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.

Filters

# of employees

MinMax

High-net-worth client assets

Total AUM

MinMax

Total accounts

MinMax

Discretionary AUM

MinMax

Avg. discretionary account AUM

MinMax

Non-discretionary AUM

MinMax

Non-discretionary accounts

MinMax

Average non-discretionary account AUM

MinMax

Avg. account AUM

MinMax
Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
501Sanderson Wealth Management, LLC$740,997$110,245,143$747,829,536$858,074,679
502KLCM Advisors, Inc.$1,957,936$857,576,139$857,576,139
503Henry H. Armstrong Associates, Inc.$5,994,283$856,301,374$881,121$857,182,495
504WBH Advisory, Inc.$572,568$856,562,066$856,562,066
505Verus Financial Partners, Inc.$421,978$855,349,922$855,349,922
506Rossmore Private Capital, LLC$1,660,660$761,577,922$93,662,196$855,240,118
507Cherry Creek Family Offices, LLC$1,189,031$183,424,915$671,488,019$854,912,934
508SB Capital Management, Inc.$746,365$852,759,819$1,827,925$854,587,744
509Cranbrook Wealth Management, LLC$744,153$854,287,600$854,287,600
510Griffin Asset Management, LLC$1,350,703$845,160,455$8,484,133$853,644,588
511Suncoast Equity Management, LLC$802,038$850,160,087$850,160,087
512Towneley Capital Management, Inc.$2,447,392$849,245,103$849,245,103
513Stillwater Capital Advisors, LLC$499,965$760,606,154$84,834,975$845,441,129
514Slatestone Wealth LLC$750,165$838,867,989$6,567,414$845,435,403
515MCLEAN ASSET MANAGEMENT CORP.$406,260$789,876,863$55,550,316$845,427,179
516American Financial Advisors, LLC.$409,823$843,006,517$843,006,517
517The Planning Center, Inc.$293,609$765,785,061$77,167,430$842,952,491
518Tarbox Family Office, Inc.$1,080,208$841,481,772$841,481,772
519First Pacific Financial, Inc.$316,683$841,111,158$841,111,158
520Resonant Capital Advisors, LLC$390,570$797,866,143$42,249,025$840,115,168
521Estabrook Capital Management LLC$916,975$834,447,429$834,447,429
522Oak Root LLC$7,243,478$822,000,000$11,000,000$833,000,000
523Triune Financial Partners, LLC$362,561$647,608,099$184,832,042$832,440,141
524Tufton Capital Management, LLC$1,055,676$831,873,000$831,873,000
525Stepp & Rothwell Inc$459,935$803,750,879$27,811,862$831,562,741
526RVW Wealth LLC$439,751$804,223,364$26,025,768$830,249,132
527KMG Fiduciary Partners, LLC$354,872$827,562,392$827,562,392
528Strategic Benefit Consultants, Inc.$334,306$824,445,106$2,963,150$827,408,256
529QP Global Family Offices, LLC$4,282,559$4,600,000$821,933,928$826,533,928
530Red Door Wealth Management, LLC$596,465$606,950,590$217,364,425$824,315,015
531Graves-Light Private Wealth Management, Inc.$808,095$822,641,188$822,641,188
532Capita Financial Network, LLC$303,165$822,182,373$822,182,373
533Sanford Advisory Services, LLC$322,089$800,943,270$20,383,559$821,326,829
534The Financial Advisors, LLC$398,705$788,697,468$31,040,026$819,737,494
535O'Brien Wealth Partners LLC$459,612$819,027,871$819,027,871
536River Wealth Advisors LLC$432,734$818,300,220$818,300,220
537Fusion Family Wealth, LLC$764,486$796,000,000$22,000,000$818,000,000
538Martel Wealth Advisors Inc$296,655$692,691,790$123,407,471$816,099,261
539Asset Planning Services Ltd.$649,881$811,180,307$4,420,676$815,600,983
540Minot Wealth Management LLC$1,559,423$810,838,511$4,739,790$815,578,301
541Signet Financial Management, LLC$468,518$809,599,511$809,599,511
542Financial Management Professionals Inc$377,045$767,962,203$41,177,000$809,139,203
543Charles Pratt & Company, L.L.C.$1,219,711$625,185,353$179,824,006$805,009,359
544Medley & Brown,LLC$1,507,172$803,322,506$803,322,506
545Triad Financial Advisors, Inc.$379,526$782,406,629$19,911,829$802,318,458
546Wescap Management Group, Inc.$2,452,294$649,400,000$152,500,000$801,900,000
547Investment Security Group, Inc.$299,974$798,230,467$798,230,467
548Ten Capital Wealth Advisors, LLC$354,842$762,866,935$35,173,747$798,040,682
549Versant Capital Management, Inc.$662,587$758,036,583$38,392,896$796,429,479
550PRIVATE CAPITAL MANAGEMENT$2,353,596$793,161,990$793,161,990
« Previous PageNext Page »

Showing 501 to 550 of 2,851 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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.