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 |
|---|---|---|---|---|---|
| 301 | TRAVERSO CHAMBERS PRIVATE WEALTH MANAGEMENT, LLC | $453,498 | $465,226,086 | $3,690,625 | $468,916,711 |
| 302 | TRAUB CAPITAL MANAGEMENT | $1,581,289 | $148,641,154 | — | $148,641,154 |
| 303 | TRAPHAGEN FINANCIAL GROUP | $756,433 | $1,135,286,416 | $25,838,568 | $1,161,124,984 |
| 304 | TRANSPARENT WEALTH PARTNERS LLC | $393,210 | $209,619,726 | $4,679,739 | $214,299,465 |
| 305 | TRANSITUS WEALTH PARTNERS LLC | $703,517 | $230,057,272 | $2,806,974 | $232,864,246 |
| 306 | TRANSITIONS WEALTH MANAGEMENT, LLC | $1,120,132 | $423,410,048 | — | $423,410,048 |
| 307 | TRANQUILLI FINANCIAL ADVISOR, LLC | $360,525 | $161,515,341 | — | $161,515,341 |
| 308 | TRANQUILITY PARTNERS, LLC | $779,251 | $420,294,656 | $37,905,056 | $458,199,712 |
| 309 | TRAIL RIDGE INVESTMENT ADVISORS, LLC | $866,497 | $244,039,562 | $4,645,160 | $248,684,722 |
| 310 | TRADEWINDS, LLC | $361,313 | $267,371,971 | — | $267,371,971 |
| 311 | TRADEWINDS CAPITAL MANAGEMENT, LLC | $213,106 | $492,913,967 | — | $492,913,967 |
| 312 | TOWNSEND WEALTH MANAGEMENT | $350,236 | $130,786,655 | $1,252,229 | $132,038,884 |
| 313 | TOWNSEND ASSET MANAGEMENT CORP. | $378,455 | $351,095,062 | $16,006,172 | $367,101,234 |
| 314 | TOWNELEY CAPITAL MANAGEMENT, INC. | $2,530,581 | $954,028,878 | — | $954,028,878 |
| 315 | TOWERCREST CAPITAL MANAGEMENT, LLC | $488,937 | $606,770,591 | — | $606,770,591 |
| 316 | TOTAL WEALTH PLANNING, LLC | $422,430 | $752,209,289 | $63,503,116 | $815,712,405 |
| 317 | TOTAL WEALTH ADVISORS, LLC | $500,468 | $171,660,636 | — | $171,660,636 |
| 318 | TORTOISE INVESTMENT MANAGEMENT, LLC | $559,640 | $1,334,136,352 | $12,916,465 | $1,347,052,817 |
| 319 | TORREY WEALTH, LLC | $660,389 | $102,360,315 | — | $102,360,315 |
| 320 | TOPEL & DISTASI WEALTH MANAGEMENT, LLC | $508,730 | $296,589,461 | — | $296,589,461 |
| 321 | TOM JOHNSON INVESTMENT MANAGEMENT, LLC | $308,395 | $1,795,478,023 | — | $1,795,478,023 |
| 322 | TOGETHER AND/OR TOGETHER PLANNING | $245,003 | $103,114,729 | $521,723 | $103,636,452 |
| 323 | TOBIAS FINANCIAL ADVISORS | $420,712 | $628,000,000 | $22,000,000 | $650,000,000 |
| 324 | TOAMS FINANCIAL | $160,367 | $140,000,000 | — | $140,000,000 |
| 325 | TL PRIVATE WEALTH | $490,692 | $282,638,789 | — | $282,638,789 |
| 326 | TITLETOWN WEALTH MANAGEMENT, LLC | $122,940 | $110,400,000 | — | $110,400,000 |
| 327 | TITANIUM ADVISORS, LLC | $614,041 | $139,387,284 | — | $139,387,284 |
| 328 | TINGEY ADVISORS INC | $910,496 | $361,263,087 | $1,114,222 | $362,377,309 |
| 329 | TIMONIER | $605,993 | $307,916,449 | $101,128,983 | $409,045,432 |
| 330 | TIMBERCHASE FINANCIAL, LLC | $247,724 | $172,663,393 | — | $172,663,393 |
| 331 | TIMBER CREEK CAPITAL MANAGEMENT, LLC | $12,084,008 | $519,612,353 | — | $519,612,353 |
| 332 | TIM LOONEY INVESTMENTS, LLC | $307,848 | — | $338,324,498 | $338,324,498 |
| 333 | TILSON FINANCIAL GROUP INC | $375,735 | $331,225,692 | $236,510,419 | $567,736,111 |
| 334 | TILLMAN HARTLEY LLC | $2,468,943 | $604,891,000 | — | $604,891,000 |
| 335 | TIEDEMANN ADVISORS, LLC | $45,200,886 | $22,139,706,109 | $4,438,414,838 | $26,578,120,947 |
| 336 | THRIVE WEALTH MANAGEMENT, LLC | $426,082 | $730,163,962 | $43,174,296 | $773,338,258 |
| 337 | THREE POINTS FINANCIAL, INC. | $888,831 | $6,800,864 | $105,191,811 | $111,992,675 |
| 338 | THREE BEARINGS FIDUCIARY ADVISORS, INC. | $563,638 | $263,504,582 | $22,823,438 | $286,328,020 |
| 339 | THOR WEALTH MANAGEMENT INC | $313,127 | $414,599,721 | $294,040 | $414,893,761 |
| 340 | THOMAS WRIGHT ASSET MANAGEMENT, INC. | $4,798,132 | $278,291,634 | — | $278,291,634 |
| 341 | THOMAS DOLL | $530,625 | $1,323,909,507 | — | $1,323,909,507 |
| 342 | THEORY FINANCIAL | $428,675 | $181,758,228 | — | $181,758,228 |
| 343 | THE WORLEY BANKS GROUP, LLC | $163,120 | $182,530,752 | — | $182,530,752 |
| 344 | THE WELCH GROUP, LLC | $743,985 | $2,449,942,225 | — | $2,449,942,225 |
| 345 | THE WEALTH GROUP - AUSTIN B. COLBY & ASSOCIATES | $235,006 | $417,300,000 | $4,300,000 | $421,600,000 |
| 346 | THE WEALTH CONSERVANCY, INC. | $738,804 | $91,426,987 | $65,938,199 | $157,365,186 |
| 347 | THE WEALTH COLLABORATIVE, INC. | $1,587,590 | $751,244,741 | $9,210,942 | $760,455,683 |
| 348 | THE WATCHMAN GROUP, INC. | $2,081,726 | $505,859,384 | — | $505,859,384 |
| 349 | THE TENRET COMPANY, LLC | $1,179,709 | $130,947,657 | — | $130,947,657 |
| 350 | THE SUM | $535,583 | $128,004,388 | — | $128,004,388 |
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.
