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 |
|---|---|---|---|---|---|
| 1001 | PATRON PARTNERS, LLC | $426,227 | $244,505,837 | $8,246,816 | $252,752,653 |
| 1002 | PATRIOT INVESTMENT MANAGEMENT GROUP INC | $334,243 | $1,605,415,069 | $5,299,797 | $1,610,714,866 |
| 1003 | PATRICK M. SWEENEY & ASSOCIATES, INC | $777,931 | $153,901,992 | $7,129,780 | $161,031,772 |
| 1004 | PATHWAYS ADVISORY GROUP, INC. | $280,494 | — | $246,273,482 | $246,273,482 |
| 1005 | PATHWAY FINANCIAL ADVISORS, LLC | $838,725 | $766,594,754 | — | $766,594,754 |
| 1006 | PATHWAY FINANCIAL ADVISERS, LLC | $247,845 | $351,939,635 | — | $351,939,635 |
| 1007 | PATHSTONE | $1,749,466 | $15,991,124,800 | $6,613,727,272 | $22,604,852,072 |
| 1008 | PATHFINDER WEALTH ADVISORS LLC | $995,250 | $108,549,675 | $32,775,759 | $141,325,434 |
| 1009 | PARTNERSHIP WEALTH MANAGEMENT | $385,697 | $168,210,000 | $4,968,000 | $173,178,000 |
| 1010 | PARTNERS IN FINANCIAL PLANNING, LLC | $387,414 | $678,362,660 | — | $678,362,660 |
| 1011 | PARSONS CAPITAL MANAGEMENT, LLC | $389,291 | $601,455,054 | — | $601,455,054 |
| 1012 | PARSONS CAPITAL MANAGEMENT INC | $1,100,334 | $1,840,674,520 | $18,890,499 | $1,859,565,019 |
| 1013 | PARSEC FINANCIAL | $684,865 | $4,000,945,118 | $225,359,140 | $4,226,304,258 |
| 1014 | PARROTT WEALTH MANAGEMENT, LLC | $469,752 | $161,125,000 | — | $161,125,000 |
| 1015 | PARKWORTH WEALTH MANAGEMENT, INC. | $384,501 | $134,190,713 | — | $134,190,713 |
| 1016 | PARKSTONE WEALTH MANAGEMENT, LLC | $2,056,163 | $170,661,553 | — | $170,661,553 |
| 1017 | PARKSIDE ADVISORS LLC | $736,675 | $587,130,325 | — | $587,130,325 |
| 1018 | PARKSHORE WEALTH MANAGEMENT | $258,116 | $360,242,697 | $13,767,822 | $374,010,519 |
| 1019 | PARKRIDGE|JCAM | $5,491,469 | $163,090,681 | $34,602,200 | $197,692,881 |
| 1020 | PARKER FINANCIAL ADVISORS LLC | $580,966 | $194,796,490 | $408,022 | $195,204,512 |
| 1021 | PARKER ADVISORY GROUP, LLC | $430,664 | $192,506,783 | — | $192,506,783 |
| 1022 | PARK, MILLER, LLC | $1,309,836 | $256,727,331 | $453 | $256,727,784 |
| 1023 | PARK RIDGE ASSET MANAGEMENT | $369,865 | $185,155,796 | $5,694,789 | $190,850,585 |
| 1024 | PARIAX PRIVATE WEALTH MANAGEMENT | $1,277,381 | $130,311,000 | $3,814,000 | $134,125,000 |
| 1025 | PARCION PRIVATE WEALTH LLC | $1,882,126 | $2,113,627,547 | — | $2,113,627,547 |
| 1026 | PARATUS FINANCIAL, INC. | $1,168,327 | $294,430,035 | $199,772,313 | $494,202,348 |
| 1027 | PARALLEL ADVISORS, LLC | $531,351 | $5,440,390,425 | $2,766,088 | $5,443,156,513 |
| 1028 | PARAGON WEALTH STRATEGIES, LLC. | $365,550 | $521,185,658 | $8,861,662 | $530,047,320 |
| 1029 | PARAGON WEALTH MANAGEMENT | $376,343 | $144,859,240 | $4,549,062 | $149,408,302 |
| 1030 | PARAGON PRIVATE WEALTH MANAGEMENT LLC | $491,311 | $181,785,194 | — | $181,785,194 |
| 1031 | PARAGON FINANCIAL PARTNERS | $550,846 | $170,883,374 | $92,971,645 | $263,855,019 |
| 1032 | PARAGON FINANCIAL ADVISORS | $339,079 | $553,377,657 | — | $553,377,657 |
| 1033 | PARAGON CAPITAL MANAGEMENT LLC | $741,552 | $441,223,380 | — | $441,223,380 |
| 1034 | PARAGON CAPITAL MANAGEMENT | $2,030,020 | $1,275,790,722 | $147,253,562 | $1,423,044,284 |
| 1035 | PARAGON ADVISORS, INC. | $17,557,895 | $566,600,000 | $434,200,000 | $1,000,800,000 |
| 1036 | PARADIGM WEALTH MANAGEMENT, LLC | $535,345 | $259,180,000 | $28,300,000 | $287,480,000 |
| 1037 | PARADIEM, LLC | $1,487,095 | $428,859,650 | $910,869 | $429,770,519 |
| 1038 | PAOLINO, WILLIAM | $257,635 | $169,008,747 | — | $169,008,747 |
| 1039 | PANORAMIC INVESTMENT ADVISORS | $294,556 | $191,461,660 | — | $191,461,660 |
| 1040 | PAN GLOBAL ADVISERS, LLC | $807,667 | $129,327,664 | $82,281,213 | $211,608,877 |
| 1041 | PALO ALTO WEALTH ADVISORS, LLC | $1,177,420 | $421,005,174 | $160,640,478 | $581,645,652 |
| 1042 | PALLADIUM REGISTERED INVESTMENT ADVISORS | $1,307,009 | $3,279,070,756 | $91,706,040 | $3,370,776,796 |
| 1043 | PALISADE ASSET MANAGEMENT, LLC | $1,894,436 | $1,092,322,974 | $82,227,561 | $1,174,550,535 |
| 1044 | PALADINI FINANCIAL ADVISORS, LLC | $307,417 | — | $162,008,884 | $162,008,884 |
| 1045 | PALADIN WEALTH PARTNERS | $852,370 | $202,782,298 | $4,343,524 | $207,125,822 |
| 1046 | PAINTED PORCH ADVISORS LLC | $508,103 | $147,349,880 | — | $147,349,880 |
| 1047 | PACIFICA WEALTH ADVISORS, INC. | $886,294 | $173,364,880 | $11,870,498 | $185,235,378 |
| 1048 | PACIFIC SAGE PARTNERS, LLC | $319,891 | $696,082,978 | — | $696,082,978 |
| 1049 | PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | $848,320 | $717,678,502 | — | $717,678,502 |
| 1050 | PACIFIC FINANCIAL STRATEGIES, INC | $183,881 | $145,265,781 | — | $145,265,781 |
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.
