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 |
|---|---|---|---|---|---|
| 1151 | GOODWIN INVESTMENT ADVISORY | $164,233 | $203,977,292 | — | $203,977,292 |
| 1152 | GORDIAN ADVISORS, LLC | $671,488 | $129,381,569 | $53,934,531 | $183,316,100 |
| 1153 | GPM GROWTH INVESTORS, INC. | $1,209,268 | $216,866,046 | $2,011,523 | $218,877,569 |
| 1154 | GRADIENT CAPITAL ADVISORS, LLC | $391,040 | $431,035,319 | $81,617,508 | $512,652,827 |
| 1155 | GRAGG FINANCIAL | $405,760 | $173,665,253 | — | $173,665,253 |
| 1156 | GRAND CENTRAL INVESTMENT GROUP, LLC | $299,180 | $96,234,126 | $28,224,779 | $124,458,905 |
| 1157 | GRAND STRATEGY CAPITAL, LLC | $751,172 | $107,083,287 | $11,601,933 | $118,685,220 |
| 1158 | GRAND WEALTH MANAGEMENT, LLC | $846,405 | $573,221,352 | $9,105,448 | $582,326,800 |
| 1159 | GRANGE CAPITAL, LLC | $270,494 | $135,688,000 | $3,887,000 | $139,575,000 |
| 1160 | GRANT STREET ASSET MANAGEMENT INC | $605,358 | $587,617,819 | $8,054,423 | $595,672,242 |
| 1161 | GRAVES LIGHT LENHART | $932,567 | $997,298,149 | $35,986,164 | $1,033,284,313 |
| 1162 | GRAY PRIVATE WEALTH, LLC | $1,535,497 | $328,103,982 | $492,339 | $328,596,321 |
| 1163 | GRAYBILL BARTZ ASSOCIATES, LTD | $729,264 | $339,546,185 | $22,168,950 | $361,715,135 |
| 1164 | GREAT GABLE WEALTH MANAGEMENT, LLC | $361,130 | $136,507,086 | — | $136,507,086 |
| 1165 | GREAT OAK CAPITAL PARTNERS, LLC | $204,755 | $255,000,000 | $12,000,000 | $267,000,000 |
| 1166 | GREAT POINT WEALTH ADVISORS, LLC | $523,757 | $518,857,000 | $30,040,000 | $548,897,000 |
| 1167 | GREAT RIVER FINANCIAL | $338,808 | $108,290,774 | $6,226,345 | $114,517,119 |
| 1168 | GRECU CAPITAL MANAGEMENT, INC. | $558,557 | $173,639,120 | $17,946,012 | $191,585,132 |
| 1169 | GREEN RIDGE WEALTH PLANNING LLC | $812,904 | $143,500,000 | $8,513,000 | $152,013,000 |
| 1170 | GREEN SQUARE CAPITAL ADVISORS, LLC | $1,342,977 | $1,073,161,047 | $193,266,484 | $1,266,427,531 |
| 1171 | GREENHOUSE WEALTH MANAGEMENT, LLC | $692,512 | $193,637,520 | $21,041,154 | $214,678,674 |
| 1172 | GREENWOOD GEARHART INC. | $444,297 | $844,164,509 | — | $844,164,509 |
| 1173 | GREY FOX WEALTH ADVISORS, LLC | $299,563 | $119,160,002 | $31,520,342 | $150,680,344 |
| 1174 | GREY STREET CAPITAL, LLC | $1,666,580 | $1,024,896,611 | $125,043,619 | $1,149,940,230 |
| 1175 | GREYSTONE FINANCIAL GROUP, LLC | $422,115 | $600,348,630 | $17,206,142 | $617,554,772 |
| 1176 | GRIFFIN ASSET MANAGEMENT, LLC | $1,430,136 | $934,967,182 | $10,352,885 | $945,320,067 |
| 1177 | GRIFFIN BLACK, INC. | $359,228 | $188,953,738 | — | $188,953,738 |
| 1178 | GRIFFITH & WERNER, INC. | $412,951 | $135,298,897 | $1,387,965 | $136,686,862 |
| 1179 | GROVE STREET FIDUCIARY, LLC | $301,224 | $345,405,527 | $13,352,208 | $358,757,735 |
| 1180 | GRUPP FINANCIAL LLC | $3,714,680 | $104,011,029 | — | $104,011,029 |
| 1181 | GS INVESTMENT INC | $1,407,583 | $237,770,304 | $7,149,105 | $244,919,409 |
| 1182 | GSB WEALTH MANAGEMENT, LLC | $416,649 | $529,055,639 | $921,806 | $529,977,445 |
| 1183 | GUARDIAN INVESTMENT MANAGEMENT | $1,643,773 | $262,558,082 | $38,252,369 | $300,810,451 |
| 1184 | GUARDIAN WEALTH MANAGEMENT | $508,544 | $120,016,319 | — | $120,016,319 |
| 1185 | GUARDIAN WEALTH MANAGEMENT, INC. | $324,938 | $343,399,658 | $710,038 | $344,109,696 |
| 1186 | GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | $1,428,012 | $117,846,713 | $23,526,472 | $141,373,185 |
| 1187 | GUIDESTREAM FINANCIAL, INC. | $113,458 | $155,218,065 | $7,254,129 | $162,472,194 |
| 1188 | GUTT FINANCIAL MANAGEMENT, LLC | $593,838 | $133,424,523 | $23,348,687 | $156,773,210 |
| 1189 | GUYASUTA INVESTMENT ADVISORS, INCORPORATED | $1,551,416 | $1,985,812,000 | — | $1,985,812,000 |
| 1190 | GW FINANCIAL | $466,478 | $96,257,891 | $23,160,514 | $119,418,405 |
| 1191 | H.M. PAYSON | $1,999,802 | $6,233,288,400 | $518,043,483 | $6,751,331,883 |
| 1192 | HABER INVESTMENT COUNSEL | $1,428,324 | $267,001,599 | $7,236,694 | $274,238,293 |
| 1193 | HACKETT ROBERTSON TOBE GROUP | $6,849,315 | — | $500,000,000 | $500,000,000 |
| 1194 | HACKMAN FINANCIAL GROUP | $574,703 | $248,156,420 | $30,000,000 | $278,156,420 |
| 1195 | HAGER INVESTMENT MANAGEMENT SERVICES, LLC | $439,383 | $110,806,803 | $6,069,193 | $116,875,996 |
| 1196 | HALBERSTADT FINANCIAL CONSULTANTS INC | $796,913 | $64,067,526 | $71,407,662 | $135,475,188 |
| 1197 | HALBERT HARGROVE | $739,444 | $2,851,845,996 | $179,136,902 | $3,030,982,898 |
| 1198 | HALL CAPITAL MANAGEMENT COMPANY, INC. | $796,688 | $361,079,957 | $1,413,275 | $362,493,232 |
| 1199 | HALL CAPITAL PARTNERS LLC | $301,120,929 | $24,151,335,573 | $31,556,036,268 | $55,707,371,841 |
| 1200 | HALLETT ADVISORS | $186,401 | $125,261,396 | — | $125,261,396 |
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.
