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 |
|---|---|---|---|---|---|
| 601 | FAMILY CFO, LLC | $1,154,703 | $190,914,451 | $7,694,526 | $198,608,977 |
| 602 | CLEARPATH CAPITAL PARTNERS LLC | $1,151,234 | $242,248,388 | $85,853,424 | $328,101,812 |
| 603 | THE ESTATE PLANNERS GROUP | $1,149,600 | $283,900,000 | $3,500,000 | $287,400,000 |
| 604 | JURIKA, MILLS & KEIFER, LLC | $1,148,153 | $299,668,000 | — | $299,668,000 |
| 605 | PEREGRINE ASSET ADVISERS, INC. | $1,144,544 | $374,212,951 | $4,630,968 | $378,843,919 |
| 606 | SARGENT INVESTMENT GROUP | $1,139,969 | $761,782,481 | $440,884,411 | $1,202,666,892 |
| 607 | ROBLE, BELKO AND COMPANY, INC. | $1,129,413 | $936,283,334 | — | $936,283,334 |
| 608 | TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC. | $1,128,736 | $1,406,404,904 | — | $1,406,404,904 |
| 609 | THE JOSEPH GROUP CAPITAL MANAGEMENT | $1,126,516 | $763,777,757 | — | $763,777,757 |
| 610 | ENRICH FINANCIAL PARTNERS LLC | $1,124,933 | $355,453,435 | $9,024,847 | $364,478,282 |
| 611 | FULLEN FINANCIAL GROUP, INC. | $1,124,203 | $236,082,578 | — | $236,082,578 |
| 612 | SHERWOOD FINANCIAL PARTNERS, LLC | $1,122,528 | $126,031,526 | $814,149 | $126,845,675 |
| 613 | SCOTT SNOW (FINANCIAL ADVISORS) LLC | $1,122,519 | — | $620,753,077 | $620,753,077 |
| 614 | RASKOB KAMBOURIAN FINANCIAL ADVISORS, LTD. | $1,122,046 | $40,696,608 | $63,653,669 | $104,350,277 |
| 615 | VISTA CAPITAL PARTNERS, INC. | $1,121,962 | $2,656,805,764 | — | $2,656,805,764 |
| 616 | VERICREST PRIVATE WEALTH, LLC | $1,121,753 | $121,149,333 | — | $121,149,333 |
| 617 | WEALTH PLANNING CORP | $1,121,491 | $429,253,000 | $15,979,000 | $445,232,000 |
| 618 | SCHOLTZ & CO | $1,121,275 | $405,160,255 | $7,468,792 | $412,629,047 |
| 619 | TRANSITIONS WEALTH MANAGEMENT, LLC | $1,120,132 | $423,410,048 | — | $423,410,048 |
| 620 | HFG ADVISORS, INC. | $1,119,690 | $258,339,979 | $12,624,965 | $270,964,944 |
| 621 | BARNSTONE ADVISORS LLC | $1,116,735 | $164,160,000 | — | $164,160,000 |
| 622 | DURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC | $1,116,232 | $1,582,134,460 | $23,006,736 | $1,605,141,196 |
| 623 | TFC FINANCIAL MANAGEMENT INC | $1,116,163 | $1,394,087,469 | — | $1,394,087,469 |
| 624 | NELSON CAPITAL MANAGEMENT, LLC | $1,116,007 | $597,780,223 | $28,299,587 | $626,079,810 |
| 625 | YOUNG WEALTH MANAGEMENT | $1,114,507 | $117,023,216 | — | $117,023,216 |
| 626 | OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | $1,112,599 | $2,447,718,712 | — | $2,447,718,712 |
| 627 | GODSHALK WELSH CAPITAL MANAGEMENT, INC. | $1,110,973 | $281,076,292 | — | $281,076,292 |
| 628 | CURTIS ADVISORY GROUP, LLC | $1,110,753 | $370,208,958 | $782,400 | $370,991,358 |
| 629 | BLUEPRINT INVESTING LLC | $1,108,785 | $271,652,283 | — | $271,652,283 |
| 630 | MICHAEL J. CREW, INVESTMENT ADVISOR | $1,107,765 | $153,979,300 | — | $153,979,300 |
| 631 | JMG FINANCIAL GROUP LTD | $1,106,511 | $4,539,223,000 | $176,727,000 | $4,715,950,000 |
| 632 | PROSPERITY ROAD, LLC | $1,105,162 | $146,542,717 | $3,759,336 | $150,302,053 |
| 633 | REDMOND ASSET MANAGEMENT, LLC | $1,104,857 | $399,570,118 | $30,219,256 | $429,789,374 |
| 634 | FCI ADVISORS | $1,104,130 | $12,828,294,714 | $1,643,532,748 | $14,471,827,462 |
| 635 | BPC ADVISORS LLC | $1,101,170 | $131,039,283 | — | $131,039,283 |
| 636 | PARSONS CAPITAL MANAGEMENT INC | $1,100,334 | $1,840,674,520 | $18,890,499 | $1,859,565,019 |
| 637 | AMERICAN FINANCIAL ADVISORS INC | $1,098,798 | — | $732,898,362 | $732,898,362 |
| 638 | ARIES WEALTH MANAGEMENT, LLC | $1,096,903 | $367,462,622 | — | $367,462,622 |
| 639 | TANDEM CAPITAL MANAGEMENT, INC. | $1,090,752 | $236,107,714 | $2,767,051 | $238,874,765 |
| 640 | DEDICATED CAPITAL ADVISORS, LLC | $1,090,360 | $79,756,319 | $38,002,590 | $117,758,909 |
| 641 | RADNOR FINANCIAL ADVISORS, LLC | $1,087,476 | $2,789,751,419 | $24,637,054 | $2,814,388,473 |
| 642 | HOMRICH BERG | $1,086,774 | $9,543,574,069 | $1,539,346,928 | $11,082,920,997 |
| 643 | VESTURA, LLC | $1,085,118 | $253,917,600 | — | $253,917,600 |
| 644 | MARATHON CAPITAL MANAGEMENT | $1,082,866 | $699,531,308 | — | $699,531,308 |
| 645 | HIGH PROBABILITY ADVISORS, LLC | $1,082,142 | $426,691,529 | $32,136,810 | $458,828,339 |
| 646 | COOPER LAPMAN FINANCIAL, LLC | $1,080,268 | $341,364,764 | — | $341,364,764 |
| 647 | FINANCIAL PARTNERS CAPITAL MANAGEMENT, LLC | $1,078,143 | $649,210,410 | $92,551,857 | $741,762,267 |
| 648 | LEAVELL INVESTMENT MANAGEMENT, INC. | $1,077,877 | $2,066,326,691 | $257,575,138 | $2,323,901,829 |
| 649 | RIDGECREST WEALTH PARTNERS, LLC | $1,077,701 | $244,494,904 | $346,085,364 | $590,580,268 |
| 650 | JACOBSEN CAPITAL MANAGEMENT | $1,075,821 | $380,840,506 | — | $380,840,506 |
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.
