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 |
|---|---|---|---|---|---|
| 1301 | CARLSON FINANCIAL | $143,355 | $364,265,980 | — | $364,265,980 |
| 1302 | CEDRUS LLC | $315,154 | $364,003,434 | — | $364,003,434 |
| 1303 | TRINITY LEGACY PARTNERS, LLC | $553,329 | $325,609,741 | $37,374,141 | $362,983,882 |
| 1304 | HALL CAPITAL MANAGEMENT COMPANY, INC. | $796,688 | $361,079,957 | $1,413,275 | $362,493,232 |
| 1305 | TINGEY ADVISORS INC | $910,496 | $361,263,087 | $1,114,222 | $362,377,309 |
| 1306 | GRAYBILL BARTZ ASSOCIATES, LTD | $729,264 | $339,546,185 | $22,168,950 | $361,715,135 |
| 1307 | DICKINSON INVESTMENT ADVISORS | $679,629 | $339,073,025 | $22,489,407 | $361,562,432 |
| 1308 | MIDWEST FINANCIAL GROUP LLC | $205,532 | $355,529,371 | $6,001,696 | $361,531,067 |
| 1309 | LBJ FAMILY WEALTH ADVISORS, LTD. | $4,013,143 | $361,182,830 | — | $361,182,830 |
| 1310 | TRINITY FINANCIAL ADVISORS LLC | $422,714 | $360,574,741 | — | $360,574,741 |
| 1311 | FINANCIAL LIFE ADVISORS | $500,078 | $281,565,731 | $78,990,591 | $360,556,322 |
| 1312 | ATTICUS WEALTH MANAGEMENT | $558,826 | $322,605,507 | $37,837,563 | $360,443,070 |
| 1313 | INVESTORS ASSET MANAGEMENT OF GEORGIA INC | $794,022 | $359,692,008 | — | $359,692,008 |
| 1314 | ROTH FINANCIAL PARTNERS LLC | $538,166 | $359,494,846 | — | $359,494,846 |
| 1315 | CYPRESS CAPITAL, LLC | $296,769 | $359,387,124 | — | $359,387,124 |
| 1316 | KNUFF & COMPANY LLC | $14,965,049 | $359,161,178 | — | $359,161,178 |
| 1317 | FIRST WILSHIRE SECURITIES MANAGEMENT, INC. | $1,325,008 | $359,077,070 | — | $359,077,070 |
| 1318 | MERIDIAN FINANCIAL PARTNERS LLC | $352,569 | $358,914,757 | — | $358,914,757 |
| 1319 | GROVE STREET FIDUCIARY, LLC | $301,224 | $345,405,527 | $13,352,208 | $358,757,735 |
| 1320 | MARBLE TRAIL ADVISORS | $401,854 | $351,290,157 | $7,163,550 | $358,453,707 |
| 1321 | TGS FINANCIAL ADVISORS | $317,557 | $331,828,741 | $25,740,447 | $357,569,188 |
| 1322 | SOCHA FINANCIAL GROUP, LLC | $494,978 | $357,374,320 | — | $357,374,320 |
| 1323 | ALLIANCE ADVISORY & SECURITIES, INC | $210,996 | $202,486,165 | $154,518,651 | $357,004,816 |
| 1324 | NARUS FINANCIAL PARTNERS, LLC | $872,834 | $343,197,169 | $13,792,115 | $356,989,284 |
| 1325 | DENT WEALTH ADVISORS | $2,051,075 | $356,886,978 | — | $356,886,978 |
| 1326 | HSC WEALTH ADVISORS | $233,632 | $356,522,643 | — | $356,522,643 |
| 1327 | CLARK FINANCIAL SERVICES GROUP, INC. | $210,063 | $323,671,116 | $32,175,125 | $355,846,241 |
| 1328 | MORRIS FINANCIAL CONCEPTS, INC. | $437,504 | $345,638,268 | $10,052,417 | $355,690,685 |
| 1329 | G&H INVESTMENTS | $3,320,561 | $325,300,000 | $30,000,000 | $355,300,000 |
| 1330 | OPTIMUM INVESTMENT ADVISORS, LLC | $608,750 | $290,629,582 | $64,271,581 | $354,901,163 |
| 1331 | SAGE PRIVATE WEALTH GROUP, LLC | $335,761 | $352,399,688 | $1,827,854 | $354,227,542 |
| 1332 | ALEXANDER RANDOLPH ADVISORY INC | $742,445 | $217,099,043 | $137,047,140 | $354,146,183 |
| 1333 | ACUMEN WEALTH ADVISORS, LLC | $1,753,096 | $309,612,983 | $44,512,321 | $354,125,304 |
| 1334 | BCR WEALTH STRATEGIES | $343,247 | $353,544,205 | — | $353,544,205 |
| 1335 | PRIVATE WEALTH ADVISORS | $851,759 | $353,480,056 | — | $353,480,056 |
| 1336 | CLAYBROOK CAPITAL, LLC | $4,361,107 | $353,249,694 | — | $353,249,694 |
| 1337 | HOTALING INVESTMENT MANAGEMENT, LLC | $652,882 | $353,209,299 | — | $353,209,299 |
| 1338 | HAROLD DAVIDSON & ASSOCIATES INC | $802,373 | $353,044,173 | — | $353,044,173 |
| 1339 | PATHWAY FINANCIAL ADVISERS, LLC | $247,845 | $351,939,635 | — | $351,939,635 |
| 1340 | NOVAPOINT CAPITAL LLC | $514,402 | $348,767,000 | $3,084,000 | $351,851,000 |
| 1341 | DLK INVESTMENT MANAGEMENT | $388,979 | $320,174,796 | $30,684,436 | $350,859,232 |
| 1342 | MARKS WEALTH MANAGEMENT | $455,729 | $325,000,000 | $25,000,000 | $350,000,000 |
| 1343 | MKD WEALTH COACHES, LLC | $344,476 | $320,908,240 | $28,734,594 | $349,642,834 |
| 1344 | MITCHELL & PAHL PRIVATE WEALTH | $392,856 | $315,899,050 | $33,743,044 | $349,642,094 |
| 1345 | DIASTOLE WEALTH MANAGEMENT | $299,080 | $220,959,129 | $128,665,716 | $349,624,845 |
| 1346 | REICHARD CAPITAL, LLC | $2,283,866 | $349,431,440 | — | $349,431,440 |
| 1347 | VANTAGE FINANCIAL PARTNERS, LLC | $154,767 | $348,000,000 | $1,000,000 | $349,000,000 |
| 1348 | EDGE FINANCIAL ADVISORS, LLC | $375,994 | $339,601,285 | $9,320,977 | $348,922,262 |
| 1349 | MARQUIS WEALTH MANAGEMENT GROUP | $383,775 | $57,118,481 | $291,732,868 | $348,851,349 |
| 1350 | SILVERLEAFE CAPITAL PARTNERS, LLC | $678,625 | $309,345,865 | $39,467,490 | $348,813,355 |
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.
