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
351Bright Investments, LLC$1,468,871$106,954,727$1,741,744$108,696,471
352Aegis Wealth Management LLC$1,466,103$637,754,732$637,754,732
353ASSET PLANNING & MANAGEMENT, INC.$1,465,827$117,266,150$117,266,150
354Savant Capital, LLC$1,457,602$9,591,019,191$9,591,019,191
355Clifford Swan Investment Counsel LLC$1,453,113$2,914,681,248$619,289,873$3,533,971,121
356Spectra Investment Management, LLC$1,452,239$112,983,080$3,196,046$116,179,126
357Edge Wealth Management, LLC$1,447,324$704,846,902$704,846,902
358CMH Wealth Management, LLC$1,446,613$559,839,106$559,839,106
359Cutler Capital Management LLC$1,440,733$249,246,822$249,246,822
360Peddock Capital Advisors, LLC$1,437,545$363,684,074$41,703,531$405,387,605
361Traub Capital Management, LLC$1,436,819$126,440,077$126,440,077
362INTEROCEAN CAPITAL - TN, LLC$1,434,570$97,616,846$18,583,340$116,200,186
363G & O Financial Services, Inc.$1,430,591$142,852,972$14,512,056$157,365,028
364Endurance Wealth Management, Inc.$1,429,350$975,990,811$116,032,641$1,092,023,452
365Clientfirst Wealth Management, LLC$1,429,186$161,498,000$161,498,000
366Cyrus J. Lawrence LLC$1,426,680$590,048,036$597,446$590,645,482
367ALPHA FINANCIAL ADVISORS, LLC$1,423,445$145,191,400$145,191,400
368Compass Capital Management Inc$1,421,864$1,695,090,490$38,161,347$1,733,251,837
369Personal Financial Planning, Inc.$1,419,280$896,985,000$896,985,000
370St. Clair Advisors, LLC$1,411,665$725,595,610$725,595,610
371Sea Hunter Capital LLC$1,409,919$107,153,851$107,153,851
372Rex Capital Advisors, LLC$1,406,628$871,463,325$284,784,878$1,156,248,203
373Bradley Foster & Sargent Inc$1,404,959$4,878,800,319$623,071$4,879,423,390
374Abbrea Capital, LLC$1,404,654$830,709,581$148,334,413$979,043,994
375Ategra Capital Management, LLC$1,403,361$207,378,295$29,789,699$237,167,994
376Cedar Wealth Management, LLC$1,402,909$286,193,379$286,193,379
377Guyasuta Investment Advisors, Incorporated$1,402,127$1,634,880,000$1,634,880,000
378The Wealth Collaborative, Inc.$1,395,731$661,767,177$9,579,383$671,346,560
379Bingham, Osborn & Scarborough LLC$1,393,757$4,274,162,045$748,937,188$5,023,099,233
380Etesian Wealth Advisors, Inc.$1,391,714$264,709,008$2,500,000$267,209,008
381Wealth Management Consultants Colorado, LLC$1,381,477$205,840,046$205,840,046
382Brennan John David$1,368,338$337,421,850$152,443,246$489,865,096
383Ferguson-Johnson Wealth Management, Inc.$1,362,284$226,696,987$6,253,653$232,950,640
384Griffin Asset Management, LLC$1,350,703$845,160,455$8,484,133$853,644,588
385Sjbenen Advisory, LLC$1,348,168$133,468,672$133,468,672
386The Tenret Company, LLC$1,347,810$121,302,898$121,302,898
387Lountzis Asset Management, LLC$1,342,341$303,369,154$303,369,154
388ZWJ Investment Counsel Inc$1,338,246$2,328,903,876$386,397,573$2,715,301,449
389Haber Investment Counsel, LLC$1,335,491$228,658,561$5,052,287$233,710,848
390Bromfield Sneider Wealth Advisors, Inc.$1,327,136$380,888,065$380,888,065
391J.W. Coons Advisors, LLC$1,325,459$399,041,227$56,916,732$455,957,959
392HFG Wealth Management, LLC$1,317,515$409,044,003$40,228,782$449,272,785
393Osher Van De Voorde Investment Management$1,317,025$449,105,573$449,105,573
394Barnstone Advisors LLC$1,305,353$168,390,482$168,390,482
395Gray Private Wealth, LLC$1,300,826$233,723,642$425,078$234,148,720
396HiLLCrest Wealth Advisors - Ny, LLC$1,300,620$299,142,655$299,142,655
397Premis Advisors, LLC$1,298,930$26,239,191$138,724,914$164,964,105
398Covenant Partners, LLC$1,297,471$683,334,488$75,686,073$759,020,561
399Eidelman Virant Capital$1,295,765$319,087,442$11,332,512$330,419,954
400Fortune Wealth Management, LLC$1,294,254$287,909,432$2,003,568$289,913,000
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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.