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