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 |
|---|---|---|---|---|---|
| 1001 | FLOREK FINANCIAL, LLC | $747,696 | — | $373,848,000 | $373,848,000 |
| 1002 | OMICRON ADVISORS, LLC | $746,521 | $111,231,558 | — | $111,231,558 |
| 1003 | BLB & B ADVISORS, LLC | $746,059 | $1,929,670,196 | $135,419,793 | $2,065,089,989 |
| 1004 | THE WELCH GROUP, LLC | $743,985 | $2,449,942,225 | — | $2,449,942,225 |
| 1005 | ALEXANDER RANDOLPH ADVISORY INC | $742,445 | $217,099,043 | $137,047,140 | $354,146,183 |
| 1006 | SAGEVEST WEALTH MANAGEMENT | $742,347 | $297,681,010 | — | $297,681,010 |
| 1007 | YUKON WEALTH MANAGEMENT, INC. | $742,046 | $276,465,912 | $1,801,157 | $278,267,069 |
| 1008 | CAMELOTTA ADVISORS | $741,792 | $179,972,543 | $1,024,783 | $180,997,326 |
| 1009 | PARAGON CAPITAL MANAGEMENT LLC | $741,552 | $441,223,380 | — | $441,223,380 |
| 1010 | HALBERT HARGROVE | $739,444 | $2,851,845,996 | $179,136,902 | $3,030,982,898 |
| 1011 | DONALDSON CAPITAL MANAGEMENT LLC | $739,409 | $2,616,028,278 | — | $2,616,028,278 |
| 1012 | THE WEALTH CONSERVANCY, INC. | $738,804 | $91,426,987 | $65,938,199 | $157,365,186 |
| 1013 | HUTCHINSON & ZIEGLER FINANCIAL ADVISORS, INC. | $738,748 | $178,777,014 | — | $178,777,014 |
| 1014 | HOWE AND RUSLING, INC. | $738,502 | $1,463,642,280 | $2,283,725 | $1,465,926,005 |
| 1015 | PARKSIDE ADVISORS LLC | $736,675 | $587,130,325 | — | $587,130,325 |
| 1016 | IMS CAPITAL MANAGEMENT | $736,592 | $373,997,807 | $16,395,837 | $390,393,644 |
| 1017 | PRIVATE ASSET MANAGEMENT INC | $735,821 | $1,003,660,304 | — | $1,003,660,304 |
| 1018 | KAILASA CAPITAL MANAGEMENT LLC | $735,612 | $217,334,116 | $56,313,685 | $273,647,801 |
| 1019 | MAPLE CAPITAL MANAGEMENT, INC. | $735,318 | $1,594,130,334 | $38,432 | $1,594,168,766 |
| 1020 | HEMSLEY ADVISORS, LTD. | $735,119 | $32,854,950 | $422,183,501 | $455,038,451 |
| 1021 | KASTEL CAPITAL ADVISORS, LLC | $734,547 | $83,268,000 | $34,994,000 | $118,262,000 |
| 1022 | FOSTER GROUP, INC. | $733,546 | $3,241,151,422 | $152,232,107 | $3,393,383,529 |
| 1023 | WESTOVER CAPITAL ADVISORS, LLC | $732,879 | $411,144,992 | — | $411,144,992 |
| 1024 | BMSS WESSON WEALTH SOLUTIONS | $731,701 | $273,600,354 | $5,177,683 | $278,778,037 |
| 1025 | WESTEND CAPITAL MANAGEMENT, LLC. | $731,055 | $194,460,663 | — | $194,460,663 |
| 1026 | ALLIUM FINANCIAL ADVISORS, LLC | $730,638 | $413,442,461 | $12,519,295 | $425,961,756 |
| 1027 | MISSION WEALTH MANAGEMENT, LP | $730,558 | $3,956,379,545 | $858,730,067 | $4,815,109,612 |
| 1028 | MEYER CAPITAL GROUP | $730,289 | $1,112,678,451 | $523,168,908 | $1,635,847,359 |
| 1029 | LUMINA FINANCIAL CONSULTANTS, LLC | $730,232 | $129,541,808 | $2,630,172 | $132,171,980 |
| 1030 | GRAYBILL BARTZ ASSOCIATES, LTD | $729,264 | $339,546,185 | $22,168,950 | $361,715,135 |
| 1031 | ORGEL WEALTH MANAGEMENT, LLC | $728,894 | $6,604,220,000 | $2,479,000 | $6,606,699,000 |
| 1032 | COLONIAL TRUST ADVISORS, INC. | $725,968 | $1,202,749,710 | $106,171,307 | $1,308,921,017 |
| 1033 | ETESIAN WEALTH ADVISORS, INC. | $724,475 | $288,230,398 | $4,457,602 | $292,688,000 |
| 1034 | ELLSWORTH ADVISORS, LLC | $724,474 | $709,655,393 | $1,778,044 | $711,433,437 |
| 1035 | GOLDEN GATE PERSONAL FINANCIAL PLANNING | $724,406 | $115,180,497 | — | $115,180,497 |
| 1036 | YARGER WEALTH STRATEGIES, LLC | $724,172 | $295,347,397 | $71,083,614 | $366,431,011 |
| 1037 | COX CAPITAL MANAGEMENT LLC | $722,315 | $286,036,701 | — | $286,036,701 |
| 1038 | DESTINATION WEALTH MANAGEMENT | $722,183 | $3,809,515,164 | — | $3,809,515,164 |
| 1039 | CHEVIOT VALUE MANAGEMENT, LLC | $720,711 | $622,693,979 | — | $622,693,979 |
| 1040 | TRINITY FIDUCIARY PARTNERS, LLC | $719,314 | $42,179,444 | $62,840,444 | $105,019,888 |
| 1041 | BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC | $718,666 | $330,586,159 | — | $330,586,159 |
| 1042 | BELLEAIR ASSET MANAGEMENT, LLC | $717,094 | $174,700,338 | $57,637,958 | $232,338,296 |
| 1043 | HINSDALE ASSOCIATES | $717,002 | $129,060,448 | — | $129,060,448 |
| 1044 | TRUE MEASURE WEALTH MANAGEMENT | $716,338 | $226,362,761 | — | $226,362,761 |
| 1045 | RIGGS CAPITAL MANAGEMENT, LLC | $716,151 | $269,272,732 | — | $269,272,732 |
| 1046 | BRIGHTWORTH, LLC | $715,490 | $5,364,746,988 | — | $5,364,746,988 |
| 1047 | MORTON WEALTH | $715,087 | $2,375,243,103 | $41,036,045 | $2,416,279,148 |
| 1048 | BLUME CAPITAL MANAGEMENT, INC. | $715,060 | $580,628,386 | — | $580,628,386 |
| 1049 | ROYAL OAK FINANCIAL GROUP | $714,286 | $115,000,000 | — | $115,000,000 |
| 1050 | KENNETH FRENKE & CO | $714,149 | $174,252,234 | — | $174,252,234 |
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.
