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 |
|---|---|---|---|---|---|
| 1201 | BANTA ASSET MANAGEMENT LP | $631,950 | $156,723,525 | — | $156,723,525 |
| 1202 | SPOTLIGHT ASSET GROUP | $631,754 | $226,676,561 | $2,649,968 | $229,326,529 |
| 1203 | UP CAPITAL MANAGEMENT, INC. | $631,714 | $127,864,160 | $100,184,691 | $228,048,851 |
| 1204 | DARROW WEALTH MANAGEMENT | $631,645 | $241,920,094 | — | $241,920,094 |
| 1205 | MILLENNIUM INVESTMENT SERVICES | $631,352 | $131,144,671 | $2,702,035 | $133,846,706 |
| 1206 | PILE WEALTH MANAGEMENT | $631,247 | $111,730,632 | — | $111,730,632 |
| 1207 | DECISIONPOINT FINANCIAL, LLC | $631,243 | $495,525,785 | — | $495,525,785 |
| 1208 | THE BURNEY COMPANY | $630,921 | $2,625,894,633 | — | $2,625,894,633 |
| 1209 | CONCENTRIC WEALTH MANAGEMENT LLC | $630,272 | $561,572,340 | — | $561,572,340 |
| 1210 | THE MENARD FINANCIAL GROUP, LLC | $629,723 | $253,778,305 | — | $253,778,305 |
| 1211 | GHP INVESTMENT ADVISORS INC | $629,314 | $2,096,278,377 | $72,335,976 | $2,168,614,353 |
| 1212 | EIGER WEALTH MANAGEMENT, LLC | $629,278 | $200,365,584 | $66,448,475 | $266,814,059 |
| 1213 | CABOT WEALTH MANAGEMENT | $629,132 | $1,101,610,638 | — | $1,101,610,638 |
| 1214 | FORTE CAPITAL LLC | $629,030 | $1,363,629,633 | $85,654,358 | $1,449,283,991 |
| 1215 | KNIGHTSBRIDGE WEALTH MANAGEMENT | $628,606 | $527,841,704 | $7,101,948 | $534,943,652 |
| 1216 | HURLEY CAPITAL, LLC | $628,128 | $120,600,581 | — | $120,600,581 |
| 1217 | ARKOS GLOBAL ADVISORS, LLC | $628,048 | $686,456,423 | — | $686,456,423 |
| 1218 | TELOS CAPITAL MANAGEMENT, INC. | $627,871 | $1,197,350,807 | — | $1,197,350,807 |
| 1219 | DENALI WEALTH MANAGEMENT, INC. | $627,518 | $219,606,000 | $9,438,000 | $229,044,000 |
| 1220 | ABACUS WEALTH PARTNERS | $627,506 | $2,869,234,900 | $561,337,700 | $3,430,572,600 |
| 1221 | CONGRESS WEALTH MANAGEMENT LLC | $627,457 | $6,303,226,837 | $17,150,671 | $6,320,377,508 |
| 1222 | DAKOTA WEALTH, LLC | $626,705 | $1,949,382,348 | $1,551,552 | $1,950,933,900 |
| 1223 | OAKBRIDGE PARTNERS, LTD. | $626,700 | $1,195,966,939 | $13,564,864 | $1,209,531,803 |
| 1224 | CROSSGRAIN FAMILY INVESTMENTS, LLC | $626,162 | $120,062,864 | $17,692,867 | $137,755,731 |
| 1225 | MILESTONE INVESTMENT ADVISORS, LLC | $625,406 | $636,074,014 | $101,279,700 | $737,353,714 |
| 1226 | AUCTUS ADVISORS LLC | $624,866 | $342,961,738 | $714,821 | $343,676,559 |
| 1227 | CLARE MARKET INVESTMENTS, LLC | $624,856 | $412,405,000 | — | $412,405,000 |
| 1228 | PRISM ADVISORS, INC. | $624,161 | $409,261,174 | $8,926,906 | $418,188,080 |
| 1229 | WEALTH ENGINEERING, LLC | $620,840 | $152,105,784 | — | $152,105,784 |
| 1230 | ATWATER WEALTH MANAGEMENT | $620,451 | $172,223,306 | $3,984,694 | $176,208,000 |
| 1231 | WEALTH ANALYTICS PARTNERS, LLC | $619,426 | $250,248,174 | — | $250,248,174 |
| 1232 | ALTUS WEALTH MANAGEMENT, LLC | $619,342 | $251,452,874 | — | $251,452,874 |
| 1233 | ALLODIUM INVESTMENT CONSULTANTS, LLC | $619,257 | $374,650,372 | — | $374,650,372 |
| 1234 | BLUE SPARK CAPITAL ADVISORS | $619,225 | $173,382,911 | — | $173,382,911 |
| 1235 | LIBERTY FINANCIAL GROUP, INC. | $618,277 | $113,862,390 | $518,870 | $114,381,260 |
| 1236 | JAMISON PRIVATE WEALTH MANAGEMENT, INC. | $617,859 | $531,571,948 | $20,175,926 | $551,747,874 |
| 1237 | STERLING WEALTH MANAGEMENT, INC. | $617,583 | $306,321,412 | — | $306,321,412 |
| 1238 | ARMOR INVESTMENT ADVISORS, LLC | $617,058 | $325,189,775 | — | $325,189,775 |
| 1239 | PACES FERRY WEALTH ADVISORS, LLC | $616,977 | $276,646,696 | $69,477,449 | $346,124,145 |
| 1240 | VANTAGE FINANCIAL PARTNERS LIMITED | $616,783 | $591,199,664 | $5,846,213 | $597,045,877 |
| 1241 | OAKMONT CAPITAL MANAGEMENT, LLC | $616,361 | $361,295,526 | $112,070,037 | $473,365,563 |
| 1242 | NAPATREE CAPITAL LLC | $616,315 | $120,439,100 | $42,268,100 | $162,707,200 |
| 1243 | PREMIER PRIVATE WEALTH, LLC | $615,770 | $299,264,114 | — | $299,264,114 |
| 1244 | HELMSMAN FINANCIAL GROUP, LLC | $615,732 | $63,055,270 | $101,345,304 | $164,400,574 |
| 1245 | MERITAS WEALTH MANAGEMENT, LLC | $614,663 | $560,572,253 | — | $560,572,253 |
| 1246 | QUADCAP WEALTH MANAGEMENT, LLC | $614,386 | $680,926,918 | $4,727,999 | $685,654,917 |
| 1247 | FOCUS WEALTH ADVISORS, LLC | $614,313 | $217,083,128 | $3,455,086 | $220,538,214 |
| 1248 | TITANIUM ADVISORS, LLC | $614,041 | $139,387,284 | — | $139,387,284 |
| 1249 | GOLDEN BAY ADVISORS LLC | $611,951 | $133,663,150 | $15,040,906 | $148,704,056 |
| 1250 | BRIAN D. LOWDER, INC. | $611,912 | $377,549,404 | — | $377,549,404 |
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.
