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 |
|---|---|---|---|---|---|
| 751 | ZHANG FINANCIAL | $948,340 | $2,748,594,975 | $2,035,781,811 | $4,784,376,786 |
| 752 | CHERRY CREEK INVESTMENT ADVISORS INC | $947,494 | $236,873,421 | — | $236,873,421 |
| 753 | JLFRANKLIN WEALTH PLANNING | $946,612 | $195,001,984 | — | $195,001,984 |
| 754 | HEISTEN FINANCIAL, LLC | $946,430 | $104,268,018 | $10,250,000 | $114,518,018 |
| 755 | DANIELS & ERICKSON FINANCIAL ADVISORS, LLC | $944,636 | $118,079,541 | — | $118,079,541 |
| 756 | VENTURI PRIVATE WEALTH | $944,517 | $2,277,586,606 | $5,309,956 | $2,282,896,562 |
| 757 | AVIOR WEALTH MANAGEMENT, LLC | $944,275 | $1,884,736,906 | $429,681,976 | $2,314,418,882 |
| 758 | GENERATIONS WEALTH, LLC | $944,005 | $271,873,313 | — | $271,873,313 |
| 759 | HIGHLAND PRIVATE WEALTH MANAGEMENT | $941,631 | $1,310,675,290 | $15,141,269 | $1,325,816,559 |
| 760 | BALDWIN INVESTMENT MANAGEMENT, LLC | $940,924 | $758,450,284 | $383,831,244 | $1,142,281,528 |
| 761 | INDIE ASSET PARTNERS, LLC | $940,740 | $701,113,350 | $1,619,684 | $702,733,034 |
| 762 | KM CAPITAL MANAGEMENT, LTD. | $940,289 | $192,969,182 | $72,192,201 | $265,161,383 |
| 763 | ACKERMAN CAPITAL MANAGEMENT | $939,608 | $457,468,346 | $51,799,183 | $509,267,529 |
| 764 | PELOTON WEALTH STRATEGISTS, INC. | $939,109 | $304,271,196 | — | $304,271,196 |
| 765 | WEDMONT PRIVATE CAPITAL | $937,062 | $488,911,422 | $12,416,752 | $501,328,174 |
| 766 | COMPASS FINANCIAL GROUP, INC. | $936,841 | $386,915,250 | — | $386,915,250 |
| 767 | CAFG WEALTH MANAGEMENT, INC. | $935,469 | $223,577,113 | — | $223,577,113 |
| 768 | DARDEN WEALTH GROUP | $933,844 | $160,947,192 | $5,277,074 | $166,224,266 |
| 769 | WEATHERLY ASSET MANAGEMENT | $933,272 | $1,209,259,179 | $9,593,596 | $1,218,852,775 |
| 770 | GRAVES LIGHT LENHART | $932,567 | $997,298,149 | $35,986,164 | $1,033,284,313 |
| 771 | ROCK POINT ADVISORS, LLC | $931,962 | $553,585,275 | — | $553,585,275 |
| 772 | HANSEATIC MANAGEMENT SERVICES INC | $927,152 | $140,000,000 | — | $140,000,000 |
| 773 | ANCHOR CAPITAL ADVISORS LLC | $927,004 | $3,415,082,456 | — | $3,415,082,456 |
| 774 | KEYSTONE FINANCIAL SERVICES | $926,468 | $218,646,355 | — | $218,646,355 |
| 775 | FINANCIAL PLANNING AND INFORMATION SERVICES, INC. | $924,329 | $1,007,518,203 | — | $1,007,518,203 |
| 776 | MOSS ADAMS WEALTH ADVISORS LLC | $922,923 | $2,813,638,922 | $747,921,943 | $3,561,560,865 |
| 777 | WESTMOUNT ASSET MANAGEMENT, LLC | $921,586 | $3,455,536,547 | $381,948,894 | $3,837,485,441 |
| 778 | INTELLIGENT CAPITALWORKS | $919,331 | $247,100,000 | $200,000 | $247,300,000 |
| 779 | SUMNICHT & ASSOCIATES, LLC | $918,686 | $289,822,302 | $51,928,824 | $341,751,126 |
| 780 | FIERSTON FINANCIAL GROUP INC | $918,642 | $835,963,837 | — | $835,963,837 |
| 781 | AVIANCE CAPITAL PARTNERS LLC | $916,477 | $652,067,741 | $464,205 | $652,531,946 |
| 782 | MARYLAND CAPITAL MANAGEMENT, LLC | $915,702 | $2,446,287,418 | $6,879,283 | $2,453,166,701 |
| 783 | MONETARY SOLUTIONS, LTD. | $914,384 | $128,013,802 | — | $128,013,802 |
| 784 | WARNER FINANCIAL, INC | $911,991 | $589,504,979 | $13,321,173 | $602,826,152 |
| 785 | JOURNEY WEALTH MANAGEMENT | $910,993 | $372,793,119 | $14,378,754 | $387,171,873 |
| 786 | TINGEY ADVISORS INC | $910,496 | $361,263,087 | $1,114,222 | $362,377,309 |
| 787 | REBALANCE LLC | $909,291 | $1,462,139,862 | — | $1,462,139,862 |
| 788 | ASSET STRATEGIES, INC. | $908,993 | $130,705,230 | $6,552,776 | $137,258,006 |
| 789 | PERENNIAL | $908,326 | $485,306,310 | $5,189,689 | $490,495,999 |
| 790 | VESTA WEALTH MANAGEMENT, LLC | $907,935 | $157,365,564 | $132,265,825 | $289,631,389 |
| 791 | WEST COAST FINANCIAL, LLC | $906,939 | $1,640,652,188 | — | $1,640,652,188 |
| 792 | VSM WEALTH ADVISORY, LLC | $906,508 | $441,469,414 | — | $441,469,414 |
| 793 | LESJAK PLANNING, LLC | $904,826 | $330,700,000 | $6,800,000 | $337,500,000 |
| 794 | EPSILON FINANCIAL GROUP, INC. | $904,051 | $468,298,226 | — | $468,298,226 |
| 795 | JVL WEALTH STRATEGIES | $896,968 | $432,117,837 | $9,190,652 | $441,308,489 |
| 796 | HERITAGE INVESTMENT GROUP, INC. | $896,235 | $1,692,091,393 | — | $1,692,091,393 |
| 797 | LEE FINANCIAL COMPANY, LLC | $894,850 | $1,303,848,268 | $2,633,020 | $1,306,481,288 |
| 798 | FRUTH INVESTMENT MANAGEMENT | $894,587 | $373,450,325 | $2,276,310 | $375,726,635 |
| 799 | ROUNDVIEW CAPITAL, LLC | $892,477 | $1,193,943,081 | $20,717,626 | $1,214,660,707 |
| 800 | WILLIAM MACK & ASSOCIATES INC | $891,501 | $721,393,000 | $5,180,000 | $726,573,000 |
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.
