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 |
|---|---|---|---|---|---|
| 551 | OBRIEN GREENE & CO INC | $1,257,282 | $341,641,204 | $53,145,470 | $394,786,674 |
| 552 | NWK GROUP | $1,257,111 | $512,901,108 | — | $512,901,108 |
| 553 | RGT WEALTH ADVISORS | $1,257,080 | $5,555,737,222 | $195,402,804 | $5,751,140,026 |
| 554 | ARIADNE WEALTH MANAGEMENT, LP | $1,256,458 | $429,346,000 | $20,466,000 | $449,812,000 |
| 555 | RZH ADVISORS LLC | $1,253,944 | $1,516,018,156 | — | $1,516,018,156 |
| 556 | F L PUTNAM INVESTMENT MANAGEMENT CO. | $1,250,943 | $4,501,326,714 | $45,851,253 | $4,547,177,967 |
| 557 | COLUMBIA PACIFIC WEALTH MANAGEMENT | $1,250,039 | $3,785,337,982 | $2,277,349,289 | $6,062,687,271 |
| 558 | BAKERAVENUE | $1,245,884 | $2,181,455,628 | $409,983,185 | $2,591,438,813 |
| 559 | SINECERA CAPITAL, LLC | $1,245,054 | $112,508,806 | $4,526,269 | $117,035,075 |
| 560 | GILMAN HILL ASSET MANAGEMENT, LLC | $1,243,876 | $597,060,615 | — | $597,060,615 |
| 561 | BLUE OCEAN CAPITAL | $1,242,864 | $567,988,832 | — | $567,988,832 |
| 562 | WOODMONT INVESTMENT COUNSEL, LLC | $1,242,508 | $1,163,517,072 | $42,958,084 | $1,206,475,156 |
| 563 | STACK FINANCIAL MANAGEMENT INC | $1,242,463 | $1,712,114,137 | — | $1,712,114,137 |
| 564 | BEESE FULMER PRIVATE WEALTH MANAGEMENT | $1,241,465 | $1,281,191,456 | — | $1,281,191,456 |
| 565 | HERON BAY CAPITAL MANAGEMENT | $1,241,373 | $240,826,424 | — | $240,826,424 |
| 566 | JOHN MOORE & ASSOCIATES INC | $1,237,706 | $784,705,786 | — | $784,705,786 |
| 567 | DOUBLE BAY MANAGEMENT & PLANNING | $1,235,446 | $112,425,565 | — | $112,425,565 |
| 568 | FERRIS CAPITAL, LLC | $1,228,763 | $755,689,292 | — | $755,689,292 |
| 569 | J. L. BAINBRIDGE & CO., INC. | $1,227,703 | $956,380,954 | — | $956,380,954 |
| 570 | SATHER FINANCIAL GROUP, INC. | $1,225,133 | $1,430,955,241 | — | $1,430,955,241 |
| 571 | TARBOX FAMILY OFFICE, INC. | $1,222,346 | $1,040,216,612 | — | $1,040,216,612 |
| 572 | DELEGATE ADVISORS, LLC | $1,221,555 | $177,769,439 | $768,935,789 | $946,705,228 |
| 573 | BRADY FAMILY WEALTH, LLC | $1,220,496 | $199,903,727 | $56,400,339 | $256,304,066 |
| 574 | NEW POTOMAC PARTNERS LLC | $1,218,002 | $187,314,944 | $14,873,336 | $202,188,280 |
| 575 | NORTHWEST FINANCIAL SERVICES INC | $1,215,295 | $449,659,059 | — | $449,659,059 |
| 576 | INVESCO, LLC | $1,210,493 | $237,256,669 | — | $237,256,669 |
| 577 | BIRCHCREEK WEALTH MANAGEMENT, LLC | $1,210,227 | $189,454,635 | $7,812,324 | $197,266,959 |
| 578 | GPM GROWTH INVESTORS, INC. | $1,209,268 | $216,866,046 | $2,011,523 | $218,877,569 |
| 579 | ALTAMONT WEALTH MANAGEMENT, INC. | $1,209,061 | — | $182,568,174 | $182,568,174 |
| 580 | WALKER FINANCIAL ADVISORS INC | $1,201,055 | $171,284,252 | $25,688,789 | $196,973,041 |
| 581 | CHATHAM CAPITAL GROUP INC | $1,197,037 | $649,991,312 | — | $649,991,312 |
| 582 | ASSET PLANNING, INC | $1,194,374 | $445,513,644 | $1,182,163 | $446,695,807 |
| 583 | WAYPOINT WEALTH PARTNERS | $1,185,670 | $896,366,542 | — | $896,366,542 |
| 584 | R M DAVIS INC | $1,182,445 | $6,654,939,342 | $150,030,811 | $6,804,970,153 |
| 585 | THE TENRET COMPANY, LLC | $1,179,709 | $130,947,657 | — | $130,947,657 |
| 586 | RENAISSANCE INVESTMENT GROUP, LLC | $1,178,482 | $528,294,779 | $16,163,973 | $544,458,752 |
| 587 | PALO ALTO WEALTH ADVISORS, LLC | $1,177,420 | $421,005,174 | $160,640,478 | $581,645,652 |
| 588 | PURE FINANCIAL ADVISORS, LLC | $1,176,623 | $4,040,035,677 | $44,024,431 | $4,084,060,108 |
| 589 | FAIRBANKS CAPITAL MANAGEMENT, INC. | $1,176,470 | $210,266,899 | $1,497,735 | $211,764,634 |
| 590 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | $1,174,091 | $466,889,684 | $82,584,755 | $549,474,439 |
| 591 | HAMILTON POINT INVESTMENT ADVISORS, LLC | $1,171,791 | $755,805,023 | — | $755,805,023 |
| 592 | SPOOR BEHRINS CAMPBELL & YOUNG SECURITIES CORP | $1,171,336 | — | $229,581,902 | $229,581,902 |
| 593 | MEADOW CREEK WEALTH ADVISORS, LLC | $1,170,252 | $282,213,222 | $244,400,350 | $526,613,572 |
| 594 | STUDIO INVESTMENT MANAGEMENT | $1,169,160 | $487,539,608 | — | $487,539,608 |
| 595 | PARATUS FINANCIAL, INC. | $1,168,327 | $294,430,035 | $199,772,313 | $494,202,348 |
| 596 | FILIGREE WEALTH ADVISORS, LLC | $1,166,570 | $141,155,000 | — | $141,155,000 |
| 597 | MITCHELL CAPITAL MANAGEMENT CO | $1,164,346 | $787,098,024 | — | $787,098,024 |
| 598 | TRIUNE FINANCIAL PARTNERS, LLC | $1,163,467 | $826,032,453 | $207,125,979 | $1,033,158,432 |
| 599 | OPEROSE ADVISORS LLC | $1,158,098 | $381,834,690 | $148,574,159 | $530,408,849 |
| 600 | SHAKER INVESTMENTS | $1,156,429 | $255,492,445 | $78,453 | $255,570,898 |
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.
