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 |
|---|---|---|---|---|---|
| 1601 | LOWERY THOMAS, LLC | $522,262 | $171,005,183 | $142,874,376 | $313,879,559 |
| 1602 | LSIA | $2,843,797 | $912,858,853 | — | $912,858,853 |
| 1603 | LUCAS GROUP FINANCIAL PLANNERS, INC. | $379,312 | $257,202,331 | $33,350,931 | $290,553,262 |
| 1604 | LUCIEN STIRLING & GRAY ADVISORY GROUP INC | $208,402 | $93,099,607 | $37,151,393 | $130,251,000 |
| 1605 | LUMA CAPITAL | $1,934,833 | $51,454,495 | $70,440,005 | $121,894,500 |
| 1606 | LUMINA FINANCIAL CONSULTANTS, LLC | $730,232 | $129,541,808 | $2,630,172 | $132,171,980 |
| 1607 | LUMINA WEALTH MANAGEMENT, LLC | $332,933 | $154,229,935 | $9,240,407 | $163,470,342 |
| 1608 | LUTZ FINANCIAL | $960,156 | $1,623,310,300 | $195,224,932 | $1,818,535,232 |
| 1609 | LVM CAPITAL MANAGEMENT LTD | $797,188 | $911,618,606 | $26,671,629 | $938,290,235 |
| 1610 | LXG WEALTH ADVISORY LLC | $18,242,908 | $111,057,807 | $34,885,453 | $145,943,260 |
| 1611 | LYELL WEALTH MANAGEMENT LP | $4,227,390 | $1,073,757,090 | — | $1,073,757,090 |
| 1612 | LYNX INVESTMENT ADVISORY, LLC | $3,759,132 | $233,002,897 | $834,590,531 | $1,067,593,428 |
| 1613 | M CAPITAL ADVISORS | $2,362,477 | $1,120,915,368 | $36,698,469 | $1,157,613,837 |
| 1614 | M WEALTH MANAGEMENT, LLC | $167,590 | $158,875,573 | — | $158,875,573 |
| 1615 | M&R CAPITAL MANAGEMENT INC | $1,328,814 | $507,311,571 | $22,885,318 | $530,196,889 |
| 1616 | M.C. BYRD WEALTH MANAGEMENT, LLC | $270,484 | $184,284,080 | $53,471,206 | $237,755,286 |
| 1617 | MA PRIVATE WEALTH, LLC | $498,957 | $594,053,533 | $45,609,475 | $639,663,008 |
| 1618 | MACKE FINANCIAL ADVISORY GROUP | $299,537 | $128,201,895 | — | $128,201,895 |
| 1619 | MACRO ADVISORS, INC. | $147,235 | $183,560,341 | $7,698,311 | $191,258,652 |
| 1620 | MACROCLIMATE LLC | $3,009,983 | $180,598,970 | — | $180,598,970 |
| 1621 | MACROVIEW INVESTMENT MANAGEMENT LLC | $309,470 | $145,760,182 | — | $145,760,182 |
| 1622 | MADDEN ADVISORY SERVICES, INC. | $316,050 | $189,314,214 | — | $189,314,214 |
| 1623 | MADDEN FUNDS MANAGEMENT | $871,028 | $191,626,253 | — | $191,626,253 |
| 1624 | MADISON PARTNERS | $178,963 | $432,911,122 | — | $432,911,122 |
| 1625 | MADISON WEALTH MANAGEMENT | $553,845 | $1,293,782,083 | — | $1,293,782,083 |
| 1626 | MADRONE INVESTMENT ADVISORY, LLC | $497,949 | $8,409,040 | $157,905,798 | $166,314,838 |
| 1627 | MAGNOLIA FINANCIAL PLANNING SERVICES, INC. | $205,358 | $138,821,999 | — | $138,821,999 |
| 1628 | MAGNOLIA WEALTH MANAGEMENT LLC | $198,682 | $118,414,724 | — | $118,414,724 |
| 1629 | MAGNUS FINANCIAL GROUP LLC | $442,705 | $1,129,782,370 | — | $1,129,782,370 |
| 1630 | MAIN STREET RESEARCH LLC | $849,924 | $1,963,324,024 | — | $1,963,324,024 |
| 1631 | MAINSAIL ASSET MANAGEMENT, LLC | $444,522 | $220,927,438 | — | $220,927,438 |
| 1632 | MAINSAIL FINANCIAL GROUP | $188,737 | $102,295,575 | — | $102,295,575 |
| 1633 | MAINSTAY CAPITAL MANAGEMENT, LLC | $1,005,404 | $3,485,153,234 | $373,587,895 | $3,858,741,129 |
| 1634 | MAINSTREAM CAPITAL MANAGEMENT | $388,244 | $228,675,766 | — | $228,675,766 |
| 1635 | MALLARD ADVISORS | $397,724 | $172,214,651 | — | $172,214,651 |
| 1636 | MALLARD FINANCIAL PARTNERS INC | $366,639 | $233,182,146 | — | $233,182,146 |
| 1637 | MALTIN WEALTH MANAGEMENT, INC. | $310,662 | $297,760,193 | $4,824,807 | $302,585,000 |
| 1638 | MANCHESTER CAPITAL MANAGEMENT LLC | $2,334,972 | $3,188,321,357 | $519,614,055 | $3,707,935,412 |
| 1639 | MAPLE CAPITAL MANAGEMENT, INC. | $735,318 | $1,594,130,334 | $38,432 | $1,594,168,766 |
| 1640 | MAQRO ADVISORS LLC | $213,899 | $18,185,813 | $123,201,377 | $141,387,190 |
| 1641 | MARATHON CAPITAL MANAGEMENT | $1,082,866 | $699,531,308 | — | $699,531,308 |
| 1642 | MARATHON MISSION | $238,557 | $106,635,049 | — | $106,635,049 |
| 1643 | MARATHON WEALTH MANAGEMENT, INC. | $525,114 | $115,000,000 | — | $115,000,000 |
| 1644 | MARBLE TRAIL ADVISORS | $401,854 | $351,290,157 | $7,163,550 | $358,453,707 |
| 1645 | MARCO INVESTMENT MANAGEMENT LLC | $2,425,692 | $1,360,813,330 | — | $1,360,813,330 |
| 1646 | MAREST CAPITAL, LLC | $1,582,399 | $159,822,341 | — | $159,822,341 |
| 1647 | MARIACA WEALTH MANAGEMENT, LLC | $383,240 | $193,280,614 | $42,412,285 | $235,692,899 |
| 1648 | MARIN WEALTH ADVISORS LLC | $387,981 | $307,238,380 | $3,534,100 | $310,772,480 |
| 1649 | MARK BELL ADVISORY SERVICES, INC. | $1,075,543 | $139,820,585 | — | $139,820,585 |
| 1650 | MARK SHEPTOFF FINANCIAL PLANNING LLC | $507,935 | $411,427,392 | — | $411,427,392 |
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.
