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.

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