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 |
|---|---|---|---|---|---|
| 401 | Azzad Asset Management, Inc. | $361,021 | $1,056,128,038 | $7,439,550 | $1,063,567,588 |
| 402 | Bitterroot Capital Advisors LLC | $70,699,785 | $42,457,419 | $1,018,039,359 | $1,060,496,778 |
| 403 | TC Wealth Partners, LLC | $650,451 | $1,049,152,464 | $8,481,191 | $1,057,633,655 |
| 404 | Straightline Group, LLC | $187,281 | $1,001,745,133 | $55,083,164 | $1,056,828,297 |
| 405 | HARDY REED, LLC | $3,769,479 | $945,043,137 | $106,641,429 | $1,051,684,566 |
| 406 | Wacker Wealth Partners, LLC | $1,668,311 | $1,044,291,815 | $6,744,006 | $1,051,035,821 |
| 407 | Sather Financial Group, Inc. | $974,268 | $1,050,261,019 | — | $1,050,261,019 |
| 408 | Zuckerman Investment Group, LLC | $1,168,729 | $952,601,112 | $95,748,722 | $1,048,349,834 |
| 409 | Alphacore Capital LLC | $630,542 | $441,580,965 | $601,966,709 | $1,043,547,674 |
| 410 | Madison Financial Advisors, Ltd | $483,439 | $1,040,843,381 | — | $1,040,843,381 |
| 411 | Rockwood Wealth Management, LLC | $387,527 | $1,007,312,574 | $30,871,001 | $1,038,183,575 |
| 412 | Adell Harriman & Carpenter Inc | $575,797 | $1,032,403,916 | — | $1,032,403,916 |
| 413 | Rockbridge Investment Management, LLC | $319,096 | $965,163,260 | $65,835,873 | $1,030,999,133 |
| 414 | Weatherly Asset Management Lp | $815,876 | $1,018,183,828 | $9,820,014 | $1,028,003,842 |
| 415 | Schnieders Capital Management, LLC. | $1,112,312 | $463,920,886 | $561,630,907 | $1,025,551,793 |
| 416 | Highland Private Wealth Management | $896,548 | $1,013,781,432 | $8,282,963 | $1,022,064,395 |
| 417 | Telos Capital Management, Inc. | $564,647 | $1,017,493,974 | — | $1,017,493,974 |
| 418 | Financial Synergies Wealth Advisors, Inc. | $1,580,415 | $1,016,206,821 | — | $1,016,206,821 |
| 419 | Palisade Asset Management, LLC | $1,850,481 | $933,525,014 | $80,538,711 | $1,014,063,725 |
| 420 | Tradewinds Capital Management, LLC | $260,281 | $1,009,631,757 | — | $1,009,631,757 |
| 421 | Marco Investment Management LLC | $2,049,483 | $1,008,345,568 | — | $1,008,345,568 |
| 422 | Requisite Capital Management LLC | $3,403,288 | $553,520,116 | $453,853,165 | $1,007,373,281 |
| 423 | Baldwin Investment Management, LLC | $908,577 | $627,573,609 | $378,221,196 | $1,005,794,805 |
| 424 | Ellevest, Inc. | $9,117 | $1,005,597,453 | — | $1,005,597,453 |
| 425 | Promus Capital, LLC | $2,415,056 | $411,299,764 | $590,948,397 | $1,002,248,161 |
| 426 | Sheets Smith Wealth Management | $1,190,246 | $998,616,543 | — | $998,616,543 |
| 427 | Yorkbridge Wealth Partners, LLC | $1,029,460 | $925,721,328 | $69,766,502 | $995,487,830 |
| 428 | Cardan Capital Partners, LLC | $450,317 | $992,498,537 | — | $992,498,537 |
| 429 | The Hoerner Planning Group, LLC | $983,005 | $681,403,902 | $305,533,251 | $986,937,153 |
| 430 | Lesesne Capital Management Inc | $564,761 | $971,782,242 | $13,160,534 | $984,942,776 |
| 431 | Rebalance LLC | $740,603 | $984,261,417 | — | $984,261,417 |
| 432 | Meyers Wealth Management, LLC | $1,759,034 | $935,000,000 | $48,300,000 | $983,300,000 |
| 433 | The Mosaic Financial Group, LLC | $1,746,231 | $447,926,677 | $535,201,375 | $983,128,052 |
| 434 | Abbrea Capital, LLC | $1,404,654 | $830,709,581 | $148,334,413 | $979,043,994 |
| 435 | Telarray, LLC | $1,550,155 | $978,147,753 | — | $978,147,753 |
| 436 | Wealthstream Advisors, Inc. | $608,155 | $968,790,124 | — | $968,790,124 |
| 437 | Cahill Financial Advisors, Inc. | $275,545 | $832,895,467 | $134,267,025 | $967,162,492 |
| 438 | Prism Financial Group, L.L.C. | $497,509 | $831,254,205 | $133,913,674 | $965,167,879 |
| 439 | NEXT CAPITAL MANAGEMENT LLC | $1,119,994 | $772,963,661 | $189,111,357 | $962,075,018 |
| 440 | Grey Street Capital, LLC | $1,723,867 | $907,976,959 | $53,940,848 | $961,917,807 |
| 441 | Vernal Point Advisors, LLC | $5,580,710 | $576,339,393 | $383,542,694 | $959,882,087 |
| 442 | George Mckelvey Co., Inc. | $688,403 | $888,362,913 | $70,581,940 | $958,944,853 |
| 443 | Woodmont Investment Counsel, LLC | $1,083,243 | $872,069,487 | $86,600,146 | $958,669,633 |
| 444 | Eagle Ridge Investment Management LLC | $1,228,189 | $882,980,496 | $75,007,045 | $957,987,541 |
| 445 | CWS Financial Advisors LLC | $458,062 | $941,096,450 | $13,504,394 | $954,600,844 |
| 446 | Reliant Investment Management, LLC | $2,221,694 | $937,581,234 | $15,525,695 | $953,106,929 |
| 447 | Fourthought Financial, LLC | $363,624 | $950,514,383 | — | $950,514,383 |
| 448 | Cahaba Wealth Management, Inc. | $1,672,481 | $949,969,014 | — | $949,969,014 |
| 449 | CJM Wealth Advisers, Ltd. | $1,200,027 | $901,779,530 | $43,841,682 | $945,621,212 |
| 450 | Corrigan Financial Inc | $921,077 | $938,717,000 | $5,387,000 | $944,104,000 |
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.
