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 | Pariax, LLC | $1,110,891 | $107,000,000 | $5,200,000 | $112,200,000 |
| 502 | Matrix Planning Inc | $1,109,738 | $97,189,920 | $33,759,218 | $130,949,138 |
| 503 | Oakwood Capital Management LLC | $1,108,123 | $921,958,587 | — | $921,958,587 |
| 504 | Personal Financial Solutions, LLC | $1,107,435 | $111,850,980 | — | $111,850,980 |
| 505 | Hamilton Point Investment Advisors, LLC | $1,106,118 | $639,336,306 | — | $639,336,306 |
| 506 | JP Wealth Management, Inc. | $1,105,678 | $299,638,618 | — | $299,638,618 |
| 507 | STONEGATE WEALTH MANAGEMENT, LLC | $1,103,834 | $157,325,000 | $2,731,000 | $160,056,000 |
| 508 | Chatham Capital Group Inc | $1,095,708 | $543,471,274 | — | $543,471,274 |
| 509 | Vaquero Private Wealth, Ltd. | $1,094,193 | $166,317,339 | — | $166,317,339 |
| 510 | BAKER ELLIS ASSET MANAGEMENT LLC | $1,091,173 | $590,324,664 | — | $590,324,664 |
| 511 | MRA ASSOCIATES | $1,090,565 | $1,742,370,597 | $901,158,881 | $2,643,529,478 |
| 512 | Covenant Multi-Family Offices, LLC | $1,089,833 | $1,986,473,095 | $72,221,769 | $2,058,694,864 |
| 513 | Woodmont Investment Counsel, LLC | $1,083,243 | $872,069,487 | $86,600,146 | $958,669,633 |
| 514 | Waypoint Capital Advisors, LLC | $1,082,723 | $361,629,588 | — | $361,629,588 |
| 515 | Durbin Bennett Private Wealth Management, LLC | $1,082,346 | $1,220,806,382 | $65,020,699 | $1,285,827,081 |
| 516 | Dedicated Capital Advisors, LLC | $1,082,106 | $91,133,764 | $13,830,536 | $104,964,300 |
| 517 | Tarbox Family Office, Inc. | $1,080,208 | $841,481,772 | — | $841,481,772 |
| 518 | Stone Asset Management, Inc. | $1,079,366 | $242,087,219 | $2,928,824 | $245,016,043 |
| 519 | Jackson Square Capital, LLC | $1,078,069 | $239,452,006 | $69,953,767 | $309,405,773 |
| 520 | Asset Planning, Inc | $1,077,588 | $376,207,369 | $948,523 | $377,155,892 |
| 521 | ALLSTREET CAPITAL LLC | $1,076,923 | $140,000,000 | — | $140,000,000 |
| 522 | Miracle Mile Advisors, LLC | $1,072,934 | $2,009,870,010 | $2,953,361 | $2,012,823,371 |
| 523 | Northwest Financial Services Inc | $1,069,666 | $388,595,055 | $763,474 | $389,358,529 |
| 524 | Financial Partners Capital Management, LLC | $1,068,657 | $552,337,206 | $101,680,874 | $654,018,080 |
| 525 | Contravisory Investment Management, Inc. | $1,068,333 | $395,855,527 | $74,210,817 | $470,066,344 |
| 526 | Green Square Capital Advisors, LLC | $1,065,299 | $768,770,204 | $144,190,835 | $912,961,039 |
| 527 | ROUND TABLE WEALTH MANAGEMENT | $1,062,530 | $993,753,493 | $136,778,401 | $1,130,531,894 |
| 528 | Aries Wealth Management, LLC | $1,060,051 | $291,513,905 | — | $291,513,905 |
| 529 | Verity And Verity, LLC | $1,059,108 | $551,019,982 | $10,307,418 | $561,327,400 |
| 530 | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | $1,058,463 | $1,289,554,646 | $383,874,732 | $1,673,429,378 |
| 531 | Degreen Capital Management, LLC | $1,057,561 | $291,886,916 | — | $291,886,916 |
| 532 | Tufton Capital Management, LLC | $1,055,676 | $831,873,000 | — | $831,873,000 |
| 533 | CPA Asset Management Group, LLC | $1,054,317 | $484,985,803 | — | $484,985,803 |
| 534 | Waycross Investment Management Company | $1,053,401 | $134,835,353 | — | $134,835,353 |
| 535 | Millares Asset Management, LLC | $1,045,251 | $176,647,383 | — | $176,647,383 |
| 536 | Cardiff Park Advisors,LLC | $1,044,254 | $52,892,344 | $2,116,022,686 | $2,168,915,030 |
| 537 | Camden Capital, LLC | $1,043,730 | $2,680,619,645 | $1,240,672,770 | $3,921,292,415 |
| 538 | Fairbanks Capital Management, Inc. | $1,043,328 | $182,582,392 | — | $182,582,392 |
| 539 | Renaissance Investment Group, LLC | $1,043,179 | $437,471,219 | $15,268,432 | $452,739,651 |
| 540 | Tanglewood Wealth Management, Inc. | $1,042,339 | $1,224,748,000 | — | $1,224,748,000 |
| 541 | Forthright Family Wealth Advisory LLC | $1,041,335 | $181,192,305 | — | $181,192,305 |
| 542 | Norris Perne & French LLP | $1,038,129 | $1,999,437,216 | — | $1,999,437,216 |
| 543 | Boston Private Wealth LLC | $1,034,166 | $13,787,450,698 | $640,202,475 | $14,427,653,173 |
| 544 | Scholtz & Company, L.L.C. | $1,031,606 | $341,156,406 | $305,230 | $341,461,636 |
| 545 | Salem Investment Counselors Inc | $1,030,874 | $1,969,210,901 | $26,562,068 | $1,995,772,969 |
| 546 | Yorkbridge Wealth Partners, LLC | $1,029,460 | $925,721,328 | $69,766,502 | $995,487,830 |
| 547 | TFC Financial Management, Inc. | $1,022,737 | $1,200,875,421 | $5,953,751 | $1,206,829,172 |
| 548 | Sargent Investment Group, LLC | $1,022,489 | $657,863,000 | $437,223,000 | $1,095,086,000 |
| 549 | Banyan Global Investment Advisors, LLC | $1,021,225 | $180,756,785 | — | $180,756,785 |
| 550 | The Menard Financial Group, LLC | $1,021,180 | $225,680,794 | — | $225,680,794 |
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.
