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