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 |
|---|---|---|---|---|---|
| 651 | SECOND HALF FINANCIAL PARTNERS, LLC | $202,712 | $240,416,458 | — | $240,416,458 |
| 652 | SECHREST FINANCIAL SERVICES | $488,521 | — | $170,005,422 | $170,005,422 |
| 653 | SEBOLD CAPITAL MANAGEMENT, INC | $363,809 | $270,105,973 | $35,857,686 | $305,963,659 |
| 654 | SEASON INVESTMENTS, LLC | $533,389 | $148,210,202 | $32,075,270 | $180,285,472 |
| 655 | SEASCAPE CAPITAL MANAGEMENT,LLC | $514,543 | $299,978,752 | — | $299,978,752 |
| 656 | SEARCY FINANCIAL SERVICES, INC. | $366,847 | $356,942,604 | $7,336,553 | $364,279,157 |
| 657 | SEABRIDGE INVESTMENT ADVISORS LLC | $1,395,714 | $421,505,588 | — | $421,505,588 |
| 658 | SEA HUNTER CAPITAL | $1,709,209 | $109,389,391 | — | $109,389,391 |
| 659 | SCULATI WEALTH MANAGEMENT, LLC | $279,292 | $255,273,054 | — | $255,273,054 |
| 660 | SCOTTSDALE WEALTH PLANNING, INC. | $349,940 | $153,273,938 | — | $153,273,938 |
| 661 | SCOTT SNOW (FINANCIAL ADVISORS) LLC | $1,122,519 | — | $620,753,077 | $620,753,077 |
| 662 | SCOTT SMITH FINANCIAL | $198,741 | $120,640,744 | $24,837,883 | $145,478,627 |
| 663 | SCOTT CAPITAL ADVISORS, LLC | $997,671 | $720,912,841 | $56,273,172 | $777,186,013 |
| 664 | SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | $272,742 | $461,504,590 | $14,430,187 | $475,934,777 |
| 665 | SCHWALLIER WEALTH MANAGEMENT | $176,712 | $124,390,689 | $13,444,883 | $137,835,572 |
| 666 | SCHULTZ FINANCIAL GROUP INCORPORATED | $400,499 | — | $165,806,673 | $165,806,673 |
| 667 | SCHUBERT & COMPANY, INC. | $678,142 | $322,795,724 | — | $322,795,724 |
| 668 | SCHRUM PRIVATE WEALTH MANAGEMENT, LLC | $678,733 | $160,859,716 | — | $160,859,716 |
| 669 | SCHOOLCRAFT CAPITAL LLC | $6,765,299 | $1,063,258,631 | $39,485,061 | $1,102,743,692 |
| 670 | SCHOLTZ & CO | $1,121,275 | $405,160,255 | $7,468,792 | $412,629,047 |
| 671 | SCHNIEDERS CAPITAL MANAGEMENT, LLC. | $1,302,047 | $599,533,283 | $692,096,916 | $1,291,630,199 |
| 672 | SCHLINDWEIN ASSOCIATES LLC | $519,892 | $231,351,764 | — | $231,351,764 |
| 673 | SCHERER FINANCIAL ADVISORY SERVICES, LLC | $307,434 | $112,301,175 | $10,057,632 | $122,358,807 |
| 674 | SCHAPER BENZ & WISE INVESTMENT COUNSEL INC | $1,706,050 | $1,407,260,321 | $20,703,865 | $1,427,964,186 |
| 675 | SCHAEFER FINANCIAL MANAGEMENT, INC. | $425,543 | — | $760,020,287 | $760,020,287 |
| 676 | SBK FINANCIAL, INC. | $809,977 | $956,333,988 | $67,476,336 | $1,023,810,324 |
| 677 | SBC WEALTH MANAGEMENT | $362,294 | $1,006,504,371 | $3,208,315 | $1,009,712,686 |
| 678 | SB CAPITAL MANAGEMENT, INC. | $782,394 | $998,540,732 | $2,141,194 | $1,000,681,926 |
| 679 | SAYBROOK WEALTH GROUP, INC. | $353,183 | $10,029,215 | $126,652,526 | $136,681,741 |
| 680 | SAXON FINANCIAL GROUP | $324,536 | $299,705,318 | $149,128,428 | $448,833,746 |
| 681 | SAX WEALTH ADVISORS, LLC | $566,088 | $1,329,716,943 | $31,157,559 | $1,360,874,502 |
| 682 | SAVIOR WEALTH | $274,852 | $185,897,507 | $8,697,757 | $194,595,264 |
| 683 | SAVANT WEALTH MANAGEMENT | $1,622,838 | $12,849,631,158 | — | $12,849,631,158 |
| 684 | SATHER FINANCIAL GROUP, INC. | $1,225,133 | $1,430,955,241 | — | $1,430,955,241 |
| 685 | SAS FINANCIAL ADVISORS, LLC. | $314,286 | $40,000,000 | $70,000,000 | $110,000,000 |
| 686 | SARGENT INVESTMENT GROUP | $1,139,969 | $761,782,481 | $440,884,411 | $1,202,666,892 |
| 687 | SARATOGA WEALTH ADVISORS, LLC | $403,443 | $116,082,230 | $512,747 | $116,594,977 |
| 688 | SAPERE WEALTH MANAGEMENT, LLC | $1,380,182 | $303,639,981 | — | $303,639,981 |
| 689 | SAOS CAPITAL, LLC | $146,276 | $151,837,298 | $20,329,759 | $172,167,057 |
| 690 | SANTA FE ADVISORS LLC | $833,411 | $178,605,000 | $3,912,000 | $182,517,000 |
| 691 | SANFORD ADVISORY | $349,624 | $936,529,701 | $21,091,601 | $957,621,302 |
| 692 | SANDY COVE ADVISORS, LLC | $601,857 | $344,014,228 | $43,581,461 | $387,595,689 |
| 693 | SANDIFER WEALTH MANAGEMENT, INC. | $390,981 | $214,420,542 | $6,874,591 | $221,295,133 |
| 694 | SANDIA WEALTH MANAGEMENT, LLC | $267,117 | $129,108,300 | $22,080,100 | $151,188,400 |
| 695 | SANDERSON WEALTH MANAGEMENT, LLC | $810,802 | $121,145,689 | $874,519,002 | $995,664,691 |
| 696 | SAND HILL GLOBAL ADVISORS, LLC | $2,069,285 | $3,530,763,948 | $73,929,922 | $3,604,693,870 |
| 697 | SANCTUARY WEALTH MANAGEMENT, LLC | $347,389 | $220,244,549 | — | $220,244,549 |
| 698 | SANCHEZ & ZURES, LLC | $302,561 | $165,198,502 | — | $165,198,502 |
| 699 | SAMALIN WEALTH | $330,444 | $284,269,659 | $41,217,960 | $325,487,619 |
| 700 | SALVUS WEALTH MANAGEMENT, LLC | $437,244 | $249,666,338 | — | $249,666,338 |
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.
