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 |
|---|---|---|---|---|---|
| 251 | JACK KEETER & ASSOCIATES, INC. | $207,188 | $193,536,034 | $1,634,682 | $195,170,716 |
| 252 | INVESTOR'S CAPITAL MANAGEMENT, LLC | $453,621 | $180,254,833 | $10,719,639 | $190,974,472 |
| 253 | INTELLECTUS PARTNERS, LLC | $1,865,240 | $971,036,893 | $370,070,590 | $1,341,107,483 |
| 254 | INTEGRITY WEALTH PARTNERS, LLC | $320,144 | $172,877,760 | — | $172,877,760 |
| 255 | INTEGRIS WEALTH MANAGEMENT, LLC | $674,568 | $498,436,623 | $12,885,905 | $511,322,528 |
| 256 | INTEGRAL WEALTH MANAGEMENT | $423,646 | $187,579,870 | $43,730,867 | $231,310,737 |
| 257 | INSPIRED FINANCIAL | $595,679 | $289,500,000 | — | $289,500,000 |
| 258 | INSIGHT WEALTH STRATEGIES, LLC | $523,907 | $777,477,686 | — | $777,477,686 |
| 259 | INDEX FUND ADVISORS, INC. | $776,976 | $4,937,682,218 | — | $4,937,682,218 |
| 260 | IMPACT INVESTORS | $346,157 | $217,038,045 | $41,195,128 | $258,233,173 |
| 261 | ILLUMINATION WEALTH MANAGEMENT | $193,244 | $114,883,203 | $9,566,130 | $124,449,333 |
| 262 | IEQ CAPITAL, LLC | $18,987,618 | $17,344,630,164 | $446,767,584 | $17,791,397,748 |
| 263 | HUTCHINSON CAPITAL MANAGEMENT | $1,066,871 | $703,166,527 | $18,037,984 | $721,204,511 |
| 264 | HUTCHINSON & ZIEGLER FINANCIAL ADVISORS, INC. | $738,748 | $178,777,014 | — | $178,777,014 |
| 265 | HOLBROOK GLOBAL STRATEGIES | $4,571,429 | $160,000,000 | — | $160,000,000 |
| 266 | HILLCREST FINANCIAL GROUP | $476,467 | $381,650,000 | — | $381,650,000 |
| 267 | HERITAGE WEALTH MANAGEMENT, INC. | $247,521 | $213,115,340 | — | $213,115,340 |
| 268 | HENDERSHOTT WEALTH MANAGEMENT, LLC | $342,888 | — | $153,613,622 | $153,613,622 |
| 269 | HC FINANCIAL ADVISORS INC | $530,524 | $534,768,166 | — | $534,768,166 |
| 270 | HAYES FINANCIAL, INC. | $496,412 | $342,047,535 | $2,958,936 | $345,006,471 |
| 271 | HARRINGTON INVESTMENTS, INC. | $1,539,430 | $328,380,757 | $1,057,359 | $329,438,116 |
| 272 | HAROLD DAVIDSON & ASSOCIATES INC | $802,373 | $353,044,173 | — | $353,044,173 |
| 273 | HALL CAPITAL PARTNERS LLC | $301,120,929 | $24,151,335,573 | $31,556,036,268 | $55,707,371,841 |
| 274 | HALBERT HARGROVE | $739,444 | $2,851,845,996 | $179,136,902 | $3,030,982,898 |
| 275 | GUARDIAN INVESTMENT MANAGEMENT | $1,643,773 | $262,558,082 | $38,252,369 | $300,810,451 |
| 276 | GRIFFIN BLACK, INC. | $359,228 | $188,953,738 | — | $188,953,738 |
| 277 | GRECU CAPITAL MANAGEMENT, INC. | $558,557 | $173,639,120 | $17,946,012 | $191,585,132 |
| 278 | GREAT GABLE WEALTH MANAGEMENT, LLC | $361,130 | $136,507,086 | — | $136,507,086 |
| 279 | GRADIENT CAPITAL ADVISORS, LLC | $391,040 | $431,035,319 | $81,617,508 | $512,652,827 |
| 280 | GOLDSTEIN MUNGER + ASSOCIATES | $2,731,921 | $742,900,971 | $254,250,131 | $997,151,102 |
| 281 | GOLDEN GATE PERSONAL FINANCIAL PLANNING | $724,406 | $115,180,497 | — | $115,180,497 |
| 282 | GLOBAL FINANCIAL ADVISORY SERVICES, INC. | $308,009 | — | $154,312,473 | $154,312,473 |
| 283 | GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT | $156,850 | $2,028,386,000 | — | $2,028,386,000 |
| 284 | GENCAP PORTFOLIO MANAGEMENT | $696,222 | $289,628,834 | $34,810,569 | $324,439,403 |
| 285 | GATES PASS ADVISORS, LLC | $551,647 | $130,754,945 | $2,191,988 | $132,946,933 |
| 286 | GASBER FINANCIAL ADVISORS, INC | $1,068,697 | $144,130,125 | $7,624,873 | $151,754,998 |
| 287 | GARNER FINANCIAL MANAGEMENT | $352,261 | $122,464,061 | $2,236,275 | $124,700,336 |
| 288 | GAMBLE JONES INVESTMENT COUNSEL | $1,637,988 | $1,411,898,654 | $574,980,807 | $1,986,879,461 |
| 289 | FRANK, RIMERMAN ADVISORS LLC | $4,433,975 | $1,157,335,016 | $221,631,063 | $1,378,966,079 |
| 290 | FRANK FINANCIAL ADVISORS | $318,745 | $135,804,096 | $6,674,704 | $142,478,800 |
| 291 | FPC INVESTMENT ADVISORY, INC. | $427,118 | $208,860,814 | — | $208,860,814 |
| 292 | FORTRESS WEALTH MANAGEMENT, INC. | $334,068 | $291,097,434 | $1,212,289 | $292,309,723 |
| 293 | FONTE FINANCIAL ADVISORS | $372,034 | $112,473,949 | $3,228,659 | $115,702,608 |
| 294 | FISCHER INVESTMENT STRATEGIES, LLC | $223,638 | $179,581,475 | — | $179,581,475 |
| 295 | FIRST WILSHIRE SECURITIES MANAGEMENT, INC. | $1,325,008 | $359,077,070 | — | $359,077,070 |
| 296 | FINANCIAL DESIGNS CORPORATION | $332,297 | $326,955,463 | $98,716,775 | $425,672,238 |
| 297 | FINANCIAL CONNECTIONS GROUP, INC. | $370,240 | $434,291,990 | — | $434,291,990 |
| 298 | FINANCIAL AVENGERS, INC. | $476,817 | $337,586,672 | — | $337,586,672 |
| 299 | FINANCIAL ALTERNATIVES, INC. | $364,216 | $436,881,463 | $21,666,461 | $458,547,924 |
| 300 | FILIGREE WEALTH ADVISORS, LLC | $1,166,570 | $141,155,000 | — | $141,155,000 |
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.
