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.


# of employees


High-net-worth client assets

    Total AUM


    Total accounts


    Discretionary AUM


    Avg. discretionary account AUM


    Non-discretionary AUM


    Non-discretionary accounts


    Average non-discretionary account AUM


    Avg. account AUM

    Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
    551PRAIRIEVIEW PARTNERS, LLC$2,218,483$885,138,568$6,691,397$891,829,965
    552THE H GROUP, INC.$271,388$891,237,188$891,237,188
    553BUFFINGTON MOHR MCNEAL$607,730$866,774,485$24,157,207$890,931,692
    554ESTABROOK CAPITAL MANAGEMENT LLC$1,035,746$889,706,058$889,706,058
    555TBH GLOBAL ASSET MANAGEMENT, LLC$337,930$832,882,751$56,211,942$889,094,693
    556STILLWATER CAPITAL ADVISORS, LLC$477,711$802,766,409$85,298,088$888,064,497
    557QUANTUM FINANCIAL ADVISORS, LLC$694,802$887,262,307$887,262,307
    559OPUS CAPITAL MANAGEMENT$2,514,834$622,933,752$259,772,834$882,706,586
    560WHITNEY & COMPANY$663,750$872,856,646$5,284,560$878,141,206
    561AUFMAN ASSOCIATES INC$3,603,723$875,704,723$875,704,723
    562DARRELL & KING, LLC$3,760,991$868,789,030$868,789,030
    563GALAPAGOS WEALTH MANAGEMENT, LLC$28,945,572$333,945,185$534,421,984$868,367,169
    564ROBERTS, GLORE & CO.$806,179$615,889,588$252,365,485$868,255,073
    565OAK ROOT LLC$7,539,130$856,000,000$11,000,000$867,000,000
    566IRONSIDES ASSET ADVISORS, LLC$1,808,450$552,570,026$313,677,617$866,247,643
    567COVENANT PARTNERS, LLC$1,360,838$772,537,967$92,955,232$865,493,199
    568BAXTER INVESTMENT MANAGEMENT$2,185,360$857,956,426$7,446,140$865,402,566
    569HHM WEALTH ADVISORS, LLC$360,259$828,092,340$36,889,855$864,982,195
    570ANODOS ADVISORS, LLC$4,554,550$860,810,000$860,810,000
    571MEANS WEALTH MANAGEMENT$340,836$743,988,746$116,282,514$860,271,260
    572ARBOR INVESTMENT ADVISORS$785,842$846,462,635$13,248,940$859,711,575
    573BRAND ASSET MANAGEMENT GROUP, INC.$661,736$824,262,371$34,671,266$858,933,637
    574COLUMBIA ASSET MANAGEMENT, L.L.C.$763,416$855,975,945$2,867,022$858,842,967
    575MONTEREY PRIVATE WEALTH, INC.$474,464$823,177,163$35,128,609$858,305,772
    576EVERMAY WEALTH MANAGEMENT, LLC$760,443$822,332,575$34,686,974$857,019,549
    577COYLE FINANCIAL COUNSEL, LLC$378,986$720,633,370$134,739,065$855,372,435
    578FINANCIAL ADVISORY CORPORATION$792,516$854,325,351$6,786$854,332,137
    579AUSTIN PRIVATE WEALTH, LLC$215,678$839,064,975$14,588,740$853,653,715
    580BERKSHIRE MONEY MANAGEMENT, INC.$443,571$853,221,718$209,642$853,431,360
    581GENERATION CAPITAL MANAGEMENT LLC$3,055,243$111,350,662$741,062,232$852,412,894
    582YESKE BUIE INC.$675,425$841,241,957$11,144,498$852,386,455
    583VERSANT CAPITAL MANAGEMENT, INC.$698,435$805,925,436$44,070,121$849,995,557
    584HFM WEALTH MANAGEMENT$4,351,218$801,541,675$46,945,828$848,487,503
    585ST. CLAIR ADVISORS, LLC$1,524,831$847,806,060$847,806,060
    586EDGE WEALTH MANAGEMENT, LLC$1,627,215$846,151,721$846,151,721
    587SILICON VALLEY CAPITAL PARTNERS, L.P.$665,602$845,313,930$845,313,930
    588GREENWOOD GEARHART INC.$444,297$844,164,509$844,164,509
    589FINANCIAL SERVICES ADVISORY$395,726$842,896,540$842,896,540
    590KEB WEALTH ADVISORS$493,467$756,696,115$85,652,683$842,348,798
    591LIVE OAK PRIVATE WEALTH, LLC$1,958,915$836,456,769$836,456,769
    592STAGE HARBOR FINANCIAL$834,702$836,371,229$836,371,229
    593ASPEN CAPITAL MANAGEMENT$464,994$836,060,000$836,060,000
    594FIERSTON FINANCIAL GROUP INC$918,642$835,963,837$835,963,837
    595THE MARSHALL FINANCIAL GROUP, INC$562,735$822,649,177$12,449,285$835,098,462
    596BURT WEALTH ADVISORS$708,587$834,006,617$834,006,617
    597J.W.BURNS & COMPANY, INC.$679,011$801,746,275$28,005,603$829,751,878
    598PRIVATE WEALTH MANAGEMENT, INC.$1,346,396$829,379,814$829,379,814
    599BOURGEON CAPITAL MANAGEMENT LLC$2,111,598$763,800,000$55,500,000$819,300,000
    « Previous PageNext Page »

    Showing 551 to 600 of 2,983 entries

    Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

    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.