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 |
|---|---|---|---|---|---|
| 2651 | BECK BODE LLC | $165,755 | $433,780,344 | — | $433,780,344 |
| 2652 | BEAUMONT FINANCIAL PARTNERS LLC | $837,125 | $2,189,389,448 | $837,653,418 | $3,027,042,866 |
| 2653 | BEAR MOUNTAIN CAPITAL INC. | $296,691 | $280,381,835 | $881,603 | $281,263,438 |
| 2654 | BEAIRD HARRIS | $525,799 | $1,402,052,000 | $120,662,000 | $1,522,714,000 |
| 2655 | BEACON WEALTHCARE LLC | $283,085 | $232,941,056 | $2,868,836 | $235,809,892 |
| 2656 | BEACON WEALTH CONSULTANTS, INC. | $176,835 | $172,590,500 | — | $172,590,500 |
| 2657 | BEACON HARBOR WEALTH ADVISORS | $387,953 | $405,410,468 | — | $405,410,468 |
| 2658 | BEACON FINANCIAL STRATEGIES CORP. | $454,615 | $234,442,840 | $6,048,641 | $240,491,481 |
| 2659 | BEACON FINANCIAL PLANNING, INC | $338,516 | $260,657,661 | — | $260,657,661 |
| 2660 | BEACON FINANCIAL ADVISORS LTD | $553,682 | $313,152,905 | $6,875,274 | $320,028,179 |
| 2661 | BEACON FINANCIAL ADVISORS | $569,403 | $170,734,240 | $12,613,621 | $183,347,861 |
| 2662 | BEACON CAPITAL MANAGEMENT, LLC | $152,327 | $663,569,101 | $48,409,379 | $711,978,480 |
| 2663 | BCR WEALTH STRATEGIES | $343,247 | $353,544,205 | — | $353,544,205 |
| 2664 | BCK PARTNERS, INC. | $355,978 | $191,516,171 | — | $191,516,171 |
| 2665 | BBJS FINANCIAL ADVISORS, LLC | $3,600,921 | $280,795,764 | $3,677,028 | $284,472,792 |
| 2666 | BAZIS PRIVATE WEALTH, LLC | $344,790 | $173,270,211 | $3,952,041 | $177,222,252 |
| 2667 | BAY POINT WEALTH | $547,194 | $697,982,418 | $784,908 | $698,767,326 |
| 2668 | BAY COLONY ADVISORS | $499,405 | $731,879,130 | $73,661,895 | $805,541,025 |
| 2669 | BAXTER INVESTMENT MANAGEMENT | $2,185,360 | $857,956,426 | $7,446,140 | $865,402,566 |
| 2670 | BAUGH & ASSOCIATES, LLC | $513,351 | $216,633,068 | $1,098 | $216,634,166 |
| 2671 | BAUER WEALTH MANAGEMENT INC. | $268,844 | $97,218,493 | $7,092,969 | $104,311,462 |
| 2672 | BATTERY GLOBAL ADVISORS, LLC | $44,195,745 | $1,808,600,000 | $2,345,800,000 | $4,154,400,000 |
| 2673 | BASON ASSET MANAGEMENT | $796,744 | $584,082,000 | $6,305,000 | $590,387,000 |
| 2674 | BASEPOINT WEALTH, LLC | $190,867 | $511,972,848 | $6,039,277 | $518,012,125 |
| 2675 | BARTLEY FINANCIAL ADVISORS, LLC | $269,808 | $105,377,103 | $9,021,617 | $114,398,720 |
| 2676 | BARRY M. CORKERN & CO., INC. | $1,989,043 | — | $145,200,174 | $145,200,174 |
| 2677 | BARRY INVESTMENT ADVISORS, LLC | $509,875 | $599,892,469 | $150,133,720 | $750,026,189 |
| 2678 | BARRON FINANCIAL GROUP, LLP | $296,717 | $111,648,675 | $3,477,366 | $115,126,041 |
| 2679 | BARRETT ASSET MANAGEMENT, LLC | $3,980,131 | $2,874,235,704 | $63,100,765 | $2,937,336,469 |
| 2680 | BARON WEALTH MANAGEMENT, LLC | $1,067,206 | $557,323,968 | $12,564,262 | $569,888,230 |
| 2681 | BARON FINANCIAL GROUP LLC | $383,045 | $342,973,286 | $4,065,320 | $347,038,606 |
| 2682 | BARNSTONE ADVISORS LLC | $1,116,735 | $164,160,000 | — | $164,160,000 |
| 2683 | BARNETT & CO INC | $510,468 | $157,224,136 | — | $157,224,136 |
| 2684 | BARKER WEALTH MANAGEMENT, LLC | $703,309 | $140,661,740 | — | $140,661,740 |
| 2685 | BARKER FINANCIAL GROUP, INC. | $366,534 | $225,254,978 | $1,263,072 | $226,518,050 |
| 2686 | BANYAN GLOBAL INVESTMENT ADVISORS, LLC | $1,006,278 | — | $166,035,815 | $166,035,815 |
| 2687 | BANTA ASSET MANAGEMENT LP | $631,950 | $156,723,525 | — | $156,723,525 |
| 2688 | BALTIMORE-WASHINGTON FINANCIAL ADVISORS | $581,574 | $1,497,259,644 | $63,102,597 | $1,560,362,241 |
| 2689 | BALLAST, INC. | $320,409 | $434,952,717 | $28,038,732 | $462,991,449 |
| 2690 | BALLAST FINANCIAL ADVISORS, LLC | $213,989 | $90,896,370 | $142,993,760 | $233,890,130 |
| 2691 | BALLAST CAPITAL ADVISORS, LLC | $1,880,593 | $261,402,490 | — | $261,402,490 |
| 2692 | BALENTINE | $1,587,317 | $4,123,462,236 | $474,993,737 | $4,598,455,973 |
| 2693 | BALDWIN INVESTMENT MANAGEMENT, LLC | $940,924 | $758,450,284 | $383,831,244 | $1,142,281,528 |
| 2694 | BALDRIGE ASSET MANAGEMENT | $707,101 | $564,707,901 | $47,641,646 | $612,349,547 |
| 2695 | BALASA DINVERNO FOLTZ LLC | $875,925 | $5,917,746,495 | — | $5,917,746,495 |
| 2696 | BALANCED FINANCIAL PLANNING, INC. | $1,781,941 | $69,401,940 | $73,153,343 | $142,555,283 |
| 2697 | BAKERAVENUE | $1,245,884 | $2,181,455,628 | $409,983,185 | $2,591,438,813 |
| 2698 | BAKER ELLIS ASSET MANAGEMENT LLC | $2,546,534 | $751,227,575 | — | $751,227,575 |
| 2699 | BAILARD, INC. | $2,402,230 | $4,977,245,315 | $19,393,175 | $4,996,638,490 |
| 2700 | B&C FINANCIAL ADVISORS | $435,132 | $474,855,852 | $7,705,872 | $482,561,724 |
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.
