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
151Ashfield Capital Partners, LLC$2,412,430$1,483,644,160$1,483,644,160
152Siligmueller & Norvid Wealth Advisors LLC$2,410,477$207,301,000$207,301,000
153Choate Investment Advisors LLC$2,410,086$5,078,123,966$662,701,705$5,740,825,671
154Brownson, Rehmus & Foxworth, Inc.$2,390,783$6,024,774,223$6,024,774,223
155L. K. Benson & Company, P.C.$2,380,724$190,457,934$190,457,934
156Goldstein Munger + Associates$2,370,768$643,337,199$105,825,624$749,162,823
157Foster & Motley, Inc.$2,369,203$1,684,660,825$42,488,399$1,727,149,224
158Ogorek Wealth Management, LLC$2,354,808$445,058,704$445,058,704
159PRIVATE CAPITAL MANAGEMENT$2,353,596$793,161,990$793,161,990
160Optima Asset Management Inc$2,345,100$490,125,863$490,125,863
161Copper Harbor Investment Advisors, LLC$2,318,586$442,817,000$33,000$442,850,000
162Virtus Family Office, LLC$2,310,551$154,806,947$154,806,947
163Wimmer Associates I, LLC$2,307,900$344,608,000$24,656,000$369,264,000
164Utopia Wealth Management, LLC$2,306,575$152,233,921$152,233,921
165Sage Financial Management Group, Inc.$2,303,219$249,663,718$12,903,207$262,566,925
166Manchester Capital Management LLC$2,294,986$3,026,475,470$590,421,700$3,616,897,170
167Element Pointe Advisors, LLC$2,286,280$549,425,050$22,144,881$571,569,931
168Navpoint Financial, Inc.$2,278,266$534,820,724$23,354,481$558,175,205
169Pacific Edge Advisors, LLC$2,274,721$509,345,715$11,565,472$520,911,187
170Kathleen S. Wright Associates Inc.$2,266,155$224,349,369$224,349,369
171Wealthvalues, LLC$2,262,468$391,406,928$391,406,928
172Shikiar Asset Management Inc$2,229,730$446,000,000$49,000,000$495,000,000
173Knuff & Company LLC$2,206,131$271,354,155$271,354,155
174BULL CITY ADVISORS, LLC$2,202,546$118,937,492$118,937,492
175Tillman Hartley LLC$2,196,073$540,071,000$163,000$540,234,000
176Johnson Financial Group LLC$2,183,654$1,162,313,124$178,450,424$1,340,763,548
177Prio Wealth Limited Partnership$2,180,229$3,516,709,222$3,516,709,222
178R H Bluestein & Co$2,178,480$3,677,941,211$204,109,607$3,882,050,818
179Heritage Wealth Advisors, LLC$2,176,790$2,456,317,155$212,427,941$2,668,745,096
180Haymarket Wealth Management LLC$2,172,723$97,638,295$304,315,509$401,953,804
181Argos Capital Partners, LLC$2,171,248$202,908,032$1,082,471,049$1,285,379,081
182Rootstock Investment Management, LLC.$2,169,043$215,856,940$250,487,348$466,344,288
183International Management Advisors Ltd.$2,165,418$139,397,322$10,016,495$149,413,817
184Trinity Wealth Management LLC$2,156,481$232,900,000$232,900,000
185The Ellerson Group Inc$2,155,427$191,467,554$2,520,879$193,988,433
186Zimmerman Wealth Management, LLC$2,154,595$303,797,935$303,797,935
187Regency Capital Management Inc.$2,154,102$273,571,000$273,571,000
188Oak Wealth Advisors LLC$2,151,515$142,000,000$142,000,000
189Gibson Capital, LLC$2,146,869$1,870,250,109$109,163,275$1,979,413,384
190Hamel Associates Inc$2,131,466$424,659,918$37,868,259$462,528,177
191Ropes Wealth Advisors LLC$2,120,336$6,192,191,495$139,131,803$6,331,323,298
192Cottage Street Advisors, LLC$2,117,921$184,259,097$184,259,097
193Laird Norton Wealth Management, LLC$2,115,058$2,992,830,326$1,178,064,124$4,170,894,450
194Perspective Wealth Partners, LLC$2,111,342$367,373,582$367,373,582
195TFO Phoenix, Inc.$2,104,322$2,879,583,892$11,754,632$2,891,338,524
196Novare Capital Management$2,104,274$1,221,876,662$2,810,878$1,224,687,540
197Ballast Capital Advisors LLC$2,098,727$220,366,374$220,366,374
198Monograph Wealth Advisors, LLC$2,094,425$1,492,237,053$68,109,466$1,560,346,519
199LEGACY WEALTH MANAGEMENT, LLC$2,083,402$214,590,373$214,590,373
200Chicago Capital, LLC$2,077,828$2,669,667,853$8,653,082$2,678,320,935
« Previous PageNext Page »

Showing 151 to 200 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.