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 |
|---|---|---|---|---|---|
| 201 | Platte River Wealth Advisors, LLC | $2,077,651 | $427,996,168 | — | $427,996,168 |
| 202 | RMR Wealth Advisors LLC | $2,060,075 | $315,191,474 | — | $315,191,474 |
| 203 | Altamont Wealth Management, Inc. | $2,053,091 | — | $172,459,625 | $172,459,625 |
| 204 | Ferguson Wellman Capital Management, Inc. | $2,051,730 | $6,854,828,294 | — | $6,854,828,294 |
| 205 | Marco Investment Management LLC | $2,049,483 | $1,008,345,568 | — | $1,008,345,568 |
| 206 | Bluestone Wealth Management LLC | $2,049,377 | $200,838,971 | — | $200,838,971 |
| 207 | Tred Avon Family Wealth, LLC | $2,047,844 | $72,000 | $274,339,078 | $274,411,078 |
| 208 | Sicart Associates, LLC | $2,043,069 | $551,628,605 | — | $551,628,605 |
| 209 | The Humphreys Group, LLC | $2,030,901 | $235,584,542 | — | $235,584,542 |
| 210 | Marquette Asset Management, LLC | $2,026,187 | $877,339,000 | — | $877,339,000 |
| 211 | Wade Financial Advisory, Inc. | $2,021,604 | $428,618,710 | $131,365,557 | $559,984,267 |
| 212 | Windward Wealth Strategies, Inc. | $2,014,682 | $173,262,637 | — | $173,262,637 |
| 213 | Main Street Research LLC | $1,999,963 | $1,389,974,082 | — | $1,389,974,082 |
| 214 | Keystone Asset Management, Inc. | $1,992,366 | $240,000,000 | $21,000,000 | $261,000,000 |
| 215 | Fortiter Wealth Management, LLC | $1,991,059 | $324,289,830 | $2,243,926 | $326,533,756 |
| 216 | Bourgeon Capital Management LLC | $1,978,249 | $649,300,000 | $51,000,000 | $700,300,000 |
| 217 | Northern Oak Wealth Management, Inc. | $1,973,063 | $865,501,403 | $2,646,355 | $868,147,758 |
| 218 | Badgley, Phelps And Bell, Inc. | $1,970,268 | $3,556,880,932 | $261,498,866 | $3,818,379,798 |
| 219 | Wellspring Financial Advisors, LLC | $1,961,527 | $653,112,864 | $1,269,183,272 | $1,922,296,136 |
| 220 | Parkstone Wealth Management, LLC | $1,959,597 | $152,848,543 | — | $152,848,543 |
| 221 | Rockhill Advisors LLC | $1,958,026 | $101,817,346 | — | $101,817,346 |
| 222 | KLCM Advisors, Inc. | $1,957,936 | $857,576,139 | — | $857,576,139 |
| 223 | Montag A & Associates Inc | $1,953,335 | $2,117,585,956 | $15,455,900 | $2,133,041,856 |
| 224 | Jonathan D. Pond, LLC | $1,953,296 | $353,546,529 | — | $353,546,529 |
| 225 | Financial Solutions Advisory Group, Inc. | $1,952,610 | $646,314,000 | — | $646,314,000 |
| 226 | True Measure Wealth Management | $1,949,844 | $179,385,653 | — | $179,385,653 |
| 227 | Alethea Capital Management, LLC | $1,949,226 | $268,993,167 | — | $268,993,167 |
| 228 | Ariston Services Group, LLC | $1,927,293 | $405,896,922 | $21,962,163 | $427,859,085 |
| 229 | AJ Wealth Strategies, LLC | $1,921,698 | $1,534,000,000 | $503,000,000 | $2,037,000,000 |
| 230 | Team Hewins, LLC | $1,920,762 | $1,276,148,444 | $1,003,795,862 | $2,279,944,306 |
| 231 | Cresset Asset Management, LLC | $1,917,103 | $11,570,814,863 | $106,261,425 | $11,677,076,288 |
| 232 | New England Guild Wealth Advisors, Inc. | $1,913,561 | $352,095,223 | — | $352,095,223 |
| 233 | Sand Hill Global Advisors, LLC | $1,909,928 | $3,017,351,155 | $65,273,058 | $3,082,624,213 |
| 234 | GHP Investment Advisors Inc | $1,909,603 | $1,734,812,803 | $10,564,180 | $1,745,376,983 |
| 235 | CHAMBERLAIN FINANCIAL PLANNING & WEALTH MANAGEMENT | $1,899,373 | $320,994,000 | — | $320,994,000 |
| 236 | Prudent Management Associates | $1,895,823 | $1,101,473,105 | — | $1,101,473,105 |
| 237 | Oxler Private Wealth LLC | $1,894,320 | $414,153,988 | $2,596,384 | $416,750,372 |
| 238 | Harbour Capital Advisors, LLC | $1,891,624 | $474,797,693 | — | $474,797,693 |
| 239 | Reichard Capital, LLC | $1,878,303 | $308,041,716 | — | $308,041,716 |
| 240 | MATHEYS LANE CAPITAL MANAGEMENT L.P. | $1,873,381 | $841,467,986 | $522,353,630 | $1,363,821,616 |
| 241 | SUNPOINTE INVESTMENTS | $1,871,556 | $48,705,243 | $61,716,535 | $110,421,778 |
| 242 | SADDOCK WEALTH, LLC | $1,868,116 | $72,400,000 | $56,500,000 | $128,900,000 |
| 243 | AG Asset Advisory, LLC | $1,863,931 | $301,956,882 | — | $301,956,882 |
| 244 | Baxter Brothers Inc. | $1,863,512 | $706,270,884 | — | $706,270,884 |
| 245 | Carmel Capital Management L.L.C. | $1,856,250 | $178,200,000 | — | $178,200,000 |
| 246 | Ballentine Partners, LLC | $1,856,062 | $6,390,275,738 | $2,283,104,268 | $8,673,380,006 |
| 247 | Fulcrum Capital, LLC | $1,852,750 | $647,424,375 | $47,356,754 | $694,781,129 |
| 248 | Custom Portfolio Group LLC | $1,850,698 | $146,145,110 | $11,164,210 | $157,309,320 |
| 249 | Palisade Asset Management, LLC | $1,850,481 | $933,525,014 | $80,538,711 | $1,014,063,725 |
| 250 | Envoi LLC | $1,832,376 | $2,259,319,068 | — | $2,259,319,068 |
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.
