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
251CYPRESS CAPITAL MANAGEMENT, LLC$1,828,073$1,175,451,059$1,175,451,059
252White Oaks Wealth Advisors, Inc.$1,826,530$460,285,619$460,285,619
253Creekside Partners Financial Advisers LLC$1,822,387$470,175,798$470,175,798
254Compound Family Offices, LLC$1,822,074$302,464,256$302,464,256
255Birch Hill Investment Advisors LLC$1,819,915$2,162,744,020$2,954,305$2,165,698,325
256CBT Financial Planning, Inc.$1,812,561$176,733,562$26,273,270$203,006,832
257Atlas Capital Advisors LLC$1,807,595$707,000,000$7,000,000$714,000,000
258GREERWALKER WEALTH MANAGEMENT LLC$1,799,116$309,447,871$309,447,871
259Sunesis Advisors, LLC$1,793,643$516,577,507$105,816,584$622,394,091
260Capwealth Advisors, LLC$1,789,369$1,163,342,841$28,376,594$1,191,719,435
261Bray Capital Advisors, LLC$1,786,554$428,773,055$428,773,055
262Strategent Financial, LLC$1,786,231$189,340,534$189,340,534
263Bailard, Inc.$1,784,958$3,433,947,041$12,806,855$3,446,753,896
264CHRONICLE ADVISORS LLC$1,781,443$121,138,114$121,138,114
265Navigoe, LLC$1,776,551$252,631,496$1,415,310$254,046,806
266Retirement Income Solutions, Inc.$1,766,819$2,130,783,499$2,130,783,499
267Executive Wealth Group, LLC$1,765,118$391,856,299$391,856,299
268Lowery Asset Consulting, LLC$1,763,465$917,001,771$917,001,771
269Meyers Wealth Management, LLC$1,759,034$935,000,000$48,300,000$983,300,000
270Bennicas & Associates, Inc.$1,750,996$218,874,448$218,874,448
271The Mosaic Financial Group, LLC$1,746,231$447,926,677$535,201,375$983,128,052
272Arbor Wealth Advisors LLC$1,740,693$431,929,147$3,244,222$435,173,369
273Donald W. Nicholson & Associates Ltd$1,729,096$197,116,978$197,116,978
274Bragg Financial Advisors Inc$1,723,918$2,272,123,381$2,272,123,381
275Grey Street Capital, LLC$1,723,867$907,976,959$53,940,848$961,917,807
276Kingfisher Capital, LLC$1,721,898$494,184,812$494,184,812
277NORTH AMERICAN MANAGEMENT CORP$1,718,458$1,329,334,776$234,461,640$1,563,796,416
278Pathstone Family Office, LLC$1,710,578$13,510,659,488$6,087,428,804$19,598,088,292
279Spielberger & Brooks, Inc.$1,709,228$385,561,985$7,560,356$393,122,341
280Wetherby Asset Management$1,700,474$6,127,017,957$445,315,602$6,572,333,559
281Parcion Private Wealth LLC$1,695,894$1,521,216,909$1,521,216,909
282Ironsides Asset Advisors, LLC$1,688,391$386,633,541$236,382,865$623,016,406
283Trumbower Financial Advisors LLC$1,680,912$157,530,189$1,193,922,835$1,351,453,024
284Johnston James M & Associates Inc$1,672,975$136,809,431$117,482,710$254,292,141
285Cahaba Wealth Management, Inc.$1,672,481$949,969,014$949,969,014
286Reilly Financial Advisors LLC$1,672,086$1,848,692,403$59,157,863$1,907,850,266
287Wacker Wealth Partners, LLC$1,668,311$1,044,291,815$6,744,006$1,051,035,821
288AF Advisors, Inc.$1,665,573$214,469,264$389,641$214,858,905
289Rossmore Private Capital, LLC$1,660,660$761,577,922$93,662,196$855,240,118
290Bristlecone Advisors LLC$1,660,195$1,525,719,576$1,525,719,576
291Griffin Family Partners, LLC$1,658,951$154,117,380$46,615,635$200,733,015
292MCSHANE PARTNERS$1,646,154$535,000,000$535,000,000
293Monarch Capital Management Inc$1,642,578$409,002,038$409,002,038
294Mastrapasqua Asset Management, Inc.$1,640,696$898,874,068$24,837,690$923,711,758
295H. M. Payson & Co.$1,638,146$4,761,827,948$424,543,104$5,186,371,052
296Paragon Capital Management$1,636,262$1,000,482,171$115,448,292$1,115,930,463
297Gofen And Glossberg, L.L.C.$1,629,753$5,275,945,392$279,884,250$5,555,829,642
298Sound Investment Management Inc$1,623,784$165,625,974$165,625,974
299Franklin, Parlapiano, Turner & Welch LLC$1,618,928$571,960,950$2,758,455$574,719,405
300Hutner Capital Management Inc.$1,612,216$166,058,221$166,058,221
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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.