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
501Clear Rock Advisors, LLC$699,122$291,534,003$291,534,003
502Clear Sky Financial, Lp$366,122$105,443,079$105,443,079
503Clearlogic Financial, Inc.$416,911$328,044,142$48,843,613$376,887,755
504Clearpath Capital Partners LLC$1,141,147$242,273,849$82,953,117$325,226,966
505CLEARROCK CAPITAL LLC$670,865$552,117,137$1,346,482$553,463,619
506CLEARVIEW INVESTMENT PARTNERS, LLC$234,048$137,272,097$2,220,659$139,492,756
507Client 1St Advisory Group LLC$335,091$226,682,882$4,195,000$230,877,882
508Clientfirst Wealth Management, LLC$1,429,186$161,498,000$161,498,000
509Clifford Swan Investment Counsel LLC$1,453,113$2,914,681,248$619,289,873$3,533,971,121
510Clune & Associates$591,150$369,469,018$369,469,018
511Clutinger Williams & Verhoye Inc$452,407$114,555,490$10,308,972$124,864,462
512CMH Wealth Management, LLC$1,446,613$559,839,106$559,839,106
513Cobblestone Capital Advisors, LLC$894,898$2,269,581,111$61,627,667$2,331,208,778
514Coe Capital Management, LLC$905,128$176,500,000$176,500,000
515Cogent Strategic Wealth LLC$529,982$169,594,099$169,594,099
516Cohen Capital Management Inc$3,791,629$674,909,881$674,909,881
517Cohen Investment Advisors, LLC$251,119$133,741,583$1,109,391$134,850,974
518Coign Capital Advisors LLC$313,747$248,487,614$248,487,614
519Collegiate Capital Management, Inc.$259,441$397,259,516$41,974,475$439,233,991
520Colley Asset Management, Inc.$349,477$151,323,379$151,323,379
521Colonial Trust Advisors, Inc.$665,656$1,023,821,200$77,839,427$1,101,660,627
522Colony Family Offices, LLC$7,132,859$1,940,821,644$42,113,128$1,982,934,772
523Colorado Capital Management, Inc.$514,104$428,577,298$17,150,575$445,727,873
524Columbia Asset Management, L.L.C.$785,459$706,825,577$87,775$706,913,352
525Columbia River Advisors, LLC$448,681$425,653,677$16,297,097$441,950,774
526Column Capital Advisors, LLC$783,905$1,107,748,767$53,998,476$1,161,747,243
527Compass Asset Management LLC$606,324$419,576,000$419,576,000
528Compass Capital Management Inc$1,421,864$1,695,090,490$38,161,347$1,733,251,837
529Compass Financial Group, Inc.$870,077$357,601,500$357,601,500
530Compass Rose Investments, LLC$219,473$110,115,216$8,180,932$118,296,148
531Compass Wealth Management, LLC$273,438$250,469,210$250,469,210
532Compound Family Offices, LLC$1,822,074$302,464,256$302,464,256
533Comprehensive Financial Management LLC$583,539,126$22,758,025,923$22,758,025,923
534COMPREHENSIVE FINANCIAL PLANNING INC$400,579$123,182,244$35,847,646$159,029,890
535Compton Wealth Advisory Group, LLC$1,500,252$379,929,454$151,159,890$531,089,344
536Concentric Wealth Management LLC$557,675$470,677,717$470,677,717
537Concord Investment Counsel$377,660$197,292,533$2,867,197$200,159,730
538Concorde Financial Corporation$2,890,400$272,405,058$83,114,109$355,519,167
539Concordia Wealth Management, LLC$1,501,478$168,687,598$11,489,736$180,177,334
540Condor Capital Management$461,223$1,160,606,866$190,315,884$1,350,922,750
541CONFLUENCE WEALTH MANAGEMENT LLC$569,718$772,279,810$9,943,485$782,223,295
542Congress Wealth Management LLC$675,994$3,027,259,616$13,362,765$3,040,622,381
543CONGRESS WEALTH MANAGEMENT LLC$938,894$2,320,940,879$11,271,928$2,332,212,807
544Conservest Capital Advisors Inc$6,071,203$1,414,590,407$1,414,590,407
545Consilium Wealth Advisory, LLC$500,455$143,130,201$143,130,201
546Constitution Capital LLC$844,870$168,974,075$168,974,075
547Continuum Wealth Advisors, LLC$237,147$142,834,000$2,300,000$145,134,000
548Contravisory Investment Management, Inc.$1,068,333$395,855,527$74,210,817$470,066,344
549Convergent Financial Strategies LLC$393,199$136,046,742$136,046,742
550Cook Wealth Management Group, LLC$447,918$405,365,714$405,365,714
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Showing 501 to 550 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.