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
301Dakota Wealth, LLC$555,870$1,418,995,059$1,253,798$1,420,248,857
302Fulton Breakefield Broenniman,LLC$579,012$1,418,000,000$1,418,000,000
303Conservest Capital Advisors Inc$6,071,203$1,414,590,407$1,414,590,407
304Windsor Advisory Group, LLC$475,744$1,180,018,035$231,515,827$1,411,533,862
305Paracle Advisors LLC$797,891$1,404,742,363$5,131,623$1,409,873,986
306Nottingham Advisors Inc.$611,904$1,329,384,916$70,039,372$1,399,424,288
307Main Street Research LLC$1,999,963$1,389,974,082$1,389,974,082
308Heritage Investment Group, Inc.$756,055$1,388,116,487$1,388,116,487
309Howe And Rusling, Inc.$740,213$1,382,275,090$3,404,498$1,385,679,588
310Nicholas Hoffman & Company, LLC$774,181$1,002,664,641$380,796,572$1,383,461,213
311Domani Wealth, LLC$460,052$1,367,418,454$15,039,134$1,382,457,588
312Willow Creek Wealth Management, Inc.$590,021$1,296,488,990$84,749,517$1,381,238,507
313Retirement Management Systems, Inc.$454,903$1,370,621,789$1,370,621,789
314Kings Point Capital Management LLC$1,166,334$1,329,608,497$40,833,975$1,370,442,472
315MATHEYS LANE CAPITAL MANAGEMENT L.P.$1,873,381$841,467,986$522,353,630$1,363,821,616
316Diversified Management Inc$899,491$1,288,917,247$74,711,421$1,363,628,668
317Legacy One Financial Advisors, LLC$692,965$1,358,374,360$1,222,677$1,359,597,037
318DT INVESTMENT PARTNERS, LLC$715,924$1,330,799,689$21,579,992$1,352,379,681
319Trumbower Financial Advisors LLC$1,680,912$157,530,189$1,193,922,835$1,351,453,024
320Condor Capital Management$461,223$1,160,606,866$190,315,884$1,350,922,750
321Wealthquest Corporation$324,331$1,344,137,180$4,105,806$1,348,242,986
322Relyea Zuckerberg Hanson, LLC$1,223,879$1,341,371,332$1,341,371,332
323Wealth Architects, LLC$541,203$1,248,533,331$92,568,487$1,341,101,818
324Gryphon Financial Partners, LLC$859,503$1,319,153,804$21,670,120$1,340,823,924
325Johnson Financial Group LLC$2,183,654$1,162,313,124$178,450,424$1,340,763,548
326BT Family Office, LLC$14,105,263$1,340,000,000$1,340,000,000
327Patriot Investment Management Group Inc$294,653$1,329,100,777$4,202,541$1,333,303,318
328Stokes Family Office LLC$959,823$1,331,274,860$1,331,274,860
329Full Sail Capital, LLC$1,249,779$1,280,989,249$50,024,922$1,331,014,171
330Financial Architects Inc$634,316$916,840,378$409,515,373$1,326,355,751
331INDEPENDENCE ADVISORS, LLC$862,098$1,320,937,720$2,382,718$1,323,320,438
332Monticello Wealth Management, LLC$2,505,598$1,320,449,977$1,320,449,977
333Financial Advisory Consultants,Inc.$830,950$1,316,627,249$1,258,996$1,317,886,245
334Private Wealth Partners, LLC$6,312,949$1,280,345,565$32,747,785$1,313,093,350
335Daintree Advisors LLC$946,545$1,290,452,000$21,460,000$1,311,912,000
336Private Capital Management, LLC$458,216$1,311,639,564$232,994$1,311,872,558
337Bogart Wealth, LLC$351,211$1,058,890,760$252,882,707$1,311,773,467
338Sound Income Strategies, LLC$110,727$1,246,649,590$63,696,500$1,310,346,090
339Maple Capital Management, Inc.$697,915$1,300,818,794$4,981,085$1,305,799,879
340Garde Capital, Inc.$2,716,533$1,217,892,804$83,326,308$1,301,219,112
341Young Richard C & Co Ltd$754,363$1,294,487,306$1,294,487,306
342Durbin Bennett Private Wealth Management, LLC$1,082,346$1,220,806,382$65,020,699$1,285,827,081
343Argos Capital Partners, LLC$2,171,248$202,908,032$1,082,471,049$1,285,379,081
344Ohana Advisors Management, LLC$98,002,959$946,147,577$327,890,887$1,274,038,464
345West Coast Financial, LLC$773,182$1,264,926,547$1,264,926,547
346Beaird Harris Wealth Management, LLC$505,031$1,135,832,001$126,239,328$1,262,071,329
347Doyle Wealth Management, LLC$558,151$1,257,514,673$1,257,514,673
348Check Capital Management Inc$618,881$1,180,097,002$75,611,808$1,255,708,810
349Syntrinsic Investment Counsel, LLC.$3,158,975$889,910,494$364,202,449$1,254,112,943
350RW Investment Management LLC$541,582$1,161,363,146$85,357,891$1,246,721,037
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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 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.