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