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 |
|---|---|---|---|---|---|
| 151 | First Endowment Development Corp | $24,905,746 | $7,471,803 | $2,781,971,693 | $2,789,443,496 |
| 152 | Palladium Partners, LLC | $1,152,754 | $2,748,493,741 | $40,017,470 | $2,788,511,211 |
| 153 | Moss Adams Wealth Advisors LLC | $807,402 | $2,220,511,241 | $560,180,550 | $2,780,691,791 |
| 154 | Dyson Capital Advisors, LLC | $43,417,734 | $490,816,000 | $2,287,919,000 | $2,778,735,000 |
| 155 | Circle Wealth Management, LLC | $2,724,827 | $1,369,426,769 | $1,401,722,150 | $2,771,148,919 |
| 156 | Halbert Hargrove Global Advisors, LLC | $708,434 | $2,566,475,785 | $196,415,236 | $2,762,891,021 |
| 157 | ZWJ Investment Counsel Inc | $1,338,246 | $2,328,903,876 | $386,397,573 | $2,715,301,449 |
| 158 | ROOSEVELT INVESTMENTS | $572,661 | $2,538,869,168 | $158,366,293 | $2,697,235,461 |
| 159 | Chicago Capital, LLC | $2,077,828 | $2,669,667,853 | $8,653,082 | $2,678,320,935 |
| 160 | Accredited Investors Inc | $651,689 | $2,545,432,965 | $130,400,589 | $2,675,833,554 |
| 161 | Heritage Wealth Advisors, LLC | $2,176,790 | $2,456,317,155 | $212,427,941 | $2,668,745,096 |
| 162 | Winthrop Capital Management, LLC | $3,639,714 | $2,640,365,253 | $20,265,665 | $2,660,630,918 |
| 163 | MRA ASSOCIATES | $1,090,565 | $1,742,370,597 | $901,158,881 | $2,643,529,478 |
| 164 | Foster Group, Inc. | $554,011 | $2,639,308,984 | — | $2,639,308,984 |
| 165 | Raub Brock Capital Management, Lp | $434,124 | $676,559,612 | $1,951,624,384 | $2,628,183,996 |
| 166 | Oakmont Corporation | $35,202,513 | $2,574,943,547 | $30,042,431 | $2,604,985,978 |
| 167 | Andersen Tax LLC | $7,082,824 | — | $2,592,313,522 | $2,592,313,522 |
| 168 | Buckhead Capital Management, LLC | $11,806,221 | $2,401,150,221 | $160,799,668 | $2,561,949,889 |
| 169 | Sage Financial Group Inc. | $803,961 | $2,302,786,993 | $254,613,504 | $2,557,400,497 |
| 170 | Barrett Asset Management, LLC | $2,691,245 | $2,213,910,935 | $302,403,469 | $2,516,314,404 |
| 171 | Battery Global Advisors, LLC | $29,578,571 | $1,146,000,000 | $1,338,600,000 | $2,484,600,000 |
| 172 | Verdence Capital Advisors, LLC | $602,297 | $2,472,428,702 | — | $2,472,428,702 |
| 173 | INTEROCEAN CAPITAL, LLC | $789,725 | $1,963,117,713 | $489,767,149 | $2,452,884,862 |
| 174 | Beaumont Financial Partners LLC | $751,516 | $1,811,545,029 | $634,638,834 | $2,446,183,863 |
| 175 | Private Ocean, LLC | $677,341 | $2,426,706,066 | $12,400,484 | $2,439,106,550 |
| 176 | Evensky & Katz, LLC | $523,302 | $2,363,426,378 | $2,947,473 | $2,366,373,851 |
| 177 | FAIRVIEW CAPITAL | $4,848,747 | $2,344,223,324 | $7,418,875 | $2,351,642,199 |
| 178 | True North Advisors, LLC | $708,300 | $2,316,755,756 | $21,343,657 | $2,338,099,413 |
| 179 | CONGRESS WEALTH MANAGEMENT LLC | $938,894 | $2,320,940,879 | $11,271,928 | $2,332,212,807 |
| 180 | Radnor Financial Advisors, LLC | $978,914 | $2,315,657,966 | $16,114,690 | $2,331,772,656 |
| 181 | Cobblestone Capital Advisors, LLC | $894,898 | $2,269,581,111 | $61,627,667 | $2,331,208,778 |
| 182 | Pinnacle Advisory Group, Inc. | $403,691 | $2,317,996,134 | — | $2,317,996,134 |
| 183 | New England Private Wealth Advisors, LLC | $930,957 | $1,762,361,820 | $551,065,574 | $2,313,427,394 |
| 184 | Cadinha & Co LLC | $329,812 | $2,286,257,040 | — | $2,286,257,040 |
| 185 | Team Hewins, LLC | $1,920,762 | $1,276,148,444 | $1,003,795,862 | $2,279,944,306 |
| 186 | Bragg Financial Advisors Inc | $1,723,918 | $2,272,123,381 | — | $2,272,123,381 |
| 187 | Envoi LLC | $1,832,376 | $2,259,319,068 | — | $2,259,319,068 |
| 188 | WATER OAK ADVISORS, LLC | $1,111,937 | $2,101,164,206 | $144,948,809 | $2,246,113,015 |
| 189 | Morton Capital Management, LLC | $743,154 | $2,120,478,789 | $90,404,247 | $2,210,883,036 |
| 190 | Resource Consulting Group Inc | $886,231 | $2,193,422,143 | — | $2,193,422,143 |
| 191 | Windrose Advisors LLC | $23,039,521 | $469,547,106 | $1,719,207,344 | $2,188,754,450 |
| 192 | North Star Asset Management Inc | $916,465 | $2,125,601,296 | $50,087,201 | $2,175,688,497 |
| 193 | Cardiff Park Advisors,LLC | $1,044,254 | $52,892,344 | $2,116,022,686 | $2,168,915,030 |
| 194 | Birch Hill Investment Advisors LLC | $1,819,915 | $2,162,744,020 | $2,954,305 | $2,165,698,325 |
| 195 | Chesley, Taft & Associates, LLC | $1,292,021 | $1,980,194,816 | $165,851,992 | $2,146,046,808 |
| 196 | Donaldson Capital Management LLC | $618,454 | $2,018,120,165 | $123,585,077 | $2,141,705,242 |
| 197 | Montag A & Associates Inc | $1,953,335 | $2,117,585,956 | $15,455,900 | $2,133,041,856 |
| 198 | Retirement Income Solutions, Inc. | $1,766,819 | $2,130,783,499 | — | $2,130,783,499 |
| 199 | IWP Wealth Management LLC | $43,156,416 | $211,255,160 | $1,903,409,216 | $2,114,664,376 |
| 200 | Goelzer Investment Management, Inc. | $1,555,979 | $2,096,042,827 | $15,420,530 | $2,111,463,357 |
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.
