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
351Brownson, Rehmus & Foxworth, Inc.$2,390,783$6,024,774,223$6,024,774,223
352Bryant Woods Investment Advisors, LLC$1,570,779$295,830,200$62,307,300$358,137,500
353Bryspen, Incorporated$2,899,705$211,678,499$211,678,499
354BSW Wealth Partners, Inc., A Public Benefit Corporation$501,831$1,508,512,895$7,519,184$1,516,032,079
355BT Family Office, LLC$14,105,263$1,340,000,000$1,340,000,000
356BT Wealth Management, LLC$851,082$1,046,435,485$19,118,641$1,065,554,126
357Buckley Investment Group, LLC$390,738$114,095,579$114,095,579
358Buckley Wealth Management, LLC$776,665$484,638,756$484,638,756
359Budros, Ruhlin & Roe, Inc.$421,425$2,902,800,274$116,712,340$3,019,512,614
360BUFFALO CAPITAL CORPORATION$650,815$126,258,119$126,258,119
361BULL CITY ADVISORS, LLC$2,202,546$118,937,492$118,937,492
362Bull Street Advisors, LLC$1,505,898$215,343,398$215,343,398
363Burkett Financial Services, LLC$289,838$333,803,809$16,320,000$350,123,809
364Burleson & Company, LLC$981,507$645,504,267$134,793,423$780,297,690
365BURNETT FINANCIAL GROUP$455,929$57,419,061$62,946,261$120,365,322
366Burns Matteson Capital Management, LLC$289,622$283,250,218$283,250,218
367Burrus Financial Services, Inc.$299,957$243,565,227$243,565,227
368Burt Associates, Incorporated$645,359$702,796,467$702,796,467
369Burton Enright Welch$622,859$757,068,453$112,442,181$869,510,634
370Butensky & Cohen Financial Security Inc$391,638$406,999,181$6,179,430$413,178,611
371Buttonwood Financial Advisors, Inc.$236,723$120,943,025$10,201,664$131,144,689
372Buttonwood Financial Group, LLC$255,103$396,411,761$114,303,512$510,715,273
373Bysko John Allan$829,195$189,056,524$189,056,524
374C-J Advisory, Inc.$241,474$207,909,075$207,909,075
375C. C. Dunnavan & Co., Inc.$835,690$401,131,134$401,131,134
376Cable Hill Partners, LLC$538,379$1,018,738,550$184,000,000$1,202,738,550
377Cabot Wealth Management$538,492$933,206,426$933,206,426
378Caerus Investment Advisors, LLC$621,974$151,230,384$70,192,522$221,422,906
379CAFG Wealth Management, Inc.$235,977$174,151,236$174,151,236
380Cahaba Wealth Management, Inc.$1,672,481$949,969,014$949,969,014
381Cahill Financial Advisors, Inc.$275,545$832,895,467$134,267,025$967,162,492
382Cahill Wealth Management, LLC$378,959$293,314,143$293,314,143
383Cairn Investment Group, Inc.$319,543$179,038,921$38,569,522$217,608,443
384Callahan Capital Management Inc$128,369$152,162,211$1,880,694$154,042,905
385Callahan Financial Planning Company$297,524$222,366,856$2,561,036$224,927,892
386Calvary Wealth, LLC$374,866$136,451,294$136,451,294
387Camarda Financial Advisors , LLC$181,238$211,398,428$2,461,940$213,860,368
388Cambridge Capital Management, LLC$284,801$211,488,929$32,300,368$243,789,297
389Cambridge Financial Group, LLC$298,283$352,271,894$352,271,894
390Camden Capital, LLC$1,043,730$2,680,619,645$1,240,672,770$3,921,292,415
391Camden Financial Management, Inc.$636,404$129,190,002$129,190,002
392Camden Wealth Advisors LLC$490,461$244,264,976$3,908,441$248,173,417
393Camelot Technology Advisors, Inc.$569,096$153,972,696$252,383$154,225,079
394Campbell Financial Partners, LLC$320,541$134,947,835$134,947,835
395Campbell Rooks Wealth Management, L.L.C.$295,854$125,264,036$9,349,664$134,613,700
396Campion Asset Management, LLC$808,974$184,386,562$35,654,355$220,040,917
397Canal Capital Management, LLC$453,646$591,097,312$37,656,577$628,753,889
398Cannon Beach Consultants Inc$305,516$128,552,301$68,505,479$197,057,780
399Cannon Tingey Investment Advisors Inc$869,162$296,027,267$2,095,354$298,122,621
400Canter Strategic Wealth Management, LLC$992,842$163,818,948$163,818,948
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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.