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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
551Gilman Hill Asset Management, LLC$1,017,553$419,232,038$419,232,038
552JMG Financial Group Ltd$1,017,245$3,640,644,000$147,575,000$3,788,219,000
553Peregrine Asset Advisers, Inc.$1,015,744$373,322,433$3,518,670$376,841,103
554Redmond Asset Management, LLC$1,014,368$351,300,430$31,116,127$382,416,557
555Flagship Capital Management Inc$1,012,131$123,480,000$123,480,000
556R M Davis Inc$1,011,757$5,375,264,842$5,260,366$5,380,525,208
557Corps Capital Advisors, LLC$1,010,076$102,580,000$30,750,000$133,330,000
558Scott Snow (Financial Advisors) LLC$1,007,695$565,316,734$565,316,734
559Leavell Investment Management, Inc.$1,007,327$1,641,551,189$247,187,047$1,888,738,236
560Parsons Capital Management Inc$1,006,414$1,597,583,211$20,731,093$1,618,314,304
561Enrich Financial Partners LLC$1,002,524$309,900,000$7,900,000$317,800,000
562Artemis Financial Advisors LLC$1,002,010$218,438,271$218,438,271
563High Probability Advisors, LLC$999,560$288,406,467$28,454,083$316,860,550
564PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION$999,272$446,674,442$446,674,442
565Ulland Investment Advisors, LLC$996,404$466,057,219$2,252,500$468,309,719
566Canter Strategic Wealth Management, LLC$992,842$163,818,948$163,818,948
567Benemark, Inc$989,388$221,622,902$221,622,902
568Godshalk Welsh Capital Management, Inc.$989,094$250,240,859$250,240,859
569Monument Group Wealth Advisors, LLC$988,709$372,256,931$5,430,000$377,686,931
570Roble, Belko And Company, Inc.$988,541$761,176,655$761,176,655
571Cooper Lapman Financial, LLC$988,465$296,539,363$296,539,363
572The Hoerner Planning Group, LLC$983,005$681,403,902$305,533,251$986,937,153
573Burleson & Company, LLC$981,507$645,504,267$134,793,423$780,297,690
574Radnor Financial Advisors, LLC$978,914$2,315,657,966$16,114,690$2,331,772,656
575The H Group Washington, Inc.$977,506$147,603,399$147,603,399
576True North Retirement Advisors, LLC$976,993$263,930,816$27,213,115$291,143,931
577Sather Financial Group, Inc.$974,268$1,050,261,019$1,050,261,019
578Century Wealth Management, LLC$973,139$306,473,645$85,701,225$392,174,870
579Mark Bell Advisory Services, Inc.$969,569$130,891,860$130,891,860
580Hamrick Investment Counsel, LLC$965,513$219,171,346$219,171,346
581High Pines Wealth Management LLC$965,214$191,623,483$454,006$192,077,489
582Marathon Capital Management LLC$965,092$591,601,523$591,601,523
583Meadow Creek Wealth Advisors, LLC$961,979$234,334,531$183,164,158$417,498,689
584Stokes Family Office LLC$959,823$1,331,274,860$1,331,274,860
585Waypoint Wealth Partners, Inc.$959,753$629,598,002$629,598,002
586Ariadne Wealth Management, Lp$959,059$278,104,900$8,653,621$286,758,521
587Prosperity Road, LLC$958,943$117,657,981$3,168,872$120,826,853
588Fisher Asset Management, LLC$957,512$160,000,000,000$160,000,000,000
589Obermeyer Wood Investment Counsel, LLLP$956,201$1,956,386,999$1,956,386,999
590Hutchinson Capital Management$954,158$637,124,389$6,932,135$644,056,524
591Granite Investment Advisors, LLC$950,981$668,415,767$27,702,340$696,118,107
592Keystone Financial Services$949,934$197,586,363$197,586,363
593Gasber Financial Advisors, Inc$949,504$129,429,056$6,349,962$135,779,018
594Alpha Omega Wealth Management, LLC$948,169$834,419,858$341,310,229$1,175,730,087
595CORNERSTONE ADVISORS INC$947,966$3,960,599,929$3,960,599,929
596Northstar Investment Advisors LLC$947,034$903,470,642$903,470,642
597Daintree Advisors LLC$946,545$1,290,452,000$21,460,000$1,311,912,000
598Transitions Wealth Management, LLC$941,127$348,216,975$348,216,975
599The Joseph Group LLC$940,788$602,104,403$602,104,403
600VINTAGE WEST CAPITAL MANAGEMENT$939,461$135,327,022$159,663,725$294,990,747
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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.