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