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 |
|---|---|---|---|---|---|
| 501 | CUTLER INVESTMENT COUNSEL, LLC | $700,072 | $922,000,000 | $49,000,000 | $971,000,000 |
| 502 | STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS | $535,159 | $969,172,113 | — | $969,172,113 |
| 503 | NORTHERN OAK WEALTH MANAGEMENT, INC. | $2,227,796 | $963,745,785 | $3,117,598 | $966,863,383 |
| 504 | TRIAD FINANCIAL ADVISORS, INC. | $423,577 | $942,142,652 | $22,341,178 | $964,483,830 |
| 505 | WOODARD & CO ASSET MANAGEMENT GROUP INC | $525,778 | $933,700,000 | $29,000,000 | $962,700,000 |
| 506 | RVW WEALTH LLC | $498,940 | $936,252,766 | $24,705,072 | $960,957,838 |
| 507 | SIGNET FINANCIAL MANAGEMENT, LLC | $528,643 | $959,486,220 | — | $959,486,220 |
| 508 | WEST CAPITAL MANAGEMENT | $637,846 | $943,782,885 | $15,536,931 | $959,319,816 |
| 509 | SANFORD ADVISORY | $349,624 | $936,529,701 | $21,091,601 | $957,621,302 |
| 510 | TUFTON CAPITAL MANAGEMENT, LLC | $2,559,537 | $957,267,000 | — | $957,267,000 |
| 511 | J. L. BAINBRIDGE & CO., INC. | $1,227,703 | $956,380,954 | — | $956,380,954 |
| 512 | PRIVATE CAPITAL MANAGEMENT | $3,342,820 | $956,046,586 | — | $956,046,586 |
| 513 | TOWNELEY CAPITAL MANAGEMENT, INC. | $2,530,581 | $954,028,878 | — | $954,028,878 |
| 514 | ISTHMUS PARTNERS, LLC | $753,565 | $952,505,865 | — | $952,505,865 |
| 515 | QP GLOBAL FAMILY OFFICES, LLC | $4,642,957 | $1,855,749 | $949,950,394 | $951,806,143 |
| 516 | JANICZEK WEALTH MANAGEMENT | $766,922 | $950,983,038 | — | $950,983,038 |
| 517 | O'BRIEN WEALTH PARTNERS LLC | $506,775 | $948,175,951 | — | $948,175,951 |
| 518 | DESTINY WEALTH PARTNERS, LLC | $355,733 | $944,785,686 | $2,886,276 | $947,671,962 |
| 519 | DELEGATE ADVISORS, LLC | $1,221,555 | $177,769,439 | $768,935,789 | $946,705,228 |
| 520 | GRIFFIN ASSET MANAGEMENT, LLC | $1,430,136 | $934,967,182 | $10,352,885 | $945,320,067 |
| 521 | WAYPOINT WEALTH COUNSEL LLC | $1,379,963 | $673,526,235 | $270,368,282 | $943,894,517 |
| 522 | FMP WEALTH ADVISERS | $447,611 | $895,814,000 | $45,959,000 | $941,773,000 |
| 523 | LVM CAPITAL MANAGEMENT LTD | $797,188 | $911,618,606 | $26,671,629 | $938,290,235 |
| 524 | ATLAS CAPITAL ADVISORS LLC | $1,865,209 | $894,800,000 | $43,400,000 | $938,200,000 |
| 525 | HOWARD FINANCIAL SERVICES, LTD. | $777,089 | $928,483,851 | $9,462,762 | $937,946,613 |
| 526 | HOHIMER WEALTH MANAGEMENT, LLC | $1,267,047 | $858,573,455 | $79,041,286 | $937,614,741 |
| 527 | ROBLE, BELKO AND COMPANY, INC. | $1,129,413 | $936,283,334 | — | $936,283,334 |
| 528 | FINANCIAL PLAN, INC. | $291,824 | $935,880,675 | — | $935,880,675 |
| 529 | SUNESIS ADVISORS, LLC | $2,408,071 | $828,701,342 | $105,630,395 | $934,331,737 |
| 530 | HEMINGTON WEALTH MANAGEMENT | $657,479 | $934,277,138 | — | $934,277,138 |
| 531 | TRAYNOR CAPITAL MANAGEMENT | $491,654 | $794,257,688 | $139,884,118 | $934,141,806 |
| 532 | AMERICAN FINANCIAL ADVISORS, LLC. | $439,225 | $925,887,267 | — | $925,887,267 |
| 533 | KMG FIDUCIARY PARTNERS, LLC | $361,767 | $924,313,971 | — | $924,313,971 |
| 534 | VINTAGE FINANCIAL SERVICES LLC | $1,742,283 | $923,410,000 | — | $923,410,000 |
| 535 | KLCM ADVISORS, INC. | $2,010,941 | $923,021,783 | — | $923,021,783 |
| 536 | MOISAND FITZGERALD TAMAYO, LLC | $309,283 | $913,608,089 | $8,364,085 | $921,972,174 |
| 537 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | $610,486 | $911,628,852 | $10,204,578 | $921,833,430 |
| 538 | WILLIS JOHNSON & ASSOCIATES, INC. | $635,766 | $877,175,805 | $37,691,773 | $914,867,578 |
| 539 | WPWEALTH LLP | $404,317 | $645,821,639 | $268,742,490 | $914,564,129 |
| 540 | WESCAP GROUP | $770,886 | $752,300,000 | $161,200,000 | $913,500,000 |
| 541 | LSIA | $2,843,797 | $912,858,853 | — | $912,858,853 |
| 542 | FUSION FAMILY WEALTH, LLC | $813,025 | $894,882,035 | $17,332,067 | $912,214,102 |
| 543 | FULCRUM CAPITAL, LLC | $1,923,386 | $852,023,871 | $57,737,599 | $909,761,470 |
| 544 | REGATTA CAPITAL GROUP, LLC | $315,653 | $753,580,531 | $153,289,381 | $906,869,912 |
| 545 | SOUNDPATH INVESTMENT ADVISORS, LLC | $1,696,735 | $904,359,756 | — | $904,359,756 |
| 546 | SHARKEY HOWES & JAVER INC | $335,297 | $903,625,913 | — | $903,625,913 |
| 547 | HOLLOW BROOK WEALTH MANAGEMENT LLC | $3,130,589 | $292,526,568 | $605,952,610 | $898,479,178 |
| 548 | WAYPOINT WEALTH PARTNERS | $1,185,670 | $896,366,542 | — | $896,366,542 |
| 549 | CHARLES PRATT & COMPANY, L.L.C. | $1,374,689 | $777,530,438 | $117,392,079 | $894,922,517 |
| 550 | HCM WEALTH ADVISORS | $390,299 | $894,566,067 | — | $894,566,067 |
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.
