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 |
|---|---|---|---|---|---|
| 251 | UP CAPITAL MANAGEMENT, INC. | $631,714 | $127,864,160 | $100,184,691 | $228,048,851 |
| 252 | UNITED FINANCIAL PLANNING GROUP LLC | $338,505 | $172,431,995 | $4,605,881 | $177,037,876 |
| 253 | UNIONVIEW WEALTH PARTNERS | $528,255 | $265,112,755 | $2,712,738 | $267,825,493 |
| 254 | ULLAND INVESTMENT ADVISORS, LLC | $1,279,043 | $626,880,972 | $10,082,673 | $636,963,645 |
| 255 | UAS WEALTH ADVISORS | $500,396 | $390,899,665 | $7,915,577 | $398,815,242 |
| 256 | TWO POINT CAPITAL MANAGEMENT, INC. | $2,786,920 | $256,396,647 | — | $256,396,647 |
| 257 | TWIN FOCUS CAPITAL PARTNERS, LLC | $27,770,773 | $2,505,427,928 | $938,147,939 | $3,443,575,867 |
| 258 | TUMWATER WEALTH MANAGEMENT, LLC | $519,133 | $245,856,392 | $45,377,357 | $291,233,749 |
| 259 | TULL FINANCIAL GROUP, INC. | $288,871 | $262,391,506 | $4,813,940 | $267,205,446 |
| 260 | TUFTON CAPITAL MANAGEMENT, LLC | $2,559,537 | $957,267,000 | — | $957,267,000 |
| 261 | TUCKER FINANCIAL GROUP | $75,665 | $199,905,708 | — | $199,905,708 |
| 262 | TTP INVESTMENTS, INC. | $403,225 | $330,241,603 | — | $330,241,603 |
| 263 | TSG ADVICE PARTNERS, LLC | $158,297 | $501,326,423 | — | $501,326,423 |
| 264 | TRUSTWELL FINANCIAL ADVISORS, LLC | $147,255 | $135,740,240 | $323,694 | $136,063,934 |
| 265 | TRUST INVESTMENT ADVISORS | $435,895 | $170,434,821 | — | $170,434,821 |
| 266 | TRUNORTH WEALTH PARTNERS | $502,953 | $504,694,800 | $13,849,910 | $518,544,710 |
| 267 | TRUNORTH FINANCIAL SERVICES, INC. | $267,147 | $200,100,827 | $526,471 | $200,627,298 |
| 268 | TRUMBOWER FINANCIAL ADVISORS LLC | $1,910,888 | $117,867,868 | $1,529,317,775 | $1,647,185,643 |
| 269 | TRUEPOINT, INC. | $654,402 | $4,635,725,916 | $7,256,626 | $4,642,982,542 |
| 270 | TRUENORTH WEALTH ADVISORS | $439,528 | $201,743,225 | — | $201,743,225 |
| 271 | TRUENORTH WEALTH | $274,101 | — | $652,633,504 | $652,633,504 |
| 272 | TRUE WEALTH DESIGN, LLC | $389,604 | $416,875,913 | — | $416,875,913 |
| 273 | TRUE WEALTH & COMPANY | $160,380 | $120,030,000 | $2,500,000 | $122,530,000 |
| 274 | TRUE NORTH RETIREMENT ADVISORS, LLC | $1,074,458 | $311,082,983 | $29,520,100 | $340,603,083 |
| 275 | TRUE NORTH FINANCIAL | $269,846 | $309,243,419 | — | $309,243,419 |
| 276 | TRUE NORTH ADVISORS, LLC | $862,127 | $2,843,576,801 | $28,167,053 | $2,871,743,854 |
| 277 | TRUE MEASURE WEALTH MANAGEMENT | $716,338 | $226,362,761 | — | $226,362,761 |
| 278 | TRUE FINANCIAL GROUP | $141,972 | $252,000,000 | — | $252,000,000 |
| 279 | TRUADVICE LLC | $127,361 | $752,959,554 | $4,708,419 | $757,667,973 |
| 280 | TRU INDEPENDENCE ASSET MANAGEMENT 2 | $476,698 | $284,588,722 | — | $284,588,722 |
| 281 | TRIUNE FINANCIAL PARTNERS, LLC | $1,163,467 | $826,032,453 | $207,125,979 | $1,033,158,432 |
| 282 | TRIUMPH CAPITAL MANAGEMENT | $120,264 | $411,903,849 | — | $411,903,849 |
| 283 | TRISPERITY ADVISORS, LLC | $341,028 | $236,472,231 | $2,247,464 | $238,719,695 |
| 284 | TRINITY WEALTH MANAGEMENT, LLC | $426,939 | $168,190,878 | $34,605,151 | $202,796,029 |
| 285 | TRINITY WEALTH MANAGEMENT LLC | $2,755,102 | $270,000,000 | — | $270,000,000 |
| 286 | TRINITY PORTFOLIO ADVISORS, LLC | $384,425 | $228,708,199 | $87,673,620 | $316,381,819 |
| 287 | TRINITY LEGACY PARTNERS, LLC | $553,329 | $325,609,741 | $37,374,141 | $362,983,882 |
| 288 | TRINITY FINANCIAL ADVISORS LLC | $422,714 | $360,574,741 | — | $360,574,741 |
| 289 | TRINITY FIDUCIARY PARTNERS, LLC | $719,314 | $42,179,444 | $62,840,444 | $105,019,888 |
| 290 | TRIFECTA CAPITAL ADVISORS, LLC | $2,378,159 | $297,269,926 | — | $297,269,926 |
| 291 | TRICORD ADVISORS, INC. | $217,582 | $175,588,316 | — | $175,588,316 |
| 292 | TRIAD INVESTMENT MANAGEMENT, LLC | $1,893,121 | $124,945,961 | — | $124,945,961 |
| 293 | TRIAD FINANCIAL ADVISORS, INC. | $423,577 | $942,142,652 | $22,341,178 | $964,483,830 |
| 294 | TRELLIS ADVISORS, LLC | $387,969 | $458,354,046 | $3,717,501 | $462,071,547 |
| 295 | TREEHOUSE WEALTH ADVISORS | $568,424 | $185,334,789 | $7,929,529 | $193,264,318 |
| 296 | TREE CITY ADVISORS, LLC | $193,840 | $152,160,184 | $35,670,892 | $187,831,076 |
| 297 | TRED AVON FAMILY WEALTH, LLC | $3,564,193 | $9,498,175 | $289,894,031 | $299,392,206 |
| 298 | TREBUCHET CONSULTING, LLC | $980,555 | — | $597,158,245 | $597,158,245 |
| 299 | TREASURE COAST FINANCIAL PLANNING, INC. | $305,675 | $179,908,992 | $3,190,311 | $183,099,303 |
| 300 | TRAYNOR CAPITAL MANAGEMENT | $491,654 | $794,257,688 | $139,884,118 | $934,141,806 |
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.
