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.


# of employees


High-net-worth client assets

    Total AUM


    Total accounts


    Discretionary AUM


    Avg. discretionary account AUM


    Non-discretionary AUM


    Non-discretionary accounts


    Average non-discretionary account AUM


    Avg. account AUM

    Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
    701CORRIGAN FINANCIAL INC$1,010,801$1,084,357,000$2,254,000$1,086,611,000
    702COSTELLO FINANCIAL PLANNING, INC.$360,809$101,842,309$18,307,017$120,149,326
    703COTTAGE STREET ADVISORS$2,337,990$233,798,953$233,798,953
    704COTTONWOOD WEALTH STRATEGIES, LLC$349,040$204,996,636$25,718,916$230,715,552
    705COUNCIL OAK WEALTH ADVISORS$455,648$294,233,617$29,276,565$323,510,182
    706COURAGE MILLER PARTNERS, LLC$507,152$375,034,239$42,351,496$417,385,735
    707COURT PLACE ADVISORS LLC$633,363$446,193,083$1,594,550$447,787,633
    708COVE PRIVATE WEALTH, LLC$9,938,607$109,324,677$109,324,677
    709COVENANT ASSET MANAGEMENT, LLC$968,384$490,970,551$490,970,551
    710COVENANT PARTNERS, LLC$1,360,838$772,537,967$92,955,232$865,493,199
    711COVENANT WEALTH ADVISORS$381,080$272,728,556$14,986,865$287,715,421
    712COVERED BRIDGE ADVISORS, LLC$292,080$134,604,985$12,895,273$147,500,258
    713COVINGTON CAPITAL MANAGEMENT$2,449,993$4,174,644,284$29,544,309$4,204,188,593
    714COVINGTON INVESTMENT ADVISORS, INC.$1,429,129$656,140,847$25,553,916$681,694,763
    715COX CAPITAL MANAGEMENT LLC$722,315$286,036,701$286,036,701
    716COYLE FINANCIAL COUNSEL, LLC$378,986$720,633,370$134,739,065$855,372,435
    717CRA FINANCIAL SERVICES, L.L.C.$396,156$794,692,238$313,751,963$1,108,444,201
    718CRANBROOK WEALTH MANAGEMENT, LLC$831,926$1,002,471,125$1,002,471,125
    719CRAWFORD FINANCIAL PLANNING & CONSULTING$312,179$108,950,510$108,950,510
    720CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC$551,555$510,188,103$510,188,103
    721CREDENTIALED WEALTH ADVISORS, LLC$145,734$103,423,852$52,365,516$155,789,368
    722CREEGAN & NASSOURA FINANCIAL GROUP, LLC$658,560$229,178,817$229,178,817
    723CREEKMUR ASSET MANAGEMENT, LLC$283,606$243,333,922$243,333,922
    724CREEKSIDE PARTNERS$1,968,198$505,826,892$505,826,892
    725CRESCENT HILL PARTNERS LLC$594,661$108,412,992$187,728,089$296,141,081
    726CRESCENT STERLING LTD.$431,505$176,790,000$32,490,000$209,280,000
    727CRESSET ASSET MANAGEMENT, LLC$1,673,188$19,199,045,841$3,768,811,674$22,967,857,515
    728CROSSGATE WEALTH ADVISORS, LLC$318,458$214,379,135$1,853,858$216,232,993
    729CROSSGRAIN FAMILY INVESTMENTS, LLC$626,162$120,062,864$17,692,867$137,755,731
    730CROWLEY WEALTH MANAGEMENT, INC.$359,503$339,371,220$339,371,220
    731CROWN WEALTH GROUP LLC$265,324$202,441,997$202,441,997
    732CROWN WEALTH GROUP LLC$265,324$202,441,997$202,441,997
    734CTB FINANCIAL SERVICES, LTD.$239,727$251,233,943$251,233,943
    735CULTIVAR CAPITAL, INC.$400,895$319,112,724$319,112,724
    736CURRAN & LEWIS INVESTMENT MANAGEMENT, INC.$583,962$256,359,525$256,359,525
    737CURRAN FINANCIAL PARTNERS, LLC$129,399$295,416,902$295,416,902
    738CURTIS ADVISORY GROUP, LLC$1,110,753$370,208,958$782,400$370,991,358
    739CUSHING CAPITAL PARTNERS, LLC$281,846$184,955,525$25,301,575$210,257,100
    740CUSTOM PORTFOLIO GROUP$2,028,669$170,697,437$1,739,422$172,436,859
    741CUSTOS FAMILY OFFICE LLC$1,279,504$274,774,699$22,070,255$296,844,954
    742CUTLER CAPITAL MANAGEMENT$1,734,056$322,534,365$322,534,365
    743CUTLER INVESTMENT COUNSEL, LLC$700,072$922,000,000$49,000,000$971,000,000
    744CV ADVISORS LLC$5,739,242$682,114,776$8,724,503,473$9,406,618,249
    745CWC ADVISORS, LLC$959,119$148,750,000$3,750,000$152,500,000
    746CWS FINANCIAL ADVISORS LLC$521,332$1,085,415,998$20,849,659$1,106,265,657
    747CX INSTITUTIONAL, LLC$290,552$1,480,654,465$1,480,654,465
    748CYNDEO WEALTH PARTNERS$435,147$1,385,506,598$1,385,506,598
    749CYPRESS CAPITAL ADVISORS, LLC$261,997$290,816,864$290,816,864
    750CYPRESS CAPITAL, LLC$296,769$359,387,124$359,387,124
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    Showing 701 to 750 of 2,983 entries

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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 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.