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
401Deerfield Financial Advisors, Inc.$779,709$610,371,468$105,401,694$715,773,162
402Omega Capital Management,LLC$189,130$104,400,000$104,400,000
403Taylor Wealth Management, LLC$585,474$4,286,779$104,025,902$108,312,681
404Port Capital LLC$4,509,722$1,848,909,874$103,799,759$1,952,709,633
405Lawrence Financial Planning, LLC$1,519,693$8,093,794$102,843,818$110,937,612
406Bayshore Capital Advisors, LLC$7,413,866$209,091,916$102,290,470$311,382,386
407Summitry, LLC$657,743$1,855,910,283$102,191,277$1,958,101,560
408Financial Partners Capital Management, LLC$1,068,657$552,337,206$101,680,874$654,018,080
409Waypoint Strategic Advisors, LLC$175,475$101,600,000$101,600,000
410Taylor And Taylor Financial Services Usa LLC$690,474$100,118,658$100,118,658
411Albion Management Group$673,879$1,328,670,255$98,606,074$1,427,276,329
412Raskob Kambourian Financial Advisors, Ltd.$1,373,452$67,299,148$97,515,119$164,814,267
413EQ, LLC$334,742$271,927,804$96,957,437$368,885,241
414Horst & Graben Wealth Management, LLC$243,930$446,877,628$96,355,112$543,232,740
415Financial Designs Corporation$296,334$300,814,499$95,976,757$396,791,256
416Zuckerman Investment Group, LLC$1,168,729$952,601,112$95,748,722$1,048,349,834
417Emery & Howard Portfolio Management$2,543,433$1,532,940,404$94,856,566$1,627,796,970
418ARMIS ADVISERS$2,232,943$64,248,225$94,290,734$158,538,959
419Barry Investment Advisors, LLC$463,727$573,155,610$93,683,638$666,839,248
420Rossmore Private Capital, LLC$1,660,660$761,577,922$93,662,196$855,240,118
421Capital Management LLC$615,606$183,277,017$93,129,922$276,406,939
422Strategies Wealth Advisors, LLC$494,505$627,000,000$93,000,000$720,000,000
423Wealth Architects, LLC$541,203$1,248,533,331$92,568,487$1,341,101,818
424Verum Partners LLC$463,526$168,308,322$92,193,142$260,501,464
425Legacy Wealth Management Inc$515,590$1,645,351,172$92,185,594$1,737,536,766
426Taylor Hoffman Wealth Management, LLC$386,235$186,178,999$91,910,291$278,089,290
427Palo Alto Wealth Advisors, LLC$732,290$261,178,301$91,785,383$352,963,684
428Wealth Management Group, Inc.$215,374$29,341,833$91,698,632$121,040,465
429Morton Capital Management, LLC$743,154$2,120,478,789$90,404,247$2,210,883,036
430Helmsman Financial Group, LLC$560,380$53,610,175$89,847,023$143,457,198
431Paradigm Financial Advisors LLC$414,589$459,837,777$88,248,398$548,086,175
432Brighton Jones LLC$3,716,222$8,355,071,502$88,185,838$8,443,257,340
433Milestone Investment Advisors, LLC$519,719$522,363,649$87,786,368$610,150,017
434Strategic Wealth Management Inc$8,088,135$535,599,546$87,186,865$622,786,411
435Woodmont Investment Counsel, LLC$1,083,243$872,069,487$86,600,146$958,669,633
436Keb Asset Management, LLC$410,202$635,446,103$86,510,193$721,956,296
437Cannon Capital Management, Inc.$400,013$101,553,561$86,452,685$188,006,246
438Lotusgroup Advisors, LLC$115,307$73,618,701$86,196,459$159,815,160
439Century Wealth Management, LLC$973,139$306,473,645$85,701,225$392,174,870
440Paragon Financial Partners, Inc.$516,528$143,340,514$85,481,488$228,822,002
441Up Capital Management, Inc.$569,962$109,491,089$85,435,842$194,926,931
442RW Investment Management LLC$541,582$1,161,363,146$85,357,891$1,246,721,037
443Stillwater Capital Advisors, LLC$499,965$760,606,154$84,834,975$845,441,129
444Cypress Financial Planning, LLC$169,618$113,871,184$84,751,394$198,622,578
445Willow Creek Wealth Management, Inc.$590,021$1,296,488,990$84,749,517$1,381,238,507
446Premier Estate Planners, LLC$200,969$124,066,941$84,136,514$208,203,455
447Fortune Financial Advisors, LLC$330,557$155,209,289$83,452,961$238,662,250
448Silver Oak Advisory Group, Inc.$480,257$211,492,673$83,385,118$294,877,791
449Garde Capital, Inc.$2,716,533$1,217,892,804$83,326,308$1,301,219,112
450Concorde Financial Corporation$2,890,400$272,405,058$83,114,109$355,519,167
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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 Carline Murphy.

*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.