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 |
|---|---|---|---|---|---|
| 1 | Empyrion Wealth Management, Inc. | $2,676,073 | $222,114,022 | — | $222,114,022 |
| 2 | Wealthpoint Advisors LLC | $491,019 | $235,689,234 | — | $235,689,234 |
| 3 | Epsilon Financial Group, Inc. | $355,017 | $415,369,766 | — | $415,369,766 |
| 4 | Helm Investment Management, LLC | $470,125 | $247,285,624 | — | $247,285,624 |
| 5 | Fourthought Financial, LLC | $363,624 | $950,514,383 | — | $950,514,383 |
| 6 | Kraematon Investment Advisors, Inc | $363,368 | $171,146,308 | — | $171,146,308 |
| 7 | Litton Financial, LLC | $317,789 | $279,972,495 | — | $279,972,495 |
| 8 | TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. | $735,878 | $146,439,802 | — | $146,439,802 |
| 9 | Triumph Capital Management | $109,422 | $372,911,856 | — | $372,911,856 |
| 10 | Vela Investment Management, LLC | $1,213,353 | $134,682,208 | — | $134,682,208 |
| 11 | The H Group, Inc. | $311,866 | $712,614,862 | — | $712,614,862 |
| 12 | Crumly And Associates, Incorporated | $747,475 | $263,858,688 | — | $263,858,688 |
| 13 | Kore Private Wealth, LLC | $1,235,903 | $4,189,712,433 | — | $4,189,712,433 |
| 14 | ISI Financial Group Inc | $316,403 | $610,025,923 | — | $610,025,923 |
| 15 | Kirkwood Financial Services, LLC | $478,025 | $110,901,830 | — | $110,901,830 |
| 16 | Bontempo Ohly Capital Management, LLC | $532,399 | $298,143,236 | — | $298,143,236 |
| 17 | South Georgia Capital, LLC | $578,288 | $164,812,072 | — | $164,812,072 |
| 18 | Enspyre Wealth Advisors, Inc. | $518,458 | $129,614,486 | — | $129,614,486 |
| 19 | JE Wilson Advisors, LLC | $556,395 | $120,181,383 | — | $120,181,383 |
| 20 | Archer Investment Management, LLC | $218,991 | $125,481,719 | — | $125,481,719 |
| 21 | Eaton-Cambridge Inc. | $218,947 | $132,025,270 | — | $132,025,270 |
| 22 | Asset Management Strategies, Inc. | $86,588 | $141,657,332 | — | $141,657,332 |
| 23 | Arlington Capital Management, Inc. | $222,778 | $116,958,262 | — | $116,958,262 |
| 24 | Wealth Advisors, Inc. | $1,192,448 | $256,376,242 | — | $256,376,242 |
| 25 | Asset Dedication, LLC | $908,970 | $1,437,081,527 | — | $1,437,081,527 |
| 26 | Pillar Financial Advisors, LLC | $346,370 | $209,207,370 | — | $209,207,370 |
| 27 | Ashfield Capital Partners, LLC | $2,412,430 | $1,483,644,160 | — | $1,483,644,160 |
| 28 | Horrell Capital Management, Inc. | $2,519,444 | $352,722,183 | — | $352,722,183 |
| 29 | Allodium Investment Consultants, LLC | $587,465 | $340,141,956 | — | $340,141,956 |
| 30 | Private Capital Group, LLC | $544,788 | $1,223,593,499 | — | $1,223,593,499 |
| 31 | Intrinsic Value Partners, LLC | $789,097 | $154,662,971 | — | $154,662,971 |
| 32 | Verdence Capital Advisors, LLC | $602,297 | $2,472,428,702 | — | $2,472,428,702 |
| 33 | Roble, Belko And Company, Inc. | $988,541 | $761,176,655 | — | $761,176,655 |
| 34 | Apella Capital, LLC | $338,976 | $1,662,000,000 | — | $1,662,000,000 |
| 35 | Merit Financial Partners LLC | $391,947 | $149,723,851 | — | $149,723,851 |
| 36 | Sherclar, Inc | $296,086 | $124,356,000 | — | $124,356,000 |
| 37 | Emerson Wealth, LLC | $802,831 | $539,502,549 | — | $539,502,549 |
| 38 | Robasciotti & Associates , Inc. | $288,931 | $154,000,000 | — | $154,000,000 |
| 39 | Canter Strategic Wealth Management, LLC | $992,842 | $163,818,948 | — | $163,818,948 |
| 40 | Rock Point Advisors, LLC | $785,035 | $446,684,895 | — | $446,684,895 |
| 41 | Tom Johnson Investment Management, LLC | $328,725 | $1,642,967,252 | — | $1,642,967,252 |
| 42 | Mark Sheptoff Financial Planning LLC | $440,547 | $353,318,972 | — | $353,318,972 |
| 43 | Allgen Financial Advisors, Inc. | $155,041 | $263,570,000 | — | $263,570,000 |
| 44 | Clay Northam Wealth Management, LLC | $200,913 | $209,551,845 | — | $209,551,845 |
| 45 | Matrix Asset Advisors Inc | $680,056 | $790,905,683 | — | $790,905,683 |
| 46 | Berkeley, Inc | $359,732 | $268,000,000 | — | $268,000,000 |
| 47 | Kades & Cheifetz, LLC | $432,032 | $378,027,638 | — | $378,027,638 |
| 48 | Cook Wealth Management Group, LLC | $447,918 | $405,365,714 | — | $405,365,714 |
| 49 | Rosenblum Silverman Sutton Sf Inc | $2,759,574 | $482,925,503 | — | $482,925,503 |
| 50 | T.O.S. Advisors, LLC | $1,125,324 | $226,190,077 | — | $226,190,077 |
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.
