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.

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