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 |
|---|---|---|---|---|---|
| 451 | SWS PARTNERS, LLC | $598,427 | $318,363,265 | — | $318,363,265 |
| 452 | SWM ADVISORS | $9,540,657 | $633,829,518 | $5,394,469 | $639,223,987 |
| 453 | SWITCHPOINT FINANCIAL PLANNING LLC | $433,740 | $129,688,276 | — | $129,688,276 |
| 454 | SWEENEY & MICHEL, LLC | $344,367 | $449,106,618 | $43,682,094 | $492,788,712 |
| 455 | SUSTAINABLE ADVISORS ALLIANCE LLC | $187,277 | $178,475,095 | — | $178,475,095 |
| 456 | SURIENCE PRIVATE WEALTH LLC | $340,927 | $134,469,209 | $878,718 | $135,347,927 |
| 457 | SUREVEST PRIVATE WEALTH | $607,338 | $498,860,059 | $42,278,155 | $541,138,214 |
| 458 | SUNLIGHT PEAKS | $6,245,134 | $124,902,678 | — | $124,902,678 |
| 459 | SUNESIS ADVISORS, LLC | $2,408,071 | $828,701,342 | $105,630,395 | $934,331,737 |
| 460 | SUNDVOLD FINANCIAL | $388,372 | — | $167,000,000 | $167,000,000 |
| 461 | SUNCOAST EQUITY MANAGEMENT, LLC | $858,167 | $1,091,588,569 | — | $1,091,588,569 |
| 462 | SUNBURST FINANCIAL GROUP, LLC | $330,655 | $457,991,142 | $35,677,471 | $493,668,613 |
| 463 | SUMNICHT & ASSOCIATES, LLC | $918,686 | $289,822,302 | $51,928,824 | $341,751,126 |
| 464 | SUMMITRY, LLC | $756,769 | $2,258,898,143 | $123,409,765 | $2,382,307,908 |
| 465 | SUMMIT PORTFOLIO MANAGEMENT LLC | $496,222 | $131,786,910 | $5,666,531 | $137,453,441 |
| 466 | SUMMIT PLACE FINANCIAL ADVISORS, LLC | $868,721 | $231,948,480 | — | $231,948,480 |
| 467 | SUMMIT FINANCIAL STRATEGIES INC | $1,950,567 | $1,413,920,116 | $306,479,823 | $1,720,399,939 |
| 468 | SUMMIT ASSET MANAGEMENT LLC | $526,771 | $703,237,223 | $83,232,386 | $786,469,609 |
| 469 | SUMMA GLOBAL ADVISORS, LLC | $409,092 | $124,812,087 | $15,915,583 | $140,727,670 |
| 470 | SUCCESSFUL PORTFOLIOS LLC | $319,027 | $238,917,237 | $57,458,386 | $296,375,623 |
| 471 | SUCCESSFUL MONEY STRATEGIES INC | $283,232 | $185,800,000 | — | $185,800,000 |
| 472 | STUDIO INVESTMENT MANAGEMENT | $1,169,160 | $487,539,608 | — | $487,539,608 |
| 473 | STRUCTURED ASSET MANAGEMENT, INC. | $1,587,096 | $134,865,050 | $4,799,432 | $139,664,482 |
| 474 | STRICKLAND DAVIS ADVISORS LLC | $652,431 | $120,801,763 | $550,467 | $121,352,230 |
| 475 | STRAUSS FINANCIAL GROUP | $404,000 | $202,000,000 | — | $202,000,000 |
| 476 | STRATHMORE CAPITAL ADVISORS | $486,559 | $358,444,155 | $9,880,985 | $368,325,140 |
| 477 | STRATEGIQ FINANCIAL GROUP, LLC | $546,570 | $1,810,353,011 | $15,736,185 | $1,826,089,196 |
| 478 | STRATEGIC PLANNING, INC. | $308,072 | $269,870,741 | — | $269,870,741 |
| 479 | STRATEGIC PLANNING GROUP, INC. | $291,391 | $202,735,534 | $10,853,982 | $213,589,516 |
| 480 | STRATEGIC INCOME GROUP LLC | $303,953 | $267,748,449 | $12,800,121 | $280,548,570 |
| 481 | STRATEGIC FINANCIAL PLANNING, INC. | $311,308 | $163,436,933 | — | $163,436,933 |
| 482 | STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C. | $385,987 | $1,206,181,900 | $135,121,600 | $1,341,303,500 |
| 483 | STRATEGIC ADVISORY SERVICES, L.L.C. | $404,380 | $152,855,585 | — | $152,855,585 |
| 484 | STRATEGENT FINANCIAL, LLC | $2,199,822 | $244,180,228 | — | $244,180,228 |
| 485 | STRAIGHTLINE | $205,936 | $1,122,421,714 | $56,766,362 | $1,179,188,076 |
| 486 | STOWE FINANCIAL PLANNING, L.L.C. | $534,632 | — | $145,420,000 | $145,420,000 |
| 487 | STOREHOUSE FINANCIAL LLC | $165,390 | $119,576,759 | — | $119,576,759 |
| 488 | STONY POINT WEALTH MANAGEMENT INC. | $346,572 | $380,536,016 | — | $380,536,016 |
| 489 | STONEPOINT CAPITAL, LLC | $6,889,446 | $158,457,267 | — | $158,457,267 |
| 490 | STONEHEARTH CAPITAL MANAGEMENT | $252,554 | $310,641,843 | — | $310,641,843 |
| 491 | STONEGATE INVESTMENT GROUP, LLC | $1,803,102 | $3,374,409,372 | $704,207,610 | $4,078,616,982 |
| 492 | STONECROP WEALTH ADVISORS, LLC | $427,229 | $234,429,857 | $1,827,558 | $236,257,415 |
| 493 | STONEBRIDGE WEALTH MANAGEMENT | $302,085 | $162,087,659 | $9,496,742 | $171,584,401 |
| 494 | STONE PINE FINANCIAL PARTNERS | $264,612 | $132,306,000 | — | $132,306,000 |
| 495 | STONE ISLAND FINANCIAL PLANNING | $610,040 | $168,981,136 | — | $168,981,136 |
| 496 | STOLZ & ASSOCIATES, PS | $401,954 | $149,581,047 | $20,043,373 | $169,624,420 |
| 497 | STOKES FAMILY OFFICE LLC | $1,064,920 | $1,644,236,484 | — | $1,644,236,484 |
| 498 | STOKES CAPITAL ADVISORS, LLC | $539,242 | $373,260,218 | $9,601,883 | $382,862,101 |
| 499 | STILLWATER CAPITAL ADVISORS, LLC | $477,711 | $802,766,409 | $85,298,088 | $888,064,497 |
| 500 | STEWART WEALTH MANAGEMENT, INC. | $226,123 | $254,879,911 | $48,577,690 | $303,457,601 |
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.
