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 |
|---|---|---|---|---|---|
| 201 | VISTA PRIVATE WEALTH PARTNERS LLC | $591,838 | $421,836,142 | $3,103,850 | $424,939,992 |
| 202 | VISTA CAPITAL PARTNERS, INC. | $1,121,962 | $2,656,805,764 | — | $2,656,805,764 |
| 203 | VISTA ADVISOR GROUP, LLC | $361,867 | $168,201,869 | $2,961,236 | $171,163,105 |
| 204 | VISION CAPITAL MANAGEMENT INC | $709,903 | $1,021,550,392 | — | $1,021,550,392 |
| 205 | VIRTUS FAMILY OFFICE | $1,745,481 | $335,132,366 | — | $335,132,366 |
| 206 | VIRTUE ASSET MANAGEMENT LLC | $760,048 | $112,487,106 | — | $112,487,106 |
| 207 | VIRGINIA WEALTH MANAGEMENT GROUP, INC. | $833,543 | $156,543,800 | $98,520,302 | $255,064,102 |
| 208 | VINTAGE FINANCIAL SERVICES LLC | $1,742,283 | $923,410,000 | — | $923,410,000 |
| 209 | VINEYARD FAMILY WEALTH ADVISORS | $1,340,401 | $104,551,267 | — | $104,551,267 |
| 210 | VINES CAPITAL MANAGEMENT, LLC | $450,978 | $110,940,518 | — | $110,940,518 |
| 211 | VILLAGE WEALTH ADVISORS | $444,825 | $126,330,421 | — | $126,330,421 |
| 212 | VIGILARE WEALTH MANAGEMENT LLC | $1,934,397 | $309,946,129 | $26,639,003 | $336,585,132 |
| 213 | VIGILANT CAPITAL MANAGEMENT, LLC | $1,460,342 | $2,240,163,925 | — | $2,240,163,925 |
| 214 | VIENNA ASSET MANAGEMENT LLC | $1,988,386 | $169,012,832 | — | $169,012,832 |
| 215 | VICTUS CAPITAL WEALTH | $416,997 | $218,873,753 | $2,134,442 | $221,008,195 |
| 216 | VICKERMAN INVESTMENT ADVISORS, INC. | $420,941 | $343,067,000 | — | $343,067,000 |
| 217 | VESTURA, LLC | $1,085,118 | $253,917,600 | — | $253,917,600 |
| 218 | VESTPOINTE WEALTH MANAGEMENT, LLC | $314,552 | $110,449,553 | $11,596,780 | $122,046,333 |
| 219 | VESTA WEALTH MANAGEMENT, LLC | $907,935 | $157,365,564 | $132,265,825 | $289,631,389 |
| 220 | VERUS FINANCIAL PARTNERS | $437,688 | $983,047,963 | — | $983,047,963 |
| 221 | VERUM PARTNERS LLC | $670,577 | $253,593,941 | $142,717,164 | $396,311,105 |
| 222 | VERSANT CAPITAL MANAGEMENT, INC. | $698,435 | $805,925,436 | $44,070,121 | $849,995,557 |
| 223 | VERITY WEALTH ADVISORS, LLC | $1,402,314 | $201,933,158 | — | $201,933,158 |
| 224 | VERITY INVESTMENT PARTNERS | $1,260,997 | $730,855,940 | $11,871,318 | $742,727,258 |
| 225 | VERISAIL PARTNERS, LLC | $237,722 | $205,392,000 | — | $205,392,000 |
| 226 | VERIS WEALTH PARTNERS, LLC | $1,012,402 | $1,953,273,906 | $169,734,098 | $2,123,008,004 |
| 227 | VERIPAX WEALTH MANAGEMENT, INC. | $227,907 | $220,718,552 | $579,443 | $221,297,995 |
| 228 | VERICREST PRIVATE WEALTH, LLC | $1,121,753 | $121,149,333 | — | $121,149,333 |
| 229 | VERGEPOINTE WEALTH MANAGEMENT, LLC | $2,663,091 | $218,405,312 | $7,957,392 | $226,362,704 |
| 230 | VERDENCE CAPITAL ADVISORS, LLC | $592,438 | $2,837,780,043 | — | $2,837,780,043 |
| 231 | VENTURI PRIVATE WEALTH | $944,517 | $2,277,586,606 | $5,309,956 | $2,282,896,562 |
| 232 | VELA INVESTMENT MANAGEMENT, LLC | $1,384,955 | $256,127,081 | $89,673 | $256,216,754 |
| 233 | VAWTER FINANCIAL LTD | $327,473 | $215,477,134 | — | $215,477,134 |
| 234 | VAUGHAN AND COMPANY SECURITIES, INC. | $576,520 | $245,000,000 | $30,000,000 | $275,000,000 |
| 235 | VAQUERO PRIVATE WEALTH, LTD. | $853,045 | $314,119,385 | $28,804,661 | $342,924,046 |
| 236 | VANTAGE WEALTH MANAGEMENT, LLC | $354,578 | $488,608,000 | — | $488,608,000 |
| 237 | VANTAGE FINANCIAL PARTNERS, LLC | $154,767 | $348,000,000 | $1,000,000 | $349,000,000 |
| 238 | VANTAGE FINANCIAL PARTNERS LIMITED | $616,783 | $591,199,664 | $5,846,213 | $597,045,877 |
| 239 | VANNOY ADVISORY GROUP, INC. | $471,231 | $126,289,783 | — | $126,289,783 |
| 240 | VANCE WEALTH | $452,632 | $417,723,660 | $88,318,692 | $506,042,352 |
| 241 | VAN STRUM & TOWNE INC | $1,552,842 | $359,015,322 | $44,723,495 | $403,738,817 |
| 242 | VAN DER NOORD FINANCIAL ADVISORS, INC. | $315,563 | $124,705,575 | $2,150,631 | $126,856,206 |
| 243 | VALUES FIRST ADVISORS, INC. | $134,531 | $191,628,699 | $4,383,066 | $196,011,765 |
| 244 | VALPEY FINANCIAL SERVICES LLC | $321,324 | $153,962,124 | $10,234,241 | $164,196,365 |
| 245 | VALLEY BROOK CAPITAL GROUP | $596,005 | $161,146,323 | $17,059,190 | $178,205,513 |
| 246 | VALIANT WEALTH, LLC | $460,312 | $178,036,237 | $59,945,111 | $237,981,348 |
| 247 | VALEO FINANCIAL ADVISORS, LLC | $510,225 | $4,996,070,358 | $2,281,774,710 | $7,277,845,068 |
| 248 | UTOPIA WEALTH MANAGEMENT, LLC | $1,607,402 | $130,199,585 | — | $130,199,585 |
| 249 | URBAN FINANCIAL ADVISORY CORPORATION | $1,414,023 | $1,003,045,805 | $149,382,729 | $1,152,428,534 |
| 250 | UP NORTH FINANCIAL, LLC | $170,435 | $132,147,665 | $1,814,380 | $133,962,045 |
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.
