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 |
|---|---|---|---|---|---|
| 101 | ALAMAR CAPITAL MANAGEMENT, LLC | $761,332 | $116,483,726 | — | $116,483,726 |
| 102 | IRONRIDGE WEALTH MANAGEMENT, LLC | $302,153 | $116,631,214 | — | $116,631,214 |
| 103 | CAMDEN FINANCIAL MANAGEMENT, INC. | $607,658 | $116,670,353 | — | $116,670,353 |
| 104 | CORDIS FINANCIAL, LLC | $264,991 | $116,861,108 | — | $116,861,108 |
| 105 | BLUE SUMMIT WEALTH MANAGEMENT | $243,045 | $116,904,690 | — | $116,904,690 |
| 106 | BROWN WEALTH MANAGEMENT, LLC | $256,518 | $99,425,256 | $17,547,000 | $116,972,256 |
| 107 | FORT VANCOUVER INVESTMENT MANAGEMENT, LLC | $247,383 | $117,012,129 | — | $117,012,129 |
| 108 | CHRISTINE MESSMER, P.C. | $714,000 | $1,305,106 | $115,790,923 | $117,096,029 |
| 109 | FINANCIALLY IN TUNE | $204,919 | $108,491,175 | $8,722,346 | $117,213,521 |
| 110 | ASSET PLANNING & MANAGEMENT, INC. | $1,465,827 | $117,266,150 | — | $117,266,150 |
| 111 | CANTER WEALTH | $815,166 | $117,383,901 | — | $117,383,901 |
| 112 | GASBER FINANCIAL ADVISORS, INC | $778,653 | $112,009,626 | $5,566,967 | $117,576,593 |
| 113 | TENBRIDGE PARTNERS LLC | $164,481 | $117,603,812 | — | $117,603,812 |
| 114 | BIRNAM WOOD CAPITAL, LLC | $687,752 | — | $117,605,527 | $117,605,527 |
| 115 | KANE COMPANY, P.C. | $270,141 | $117,781,308 | — | $117,781,308 |
| 116 | BARRY M. CORKERN & CO., INC. | $1,684,090 | — | $117,886,287 | $117,886,287 |
| 117 | SMB FINANCIAL SERVICES, INC. | $152,344 | $112,095,752 | $5,818,838 | $117,914,590 |
| 118 | ORION CAPITAL MANAGEMENT LLC | $529,101 | $117,949,045 | $40,574 | $117,989,619 |
| 119 | PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC | $172,939 | $116,936,960 | $1,180,672 | $118,117,632 |
| 120 | CALVARY WEALTH, LLC | $358,278 | $118,231,742 | — | $118,231,742 |
| 121 | STAKEHOLDERS CAPITAL | $876,277 | $118,297,354 | — | $118,297,354 |
| 122 | JE WILSON ADVISORS, LLC | $416,901 | $118,400,000 | — | $118,400,000 |
| 123 | RCS FINANCIAL PLANNING, LLC | $296,790 | $118,419,254 | — | $118,419,254 |
| 124 | EUBANK, HUTSON & ASSOCIATES, LLC | $220,644 | $118,485,840 | — | $118,485,840 |
| 125 | ACCRETIVE WEALTH PARTNERS, LLC | $491,914 | $115,291,688 | $3,259,496 | $118,551,184 |
| 126 | SCOTTSDALE WEALTH PLANNING, INC. | $298,080 | $118,635,900 | — | $118,635,900 |
| 127 | GORDIAN ADVISORS, LLC | $447,913 | $80,751,677 | $37,945,395 | $118,697,072 |
| 128 | MILLENNIUM INVESTMENT SERVICES | $516,857 | $115,974,931 | $2,902,243 | $118,877,174 |
| 129 | BULL CITY ADVISORS, LLC | $2,202,546 | $118,937,492 | — | $118,937,492 |
| 130 | SCHNALL ADVISORY SERVICES, INC | $617,040 | $119,088,788 | — | $119,088,788 |
| 131 | ALIGN IMPACT, LLC | $8,520,408 | $119,285,708 | — | $119,285,708 |
| 132 | HARMONY ASSET MANAGEMENT LLC | $360,525 | $99,058,729 | $20,274,952 | $119,333,681 |
| 133 | MERIT FINANCIAL PARTNERS LLC | $409,258 | $119,503,212 | — | $119,503,212 |
| 134 | CORPS CAPITAL ADVISORS, LLC | $1,785,518 | $91,387,837 | $28,241,849 | $119,629,686 |
| 135 | CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC | $260,683 | $119,653,268 | — | $119,653,268 |
| 136 | HOLLINGSWORTH AVENT AVERRE & PURVIS, PA | $1,246,809 | $119,693,644 | — | $119,693,644 |
| 137 | EQUITY ADVISORS OF KENTUCKY INC | $855,880 | $5,248,724 | $114,574,433 | $119,823,157 |
| 138 | WASHINGTON AVENUE ADVISORS | $341,880 | — | $120,000,000 | $120,000,000 |
| 139 | ATWATER WEALTH MANAGEMENT | $476,323 | $117,125,968 | $2,907,538 | $120,033,506 |
| 140 | MICHAEL BRADY & CO., LLC | $200,159 | $120,095,655 | — | $120,095,655 |
| 141 | KENNEDY WEALTH AND TAX MANAGEMENT, INC. | $418,575 | $112,009,000 | $8,122,000 | $120,131,000 |
| 142 | NIA IMPACT CAPITAL | $1,166,814 | $109,556,001 | $10,625,839 | $120,181,840 |
| 143 | COHEN INVESTMENT ADVISORS, LLC | $818,369 | $119,251,500 | $1,048,800 | $120,300,300 |
| 144 | BURNETT FINANCIAL GROUP | $455,929 | $57,419,061 | $62,946,261 | $120,365,322 |
| 145 | WILLIAMS FINANCIAL, LLC | $168,406 | $107,882,248 | $12,527,962 | $120,410,210 |
| 146 | RFM FINANCIAL SOLUTIONS, LLC | $211,677 | $91,538,136 | $29,117,626 | $120,655,762 |
| 147 | SOLITUDE FINANCIAL SERVICES, INC. | $278,739 | $120,693,923 | — | $120,693,923 |
| 148 | KILTERHOWLING LLC | $282,841 | $120,773,032 | — | $120,773,032 |
| 149 | HCO PRIVATE WEALTH | $207,595 | $121,027,983 | — | $121,027,983 |
| 150 | CHRONICLE ADVISORS LLC | $1,781,443 | $121,138,114 | — | $121,138,114 |
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 Data.
Reprints: For reprints of these rankings, please contact Sabrina Straub.
*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to 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) nor one who is an insurance company or agency.
Database last updated on June, 2020.
