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 |
|---|---|---|---|---|---|
| 51 | CONGRESS WEALTH MANAGEMENT LLC | $627,457 | $6,303,226,837 | $17,150,671 | $6,320,377,508 |
| 52 | AEVITAS WEALTH MANAGEMENT, INC. | $420,227 | $600,483,254 | $16,830,128 | $617,313,382 |
| 53 | WEST BRANCH CAPITAL LLC | $306,459 | $493,151,183 | $16,489,400 | $509,640,583 |
| 54 | STAKEHOLDERS CAPITAL | $286,172 | $134,909,253 | $16,189,310 | $151,098,563 |
| 55 | RENAISSANCE INVESTMENT GROUP, LLC | $1,178,482 | $528,294,779 | $16,163,973 | $544,458,752 |
| 56 | LITTLE HOUSE CAPITAL, LLC | $796,608 | $322,525,639 | $16,032,893 | $338,558,532 |
| 57 | SACHETTA, LLC | $331,227 | $660,918,091 | $15,116,217 | $676,034,308 |
| 58 | FOUR PONDS FINANCIAL PLANNING | $352,047 | $101,208,345 | $12,854,753 | $114,063,098 |
| 59 | GREAT OAK CAPITAL PARTNERS, LLC | $204,755 | $255,000,000 | $12,000,000 | $267,000,000 |
| 60 | STRATEGIC PLANNING GROUP, INC. | $291,391 | $202,735,534 | $10,853,982 | $213,589,516 |
| 61 | CONCORDIA WEALTH MANAGEMENT, LLC | $1,596,313 | $171,388,213 | $10,591,475 | $181,979,688 |
| 62 | EXCALIBUR MANAGEMENT CORP | $698,395 | $562,348,023 | $9,637,530 | $571,985,553 |
| 63 | SINGLE POINT PARTNERS | $460,803 | $466,381,578 | $9,627,948 | $476,009,526 |
| 64 | FMA WEALTH MANAGEMENT, LLC | $360,841 | $147,060,868 | $9,544,202 | $156,605,070 |
| 65 | FINANCIALLY IN TUNE | $245,428 | $161,922,604 | $9,385,806 | $171,308,410 |
| 66 | SAVIOR WEALTH | $274,852 | $185,897,507 | $8,697,757 | $194,595,264 |
| 67 | MONUMENT GROUP WEALTH ADVISORS, LLC | $998,613 | $449,602,228 | $6,764,000 | $456,366,228 |
| 68 | ZEVIN ASSET MANAGEMENT, LLC | $1,275,204 | $776,456,560 | $6,518,904 | $782,975,464 |
| 69 | WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC. | $555,181 | $446,417,912 | $6,054,921 | $452,472,833 |
| 70 | MINOT WEALTH MANAGEMENT LLC | $1,745,517 | $1,109,481,266 | $5,904,370 | $1,115,385,636 |
| 71 | NEW WORLD ADVISORS LLC | $1,461,903 | $430,409,719 | $5,237,239 | $435,646,958 |
| 72 | ALTSCHULER FINANCIAL SERVICES | $1,326,719 | $204,424,750 | $5,196,788 | $209,621,538 |
| 73 | W.H. CORNERSTONE INVESTMENTS INC. | $429,536 | $145,052,903 | $4,425,507 | $149,478,410 |
| 74 | ATWATER WEALTH MANAGEMENT | $620,451 | $172,223,306 | $3,984,694 | $176,208,000 |
| 75 | 1620 INVESTMENT ADVISORS, INC. | $374,666 | $168,744,126 | $3,602,344 | $172,346,470 |
| 76 | VODIA CAPITAL, LLC | $565,820 | $199,346,428 | $2,651,255 | $201,997,683 |
| 77 | MONTIS FINANCIAL, LLC | $639,487 | $746,100,000 | $2,100,000 | $748,200,000 |
| 78 | BARKER FINANCIAL GROUP, INC. | $366,534 | $225,254,978 | $1,263,072 | $226,518,050 |
| 79 | HIGH PINES WEALTH MANAGEMENT LLC | $949,708 | $222,592,608 | $588,855 | $223,181,463 |
| 80 | ASSETGRADE, LLC | $338,954 | $201,096,694 | $581,186 | $201,677,880 |
| 81 | GRAY PRIVATE WEALTH, LLC | $1,535,497 | $328,103,982 | $492,339 | $328,596,321 |
| 82 | BERKSHIRE MONEY MANAGEMENT, INC. | $443,571 | $853,221,718 | $209,642 | $853,431,360 |
| 83 | ADVISER INVESTMENTS | $591,393 | $7,249,692,715 | $198,250 | $7,249,890,965 |
| 84 | WOODSIDE WEALTH MANAGEMENT | $468,082 | $190,866,796 | $110,649 | $190,977,445 |
| 85 | ALCHEMI WEALTH, LLC | $222,407 | $173,477,630 | — | $173,477,630 |
| 86 | PENSION & WEALTH MANAGEMENT ADVISORS | $768,411 | $165,208,313 | — | $165,208,313 |
| 87 | HERITAGE FINANCIAL SERVICES, LLC | $436,848 | $2,228,359,850 | — | $2,228,359,850 |
| 88 | PENSION & WEALTH MANAGEMENT ADVISORS | $768,411 | $165,208,313 | — | $165,208,313 |
| 89 | FERRIS CAPITAL, LLC | $1,228,763 | $755,689,292 | — | $755,689,292 |
| 90 | MOODY, LYNN & LIEBERSON, LLC | $2,062,553 | $1,829,484,751 | — | $1,829,484,751 |
| 91 | COX CAPITAL MANAGEMENT LLC | $722,315 | $286,036,701 | — | $286,036,701 |
| 92 | FLYING POINT FINANCIAL, INC. | $282,794 | $166,000,000 | — | $166,000,000 |
| 93 | CUTLER CAPITAL MANAGEMENT | $1,734,056 | $322,534,365 | — | $322,534,365 |
| 94 | ANCHOR CAPITAL ADVISORS LLC | $927,004 | $3,415,082,456 | — | $3,415,082,456 |
| 95 | FORNESS FINANCIAL LLC | $238,231 | $167,000,000 | — | $167,000,000 |
| 96 | DARROW WEALTH MANAGEMENT | $631,645 | $241,920,094 | — | $241,920,094 |
| 97 | BROMFIELD SNEIDER WEALTH ADVISORS, INC. | $1,476,335 | $432,566,267 | — | $432,566,267 |
| 98 | CLAYBROOK CAPITAL, LLC | $4,361,107 | $353,249,694 | — | $353,249,694 |
| 99 | GENESIS WEALTH ADVISORS, LLC | $325,354 | $210,829,362 | — | $210,829,362 |
| 100 | BECK BODE LLC | $165,755 | $433,780,344 | — | $433,780,344 |
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.
