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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
101Acima Private Wealth LLC$4,677,754$252,598,698$252,598,698
102Anodos Advisors, LLC$4,641,041$914,285,000$914,285,000
103Global Wealth Strategies LLC$4,571,429$160,000,000$160,000,000
104Port Capital LLC$4,509,722$1,848,909,874$103,799,759$1,952,709,633
105Breton Financial, Inc.$4,451,472$160,252,982$160,252,982
106Evoke Wealth, LLC$4,342,572$7,652,740,688$50,981,166$7,703,721,854
107Stonepoint Capital, LLC$4,338,059$121,465,638$121,465,638
108QP Global Family Offices, LLC$4,282,559$4,600,000$821,933,928$826,533,928
109Reynders, Mcveigh Capital Management, LLC$4,274,170$3,000,332,719$277,955,544$3,278,288,263
110LBJ Family Wealth Advisors, Ltd.$4,158,743$320,223,179$320,223,179
111Jackson, Grant Investment Advisers, Inc.$4,148,547$406,557,617$406,557,617
112The Clarius Group, LLC$4,140,115$1,630,960,812$1,176,037,304$2,806,998,116
113IMC Advisors, LLC$4,105,198$276,685,360$121,518,812$398,204,172
114Independent Family Office, LLC$4,100,701$491,737,693$346,450$492,084,143
115Verity Wealth Advisors, LLC$4,091,254$208,653,946$208,653,946
116Darrell & King, LLC$4,057,052$701,870,055$701,870,055
117Ward & Associates$4,014,621$201,038,193$11,736,733$212,774,926
118Kamichu Wealth Management LLC$3,993,528$336,531,091$2,918,750$339,449,841
119Thomas Wright Asset Management, Inc.$3,875,756$232,545,359$232,545,359
120HACKETT ROBERTSON TOBE GROUP$3,862,385$10,000,000$411,000,000$421,000,000
121Lejeune Puetz Investment Counsel, LLC$3,814,257$308,954,786$308,954,786
122FILAMENT, LLC$3,805,466$1,255,714,033$749,766,663$2,005,480,696
123Cohen Capital Management Inc$3,791,629$674,909,881$674,909,881
124Hartford Financial Management Inc$3,773,924$723,606,972$42,499,556$766,106,528
125HARDY REED, LLC$3,769,479$945,043,137$106,641,429$1,051,684,566
126Pillar Pacific Capital Management LLC$3,735,726$1,458,606,793$80,512,463$1,539,119,256
127Lyell Wealth Management Lp$3,723,525$785,663,753$785,663,753
128Brighton Jones LLC$3,716,222$8,355,071,502$88,185,838$8,443,257,340
129Winthrop Capital Management, LLC$3,639,714$2,640,365,253$20,265,665$2,660,630,918
130Wolman Wealth Management, Inc.$3,630,650$210,577,693$210,577,693
131Fiduciary Wealth Advisors, LLC$3,559,422$157,000,423$81,480,837$238,481,260
132Prowell Financial Management, LLC$3,537,768$686,326,980$686,326,980
133Aufman Associates Inc$3,473,100$764,081,967$764,081,967
134Sirius Wealth Management Strategies, LLC$3,465,208$275,958,965$39,375,000$315,333,965
135Loring, Wolcott & Coolidge Fiduciary Advisors, LLP$3,459,728$10,499,650,320$66,360,116$10,566,010,436
136Requisite Capital Management LLC$3,403,288$553,520,116$453,853,165$1,007,373,281
137Simon Quick Advisors, LLC$3,330,063$3,089,162,908$770,379,744$3,859,542,652
138New Capital Management, Lp$3,291,875$293,020,000$23,000,000$316,020,000
139Wealthspire Advisors LLC$3,279,407$10,758,262,664$185,117,107$10,943,379,771
140Breed'S Hill Capital LLC$3,265,187$174,517,829$1,343,794,207$1,518,312,036
141Arin Risk Advisors LLC$3,257,576$215,000,000$215,000,000
142Capital Counsel LLC$3,249,843$2,039,115,767$8,285,577$2,047,401,344
143Alesco Advisors LLC$3,221,938$4,249,736,239$4,249,736,239
144Fountainhead Financial, LLC$3,185,227$280,300,000$280,300,000
145Luma Capital LLC$3,180,867$44,584,064$146,267,926$190,851,990
146Kings Path Partners LLC$3,174,458$161,769,600$520,738,768$682,508,368
147Resource Management, LLC$3,165,157$1,725,010,627$1,725,010,627
148Syntrinsic Investment Counsel, LLC.$3,158,975$889,910,494$364,202,449$1,254,112,943
149Portola Partners Group LLC$3,143,712$4,998,501,584$4,998,501,584
150CH INVESTMENT PARTNERS, LLC$3,111,608$2,751,450,579$823,786,993$3,575,237,572
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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 Data.

Reprints: For reprints of these rankings, please contact Carline Murphy.

*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to 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) nor one who is an insurance company or agency.

Database last updated on June, 2020.