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.


# of employees


High-net-worth client assets

Total AUM


Total accounts


Discretionary AUM


Avg. discretionary account AUM


Non-discretionary AUM


Non-discretionary accounts


Average non-discretionary account AUM


Avg. account AUM

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
551Cooper Lapman Financial, LLC$988,465$296,539,363$296,539,363
552Coordinated Financial Planning Corp$733,835$248,629,139$12,616,022$261,245,161
553Copper Harbor Investment Advisors, LLC$2,318,586$442,817,000$33,000$442,850,000
554Copper Leaf Financial, LLC$292,057$116,238,581$116,238,581
555Copperleaf Capital, LLC$285,367$141,716,624$14,664,414$156,381,038
556COPPERWYND FINANCIAL$220,740$365,987,456$365,987,456
557Corda Investment Management, LLC$497,195$1,195,187,987$47,800,000$1,242,987,987
558Cordant, Inc.$312,116$217,762,241$6,024,761$223,787,002
559Cordis Financial, LLC$306,036$141,082,772$141,082,772
560Core Wealth Advisors, Inc.$561,977$324,690,088$132,585$324,822,673
561Core Wealth Management, Inc.$371,990$214,638,348$214,638,348
562Corient Capital Partners, LLC$1,131,697$2,580,901,101$978,284,454$3,559,185,555
563Corkern Barry M Advisory Services Inc$1,608,241$122,226,352$122,226,352
564Cornell Pochily Investment Advisors, Inc.$432,397$408,053,971$116,876,322$524,930,293
565CORNERSTONE ADVISORS INC$947,966$3,960,599,929$3,960,599,929
566Cornerstone Advisory, LLC$1,138,062$1,429,405,386$1,429,405,386
567CORNERSTONE CAPITAL INC.$5,901,269$80,339,284$1,064,506,815$1,144,846,099
568Cornerstone Financial Planning, LLC$318,121$215,247,595$22,388,582$237,636,177
569Cornerstone Investment Advisors, LLC$401,135$83,054,834$80,608,097$163,662,931
570Cornerstone Wealth Advisors, Inc.$295,371$337,181,371$35,872,684$373,054,055
571CORNERSTONE WEALTH MANAGEMENT$567,111$179,086,662$3,523,085$182,609,747
572Corps Capital Advisors, LLC$1,010,076$102,580,000$30,750,000$133,330,000
573Cottage Street Advisors, LLC$2,117,921$184,259,097$184,259,097
574Cottonwood Capital Advisors, LLC$400,286$183,433,189$39,125,603$222,558,792
575Courage Miller Partners, LLC$488,139$311,718,882$35,347,635$347,066,517
576Court Place Advisors LLC$1,193,006$380,843,144$918,738$381,761,882
577Covenant Asset Management, LLC$875,311$410,520,820$410,520,820
578Covenant Multi-Family Offices, LLC$1,089,833$1,986,473,095$72,221,769$2,058,694,864
579Covenant Partners, LLC$1,297,471$683,334,488$75,686,073$759,020,561
580Covered Bridge Advisors, LLC$250,715$114,803,628$9,049,687$123,853,315
581Covington Capital Management$2,489,083$3,552,505,921$31,773,251$3,584,279,172
582Cowa, LLC$383,526$241,100,000$24,300,000$265,400,000
583Cox Capital Management LLC$653,236$234,511,680$234,511,680
584Coyle Financial Counsel, LLC$348,632$590,110,674$148,989,793$739,100,467
585CPA Asset Management Group, LLC$1,054,317$484,985,803$484,985,803
586CRA Financial Services, L.L.C.$365,187$501,246,307$405,878,539$907,124,846
587Cranbrook Wealth Management, LLC$744,153$854,287,600$854,287,600
588Creative Capital Management Investments LLC$546,770$416,638,808$416,638,808
589Creegan & Nassoura Financial Group, LLC$553,928$198,860,107$198,860,107
590Creekside Partners Financial Advisers LLC$1,822,387$470,175,798$470,175,798
591Crescent Hill Partners LLC$552,344$93,477,086$168,334,188$261,811,274
592Crescent Sterling Ltd$408,132$155,500,000$30,200,000$185,700,000
593Cresset Asset Management, LLC$1,917,103$11,570,814,863$106,261,425$11,677,076,288
594Crew Michael John$1,194,105$165,980,600$165,980,600
595Cross Staff Investments Inc.$334,808$321,572,918$5,534,974$327,107,892
596Crossgate Wealth Advisors, LLC$315,550$186,815,387$1,568,248$188,383,635
597Crown Wealth Group LLC$217,401$111,526,652$111,526,652
598CTB Financial Services, Ltd.$214,052$208,272,587$208,272,587
599Cultivar Capital, Inc.$383,217$285,496,935$285,496,935
600Curran & Lewis Investment Management, Inc.$483,650$247,628,744$247,628,744
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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.