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 |
|---|---|---|---|---|---|
| 2301 | COLORADO FINANCIAL MANAGEMENT LLC | $663,692 | $2,110,459,507 | $12,691,960 | $2,123,151,467 |
| 2302 | COLORADO CAPITAL MANAGEMENT | $634,010 | $430,694,593 | $57,493,413 | $488,188,006 |
| 2303 | COLONY FAMILY OFFICES, LLC | $8,760,730 | $2,317,601,062 | $39,035,283 | $2,356,636,345 |
| 2304 | COLONIAL TRUST ADVISORS, INC. | $725,968 | $1,202,749,710 | $106,171,307 | $1,308,921,017 |
| 2305 | COLLIE FINANCIAL PLANNING, INC. | $207,819 | $126,562,000 | — | $126,562,000 |
| 2306 | COLLEY ASSET MANAGEMENT, INC. | $448,177 | $196,749,914 | — | $196,749,914 |
| 2307 | COLLEGIATE CAPITAL MANAGEMENT, INC. | $289,825 | $450,924,819 | $48,153,401 | $499,078,220 |
| 2308 | COLE WEALTH MANAGEMENT, LLC | $508,772 | $145,000,000 | — | $145,000,000 |
| 2309 | COIGN CAPITAL ADVISORS LLC | $330,548 | $316,334,125 | — | $316,334,125 |
| 2310 | COHEN INVESTMENT ADVISORS, LLC | $275,487 | $151,793,393 | — | $151,793,393 |
| 2311 | COHEN CAPITAL MANAGEMENT INC | $4,468,960 | $755,254,210 | — | $755,254,210 |
| 2312 | COGNIZANT WEALTH ADVISORS | $764,210 | $110,046,250 | — | $110,046,250 |
| 2313 | COGENTBLUE | $285,581 | $100,524,667 | — | $100,524,667 |
| 2314 | COGENT STRATEGIC WEALTH LLC | $603,310 | $216,588,378 | — | $216,588,378 |
| 2315 | COCO ENTERPRISES, LLC | $146,901 | $168,495,774 | — | $168,495,774 |
| 2316 | COBBLESTONE CAPITAL ADVISORS, LLC | $975,663 | $2,621,772,328 | $60,324,573 | $2,682,096,901 |
| 2317 | COASTEDGE PARTNERS, LLC | $2,565,173 | $732,989,000 | $1,401,235,000 | $2,134,224,000 |
| 2318 | CND FINANCIAL | $662,687 | $133,200,000 | — | $133,200,000 |
| 2319 | CMH WEALTH MANAGEMENT, LLC | $1,274,773 | $616,990,175 | — | $616,990,175 |
| 2320 | CM WEALTH ADVISORS LLC | $6,402,117 | $3,364,119,175 | $169,849,306 | $3,533,968,481 |
| 2321 | CLUTINGER WILLIAMS & VERHOYE INC | $484,373 | $118,507,517 | $10,819,983 | $129,327,500 |
| 2322 | CLUNE & ASSOCIATES | $662,341 | — | $438,469,587 | $438,469,587 |
| 2323 | CLINTSMAN FINANCIAL PLANNING | $362,767 | $508,599,590 | — | $508,599,590 |
| 2324 | CLIFFORD SWAN INVESTMENT COUNSELORS | $1,656,794 | $3,515,052,289 | $671,666,244 | $4,186,718,533 |
| 2325 | CLIENTFIRST WEALTH MANAGEMENT, LLC | $5,474,701 | $229,937,442 | — | $229,937,442 |
| 2326 | CLELLAND & COMPANY INC | $1,663,002 | $250,465,788 | $142,002,572 | $392,468,360 |
| 2327 | CLEARVIEW WEALTH MANAGEMENT | $304,348 | $140,000,000 | — | $140,000,000 |
| 2328 | CLEARVIEW WEALTH MANAGEMENT | $220,987 | $117,758,000 | $2,680,000 | $120,438,000 |
| 2329 | CLEARVIEW WEALTH ADVISORS, LLC | $199,608 | $214,910,000 | $2,663,000 | $217,573,000 |
| 2330 | CLEARVIEW INVESTMENT PARTNERS, LLC | $302,136 | $114,509,721 | — | $114,509,721 |
| 2331 | CLEARPATH CAPITAL PARTNERS LLC | $1,151,234 | $242,248,388 | $85,853,424 | $328,101,812 |
| 2332 | CLEARLOGIC FINANCIAL, INC. | $452,287 | $364,244,717 | $47,788,963 | $412,033,680 |
| 2333 | CLEAR SKY FINANCIAL, LP | $387,405 | $116,221,613 | — | $116,221,613 |
| 2334 | CLEAR ROCK ADVISORS, LLC | $775,916 | $388,734,152 | — | $388,734,152 |
| 2335 | CLEAR RIDGE WEALTH MANAGEMENT, LLC | $510,106 | $147,153,971 | $3,837,466 | $150,991,437 |
| 2336 | CLEAR POINT ADVISORS, INC. | $403,711 | $226,077,883 | — | $226,077,883 |
| 2337 | CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC | $345,629 | $342,172,297 | — | $342,172,297 |
| 2338 | CLEAR HARBOR ASSET MANAGEMENT, LLC | $955,128 | $1,175,619,757 | $3,963,469 | $1,179,583,226 |
| 2339 | CLEAR CREEK FINANCIAL MANAGEMENT, LLC | $167,982 | $1,054,738,189 | $42,689,901 | $1,097,428,090 |
| 2340 | CLAYTON WEALTH PARTNERS | $429,602 | $706,694,758 | — | $706,694,758 |
| 2341 | CLAYTON FINANCIAL GROUP, LLC | $481,218 | $57,826,954 | $1,324,712,810 | $1,382,539,764 |
| 2342 | CLAYBROOK CAPITAL, LLC | $4,361,107 | $353,249,694 | — | $353,249,694 |
| 2343 | CLAY NORTHAM WEALTH MANAGEMENT | $247,134 | $254,053,459 | — | $254,053,459 |
| 2344 | CLARO ADVISORS, LLC | $360,754 | $718,444,407 | $44,550,008 | $762,994,415 |
| 2345 | CLARK FINANCIAL SERVICES GROUP, INC. | $210,063 | $323,671,116 | $32,175,125 | $355,846,241 |
| 2346 | CLARK FINANCIAL ADVISORS | $300,893 | $282,237,939 | — | $282,237,939 |
| 2347 | CLARK ASSET MANAGEMENT, LLC | $685,143 | $194,387,684 | $4,989,056 | $199,376,740 |
| 2348 | CLARITY WEALTH MANAGEMENT, INC. | $440,525 | $118,315,336 | $9,436,822 | $127,752,158 |
| 2349 | CLARITY WEALTH DEVELOPMENT, LLC | $201,455 | $132,759,112 | — | $132,759,112 |
| 2350 | CLARITY CAPITAL ADVISORS, LLC | $1,047,556 | $191,731,943 | $28,254,887 | $219,986,830 |
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.
