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 |
|---|---|---|---|---|---|
| 2501 | BURNS MATTESON CAPITAL MANAGEMENT, LLC | $300,943 | $326,068,170 | $4,066,215 | $330,134,385 |
| 2502 | BURLESON & COMPANY, LLC | $848,992 | $657,216,261 | $144,232,615 | $801,448,876 |
| 2503 | BURKETT FINANCIAL SERVICES, LLC | $307,519 | $402,437,981 | $14,250,000 | $416,687,981 |
| 2504 | BULMAN WEALTH GROUP | $216,834 | $108,200,000 | — | $108,200,000 |
| 2505 | BULL STREET ADVISORS | $1,545,646 | $245,757,722 | — | $245,757,722 |
| 2506 | BULL OAK CAPITAL, LLC | $494,613 | $116,234,129 | — | $116,234,129 |
| 2507 | BUFFINGTON MOHR MCNEAL | $607,730 | $866,774,485 | $24,157,207 | $890,931,692 |
| 2508 | BUCKLEY WEALTH MANAGEMENT, LLC | $891,453 | $558,049,491 | — | $558,049,491 |
| 2509 | BUCKLEY INVESTMENT GROUP, LLC | $346,395 | $114,656,791 | — | $114,656,791 |
| 2510 | BUCKHEAD CAPITAL MANAGEMENT, LLC | $15,958,026 | $3,530,811,913 | $187,408,068 | $3,718,219,981 |
| 2511 | BUCHER WEALTH ADVISORS | $588,528 | — | $115,351,474 | $115,351,474 |
| 2512 | BT WEALTH MANAGEMENT, LLC | $791,539 | $1,032,573,965 | $17,797,953 | $1,050,371,918 |
| 2513 | BT FAMILY OFFICE, LLC | $14,964,286 | — | $1,676,000,000 | $1,676,000,000 |
| 2514 | BSW WEALTH PARTNERS | $527,647 | $1,715,025,118 | $28,846,586 | $1,743,871,704 |
| 2515 | BRYSPEN, INCORPORATED | $3,786,131 | — | $242,312,374 | $242,312,374 |
| 2516 | BROWNSON, REHMUS & FOXWORTH, INC. | $1,292,896 | — | $4,298,880,780 | $4,298,880,780 |
| 2517 | BROWN | MILLER WEALTH MANAGEMENT, LLC | $316,975 | $575,711,694 | $36,049,819 | $611,761,513 |
| 2518 | BROWN WEALTH MANAGEMENT, LLC | $296,638 | $140,869,000 | $22,282,000 | $163,151,000 |
| 2519 | BROWN FINANCIAL ADVISORY | $434,282 | $281,584,610 | $3,738,727 | $285,323,337 |
| 2520 | BROOKLYN FI, LLC | $186,964 | $127,509,298 | — | $127,509,298 |
| 2521 | BROOKER WEALTH MANAGEMENT | $967,124 | $566,734,883 | — | $566,734,883 |
| 2522 | BROMFIELD SNEIDER WEALTH ADVISORS, INC. | $1,476,335 | $432,566,267 | — | $432,566,267 |
| 2523 | BROADLAKE FINANCIAL MANAGEMENT | $253,661 | $319,106,092 | — | $319,106,092 |
| 2524 | BRISTLECONE ADVISORS LLC | $1,719,366 | $1,805,334,294 | — | $1,805,334,294 |
| 2525 | BRIGHTWORTH, LLC | $715,490 | $5,364,746,988 | — | $5,364,746,988 |
| 2526 | BRIGHTWATER ADVISORY, LLC | $356,520 | $212,123,077 | $8,206,440 | $220,329,517 |
| 2527 | BRIGHTSIDE PARTNERS | $2,134,423 | $375,392,228 | $316,160,801 | $691,553,029 |
| 2528 | BRIGHTPATH WEALTH PLANNING, LLC | $482,715 | $141,435,545 | — | $141,435,545 |
| 2529 | BRIGHT ROAD WEALTH MANAGEMENT, LLC | $191,707 | $176,089,435 | $10,441,537 | $186,530,972 |
| 2530 | BRIGHT INVESTMENTS, LLC | $2,692,359 | $122,774,786 | $1,073,750 | $123,848,536 |
| 2531 | BRIGHT FINANCIAL ADVISORS, INC. | $128,077 | $412,919,402 | — | $412,919,402 |
| 2532 | BRIGGS WEALTH MANAGEMENT, INC. | $344,814 | $154,237,469 | $59,547,125 | $213,784,594 |
| 2533 | BRIGGS ADVISORY GROUP, INC. | $481,766 | $433,107,395 | — | $433,107,395 |
| 2534 | BRIDGEWATER ADVISORS INC. | $770,712 | $1,954,524,604 | — | $1,954,524,604 |
| 2535 | BRIDGEMARK WEALTH MANAGEMENT | $233,217 | $152,524,182 | — | $152,524,182 |
| 2536 | BRIDGECREEK INVESTMENT MANAGEMENT, LLC | $8,333,333 | $1,000,000,000 | — | $1,000,000,000 |
| 2537 | BRICKLEY WEALTH MANAGEMENT | $1,427,039 | $724,935,685 | — | $724,935,685 |
| 2538 | BRIAUD FINANCIAL ADVISORS | $364,235 | $677,932,875 | $5,372,455 | $683,305,330 |
| 2539 | BRIAN D. LOWDER, INC. | $611,912 | $377,549,404 | — | $377,549,404 |
| 2540 | BREWSTER FINANCIAL PLANNING LLC | $321,310 | $176,065,178 | $333,875 | $176,399,053 |
| 2541 | BRETON CO | $5,477,099 | — | $180,744,267 | $180,744,267 |
| 2542 | BREEN WEALTH MANAGEMENT, LLC | $397,172 | $212,884,330 | — | $212,884,330 |
| 2543 | BREEDS HILL CAPITAL LLC | $3,863,645 | $238,070,308 | $1,693,752,020 | $1,931,822,328 |
| 2544 | BREAKWATER INVESTMENT MANAGEMENT | $409,892 | $227,080,444 | — | $227,080,444 |
| 2545 | BREAKWATER CAPITAL | $351,373 | $131,413,439 | — | $131,413,439 |
| 2546 | BRC WEALTH MANAGEMENT, LLC | $508,968 | $187,809,294 | — | $187,809,294 |
| 2547 | BRAZOS CAPITAL | $423,134 | $127,585,289 | $1,047,321 | $128,632,610 |
| 2548 | BRAY CAPITAL ADVISORS, LLC | $1,913,007 | $487,816,737 | — | $487,816,737 |
| 2549 | BRAUN-BOSTICH & ASSOCIATES INC. | $210,785 | $209,072,856 | $2,976,401 | $212,049,257 |
| 2550 | BRAND ASSET MANAGEMENT GROUP, INC. | $661,736 | $824,262,371 | $34,671,266 | $858,933,637 |
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.
