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
701Campion Asset Management, LLC$808,974$184,386,562$35,654,355$220,040,917
702Graves-Light Private Wealth Management, Inc.$808,095$822,641,188$822,641,188
703Moss Adams Wealth Advisors LLC$807,402$2,220,511,241$560,180,550$2,780,691,791
704Homrich & Berg Inc$805,814$7,818,765,000$1,110,458,000$8,929,223,000
705Level Financial Advisors, Inc.$805,137$500,794,994$500,794,994
706Avestar Capital, LLC$803,975$703,478,380$703,478,380
707Sage Financial Group Inc.$803,961$2,302,786,993$254,613,504$2,557,400,497
708Emerson Wealth, LLC$802,831$539,502,549$539,502,549
709Daniels & Erickson Financial Advisors, LLC$802,218$109,101,659$109,101,659
710Suncoast Equity Management, LLC$802,038$850,160,087$850,160,087
711HMS Capital Management, LLC$800,853$246,076,916$15,801,973$261,878,889
712Adkins Seale Capital Management LLC$800,412$280,325,061$23,031,067$303,356,128
713ICW Investment Advisors, LLC$800,000$202,200,000$1,000,000$203,200,000
714Garner Asset Management Corporation$799,488$312,434,494$964,772$313,399,266
715Pathway Financial Advisors, LLC$799,276$682,581,344$682,581,344
716Grand Wealth Management, LLC$799,196$446,815,317$40,694,399$487,509,716
717Pacifica Wealth Advisors, Inc.$799,045$144,817,589$12,594,298$157,411,887
718South Bay Financial Partners Group, Inc.$798,687$154,945,209$154,945,209
719Riverview Capital Advisers LLC$798,049$327,966,174$56,693,324$384,659,498
720Paracle Advisors LLC$797,891$1,404,742,363$5,131,623$1,409,873,986
721Warner Financial, Inc$797,839$496,551,768$18,054,463$514,606,231
722Hohimer Wealth Management, LLC$794,288$620,276,267$62,016,765$682,293,032
723Cardinal Point Wealth Management, LLC$794,211$554,579,872$11,692,815$566,272,687
724HEXAGON CAPITAL PARTNERS, LLC$793,635$416,658,597$416,658,597
725Stage Harbor Financial, LLC$792,714$718,199,138$718,199,138
726Golden Bay Advisors LLC$792,200$139,427,194$139,427,194
727Highpass Asset Management LLC$791,754$150,433,315$150,433,315
728INTEROCEAN CAPITAL, LLC$789,725$1,963,117,713$489,767,149$2,452,884,862
729Intrinsic Value Partners, LLC$789,097$154,662,971$154,662,971
730Harold Davidson & Associates Inc$788,223$323,959,812$323,959,812
731McGuire Investment Group, LLC$787,663$523,008,485$523,008,485
732Glassman Wealth Services, LLC$787,072$1,662,297,089$1,662,297,089
733Columbia Asset Management, L.L.C.$785,459$706,825,577$87,775$706,913,352
734TONER ASSET MANAGEMENT GROUP, INC.$785,172$112,279,570$112,279,570
735Aspen Capital Management$785,038$785,038,007$785,038,007
736Rock Point Advisors, LLC$785,035$446,684,895$446,684,895
737R. Stewart Eads Investment Counsel, Inc.$784,952$221,356,466$221,356,466
738Column Capital Advisors, LLC$783,905$1,107,748,767$53,998,476$1,161,747,243
739Magnus Financial Group LLC$783,717$1,819,790,600$1,819,790,600
740FAMILY CFO, LLC$782,509$120,717,207$6,049,310$126,766,517
741RUNNING POINT CAPITAL ADVISORS LLC$782,251$218,247,934$218,247,934
742Signify Wealth LLC$780,679$169,925,613$7,288,575$177,214,188
743Vista Capital Partners, Inc.$780,456$1,881,679,753$1,881,679,753
744Deerfield Financial Advisors, Inc.$779,709$610,371,468$105,401,694$715,773,162
745Derby And Company Inc$779,361$690,134,420$1,159,058$691,293,478
746Westmount Asset Management, LLC$779,050$3,052,940,348$65,596,133$3,118,536,481
747Summit Place Financial Advisors,LLC$777,989$179,715,532$179,715,532
748QUANTUM CAPITAL MANAGEMENT$777,170$137,829,319$15,273,256$153,102,575
749Buckley Wealth Management, LLC$776,665$484,638,756$484,638,756
750TAYLOR WEALTH MANAGEMENT PARTNERS$776,598$281,905,127$281,905,127
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Showing 701 to 750 of 2,412 entries

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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.