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 |
|---|---|---|---|---|---|
| 1501 | KOENIG INVESTMENT ADVISORY, LLC | $331,834 | $214,032,937 | — | $214,032,937 |
| 1502 | KORE PRIVATE WEALTH, LLC | $877,611 | $5,121,738,954 | — | $5,121,738,954 |
| 1503 | KORVING & COMPANY LLC | $227,507 | $134,491,897 | $4,742,136 | $139,234,033 |
| 1504 | KOTYS WEALTH PROFESSIONALS | $278,792 | $181,493,871 | — | $181,493,871 |
| 1505 | KOVALCIK & GERAGHTY WEALTH PARTNERS LLP | $353,768 | $217,952,226 | $2,799,310 | $220,751,536 |
| 1506 | KOWALSKI FINANCIAL INC. | $240,385 | $150,000,000 | — | $150,000,000 |
| 1507 | KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC. | $260,361 | $469,150,367 | $19,026,212 | $488,176,579 |
| 1508 | KRAEMATON INVESTMENT ADVISORS, INC | $383,980 | $193,141,913 | — | $193,141,913 |
| 1509 | KRANE FINANCIAL SOLUTIONS | $380,301 | $106,458,281 | $74,945,390 | $181,403,671 |
| 1510 | KREITLER FINANCIAL LLC | $596,219 | $478,440,032 | $5,093,352 | $483,533,384 |
| 1511 | KUHN ADVISORS, INC. | $527,123 | $708,980,344 | — | $708,980,344 |
| 1512 | KURE ADVISORY, LLC | $161,981 | $275,367,057 | — | $275,367,057 |
| 1513 | KUTSCHER BENNER BARSNESS & STEVENS, INC. | $668,475 | — | $518,068,411 | $518,068,411 |
| 1514 | KUTZ AND COMPANY INC. | $851,051 | $100,424,042 | — | $100,424,042 |
| 1515 | L & S ADVISORS, INC | $783,493 | $989,659,970 | $8,509,672 | $998,169,642 |
| 1516 | L. K. BENSON & COMPANY, P.C. | $2,922,257 | $230,663,451 | $6,039,381 | $236,702,832 |
| 1517 | LAFAYETTE INVESTMENTS, INC. | $1,443,531 | $783,837,272 | — | $783,837,272 |
| 1518 | LAIRD NORTON WEALTH MANAGEMENT | $2,363,653 | $3,558,606,626 | $1,310,519,026 | $4,869,125,652 |
| 1519 | LAKE HILLS WEALTH MANAGEMENT, LLC | $231,796 | $160,866,640 | — | $160,866,640 |
| 1520 | LAKESIDE ADVISORS INC | $592,506 | $369,438,559 | $10,950,269 | $380,388,828 |
| 1521 | LANDING POINT FINANCIAL GROUP, LLC | $177,755 | $187,471,897 | $54,986,469 | $242,458,366 |
| 1522 | LANDMARK FINANCIAL ADVISORS, LLC | $363,254 | $447,298,000 | $34,014,000 | $481,312,000 |
| 1523 | LANDMARK WEALTH MANAGEMENT | $1,785,108 | $346,723,100 | $72,777,300 | $419,500,400 |
| 1524 | LANDMARK WEALTH MANAGEMENT, LLC | $391,447 | $241,522,541 | — | $241,522,541 |
| 1525 | LANIER ASSET MANAGEMENT, LLC | $556,038 | $175,623,479 | $37,895,031 | $213,518,510 |
| 1526 | LAUER WEALTH MANAGEMENT | $177,934 | $121,350,850 | — | $121,350,850 |
| 1527 | LAUGHLIN FINANCIAL LLC | $392,955 | $85,190,769 | $42,912,400 | $128,103,169 |
| 1528 | LAUREL WEALTH PLANNING | $437,627 | $329,277,851 | $12,508,683 | $341,786,534 |
| 1529 | LAUTERBACH FINANCIAL ADVISORS, LLC | $556,110 | $524,558,268 | $1,521,769 | $526,080,037 |
| 1530 | LAWRENCE FINANCIAL PLANNING, LLC | $1,628,701 | $7,354,000 | $118,056,000 | $125,410,000 |
| 1531 | LBJ FAMILY WEALTH ADVISORS, LTD. | $4,013,143 | $361,182,830 | — | $361,182,830 |
| 1532 | LCR WEALTH MANAGEMENT LLC | $1,025,641 | $120,000,000 | — | $120,000,000 |
| 1533 | LD LOWE WEALTH ADVISORY | $484,437 | $120,140,383 | — | $120,140,383 |
| 1534 | LEADING EDGE FINANCIAL PLANNING LLC | $212,173 | $174,194,072 | — | $174,194,072 |
| 1535 | LEAVELL INVESTMENT MANAGEMENT, INC. | $1,077,877 | $2,066,326,691 | $257,575,138 | $2,323,901,829 |
| 1536 | LECONTE WEALTH MANAGEMENT, LLC | $414,694 | $225,280,243 | $1,557,240 | $226,837,483 |
| 1537 | LEDGEWOOD WEALTH ADVISORS, LLC | $1,361,277 | $181,049,884 | — | $181,049,884 |
| 1538 | LEE FINANCIAL COMPANY, LLC | $894,850 | $1,303,848,268 | $2,633,020 | $1,306,481,288 |
| 1539 | LEGACY ASSET MANAGEMENT, INC. | $695,079 | $139,015,884 | — | $139,015,884 |
| 1540 | LEGACY FINANCIAL STRATEGIES, LLC | $307,896 | $408,392,807 | $119,032,230 | $527,425,037 |
| 1541 | LEGACY INVESTMENT PARTNERS, LLC | $530,337 | $186,033,516 | $8,600,122 | $194,633,638 |
| 1542 | LEGACY WEALTH ADVISORS, LLC | $662,078 | $119,670,483 | $4,138,181 | $123,808,664 |
| 1543 | LEGACY WEALTH MANAGEMENT INC | $549,771 | $1,975,307,764 | $101,177,729 | $2,076,485,493 |
| 1544 | LEGEND FINANCIAL ADVISORS INC | $372,600 | $288,854,448 | $10,716,305 | $299,570,753 |
| 1545 | LEHMAN FINANCIAL RESOURCES | $460,538 | $1,074,895,757 | — | $1,074,895,757 |
| 1546 | LEJEUNE PUETZ INVESTMENT COUNSEL | $4,726,831 | $392,327,000 | — | $392,327,000 |
| 1547 | LENK LADNER INVESTMENT SOLUTIONS LLC | $668,770 | $196,213,909 | $37,855,707 | $234,069,616 |
| 1548 | LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C. | $257,428 | $662,188,226 | $22,054,445 | $684,242,671 |
| 1549 | LESA SROUFE & COMPANY, INC. | $690,007 | $158,263,250 | $17,688,581 | $175,951,831 |
| 1550 | LESJAK PLANNING, LLC | $904,826 | $330,700,000 | $6,800,000 | $337,500,000 |
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.
