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 |
---|---|---|---|---|---|
1 | Wayfinding Financial, LLC | $260,258 | $228,974,655 | $2,655,266 | $231,629,921 |
2 | Waycross Investment Management Company | $1,053,401 | $134,835,353 | — | $134,835,353 |
3 | VESTORY, LLC | $207,548 | $433,424,640 | $22,351,831 | $455,776,471 |
4 | Unionview, LLC | $516,177 | $226,609,076 | $3,089,845 | $229,698,921 |
5 | Trellis Advisors, LLC | $355,650 | $390,599,487 | $3,460,392 | $394,059,879 |
6 | Tradewinds Capital Management, LLC | $260,281 | $1,009,631,757 | — | $1,009,631,757 |
7 | The Planner'S Edge LLC | $583,245 | $127,147,487 | — | $127,147,487 |
8 | The Clarius Group, LLC | $4,140,115 | $1,630,960,812 | $1,176,037,304 | $2,806,998,116 |
9 | Ten Capital Wealth Advisors, LLC | $354,842 | $762,866,935 | $35,173,747 | $798,040,682 |
10 | TALBOT FINANCIAL, LLC | $1,590,481 | $321,078,631 | $198,500 | $321,277,131 |
11 | Stolz & Associates, Ps | $417,100 | $116,876,271 | $17,012,757 | $133,889,028 |
12 | Sovereign Wealth Advisors, Inc. | $401,505 | $239,057,678 | $40,791,209 | $279,848,887 |
13 | Soundview Advisors, Inc. | $300,549 | $276,447,038 | $6,369,252 | $282,816,290 |
14 | Seneschal Advisors, LLC | $388,782 | $191,669,405 | — | $191,669,405 |
15 | S. R. Schill & Associates Inc. | $407,213 | $228,318,118 | $2,978,733 | $231,296,851 |
16 | Robinswood Financial LLC | $306,534 | $334,223,205 | $2,657,276 | $336,880,481 |
17 | Ramsey & Associates Inc | $728,224 | $63,550,939 | $175,306,455 | $238,857,394 |
18 | Ram Investment Partners, LLC | $342,524 | $415,434,597 | $116,504,857 | $531,939,454 |
19 | R.L. Evans Co. Inc. | $264,882 | $109,100,000 | $60,954,000 | $170,054,000 |
20 | Quantum Financial Planning Services, Inc. | $199,026 | $348,632,815 | $37,876,520 | $386,509,335 |
21 | PRIVATE ASSET MANAGEMENT INC | $526,725 | $10,638,337 | $116,302,489 | $126,940,826 |
22 | Private Advisory Group LLC | $437,780 | $475,899,456 | $843,000 | $476,742,456 |
23 | Personal Investment Management Inc | $391,981 | $487,623,800 | — | $487,623,800 |
24 | Parcion Private Wealth LLC | $1,695,894 | $1,521,216,909 | — | $1,521,216,909 |
25 | Paracle Advisors LLC | $797,891 | $1,404,742,363 | $5,131,623 | $1,409,873,986 |
26 | Oliver Capital Management, Inc. | $190,955 | $31,755,488 | $238,446,223 | $270,201,711 |
27 | Northern Capital Management, Inc. | $198,482 | $341,192,244 | $395,091 | $341,587,335 |
28 | NEWFOCUS FINANCIAL GROUP, LLC | $380,186 | $602,974,548 | — | $602,974,548 |
29 | My Personal CFO, LLC | $1,130,843 | $141,355,357 | — | $141,355,357 |
30 | Moss Adams Wealth Advisors LLC | $807,402 | $2,220,511,241 | $560,180,550 | $2,780,691,791 |
31 | Moser Wealth Advisors, LLC | $420,285 | $181,983,230 | — | $181,983,230 |
32 | Miller Advisors Inc | $462,351 | $187,916,830 | $17,367,128 | $205,283,958 |
33 | McCutchen Group LLC | $2,983,988 | $2,368,881,923 | $910,520,452 | $3,279,402,375 |
34 | Martel Wealth Advisors Inc | $296,655 | $692,691,790 | $123,407,471 | $816,099,261 |
35 | Mars Jewett Financial Group, Inc. | $345,255 | $496,322,864 | $1,535,506 | $497,858,370 |
36 | Lesa Sroufe & Company, Inc. | $580,769 | $137,788,782 | $14,372,699 | $152,161,481 |
37 | Leonard Rickey Investment Advisors, P.L.L.C. | $237,918 | $560,430,525 | $19,850,930 | $580,281,455 |
38 | Lakeside Advisors Inc | $554,927 | $326,063,560 | $9,667,082 | $335,730,642 |
39 | Laird Norton Wealth Management, LLC | $2,115,058 | $2,992,830,326 | $1,178,064,124 | $4,170,894,450 |
40 | Kutscher Benner Barsness & Stevens, Inc. | $617,357 | — | $443,261,996 | $443,261,996 |
41 | Kaufman Kampe Advisors LLC | $475,622 | $154,577,200 | — | $154,577,200 |
42 | Kaizen Financial Advisors, LLC | $347,617 | $157,462,863 | $44,502,872 | $201,965,735 |
43 | Joslin Capital Advisors LLC | $694,478 | $259,718,760 | $122,938,495 | $382,657,255 |
44 | Jeffrey Jay Bogdanovich | $1,473,835 | $225,496,783 | — | $225,496,783 |
45 | Jarvis Financial Services, Inc. | $330,860 | $191,000,000 | $5,200,000 | $196,200,000 |
46 | James R. Martin Consulting, Inc. Dba Jrm Capital Management | $633,207 | $429,314,243 | — | $429,314,243 |
47 | Hohimer Wealth Management, LLC | $794,288 | $620,276,267 | $62,016,765 | $682,293,032 |
48 | Highland Private Wealth Management | $896,548 | $1,013,781,432 | $8,282,963 | $1,022,064,395 |
49 | Helmsman Financial Group, LLC | $560,380 | $53,610,175 | $89,847,023 | $143,457,198 |
50 | HBC Financial Services, PLLC | $607,445 | $360,217,071 | $37,659,152 | $397,876,223 |
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.