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 |
|---|---|---|---|---|---|
| 1001 | VANTAGE WEALTH MANAGEMENT, LLC | $354,578 | $488,608,000 | — | $488,608,000 |
| 1002 | COLORADO CAPITAL MANAGEMENT | $634,010 | $430,694,593 | $57,493,413 | $488,188,006 |
| 1003 | KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC. | $260,361 | $469,150,367 | $19,026,212 | $488,176,579 |
| 1004 | JAMES R. MARTIN CONSULTING, INC | $703,083 | $487,939,464 | — | $487,939,464 |
| 1005 | BRAY CAPITAL ADVISORS, LLC | $1,913,007 | $487,816,737 | — | $487,816,737 |
| 1006 | STUDIO INVESTMENT MANAGEMENT | $1,169,160 | $487,539,608 | — | $487,539,608 |
| 1007 | OGOREK WEALTH MANAGEMENT, LLC | $2,707,953 | $487,431,467 | — | $487,431,467 |
| 1008 | EQ WEALTH MANAGEMENT | $338,360 | $356,022,051 | $130,877,652 | $486,899,703 |
| 1009 | SMITH & HOWARD WEALTH MANAGEMENT, LLC | $830,314 | $484,073,078 | — | $484,073,078 |
| 1010 | BGM WEALTH PARTNERS | $691,010 | $479,859,106 | $3,847,694 | $483,706,800 |
| 1011 | FAMILY INVESTMENT CENTER | $301,276 | $483,548,203 | — | $483,548,203 |
| 1012 | KREITLER FINANCIAL LLC | $596,219 | $478,440,032 | $5,093,352 | $483,533,384 |
| 1013 | B&C FINANCIAL ADVISORS | $435,132 | $474,855,852 | $7,705,872 | $482,561,724 |
| 1014 | HURLOW WEALTH MANAGEMENT GROUP, INC. | $354,463 | $409,974,455 | $71,386,280 | $481,360,735 |
| 1015 | LANDMARK FINANCIAL ADVISORS, LLC | $363,254 | $447,298,000 | $34,014,000 | $481,312,000 |
| 1016 | WILSEY ASSET MANAGEMENT INCORPORATED | $348,077 | $479,650,469 | — | $479,650,469 |
| 1017 | KENDALL CAPITAL MANAGEMENT | $423,253 | $479,545,821 | — | $479,545,821 |
| 1018 | SILICON VALLEY WEALTH ADVISORS, LLC | $438,206 | $467,055,632 | $12,341,354 | $479,396,986 |
| 1019 | VON BORSTEL & ASSOCIATES | $253,762 | $478,849,136 | — | $478,849,136 |
| 1020 | PERSPECTIVE WEALTH PARTNERS, LLC | $2,246,973 | — | $476,358,239 | $476,358,239 |
| 1021 | SINGLE POINT PARTNERS | $460,803 | $466,381,578 | $9,627,948 | $476,009,526 |
| 1022 | SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | $272,742 | $461,504,590 | $14,430,187 | $475,934,777 |
| 1023 | WEST FINANCIAL ADVISORS, L.L.C. | $338,560 | $463,900,000 | $11,100,000 | $475,000,000 |
| 1024 | SEVENBRIDGE FINANCIAL GROUP, LLC | $531,320 | $475,000,000 | — | $475,000,000 |
| 1025 | LGG FINANCIAL | $651,463 | $463,508,312 | $10,756,923 | $474,265,235 |
| 1026 | PEDDOCK CAPITAL ADVISORS, LLC | $1,390,751 | $455,511,061 | $18,734,874 | $474,245,935 |
| 1027 | OAKMONT CAPITAL MANAGEMENT, LLC | $616,361 | $361,295,526 | $112,070,037 | $473,365,563 |
| 1028 | ADAMS WEALTH ADVISORS | $325,042 | $473,261,221 | — | $473,261,221 |
| 1029 | PROTECTION POINT ADVISORS | $415,406 | $453,245,845 | $18,655,536 | $471,901,381 |
| 1030 | HARPSWELL CAPITAL ADVISORS, LLC | $4,067,738 | $471,857,659 | — | $471,857,659 |
| 1031 | SKYOAK WEALTH | $418,308 | $471,851,536 | — | $471,851,536 |
| 1032 | MBE WEALTH MANAGEMENT, LLC | $122,088 | $471,139,499 | — | $471,139,499 |
| 1033 | SHOREPOINT CAPITAL PARTNERS LLC | $510,830 | $441,989,588 | $28,995,973 | $470,985,561 |
| 1034 | DHR INVESTMENT COUNSEL LTD | $646,981 | $417,668,972 | $52,686,131 | $470,355,103 |
| 1035 | OARSMAN CAPITAL, INC | $331,947 | $468,039,499 | $1,001,510 | $469,041,009 |
| 1036 | TRAVERSO CHAMBERS PRIVATE WEALTH MANAGEMENT, LLC | $453,498 | $465,226,086 | $3,690,625 | $468,916,711 |
| 1037 | EPSILON FINANCIAL GROUP, INC. | $904,051 | $468,298,226 | — | $468,298,226 |
| 1038 | HBC FINANCIAL SERVICES, PLLC | $688,981 | $448,379,817 | $19,438,559 | $467,818,376 |
| 1039 | WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | $477,917 | $466,446,674 | — | $466,446,674 |
| 1040 | FRANCIS FINANCIAL | $566,025 | $418,248,458 | $47,590,113 | $465,838,571 |
| 1041 | AMERICA FIRST INVESTMENT ADVISORS LLC | $849,115 | $463,616,637 | — | $463,616,637 |
| 1042 | MATTERN WEALTH MANAGEMENT LLC | $382,868 | $452,233,329 | $11,037,364 | $463,270,693 |
| 1043 | BALLAST, INC. | $320,409 | $434,952,717 | $28,038,732 | $462,991,449 |
| 1044 | FREEDOM ADVISORY | $752,754 | $462,943,992 | — | $462,943,992 |
| 1045 | MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC | $261,658 | $462,873,543 | — | $462,873,543 |
| 1046 | TRELLIS ADVISORS, LLC | $387,969 | $458,354,046 | $3,717,501 | $462,071,547 |
| 1047 | NAVIGATE PRIVATE WEALTH, LLC | $227,214 | $459,881,234 | — | $459,881,234 |
| 1048 | FINANCIAL STRATEGIES GROUP, INC | $141,815 | $443,676,620 | $15,661,404 | $459,338,024 |
| 1049 | EQUITAS CAPITAL ADVISORS,LLC | $8,350,845 | $155,931,123 | $303,365,353 | $459,296,476 |
| 1050 | WALKNER CONDON FINANCIAL ADVISORS LLC | $274,334 | $425,251,371 | $33,984,192 | $459,235,563 |
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.
