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
251Benemark, Inc$989,388$221,622,902$221,622,902
252Bennicas & Associates, Inc.$1,750,996$218,874,448$218,874,448
253Benningfield Financial Advisors, LLC$690,894$181,014,326$181,014,326
254Berkeley, Inc$359,732$268,000,000$268,000,000
255Berkshire Money Management, Inc.$393,747$694,175,826$694,175,826
256Berkson Asset Management, Inc.$1,231,573$26,322,401$180,581,933$206,904,334
257Berman Capital Advisors, LLC$2,857,293$871,134,735$2,469,041,149$3,340,175,884
258Bernard Wealth Management Corp.$265,368$118,097,487$18,301,837$136,399,324
259Bernhardt Wealth Management, Inc.$530,044$533,721,527$562,414$534,283,941
260Berno Financial Management Inc$413,147$249,026,957$25,302,389$274,329,346
261Beta Wealth Group, Inc$922,102$342,100,000$342,100,000
262Better Money Decisions, LLC$307,395$131,257,866$131,257,866
263Betterwealth LLC$313,380$337,898,692$7,445,530$345,344,222
264BGM Wealth Partners, LLC$615,155$374,451,436$15,556,968$390,008,404
265Biltmore Capital Advisors, LLC$551,422$519,439,416$519,439,416
266Bingham, Osborn & Scarborough LLC$1,393,757$4,274,162,045$748,937,188$5,023,099,233
267BIP Wealth, LLC$483,673$1,218,621,091$342,675,835$1,561,296,926
268Birch Hill Investment Advisors LLC$1,819,915$2,162,744,020$2,954,305$2,165,698,325
269Birchcreek Wealth Management, LLC$343,313$159,477,957$8,745,188$168,223,145
270Birchwood Financial Partners, Inc.$362,361$487,428,313$19,514,107$506,942,420
271Bird Rock Asset Management, Lp.$316,955$113,019,352$5,204,988$118,224,340
272Birks Financial Corp.$494,444$142,400,000$142,400,000
273BIRNAM WOOD CAPITAL, LLC$687,752$117,605,527$117,605,527
274Bishop & Company Investment Management, LLC$632,176$278,789,770$278,789,770
275Bitterroot Capital Advisors LLC$70,699,785$42,457,419$1,018,039,359$1,060,496,778
276Black Coral Financial Advisors, LLC$364,187$458,091,000$134,805,000$592,896,000
277Black Diamond Financial, LLC$908,111$428,221,870$60,341,918$488,563,788
278Blacktower Financial Management (Us) LLC$568,364$131,291,982$131,291,982
279Blankinship & Foster, LLC$741,506$722,226,368$722,226,368
280BLB & B Advisors, LLC$654,686$1,527,079,327$161,356,239$1,688,435,566
281Blue Barn Wealth, LLC$338,457$147,571,482$3,042,055$150,613,537
282Blue Chip Partners, Inc.$539,444$856,209,261$5,822,689$862,031,950
283Blue Spark Capital Advisors LLC$555,593$155,565,977$155,565,977
284Blue Square Asset Management, LLC$586,425$189,037,987$62,538,510$251,576,497
285Blue Summit Financial Group, Inc.$257,983$132,861,287$132,861,287
286BLUE WATER WEALTH$278,912$192,000,000$13,000,000$205,000,000
287Blue Zone Wealth Advisors, LLC$1,185,386$293,975,700$293,975,700
288Bluekey Wealth Advisors, LLC$360,955$120,288,147$3,519,356$123,807,503
289Blueline Advisors LLC$719,211$149,253,748$71,544,165$220,797,913
290Bluerock Wealth Management, LLC$352,830$576,170,938$576,170,938
291Bluesky Wealth Advisors, LLC$426,759$560,761,458$560,761,458
292Bluestem Financial Advisors, LLC$293,901$215,113,410$6,194,323$221,307,733
293Bluestone Wealth Management LLC$2,049,377$200,838,971$200,838,971
294Blume Capital Management, Inc.$612,031$473,099,819$473,099,819
295BMSS Wesson Wealth Solutions, LLC$506,308$186,690,683$2,162,307$188,852,990
296Bogart Wealth, LLC$351,211$1,058,890,760$252,882,707$1,311,773,467
297Boltwood Capital Management$696,498$172,639,074$35,613,928$208,253,002
298Bond & Devick Financial Network, Inc.$437,720$470,325,310$4,601,125$474,926,435
299Bonfire Financial, LLC$289,597$119,201,756$3,297,968$122,499,724
300Bonner & Smith, LLC$851,370$202,626,111$202,626,111
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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.