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 |
|---|---|---|---|---|---|
| 451 | PDS Planning Inc | $340,468 | $859,483,155 | $82,251,797 | $941,734,952 |
| 452 | Strategic Family Wealth Counselors, L.L.C. | $314,381 | $813,000,000 | $127,000,000 | $940,000,000 |
| 453 | Roundview Capital, LLC | $694,782 | $924,121,623 | $13,833,540 | $937,955,163 |
| 454 | Cabot Wealth Management | $538,492 | $933,206,426 | — | $933,206,426 |
| 455 | Urban Financial Advisory Corp | $1,276,736 | $815,351,819 | $112,834,900 | $928,186,719 |
| 456 | Paragon Advisors, Inc. | $12,340,000 | $534,500,000 | $391,000,000 | $925,500,000 |
| 457 | Bridgecreek Investment Management, LLC | $14,919,355 | $925,000,000 | — | $925,000,000 |
| 458 | Mastrapasqua Asset Management, Inc. | $1,640,696 | $898,874,068 | $24,837,690 | $923,711,758 |
| 459 | Traphagen Investment Advisors LLC | $647,661 | $900,878,346 | $21,391,410 | $922,269,756 |
| 460 | Oakwood Capital Management LLC | $1,108,123 | $921,958,587 | — | $921,958,587 |
| 461 | Eclectic Associates, Inc. | $334,664 | $774,972,448 | $146,021,897 | $920,994,345 |
| 462 | Clear Harbor Asset Management, LLC | $918,693 | $919,451,526 | $1,079,018 | $920,530,544 |
| 463 | Boston Hill Advisors, LLC | $279,306 | $885,829,540 | $34,483,041 | $920,312,581 |
| 464 | Lehman & Derafelo Financial Resources LLC | $438,551 | $919,640,410 | — | $919,640,410 |
| 465 | Lowery Asset Consulting, LLC | $1,763,465 | — | $917,001,771 | $917,001,771 |
| 466 | Anodos Advisors, LLC | $4,641,041 | — | $914,285,000 | $914,285,000 |
| 467 | Green Square Capital Advisors, LLC | $1,065,299 | $768,770,204 | $144,190,835 | $912,961,039 |
| 468 | Delta Financial Group, Inc. | $290,656 | $854,988,022 | $56,508,868 | $911,496,890 |
| 469 | Allegiant Private Advisors, LLC | $666,980 | $905,737,620 | $5,357,469 | $911,095,089 |
| 470 | GREENLINE PARTNERS | $22,775,000 | $616,000,000 | $295,000,000 | $911,000,000 |
| 471 | Wallington Asset Management, LLC | $1,152,132 | $909,031,852 | — | $909,031,852 |
| 472 | Auxano Advisors, LLC | $628,301 | $768,343,200 | $139,551,200 | $907,894,400 |
| 473 | CRA Financial Services, L.L.C. | $365,187 | $501,246,307 | $405,878,539 | $907,124,846 |
| 474 | Hudson Valley Investment Advisors, Inc. | $567,697 | $680,616,618 | $224,293,175 | $904,909,793 |
| 475 | Northstar Investment Advisors LLC | $947,034 | $903,470,642 | — | $903,470,642 |
| 476 | Segment Wealth Management, LLC | $1,128,542 | $902,833,585 | — | $902,833,585 |
| 477 | Angeles Wealth Management, LLC | $6,430,144 | $834,292,391 | $65,927,786 | $900,220,177 |
| 478 | Avitas Wealth Management, LLC | $1,502,576 | $897,037,916 | — | $897,037,916 |
| 479 | Personal Financial Planning, Inc. | $1,419,280 | $896,985,000 | — | $896,985,000 |
| 480 | Ascent Wealth Partners, LLC | $597,800 | $853,248,091 | $42,854,559 | $896,102,650 |
| 481 | Fundx Investment Group, LLC | $1,450,282 | $893,373,944 | — | $893,373,944 |
| 482 | The Weil Company | $680,254 | $868,281,296 | $24,212,087 | $892,493,383 |
| 483 | Capital Advantage, Inc. | $449,844 | $891,590,122 | — | $891,590,122 |
| 484 | Arthur M. Cohen & Associates LLC | $1,134,323 | $891,578,096 | — | $891,578,096 |
| 485 | Agili, P.C. | $510,732 | $884,588,280 | — | $884,588,280 |
| 486 | Delegate Advisors, LLC | $1,277,820 | $146,560,527 | $736,413,163 | $882,973,690 |
| 487 | Payne Capital Management, LLC | $241,755 | $260,662,403 | $621,502,942 | $882,165,345 |
| 488 | Private Asset Management Inc | $645,735 | $880,782,665 | — | $880,782,665 |
| 489 | Landsberg, Bennett, & Dubbaneh LLC | $381,480 | $760,022,048 | $117,381,359 | $877,403,407 |
| 490 | Marquette Asset Management, LLC | $2,026,187 | $877,339,000 | — | $877,339,000 |
| 491 | Apriem Advisors | $433,841 | $870,743,718 | $5,181,319 | $875,925,037 |
| 492 | Financial Planning And Information Services, Inc. | $854,727 | $874,385,377 | — | $874,385,377 |
| 493 | Meridian Wealth Advisors, LLC | $719,557 | $839,743,048 | $33,799,718 | $873,542,766 |
| 494 | Burton Enright Welch | $622,859 | $757,068,453 | $112,442,181 | $869,510,634 |
| 495 | Schoolcraft Capital LLC | $5,681,426 | $798,605,836 | $70,652,372 | $869,258,208 |
| 496 | Northern Oak Wealth Management, Inc. | $1,973,063 | $865,501,403 | $2,646,355 | $868,147,758 |
| 497 | Vision Capital Management, Inc. | $663,941 | $864,451,314 | — | $864,451,314 |
| 498 | SBK Financial, Inc. | $733,741 | $803,111,543 | $61,235,553 | $864,347,096 |
| 499 | Blue Chip Partners, Inc. | $539,444 | $856,209,261 | $5,822,689 | $862,031,950 |
| 500 | Clear Creek Financial Management, LLC | $162,329 | $834,996,069 | $23,888,493 | $858,884,562 |
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.
