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 |
|---|---|---|---|---|---|
| 601 | TOTAL WEALTH PLANNING, LLC | $422,430 | $752,209,289 | $63,503,116 | $815,712,405 |
| 602 | HTG INVESTMENT ADVISORS INC | $652,343 | $814,776,175 | — | $814,776,175 |
| 603 | ABSHER WEALTH MANAGEMENT, LLC | $493,527 | $758,475,945 | $54,856,249 | $813,332,194 |
| 604 | FINANCIAL SYMMETRY INC. | $211,740 | $380,772,149 | $431,885,203 | $812,657,352 |
| 605 | MARQUETTE WEALTH MANAGEMENT | $1,553,623 | $810,991,000 | — | $810,991,000 |
| 606 | SEQUENT ASSET MANAGEMENT, LLC | $1,759,124 | $377,413,283 | $433,542,857 | $810,956,140 |
| 607 | EAGLE BAY ADVISORS LLC | $867,700 | $806,093,560 | — | $806,093,560 |
| 608 | BAY COLONY ADVISORS | $499,405 | $731,879,130 | $73,661,895 | $805,541,025 |
| 609 | THE FAIRMAN GROUP, LLC | $856,824 | $483,105,906 | $322,308,184 | $805,414,090 |
| 610 | BURLESON & COMPANY, LLC | $848,992 | $657,216,261 | $144,232,615 | $801,448,876 |
| 611 | 180 WEALTH ADVISORS, LLC | $320,000 | $620,000,000 | $180,000,000 | $800,000,000 |
| 612 | QUANTITATIVE ADVANTAGE, LLC | $395,838 | $798,801,364 | — | $798,801,364 |
| 613 | FINANCIAL CONCEPTS | $158,141 | $794,341,659 | — | $794,341,659 |
| 614 | Q3 ASSET MANAGEMENT CORPORATION | $208,554 | $478,277,401 | $315,894,577 | $794,171,978 |
| 615 | NORTHSTAR ASSET MANAGEMENT INC | $1,696,443 | $792,239,004 | — | $792,239,004 |
| 616 | ABOUND WEALTH MANAGEMENT, LLC | $331,128 | $758,604,290 | $32,790,882 | $791,395,172 |
| 617 | MITCHELL CAPITAL MANAGEMENT CO | $1,164,346 | $787,098,024 | — | $787,098,024 |
| 618 | BLANKINSHIP & FOSTER, LLC | $802,542 | $786,491,375 | — | $786,491,375 |
| 619 | SUMMIT ASSET MANAGEMENT LLC | $526,771 | $703,237,223 | $83,232,386 | $786,469,609 |
| 620 | ELLIS INVESTMENT PARTNERS, LLC | $450,930 | $726,332,514 | $60,088,844 | $786,421,358 |
| 621 | WEALTH ADVISORS GROUP | $344,053 | $754,999,486 | $29,786,508 | $784,785,994 |
| 622 | JOHN MOORE & ASSOCIATES INC | $1,237,706 | $784,705,786 | — | $784,705,786 |
| 623 | LAFAYETTE INVESTMENTS, INC. | $1,443,531 | $783,837,272 | — | $783,837,272 |
| 624 | ZEVIN ASSET MANAGEMENT, LLC | $1,275,204 | $776,456,560 | $6,518,904 | $782,975,464 |
| 625 | WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC | $532,333 | $780,400,000 | — | $780,400,000 |
| 626 | FAMILY WMS, LLC | $980,004 | $392,124,756 | $386,978,663 | $779,103,419 |
| 627 | INSIGHT WEALTH STRATEGIES, LLC | $523,907 | $777,477,686 | — | $777,477,686 |
| 628 | REGENCY INVESTMENT ADVISORS INC | $493,559 | $769,931,305 | $7,423,989 | $777,355,294 |
| 629 | SCOTT CAPITAL ADVISORS, LLC | $997,671 | $720,912,841 | $56,273,172 | $777,186,013 |
| 630 | THRIVE WEALTH MANAGEMENT, LLC | $426,082 | $730,163,962 | $43,174,296 | $773,338,258 |
| 631 | WALTER KEENAN WEALTH MANAGEMENT | $2,596,682 | $590,220,353 | $180,994,068 | $771,214,421 |
| 632 | DEERFIELD | $823,116 | $663,526,211 | $106,910,496 | $770,436,707 |
| 633 | SITTNER & NELSON, LLC | $575,740 | $750,206,392 | $17,830,881 | $768,037,273 |
| 634 | AUTUMN LANE ADVISORS, LLC | $2,224,577 | $431,158,000 | $336,321,000 | $767,479,000 |
| 635 | PATHWAY FINANCIAL ADVISORS, LLC | $838,725 | $766,594,754 | — | $766,594,754 |
| 636 | PJS INVESTMENT MANAGEMENT | $671,244 | $737,581,570 | $26,965,135 | $764,546,705 |
| 637 | NOESIS CAPITAL MANAGEMENT CORP | $859,363 | $683,448,137 | $80,525,227 | $763,973,364 |
| 638 | THE JOSEPH GROUP CAPITAL MANAGEMENT | $1,126,516 | $763,777,757 | — | $763,777,757 |
| 639 | CLARO ADVISORS, LLC | $360,754 | $718,444,407 | $44,550,008 | $762,994,415 |
| 640 | PENNSYLVANIA CAPITAL MANAGEMENT INC. | $761,784 | $565,748,205 | $195,274,002 | $761,022,207 |
| 641 | STEPHENS CONSULTING, LLC | $308,131 | $666,498,211 | $94,276,133 | $760,774,344 |
| 642 | THE WEALTH COLLABORATIVE, INC. | $1,587,590 | $751,244,741 | $9,210,942 | $760,455,683 |
| 643 | ASHFORD ADVISORS, LLC | $3,364,588 | $583,621,587 | $176,775,397 | $760,396,984 |
| 644 | SCHAEFER FINANCIAL MANAGEMENT, INC. | $425,543 | — | $760,020,287 | $760,020,287 |
| 645 | COMPASS FINANCIAL GROUP, INC | $133,333 | $760,000,000 | — | $760,000,000 |
| 646 | THE FAMILY FIRM, INC. | $763,382 | $756,840,739 | $1,960,950 | $758,801,689 |
| 647 | INSIGHT WEALTH PARTNERS | $306,106 | $756,316,983 | $1,906,472 | $758,223,455 |
| 648 | TRUADVICE LLC | $127,361 | $752,959,554 | $4,708,419 | $757,667,973 |
| 649 | PREMIER FINANCIAL GROUP INC | $666,058 | $676,979,108 | $80,329,289 | $757,308,397 |
| 650 | FJY FINANCIAL | $386,682 | $711,695,915 | $45,427,399 | $757,123,314 |
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.
