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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
301SOUND INCOME STRATEGIES, LLC$121,956$1,107,534,019$65,071,075$1,172,605,094
302CAPWEALTH ADVISORS, LLC$1,732,110$1,150,356,739$20,549,812$1,170,906,551
303BEAIRD HARRIS$455,250$1,068,995,906$99,175,516$1,168,171,422
304PLANNING ALTERNATIVES LTD$525,464$1,168,105,800$1,168,105,800
305CONDOR CAPITAL WEALTH MANAGEMENT$416,122$1,034,825,468$131,979,911$1,166,805,379
306NOVARE CAPITAL MANAGEMENT$832,353$1,160,240,946$2,556,060$1,162,797,006
307CORDA INVESTMENT MANAGEMENT, LLC$418,412$1,140,000,000$19,000,000$1,159,000,000
308POLARIS WEALTH ADVISORY GROUP$417,453$1,091,776,010$62,063,047$1,153,839,057
309DAINTREE ADVISORS LLC$864,986$1,127,964,000$23,332,000$1,151,296,000
310CORNERSTONE CAPITAL INC.$5,901,269$80,339,284$1,064,506,815$1,144,846,099
311DAKOTA WEALTH, LLC$497,262$1,138,772,443$3,935,548$1,142,707,991
312WEST COAST FINANCIAL, LLC$700,735$1,139,394,644$1,139,394,644
313ROUND TABLE WEALTH MANAGEMENT$1,062,530$993,753,493$136,778,401$1,130,531,894
314NICHOLAS HOFFMAN & COMPANY, LLC$676,364$788,891,005$337,254,880$1,126,145,885
315LEE FINANCIAL COMPANY, LLC$686,992$1,119,065,779$5,540,030$1,124,605,809
316JOHNSON FINANCIAL GROUP LLC$2,051,827$920,565,791$201,783,806$1,122,349,597
317RELIANT INVESTMENT MANAGEMENT, LLC$2,710,530$840,869,284$275,869,222$1,116,738,506
318SYNTRINSIC INVESTMENT COUNSEL, LLC.$2,920,204$786,789,611$325,808,056$1,112,597,667
319STOKES FAMILY OFFICE LLC$964,992$1,104,915,861$1,104,915,861
320PRUDENT MANAGEMENT ASSOCIATES$1,844,909$1,101,410,707$1,101,410,707
321MAIN STREET RESEARCH LLC$1,802,862$1,090,731,639$1,090,731,639
322DOYLE WEALTH MANAGEMENT, INC.$510,559$1,076,447,308$11,554,447$1,088,001,755
323TFC FINANCIAL MANAGEMENT INC$928,027$1,079,946,959$2,132,927$1,082,079,886
324CORNERSTONE MANAGEMENT, INC.$719,072$1,079,163,835$882,603$1,080,046,438
325PATRIOT INVESTMENT MANAGEMENT GROUP INC$259,135$1,075,584,555$2,417,088$1,078,001,643
326GARDE CAPITAL, INC.$2,284,497$1,041,873,000$34,125,000$1,075,998,000
327KINGS POINT CAPITAL MANAGEMENT LLC$1,001,372$1,055,508,093$17,962,615$1,073,470,708
328WILLOW CREEK WEALTH MANAGEMENT, INC.$466,607$981,887,126$90,842,531$1,072,729,657
329TORTOISE INVESTMENT MANAGEMENT, LLC$472,545$1,062,261,385$8,998,124$1,071,259,509
330JNBA FINANCIAL ADVISORS INC$314,515$1,038,327,332$29,765,698$1,068,093,030
331GALVIN, GAUSTAD & STEIN, LLC$545,921$1,045,966,185$21,854,580$1,067,820,765
332EQUIUS PARTNERS, INC.$705,661$1,037,386,815$30,278,122$1,067,664,937
333EDGEMOOR INVESTMENT ADVISORS, INC.$1,202,920$1,066,989,964$1,066,989,964
334PINE RIDGE ADVISERS LLC$87,790,881$1,053,490,569$1,053,490,569
335PARCION PRIVATE WEALTH LLC$1,178,721$1,052,598,234$1,052,598,234
336HARDY REED, LLC$3,769,479$945,043,137$106,641,429$1,051,684,566
337RODGERS & ASSOCIATES$336,038$1,050,118,206$1,050,118,206
338SCHAPER BENZ & WISE INVESTMENT COUNSEL INC$1,406,735$1,026,669,459$21,348,147$1,048,017,606
339GODSEY & GIBB WEALTH MANAGEMENT$697,940$1,038,581,197$9,026,541$1,047,607,738
340RKL WEALTH MANAGEMENT LLC$1,260,696$969,524,415$73,070,895$1,042,595,310
341SLATESTONE WEALTH LLC$575,380$1,028,033,310$12,828,307$1,040,861,617
342AUSTIN ASSET$562,611$1,021,522,641$18,181,628$1,039,704,269
343TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC.$912,138$1,037,101,000$1,037,101,000
344DIVERSIFIED PORTFOLIOS, INC.$642,178$998,503,863$36,044,475$1,034,548,338
345D'ORAZIO & ASSOCIATES, INC.$608,750$1,032,893,421$1,373,210$1,034,266,631
346MAPLE CAPITAL MANAGEMENT, INC.$594,687$1,023,723,828$10,436,121$1,034,159,949
347WEALTHSTREET INVESTMENT ADVISORS, LLC$1,384,385$1,028,976,473$1,005,987$1,029,982,460
348BT WEALTH MANAGEMENT, LLC$901,391$994,791,367$30,991,896$1,025,783,263
349RZH ADVISORS LLC$1,010,774$1,023,913,953$1,023,913,953
350COLUMN CAPITAL ADVISORS, LLC$717,474$972,285,014$41,506,139$1,013,791,153
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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 Data.

Reprints: For reprints of these rankings, please contact Sabrina Straub.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to 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) nor one who is an insurance company or agency.

Database last updated on June, 2020.