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
401First Fiduciary Investment Counsel Inc$1,292,838$580,484,406$580,484,406
402Chesley, Taft & Associates, LLC$1,292,021$1,980,194,816$165,851,992$2,146,046,808
403Antares Wealth Management, LLC$1,288,882$109,095,970$8,192,270$117,288,240
404Johnson Investment Counsel, Inc.$1,283,412$15,307,454,415$217,979,080$15,525,433,495
405Obrien Greene & Co Inc$1,281,678$304,275,906$34,087,105$338,363,011
406Brightside Advisory Partners, LLC$1,281,201$344,643,090$344,643,090
407Proctor Financial, Inc.$1,279,218$275,031,811$275,031,811
408Delegate Advisors, LLC$1,277,820$146,560,527$736,413,163$882,973,690
409Van Strum & Towne Inc$1,277,539$301,769,225$43,166,175$344,935,400
410VIA GLOBAL ADVISORS LLC$1,277,423$206,164,077$229,436,997$435,601,074
411Urban Financial Advisory Corp$1,276,736$815,351,819$112,834,900$928,186,719
412Firstrust LLC$1,273,381$166,000,000$11,000,000$177,000,000
413Brickley Wealth Management$1,272,534$600,635,890$600,635,890
414Maddock Financial, LLC$1,268,654$93,644,562$26,877,580$120,522,142
415Meridian Financial, LLC$1,266,158$157,003,537$157,003,537
416THUN FINANCIAL ADVISORS$1,261,408$1,000,000$637,272,632$638,272,632
417Vigilant Capital Management, LLC$1,259,925$1,746,255,482$1,746,255,482
418And Wealth Partners, LLC$1,257,567$132,780,696$162,747,576$295,528,272
419Fielder Capital Group LLC$1,254,179$323,184,499$2,902,117$326,086,616
420NWK Group, Inc.$1,251,375$489,287,671$489,287,671
421Harrington Investments, Incorporated$1,251,351$275,934,984$613,600$276,548,584
422Lindbrook Capital, LLC$1,251,046$1,615,187,246$218,846,472$1,834,033,718
423Full Sail Capital, LLC$1,249,779$1,280,989,249$50,024,922$1,331,014,171
424Private Wealth Management, Inc.$1,247,873$741,236,598$741,236,598
425WORLDVIEW WEALTH ADVISORS$1,246,696$139,630,000$139,630,000
426Princeton Portfolio Strategies Group LLC$1,246,406$562,855,490$7,998,274$570,853,764
427Park, Miller, LLC$1,243,390$177,363,640$50,176,816$227,540,456
428Guardian Wealth Management, Inc.$1,240,172$288,732,703$227,346$288,960,049
429Mendel Money Management Inc$1,238,240$205,547,915$205,547,915
430Kore Private Wealth, LLC$1,235,903$4,189,712,433$4,189,712,433
431Waters, Parkerson & Co., LLC$1,233,760$1,987,832,940$120,663,528$2,108,496,468
432Berkson Asset Management, Inc.$1,231,573$26,322,401$180,581,933$206,904,334
433Eagle Ridge Investment Management LLC$1,228,189$882,980,496$75,007,045$957,987,541
434Relyea Zuckerberg Hanson, LLC$1,223,879$1,341,371,332$1,341,371,332
435Balentine LLC$1,222,401$3,162,347,785$185,808,825$3,348,156,610
436Sadoff Investment Management LLC$1,221,163$1,473,943,668$1,473,943,668
437FALCON CAPITAL MANAGEMENT INC$1,219,581$99,716,000$5,168,000$104,884,000
438Red Tortoise, LLC$1,216,879$214,170,786$214,170,786
439Vela Investment Management, LLC$1,213,353$134,682,208$134,682,208
440Alex Green Investment Management LLC$1,212,216$206,076,774$206,076,774
441Custos Family Office LLC$1,201,491$174,246,806$5,976,792$180,223,598
442Sapere Wealth Management, LLC$1,201,469$267,927,650$267,927,650
443Two Point Capital Management, Inc.$1,201,325$199,420,004$199,420,004
444Edgemoor Investment Advisors, Inc.$1,201,222$1,101,520,202$1,101,520,202
445CJM Wealth Advisers, Ltd.$1,200,027$901,779,530$43,841,682$945,621,212
446Baker Avenue Asset Management, Lp$1,195,654$1,735,769,482$304,017,019$2,039,786,501
447Osborne Partners Capital Management LLC$1,194,493$1,383,257,587$379,814,001$1,763,071,588
448Crew Michael John$1,194,105$165,980,600$165,980,600
449The Estate Planners Group LLC$1,193,422$280,056,000$11,139,000$291,195,000
450Court Place Advisors LLC$1,193,006$380,843,144$918,738$381,761,882
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Showing 401 to 450 of 2,412 entries

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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.