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.


# of employees


High-net-worth client assets

    Total AUM


    Total accounts


    Discretionary AUM


    Avg. discretionary account AUM


    Non-discretionary AUM


    Non-discretionary accounts


    Average non-discretionary account AUM


    Avg. account AUM

    Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
    801RETIREMENT ADVISORS, INC.$439,441$153,421,822$1,261,317$154,683,139
    802RESOURCE PLANNING GROUP, LTD.$338,917$348,745,575$348,745,575
    803RESOURCE CONSULTING GROUP$1,006,759$2,642,742,586$2,642,742,586
    804RESONANT CAPITAL ADVISORS, LLC$842,614$1,131,244,812$69,480,323$1,200,725,135
    805RESOLUTE PARTNERS GROUP$25,007,541$4,053,221,990$173,052,374$4,226,274,364
    806RESOLUTE FINANCIAL, LLC$303,956$404,628,472$39,147,150$443,775,622
    807RESERVOIR WEALTH MANAGEMENT$166,691$105,399,965$24,952,775$130,352,740
    808REQUISITE CAPITAL MANAGEMENT LLC$2,199,514$489,190,675$559,977,584$1,049,168,259
    809RENAISSANCE INVESTMENT GROUP, LLC$1,178,482$528,294,779$16,163,973$544,458,752
    810RELIANT INVESTMENT PARTNERS, LLC$235,210$197,341,189$197,341,189
    811RELIANT INVESTMENT MANAGEMENT, LLC$2,407,551$1,096,816,613$13,064,310$1,109,880,923
    812RELEVANCE CAPITAL MANAGEMENT$1,332,441$325,115,698$325,115,698
    813REITZ CAPITAL ADVISORS LLC$277,021$167,874,874$167,874,874
    814REICHARD CAPITAL, LLC$2,283,866$349,431,440$349,431,440
    815REGIS MANAGEMENT COMPANY, LLC$92,566,740$4,443,203,516$4,443,203,516
    816REGIMEN WEALTH, LLC$417,851$277,034,911$277,034,911
    818REGENCY WEALTH MANAGEMENT$406,105$382,923,993$33,333,529$416,257,522
    819REGENCY INVESTMENT ADVISORS INC$493,559$769,931,305$7,423,989$777,355,294
    820REGENCY CAPITAL MANAGEMENT INC.$1,349,125$259,032,004$259,032,004
    821REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.$113,783$166,277,442$1,780,726$168,058,168
    822REGATTA CAPITAL GROUP, LLC$315,653$753,580,531$153,289,381$906,869,912
    823REGAL WEALTH GROUP INC.$391,972$233,615,485$233,615,485
    824REFINED WEALTH MANAGEMENT$174,905$127,505,438$127,505,438
    825REDWOOD COAST FINANCIAL PARTNERS$343,822$143,030,000$143,030,000
    826REDROCK WEALTH MANAGEMENT, LLC$986,798$180,133,000$10,319,000$190,452,000
    827REDMONT WEALTH$1,830,677$170,253,000$170,253,000
    828REDMOND ASSET MANAGEMENT, LLC$1,104,857$399,570,118$30,219,256$429,789,374
    829REDE WEALTH, LLC$525,587$179,396,000$66,578,700$245,974,700
    830REDBUD ADVISORS$601,233$117,240,530$117,240,530
    831RED TORTOISE$1,336,172$265,789,952$1,444,411$267,234,363
    832RED HOOK MANAGEMENT$1,518,770$420,699,422$420,699,422
    833RED DOOR WEALTH MANAGEMENT, LLC$598,464$910,673,084$277,277,188$1,187,950,272
    834REBEL FINANCIAL, LLC$167,014$215,673,345$6,287,990$221,961,335
    835REBALANCE LLC$909,291$1,462,139,862$1,462,139,862
    836READ & POWELL FINANCIAL SERVICES, LLC$218,763$122,726,077$122,726,077
    837RD LEWIS WEALTH MANAGEMENT$259,601$173,413,745$173,413,745
    838RCW MANAGEMENT, LLC$492,469$126,072,169$126,072,169
    839RCS FINANCIAL PLANNING, LLC$362,813$184,672,011$184,672,011
    840RAY|THEIL WEALTH MANAGEMENT, LLC$974,408$234,832,258$234,832,258
    841RAYBURN WEST FINANCIAL SERVICES$1,019,209$98,238,082$49,547,160$147,785,242
    842RAUB BROCK CAPITAL MANAGEMENT, LP$527,422$792,856,970$2,619,035,801$3,411,892,771
    843RASKOB KAMBOURIAN FINANCIAL ADVISORS, LTD.$1,122,046$40,696,608$63,653,669$104,350,277
    844RAPPAPORT REICHES CAPITAL MANAGEMENT,$595,656$745,165,255$745,165,255
    845RAMSEY & ASSOCIATES INC$763,544$65,429,827$197,992,711$263,422,538
    846RALICKI WEALTH MANAGEMENT & TRUST SERVICES$363,286$98,098,057$5,438,560$103,536,617
    847RAINSBERGER WEALTH ADVISORS$345,691$287,693,471$19,971,624$307,665,095
    848RAINEY & RANDALL INVESTMENT MANAGEMENT, INC.$957,781$742,280,000$742,280,000
    849RAIN CAPITAL MANAGEMENT$639,151$437,179,560$437,179,560
    850RADNOR FINANCIAL ADVISORS, LLC$1,087,476$2,789,751,419$24,637,054$2,814,388,473
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    Showing 801 to 850 of 2,983 entries

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    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.