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 |
|---|---|---|---|---|---|
| 1051 | CHEQUERS FINANCIAL MANAGEMENT LLC | $711,419 | $480,422,902 | $110,055,045 | $590,477,947 |
| 1052 | DIVIDEND ASSETS CAPITAL, LLC | $711,329 | $578,914,606 | $6,509,479 | $585,424,085 |
| 1053 | VISION CAPITAL MANAGEMENT INC | $709,903 | $1,021,550,392 | — | $1,021,550,392 |
| 1054 | SPECTRUM ASSET MANAGEMENT INC | $709,393 | $625,186,902 | $19,651,577 | $644,838,479 |
| 1055 | BURT WEALTH ADVISORS | $708,587 | $834,006,617 | — | $834,006,617 |
| 1056 | SMITHBRIDGE ASSET MANAGEMENT INC | $708,011 | $432,974,362 | $20,152,868 | $453,127,230 |
| 1057 | RIVERPLACE CAPITAL MANAGEMENT INC | $707,700 | $200,986,846 | — | $200,986,846 |
| 1058 | BALDRIGE ASSET MANAGEMENT | $707,101 | $564,707,901 | $47,641,646 | $612,349,547 |
| 1059 | FINANCIAL INSIGHTS INC | $706,797 | $533,631,424 | — | $533,631,424 |
| 1060 | WOODWARD FINANCIAL ADVISORS, INC. | $705,174 | $511,250,999 | — | $511,250,999 |
| 1061 | HARRELL INVESTMENT PARTNERS, LLC | $704,629 | $489,499,622 | $16,423,762 | $505,923,384 |
| 1062 | TRANSITUS WEALTH PARTNERS LLC | $703,517 | $230,057,272 | $2,806,974 | $232,864,246 |
| 1063 | FAIRFIELD FINANCIAL ADVISORS | $703,351 | $35,564,614 | $274,612,963 | $310,177,577 |
| 1064 | BARKER WEALTH MANAGEMENT, LLC | $703,309 | $140,661,740 | — | $140,661,740 |
| 1065 | JAMES R. MARTIN CONSULTING, INC | $703,083 | $487,939,464 | — | $487,939,464 |
| 1066 | PLAN FIRST WEALTH LLC | $702,871 | — | $131,436,862 | $131,436,862 |
| 1067 | PRIVATE CAPITAL MANAGEMENT, INC. | $702,066 | $198,650,687 | $19,691,869 | $218,342,556 |
| 1068 | WILLIAM HOWARD & CO FINANCIAL ADVISORS, INC. | $701,054 | $264,834,342 | $8,576,719 | $273,411,061 |
| 1069 | WESTERN FINANCIAL CORPORATION | $701,001 | $254,463,487 | — | $254,463,487 |
| 1070 | CUTLER INVESTMENT COUNSEL, LLC | $700,072 | $922,000,000 | $49,000,000 | $971,000,000 |
| 1071 | WEALTH ARCHITECTS, LLC | $699,870 | $1,525,413,579 | $126,979,111 | $1,652,392,690 |
| 1072 | EXCHANGE CAPITAL MANAGEMENT INC | $699,836 | $702,778,588 | $1,956,378 | $704,734,966 |
| 1073 | CASILIO LEITCH INVESTMENTS | $699,351 | $160,850,796 | — | $160,850,796 |
| 1074 | VERSANT CAPITAL MANAGEMENT, INC. | $698,435 | $805,925,436 | $44,070,121 | $849,995,557 |
| 1075 | EXCALIBUR MANAGEMENT CORP | $698,395 | $562,348,023 | $9,637,530 | $571,985,553 |
| 1076 | MATTERN CAPITAL MANAGEMENT, LLC | $698,323 | $733,238,738 | — | $733,238,738 |
| 1077 | BENNINGFIELD FINANCIAL ADVISORS, LLC | $697,462 | $216,213,354 | — | $216,213,354 |
| 1078 | GENCAP PORTFOLIO MANAGEMENT | $696,222 | $289,628,834 | $34,810,569 | $324,439,403 |
| 1079 | CLARIS ADVISORS, LLC | $695,513 | $545,978,059 | — | $545,978,059 |
| 1080 | MCCOLLUM CHRISTOFERSON GROUP, LLC | $695,491 | $509,795,227 | — | $509,795,227 |
| 1081 | 3EDGE ASSET MANAGEMENT, LP | $695,104 | $1,365,183,580 | — | $1,365,183,580 |
| 1082 | LEGACY ASSET MANAGEMENT, INC. | $695,079 | $139,015,884 | — | $139,015,884 |
| 1083 | QUANTUM FINANCIAL ADVISORS, LLC | $694,802 | $887,262,307 | — | $887,262,307 |
| 1084 | ROOF EIDAM MAYCOCK PERALTA LLC | $694,424 | $687,940,110 | $17,594,331 | $705,534,441 |
| 1085 | D'ORAZIO & ASSOCIATES, INC. | $694,206 | $1,193,497,098 | $1,924,988 | $1,195,422,086 |
| 1086 | NORTHWEST INVESTMENT COUNSELORS | $693,439 | $599,779,000 | $1,433,000 | $601,212,000 |
| 1087 | CAMPION ASSET MANAGEMENT, LLC | $693,258 | $163,302,673 | $37,048,751 | $200,351,424 |
| 1088 | GREENHOUSE WEALTH MANAGEMENT, LLC | $692,512 | $193,637,520 | $21,041,154 | $214,678,674 |
| 1089 | WHITEROCK WEALTH MANAGEMENT CO. | $692,051 | $202,207,676 | $39,318,066 | $241,525,742 |
| 1090 | EQUISTAR WEALTH MANAGEMENT LLC | $691,488 | $202,862,688 | $2,509,256 | $205,371,944 |
| 1091 | BGM WEALTH PARTNERS | $691,010 | $479,859,106 | $3,847,694 | $483,706,800 |
| 1092 | LESA SROUFE & COMPANY, INC. | $690,007 | $158,263,250 | $17,688,581 | $175,951,831 |
| 1093 | MULLANEY KEATING & WRIGHT INC | $689,891 | $293,887,881 | $31,050,676 | $324,938,557 |
| 1094 | HBC FINANCIAL SERVICES, PLLC | $688,981 | $448,379,817 | $19,438,559 | $467,818,376 |
| 1095 | TAYLOR WEALTH MANAGEMENT, LLC | $688,624 | $5,401,283 | $123,371,425 | $128,772,708 |
| 1096 | SHELTON WEALTH MANAGEMENT, LLC | $688,258 | $189,590,083 | $87,089,498 | $276,679,581 |
| 1097 | ALTAMONT CAPITAL MANAGEMENT | $688,212 | $235,368,426 | — | $235,368,426 |
| 1098 | IFRAH FINANCIAL SERVICES, INC. | $687,971 | $428,605,849 | — | $428,605,849 |
| 1099 | AUXANO ADVISORS | $687,312 | $947,620,299 | $81,972,700 | $1,029,592,999 |
| 1100 | HERITAGE WEALTH ADVISORS | $687,173 | $404,057,501 | — | $404,057,501 |
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.
