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.

Filters

# of employees

MinMax

High-net-worth client assets

Total AUM

MinMax

Total accounts

MinMax

Discretionary AUM

MinMax

Avg. discretionary account AUM

MinMax

Non-discretionary AUM

MinMax

Non-discretionary accounts

MinMax

Average non-discretionary account AUM

MinMax

Avg. account AUM

MinMax
Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
51Arlington Partners LLC$6,813,442$2,315,286,033$2,999,199,006$5,314,485,039
52FAIRWAY WEALTH MANAGEMENT LLC$6,796,038$2,640,977$1,614,816,121$1,617,457,098
53Geller Advisors LLC$6,667,150$4,579,193,896$27,806,988$4,607,000,884
54Checks & Balances, Inc.$6,611,824$231,413,835$231,413,835
55Tag Associates LLC$6,591,510$294,600,000$8,346,870,000$8,641,470,000
56Angeles Wealth Management, LLC$6,430,144$834,292,391$65,927,786$900,220,177
57Private Wealth Partners, LLC$6,312,949$1,280,345,565$32,747,785$1,313,093,350
58Conservest Capital Advisors Inc$6,071,203$1,414,590,407$1,414,590,407
59Meristem Family Wealth, LLC$6,034,132$1,402,705,850$2,893,596,029$4,296,301,879
60Henry H. Armstrong Associates, Inc.$5,994,283$856,301,374$881,121$857,182,495
61CORNERSTONE CAPITAL INC.$5,901,269$80,339,284$1,064,506,815$1,144,846,099
62Stelac Advisory Services LLC$5,896,881$2,859,810,316$312,711,661$3,172,521,977
63Fiduciary Wealth Partners, LLC$5,870,748$1,068,476,095$1,068,476,095
64Schoolcraft Capital LLC$5,681,426$798,605,836$70,652,372$869,258,208
65Fiduciary Counselling Inc$5,669,158$3,436,469,348$5,679,536,876$9,116,006,224
66BBR Partners, LLC$5,596,730$18,071,100,000$2,636,800,000$20,707,900,000
67Vernal Point Advisors, LLC$5,580,710$576,339,393$383,542,694$959,882,087
68Iadvise Partners LLC$5,473,002$100,993,120$68,669,940$169,663,060
69Guardsman Private Capital Management, Inc.$5,437,722$80,942,166$60,438,610$141,380,776
70Jordan Park Group LLC$5,087,433$15,791,390,922$15,791,390,922
71Wealth Dimensions Family Office, Inc$5,049,616$449,415,796$449,415,796
72A.G. Campbell Advisory, LLC$4,932,177$77,874,581$257,513,465$335,388,046
73Acima Private Wealth LLC$4,677,754$252,598,698$252,598,698
74Anodos Advisors, LLC$4,641,041$914,285,000$914,285,000
75Global Wealth Strategies LLC$4,571,429$160,000,000$160,000,000
76Port Capital LLC$4,509,722$1,848,909,874$103,799,759$1,952,709,633
77Breton Financial, Inc.$4,451,472$160,252,982$160,252,982
78Evoke Wealth, LLC$4,342,572$7,652,740,688$50,981,166$7,703,721,854
79Stonepoint Capital, LLC$4,338,059$121,465,638$121,465,638
80QP Global Family Offices, LLC$4,282,559$4,600,000$821,933,928$826,533,928
81Reynders, Mcveigh Capital Management, LLC$4,274,170$3,000,332,719$277,955,544$3,278,288,263
82LBJ Family Wealth Advisors, Ltd.$4,158,743$320,223,179$320,223,179
83Jackson, Grant Investment Advisers, Inc.$4,148,547$406,557,617$406,557,617
84The Clarius Group, LLC$4,140,115$1,630,960,812$1,176,037,304$2,806,998,116
85IMC Advisors, LLC$4,105,198$276,685,360$121,518,812$398,204,172
86Independent Family Office, LLC$4,100,701$491,737,693$346,450$492,084,143
87Verity Wealth Advisors, LLC$4,091,254$208,653,946$208,653,946
88Ward & Associates$4,014,621$201,038,193$11,736,733$212,774,926
89Kamichu Wealth Management LLC$3,993,528$336,531,091$2,918,750$339,449,841
90Thomas Wright Asset Management, Inc.$3,875,756$232,545,359$232,545,359
91Lejeune Puetz Investment Counsel, LLC$3,814,257$308,954,786$308,954,786
92FILAMENT, LLC$3,805,466$1,255,714,033$749,766,663$2,005,480,696
93Cohen Capital Management Inc$3,791,629$674,909,881$674,909,881
94HARDY REED, LLC$3,769,479$945,043,137$106,641,429$1,051,684,566
95Pillar Pacific Capital Management LLC$3,735,726$1,458,606,793$80,512,463$1,539,119,256
96Lyell Wealth Management Lp$3,723,525$785,663,753$785,663,753
97Brighton Jones LLC$3,716,222$8,355,071,502$88,185,838$8,443,257,340
98Wolman Wealth Management, Inc.$3,630,650$210,577,693$210,577,693
99Fiduciary Wealth Advisors, LLC$3,559,422$157,000,423$81,480,837$238,481,260
100Prowell Financial Management, LLC$3,537,768$686,326,980$686,326,980
« Previous PageNext Page »

Showing 51 to 100 of 2,412 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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.