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