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 |
|---|---|---|---|---|---|
| 1101 | OAKMONT CAPITAL MANAGEMENT, LLC | $616,361 | $361,295,526 | $112,070,037 | $473,365,563 |
| 1102 | OAKBRIDGE PARTNERS, LTD. | $626,700 | $1,195,966,939 | $13,564,864 | $1,209,531,803 |
| 1103 | OAK WEALTH ADVISORS LLC | $2,552,563 | $204,205,000 | — | $204,205,000 |
| 1104 | OAK ROOT LLC | $7,539,130 | $856,000,000 | $11,000,000 | $867,000,000 |
| 1105 | OAK HARBOR WEALTH PARTNERS, LLC | $449,394 | $304,892,114 | $242,919,657 | $547,811,771 |
| 1106 | OAK FAMILY ADVISORS, LLC | $660,063 | $345,200,000 | $74,600,000 | $419,800,000 |
| 1107 | OAK ADVISORS, LLC | $506,592 | $206,401,845 | $1,300,988 | $207,702,833 |
| 1108 | O'CONNELL INVESTMENTS AND INSURANCE SERVICES, LLC | $318,886 | $112,384,386 | $182,521 | $112,566,907 |
| 1109 | O'BRIEN WEALTH PARTNERS LLC | $506,775 | $948,175,951 | — | $948,175,951 |
| 1110 | O'BOYLE WEALTH MANAGEMENT, INC. | $218,170 | $244,784,575 | $25,309,333 | $270,093,908 |
| 1111 | NWK GROUP | $1,257,111 | $512,901,108 | — | $512,901,108 |
| 1112 | NVEST WEALTH STRATEGIES, INC. | $330,876 | $151,101,819 | $1,762,867 | $152,864,686 |
| 1113 | NPF INVESTMENT ADVISORS | $1,071,388 | $2,310,983,746 | — | $2,310,983,746 |
| 1114 | NOVI WEALTH PARTNERS | $514,769 | $337,287,654 | $10,181,279 | $347,468,933 |
| 1115 | NOVARE CAPITAL MANAGEMENT | $2,149,113 | $1,406,619,494 | $3,198,802 | $1,409,818,296 |
| 1116 | NOVAPOINT CAPITAL LLC | $514,402 | $348,767,000 | $3,084,000 | $351,851,000 |
| 1117 | NOVA R WEALTH, INC. | $436,788 | $406,037,157 | $14,153,250 | $420,190,407 |
| 1118 | NORTHWEST INVESTMENT COUNSELORS | $693,439 | $599,779,000 | $1,433,000 | $601,212,000 |
| 1119 | NORTHWEST FINANCIAL SERVICES INC | $1,215,295 | $449,659,059 | — | $449,659,059 |
| 1120 | NORTHSTAR FINANCIAL PLANNING, LLC | $511,936 | $185,600,000 | $7,400,000 | $193,000,000 |
| 1121 | NORTHSTAR FINANCIAL PLANNERS, INC. | $300,262 | $236,005,602 | — | $236,005,602 |
| 1122 | NORTHSTAR FINANCIAL MANAGEMENT, INC. | $211,201 | $108,501,111 | $1,534,368 | $110,035,479 |
| 1123 | NORTHSTAR FINANCIAL COMPANIES, INC. | $318,869 | $225,437,000 | $9,888,000 | $235,325,000 |
| 1124 | NORTHSTAR ASSET MANAGEMENT INC | $1,696,443 | $792,239,004 | — | $792,239,004 |
| 1125 | NORTHSTAR ADVISORY GROUP, LLC | $383,383 | $225,400,749 | $28,217 | $225,428,966 |
| 1126 | NORTHROCK PARTNERS, LLC | $532,694 | $3,942,287,950 | $245,749,385 | $4,188,037,335 |
| 1127 | NORTHLAND CAPITAL MANAGEMENT | $303,160 | $151,883,044 | — | $151,883,044 |
| 1128 | NORTHERN OAK WEALTH MANAGEMENT, INC. | $2,227,796 | $963,745,785 | $3,117,598 | $966,863,383 |
| 1129 | NORTHERN FINANCIAL ADVISORS, INC | $268,165 | $522,076,563 | $9,962,456 | $532,039,019 |
| 1130 | NORTHERN CAPITAL MANAGEMENT, INC. | $223,965 | $387,950,295 | $405,763 | $388,356,058 |
| 1131 | NORTHEAST FINANCIAL | $2,963,049 | $4,493,661,000 | $30,915,000 | $4,524,576,000 |
| 1132 | NORTHCAPE WEALTH MANAGEMENT | $395,997 | $500,946,597 | $17,413,378 | $518,359,975 |
| 1133 | NORTHAVENUE LLC | $271,389 | $118,597,040 | — | $118,597,040 |
| 1134 | NORTH STAR ASSET MANAGEMENT INC | $978,562 | $2,688,828,790 | $12,979,865 | $2,701,808,655 |
| 1135 | NORTH SHORE INVESTMENT CONSULTING LLC | $399,076 | — | $152,047,907 | $152,047,907 |
| 1136 | NORTH RIDGE WEALTH ADVISORS, INC. | $294,518 | $130,177,138 | — | $130,177,138 |
| 1137 | NORTH FORTY TWO & CO. | $580,694 | $130,656,250 | — | $130,656,250 |
| 1138 | NORTH BERKELEY WEALTH MANAGEMENT, LLC | $463,973 | $555,284,496 | $20,970,266 | $576,254,762 |
| 1139 | NOESIS CAPITAL MANAGEMENT CORP | $859,363 | $683,448,137 | $80,525,227 | $763,973,364 |
| 1140 | NOBLE FAMILY WEALTH | $2,480,392 | $253,000,000 | — | $253,000,000 |
| 1141 | NO FATE BWWM | $546,584 | $103,581,425 | $22,679,384 | $126,260,809 |
| 1142 | NIKULSKI FINANCIAL, INC. | $251,081 | $278,101,838 | $10,641,065 | $288,742,903 |
| 1143 | NICOLLET INVESTMENT MANAGEMENT, INC. | $646,260 | $447,211,747 | — | $447,211,747 |
| 1144 | NICHOLSON MEYER CAPITAL MANAGEMENT, INC. | $419,431 | $219,362,499 | — | $219,362,499 |
| 1145 | NICHOLAS HOFFMAN & COMPANY, LLC | $2,998,404 | $5,126,525,282 | $447,507,187 | $5,574,032,469 |
| 1146 | NEXTCAPITAL ADVISERS | $123,347 | $5,952,847,460 | — | $5,952,847,460 |
| 1147 | NEWGROUND SOCIAL INVESTMENT | $853,333 | $128,000,000 | — | $128,000,000 |
| 1148 | NEWGROUND SOCIAL INVESTMENT | $853,333 | $128,000,000 | — | $128,000,000 |
| 1149 | NEWBRIDGE WEALTH MANAGEMENT | $133,188 | $115,740,000 | — | $115,740,000 |
| 1150 | NEW WORLD ADVISORS LLC | $1,461,903 | $430,409,719 | $5,237,239 | $435,646,958 |
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.
