |
| 2274 | CONSILIUM WEALTH ADVISORY, LLC | $510,762 | $247,719,618 | — | $247,719,618 |
| 2275 | CONSILIO WEALTH ADVISORS, LLC | $295,958 | $240,613,799 | — | $240,613,799 |
| 2276 | CONSERVEST CAPITAL ADVISORS INC | $6,183,034 | $1,589,039,759 | — | $1,589,039,759 |
| 2277 | CONGRESS WEALTH MANAGEMENT LLC | $627,457 | $6,303,226,837 | $17,150,671 | $6,320,377,508 |
| 2278 | CONFLUENCE FINANCIAL PARTNERS | $405,134 | $2,339,588,415 | $168,998,347 | $2,508,586,762 |
| 2279 | CONDOR CAPITAL WEALTH MANAGEMENT | $495,376 | $1,448,422,124 | $227,433,237 | $1,675,855,361 |
| 2280 | CONCORDIA WEALTH MANAGEMENT, LLC | $1,596,313 | $171,388,213 | $10,591,475 | $181,979,688 |
| 2281 | CONCORDE INVESTMENT MANAGEMENT | $2,902,478 | $278,458,951 | $87,253,294 | $365,712,245 |
| 2282 | CONCORD INVESTMENT COUNSEL | $561,199 | $297,046,659 | $5,439,486 | $302,486,145 |
| 2283 | CONCENTRIC WEALTH MANAGEMENT LLC | $630,272 | $561,572,340 | — | $561,572,340 |
| 2284 | COMPTON WEALTH ADVISORY GROUP, LLC | $1,367,020 | $449,613,738 | $128,635,668 | $578,249,406 |
| 2285 | COMPREHENSIVE FINANCIAL PLANNING INC | $573,004 | $231,995,944 | $32,159,019 | $264,154,963 |
| 2286 | COMPOUND FAMILY OFFICES, LLC | $1,870,085 | $366,536,667 | — | $366,536,667 |
| 2287 | COMPOUND ADVISERS, INC. | $493,568 | $185,983,834 | $16,872,595 | $202,856,429 |
| 2288 | COMPASS WEALTH MANAGEMENT, LLC | $274,123 | $180,098,980 | — | $180,098,980 |
| 2289 | COMPASS ROSE PRIVATE INVESTMENT MANAGEMENT | $237,043 | $123,950,483 | $6,897,004 | $130,847,487 |
| 2290 | COMPASS FINANCIAL GROUP, INC. | $936,841 | $386,915,250 | — | $386,915,250 |
| 2291 | COMPASS FINANCIAL GROUP, INC | $133,333 | $760,000,000 | — | $760,000,000 |
| 2292 | COMPASS FINANCIAL ADVISORY SERVICES, LLC | $399,710 | $267,326,799 | $3,676,646 | $271,003,445 |
| 2293 | COMPASS CAPITAL MANAGEMENT INC | $1,513,174 | $2,040,443,243 | $44,710,820 | $2,085,154,063 |
| 2294 | COMPASS ASSET MANAGEMENT, LLC | $651,316 | $499,559,349 | — | $499,559,349 |
| 2295 | COLUMN CAPITAL ADVISORS, LLC | $838,240 | $1,290,086,989 | $57,802,429 | $1,347,889,418 |
| 2296 | COLUMBIA RIVER FINANCIAL GROUP | $262,521 | $123,857,622 | $6,615,115 | $130,472,737 |
| 2297 | COLUMBIA RIVER ADVISORS | $487,266 | $483,104,437 | $12,932,297 | $496,036,734 |
| 2298 | COLUMBIA PACIFIC WEALTH MANAGEMENT | $1,250,039 | $3,785,337,982 | $2,277,349,289 | $6,062,687,271 |
| 2299 | COLUMBIA ASSET MANAGEMENT, L.L.C. | $763,416 | $855,975,945 | $2,867,022 | $858,842,967 |
| 2300 | COLORADO WEALTH GROUP LLC | $450,563 | $116,245,250 | — | $116,245,250 |
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.
