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
601Curtis Advisory Group, LLC$862,899$249,474,207$766,595$250,240,802
602Custom Portfolio Group LLC$1,850,698$146,145,110$11,164,210$157,309,320
603Custos Family Office LLC$1,201,491$174,246,806$5,976,792$180,223,598
604Cutler Capital Management LLC$1,440,733$249,246,822$249,246,822
605CV Advisors LLC$6,815,634$642,536,163$7,018,236,944$7,660,773,107
606CWC Advisors, LLC$234,690$118,849,004$3,659,212$122,508,216
607CWS Financial Advisors LLC$458,062$941,096,450$13,504,394$954,600,844
608CYPRESS CAPITAL MANAGEMENT, LLC$294,588$130,502,431$130,502,431
609CYPRESS CAPITAL MANAGEMENT, LLC$1,828,073$1,175,451,059$1,175,451,059
610Cypress Financial Planning, LLC$169,618$113,871,184$84,751,394$198,622,578
611Cypress Point Wealth Management, LLC$125,380$514,111,530$115,545,082$629,656,612
612Cyrus J. Lawrence LLC$1,426,680$590,048,036$597,446$590,645,482
613D'Arcy Capital Management, LLC$606,419$126,741,596$126,741,596
614D'Orazio & Associates, Inc.$690,602$1,137,551,451$1,941,397$1,139,492,848
615D. Scott Neal, Inc.$235,402$266,166,456$25,967,221$292,133,677
616D.R. Saur Financial, Inc.$174,138$126,250,191$126,250,191
617Daintree Advisors LLC$946,545$1,290,452,000$21,460,000$1,311,912,000
618Dakota Wealth, LLC$555,870$1,418,995,059$1,253,798$1,420,248,857
619Daniels & Erickson Financial Advisors, LLC$802,218$109,101,659$109,101,659
620Darden Wealth Group, Inc$205,254$131,103,708$2,516,684$133,620,392
621Dash Acquisitions Inc.$354,546$191,454,826$191,454,826
622David S Reinders, Inc.$235,458$138,920,045$138,920,045
623David Wealth Management, LLC$473,285$110,275,359$110,275,359
624Davis & Seiley Wealth Management, Inc.$252,580$152,812,000$15,406,184$168,218,184
625Davis Capital Management LLC$345,013$128,000,000$128,000,000
626Davis, Davis And Conover Wealth Management, LLC$268,873$121,317,832$212,943$121,530,775
627Day & Ennis, LLC$467,129$360,158,131$932,383$361,090,514
628De Groote Financial Group, LLC$360,116$420,615,000$420,615,000
629Dean Roland Russell, LLC$526,347$306,860,162$306,860,162
630Deane Retirement Strategies, Inc.$639,256$201,365,790$201,365,790
631Decker Wealth Management, LLC$652,694$353,864,422$7,727,810$361,592,232
632Dedicated Capital Advisors, LLC$1,082,106$91,133,764$13,830,536$104,964,300
633Deerfield Financial Advisors, Inc.$779,709$610,371,468$105,401,694$715,773,162
634Defender Capital LLC$839,817$365,600,000$1,400,000$367,000,000
635Degreen Capital Management, LLC$1,057,561$291,886,916$291,886,916
636Deighan Associates Inc$282,342$208,368,753$3,105,364$211,474,117
637Del Mar Wealth Management Inc$406,541$118,303,331$118,303,331
638Del-Sette Capital Management, LLC$178,570$117,677,366$117,677,366
639Delap Wealth Advisory, LLC$703,075$140,615,057$140,615,057
640Delegate Advisors, LLC$1,277,820$146,560,527$736,413,163$882,973,690
641Delta Financial Advisors, L.L.C.$758,169$290,822,677$60,967,642$351,790,319
642Demming Financial Services Corp.$150,061$432,625,331$432,625,331
643Dental Wealth Advisors, LLC$334,891$125,249,405$125,249,405
644Dentgroup, LLC$534,394$294,451,217$294,451,217
645Derby And Company Inc$779,361$690,134,420$1,159,058$691,293,478
646Deseranno Corporation$593,658$175,129,139$175,129,139
647Destination Wealth Management$653,674$3,226,536,075$3,226,536,075
648Destiny Wealth Partners, LLC$338,325$780,801,015$4,450,934$785,251,949
649DHR Investment Counsel Ltd$614,222$363,075,159$74,865,020$437,940,179
650Diamond Wealth Management, LLC$337,373$146,331,628$71,948,456$218,280,084
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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.