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 |
|---|---|---|---|---|---|
| 901 | SBK FINANCIAL, INC. | $809,977 | $956,333,988 | $67,476,336 | $1,023,810,324 |
| 902 | PAN GLOBAL ADVISERS, LLC | $807,667 | $129,327,664 | $82,281,213 | $211,608,877 |
| 903 | MICHAEL A. DUBIS FINANCIAL PLANNING, LLC | $807,495 | $215,601,271 | — | $215,601,271 |
| 904 | ARTEMIS FINANCIAL ADVISORS | $806,625 | $265,379,677 | — | $265,379,677 |
| 905 | ARCHVEST WEALTH ADVISORS, INC. | $806,452 | $244,800,000 | $5,200,000 | $250,000,000 |
| 906 | AVALAN, LLC | $806,304 | $430,337,696 | $21,998,716 | $452,336,412 |
| 907 | ROBERTS, GLORE & CO. | $806,179 | $615,889,588 | $252,365,485 | $868,255,073 |
| 908 | BLANKINSHIP & FOSTER, LLC | $802,542 | $786,491,375 | — | $786,491,375 |
| 909 | HAROLD DAVIDSON & ASSOCIATES INC | $802,373 | $353,044,173 | — | $353,044,173 |
| 910 | CEDARSTONE ADVISORS | $801,946 | $141,731,644 | $1,014,746 | $142,746,390 |
| 911 | MIRAMAR CAPITAL | $801,007 | $376,631,191 | $65,524,435 | $442,155,626 |
| 912 | CONSILIUM WEALTH MANAGEMENT | $800,711 | $666,341,090 | $61,505,661 | $727,846,751 |
| 913 | ALPHA OMEGA WEALTH MANAGEMENT, LLC | $800,498 | $899,726,370 | $95,292,412 | $995,018,782 |
| 914 | CARTER ASSET MANAGEMENT | $798,938 | $420,241,421 | — | $420,241,421 |
| 915 | EP WEALTH ADVISORS | $798,802 | $14,386,000,000 | $284,000,000 | $14,670,000,000 |
| 916 | PENINSULA WEALTH, LLC | $798,289 | $558,003,681 | — | $558,003,681 |
| 917 | ADC WEALTH MANAGEMENT, LLC | $797,781 | — | $174,714,000 | $174,714,000 |
| 918 | LVM CAPITAL MANAGEMENT LTD | $797,188 | $911,618,606 | $26,671,629 | $938,290,235 |
| 919 | HALBERSTADT FINANCIAL CONSULTANTS INC | $796,913 | $64,067,526 | $71,407,662 | $135,475,188 |
| 920 | BASON ASSET MANAGEMENT | $796,744 | $584,082,000 | $6,305,000 | $590,387,000 |
| 921 | HALL CAPITAL MANAGEMENT COMPANY, INC. | $796,688 | $361,079,957 | $1,413,275 | $362,493,232 |
| 922 | LITTLE HOUSE CAPITAL, LLC | $796,608 | $322,525,639 | $16,032,893 | $338,558,532 |
| 923 | DIVERSIFIED PORTFOLIOS, INC. | $794,766 | $1,431,758,576 | $34,584,847 | $1,466,343,423 |
| 924 | A. N. CULBERTSON & COMPANY, INC. | $794,481 | $624,270,000 | $11,315,000 | $635,585,000 |
| 925 | LIBRA WEALTH LLC | $794,224 | $373,285,321 | — | $373,285,321 |
| 926 | INVESTORS ASSET MANAGEMENT OF GEORGIA INC | $794,022 | $359,692,008 | — | $359,692,008 |
| 927 | SIGNIFY WEALTH LLC | $793,427 | $197,617,311 | $7,880,177 | $205,497,488 |
| 928 | SHULMAN DEMEO ASSET MANAGEMENT, LLC | $792,833 | $590,438,843 | $77,126,221 | $667,565,064 |
| 929 | FINANCIAL ADVISORY CORPORATION | $792,516 | $854,325,351 | $6,786 | $854,332,137 |
| 930 | HMS INVESTMENT ADVISORS | $792,298 | $259,949,454 | $14,977,867 | $274,927,321 |
| 931 | BT WEALTH MANAGEMENT, LLC | $791,539 | $1,032,573,965 | $17,797,953 | $1,050,371,918 |
| 932 | MY LEGACY ADVISORS, LLC | $790,860 | $304,481,152 | — | $304,481,152 |
| 933 | KISTLER-TIFFANY ADVISORS | $789,548 | $1,141,036,700 | $14,862,221 | $1,155,898,921 |
| 934 | PECAUT WEALTH MANAGEMENT | $789,286 | $281,785,623 | $23,668,002 | $305,453,625 |
| 935 | B & L ASSET MANAGEMENT, LLC | $788,451 | $162,168,662 | $1,040,619 | $163,209,281 |
| 936 | DEFENDER CAPITAL | $787,368 | $372,700,000 | $1,300,000 | $374,000,000 |
| 937 | THE KELLY GROUP | $786,854 | $744,363,798 | — | $744,363,798 |
| 938 | ARBOR INVESTMENT ADVISORS | $785,842 | $846,462,635 | $13,248,940 | $859,711,575 |
| 939 | DT INVESTMENT PARTNERS, LLC | $785,009 | $1,148,770,311 | $29,527,809 | $1,178,298,120 |
| 940 | DUNNAVAN & CO. | $783,634 | $426,296,663 | — | $426,296,663 |
| 941 | GEORGE MCKELVEY CO., LLC | $783,530 | $1,052,464,898 | $58,580,141 | $1,111,045,039 |
| 942 | L & S ADVISORS, INC | $783,493 | $989,659,970 | $8,509,672 | $998,169,642 |
| 943 | SB CAPITAL MANAGEMENT, INC. | $782,394 | $998,540,732 | $2,141,194 | $1,000,681,926 |
| 944 | MODERA WEALTH MANAGEMENT, LLC | $779,820 | $6,894,508,149 | $56,026,062 | $6,950,534,211 |
| 945 | TRANQUILITY PARTNERS, LLC | $779,251 | $420,294,656 | $37,905,056 | $458,199,712 |
| 946 | PATRICK M. SWEENEY & ASSOCIATES, INC | $777,931 | $153,901,992 | $7,129,780 | $161,031,772 |
| 947 | HOWARD FINANCIAL SERVICES, LTD. | $777,089 | $928,483,851 | $9,462,762 | $937,946,613 |
| 948 | INDEX FUND ADVISORS, INC. | $776,976 | $4,937,682,218 | — | $4,937,682,218 |
| 949 | APEX FINANCIAL ADVISORS, INC | $776,245 | $439,179,144 | $4,833,014 | $444,012,158 |
| 950 | CLEAR ROCK ADVISORS, LLC | $775,916 | $388,734,152 | — | $388,734,152 |
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.
