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