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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
351BURTON ENRIGHT WELCH$631,422$647,988,760$103,403,990$751,392,750
352GREEN SQUARE CAPITAL ADVISORS, LLC$839,697$597,921,578$103,225,760$701,147,338
353BUTTONWOOD FINANCIAL GROUP, LLC$250,992$356,787,189$102,778,302$459,565,491
354ARISTA WEALTH MANAGEMENT, LLC$480,344$234,000,000$100,800,000$334,800,000
355RESOURCE MANAGEMENT, LLC$635,873$1,394,937,500$100,000,336$1,494,937,836
356BEAIRD HARRIS$455,250$1,068,995,906$99,175,516$1,168,171,422
357GIBSON CAPITAL, LLC$2,096,833$1,725,280,126$98,964,956$1,824,245,082
358BRIGHTON JONES LLC$3,410,072$6,700,909,908$98,773,677$6,799,683,585
359CENTURY WEALTH MANAGEMENT, LLC$911,540$260,054,713$98,180,672$358,235,385
360WADE FINANCIAL ADVISORY, INC.$1,949,103$426,529,643$95,829,887$522,359,530
361PEGASUS PARTNERS$794,851$1,695,304,695$94,699,202$1,790,003,897
362REGATTA CAPITAL GROUP, LLC$230,108$392,442,579$94,695,241$487,137,820
363FINANCIAL DESIGNS CORPORATION$303,462$287,436,964$94,621,221$382,058,185
364ARMIS ADVISERS$2,232,943$64,248,225$94,290,734$158,538,959
365HARVEST FINANCIAL ADVISORS, LLC$431,077$235,124,233$94,218,444$329,342,677
366PREMIER ESTATE PLANNERS, LLC$193,578$102,437,596$93,076,202$195,513,798
367TRINITY PORTFOLIO ADVISORS, LLC$320,800$221,980,417$92,724,400$314,704,817
368YORKBRIDGE WEALTH PARTNERS, LLC$1,062,571$794,730,601$92,516,545$887,247,146
369CHRISTOPHER WEIL & CO INC$1,218,186$681,192,015$92,355,973$773,547,988
370UP CAPITAL MANAGEMENT, INC.$575,083$84,556,877$91,993,708$176,550,585
371DEERFIELD FINANCIAL ADVISORS, INC.$702,258$605,402,886$91,939,703$697,342,589
372BARRY INVESTMENT ADVISORS, LLC$458,759$552,511,214$91,127,308$643,638,522
373IADVISE PARTNERS$4,282,367$71,882,751$90,847,184$162,729,935
374WILLOW CREEK WEALTH MANAGEMENT, INC.$466,607$981,887,126$90,842,531$1,072,729,657
375NORTHERN FINANCIAL ADVISORS, INC$218,999$315,974,158$90,488,537$406,462,695
376ALBION FINANCIAL GROUP$609,686$1,106,515,932$90,296,909$1,196,812,841
377EMERY HOWARD$2,218,027$1,322,625,061$90,258,065$1,412,883,126
378INVESTMENT PLANNING ASSOCIATES INC$305,333$93,000,000$90,200,000$183,200,000
379ACCRUENT WEALTH ADVISORS$202,966$17,489,841$90,081,993$107,571,834
380CYPRESS POINT WEALTH MANAGEMENT, LLC$110,225$599,298,417$89,940,649$689,239,066
381PORT CAPITAL LLC$3,055,561$1,172,123,943$89,822,555$1,261,946,498
382DIVERSIFIED MANAGEMENT INC$829,500$1,162,012,521$89,703,600$1,251,716,121
383WEALTH ARCHITECTS, LLC$506,759$1,084,029,690$89,625,248$1,173,654,938
384MILESTONE INVESTMENT ADVISORS, LLC$531,189$514,359,363$89,071,053$603,430,416
385KEB WEALTH ADVISORS$382,206$567,849,223$88,398,804$656,248,027
386TAYLOR HOFFMAN WEALTH MANAGEMENT, LLC$383,831$150,677,560$88,065,447$238,743,007
387ACCREDITED INVESTORS WEALTH MANAGEMENT$580,037$2,209,844,931$87,681,787$2,297,526,718
388WPWEALTH LLP$288,141$533,757,362$87,475,637$621,232,999
389STILLWATER CAPITAL ADVISORS, LLC$430,453$619,536,966$87,267,458$706,804,424
390SFMG WEALTH ADVISORS$496,349$1,459,390,667$87,234,353$1,546,625,020
391LEGACY WEALTH MANAGEMENT INC$429,132$1,400,870,744$86,930,910$1,487,801,654
392MORTON CAPITAL MANAGEMENT, LLC$740,817$1,950,153,486$86,351,098$2,036,504,584
393BAY COLONY ADVISORS$270,039$322,681,330$85,887,054$408,568,384
394RW INVESTMENT MANAGEMENT LLC$1,383,058$578,220,000$85,648,000$663,868,000
395LOTUSGROUP ADVISORS$144,569$49,561,135$84,598,570$134,159,705
396THAMES FINANCIAL MANAGEMENT$324,379$60,078,200$84,594,700$144,672,900
397ALPHA OMEGA INVESTMENT ADVISORS$821,957$881,438,757$84,360,179$965,798,936
398RED HOOK MANAGEMENT$1,201,637$264,184,691$84,290,000$348,474,691
399SPOTLIGHT ASSET GROUP$352,577$319,430,093$84,270,642$403,700,735
400RASKOB KAMBOURIAN FINANCIAL ADVISORS, LTD.$2,086,347$108,256,357$83,687,537$191,943,894
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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 Data.

Reprints: For reprints of these rankings, please contact Sabrina Straub.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to 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) nor one who is an insurance company or agency.

Database last updated on June, 2020.