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
1PAUL COMSTOCK PARTNERS$30,318,857$3,365,393,181$3,365,393,181
2JASPER RIDGE PARTNERS, L.P.$716,443,547$34,075,670,371$1,030,063,447$35,105,733,818
3CH INVESTMENT PARTNERS, LLC$3,994,050$3,641,750,839$855,549,402$4,497,300,241
4OPTIMA ASSET MANAGEMENT INC$2,555,546$669,553,144$669,553,144
5REQUISITE CAPITAL MANAGEMENT LLC$2,199,514$489,190,675$559,977,584$1,049,168,259
6KINGS PATH PARTNERS LLC$2,519,936$203,264,535$542,636,634$745,901,169
7GALAPAGOS WEALTH MANAGEMENT, LLC$28,945,572$333,945,185$534,421,984$868,367,169
8SEQUENT ASSET MANAGEMENT, LLC$1,759,124$377,413,283$433,542,857$810,956,140
9AUTUMN LANE ADVISORS, LLC$2,224,577$431,158,000$336,321,000$767,479,000
10WPWEALTH LLP$404,317$645,821,639$268,742,490$914,564,129
11T.O.S. ADVISORS, LLC$1,469,866$306,947,116$203,096,455$510,043,571
12PARATUS FINANCIAL, INC.$1,168,327$294,430,035$199,772,313$494,202,348
13RGT WEALTH ADVISORS$1,257,080$5,555,737,222$195,402,804$5,751,140,026
14EARLY MCCLINTIC & MCMILLAN, LLP$852,798$264,314,721$184,257,174$448,571,895
15PALADINI FINANCIAL ADVISORS, LLC$307,417$162,008,884$162,008,884
16SAXON FINANCIAL GROUP$324,536$299,705,318$149,128,428$448,833,746
17STOWE FINANCIAL PLANNING, L.L.C.$534,632$145,420,000$145,420,000
18SFMG WEALTH ADVISORS$557,538$1,844,382,981$130,975,596$1,975,358,577
19DIESSLIN GROUP, INC.$570,904$606,515,680$123,670,084$730,185,764
20MAQRO ADVISORS LLC$213,899$18,185,813$123,201,377$141,387,190
21BEAIRD HARRIS$525,799$1,402,052,000$120,662,000$1,522,714,000
22CYPRESS POINT WEALTH MANAGEMENT, LLC$886,428$626,232,809$101,524,292$727,757,101
23TRINITY PORTFOLIO ADVISORS, LLC$384,425$228,708,199$87,673,620$316,381,819
24CONCORDE INVESTMENT MANAGEMENT$2,902,478$278,458,951$87,253,294$365,712,245
25SHELTON WEALTH MANAGEMENT, LLC$688,258$189,590,083$87,089,498$276,679,581
26SOLUTIONS 4 WEALTH$281,082$63,816,122$79,535,689$143,351,811
27FINANCIAL LIFE ADVISORS$500,078$281,565,731$78,990,591$360,556,322
28KM CAPITAL MANAGEMENT, LTD.$940,289$192,969,182$72,192,201$265,161,383
29TRINITY FIDUCIARY PARTNERS, LLC$719,314$42,179,444$62,840,444$105,019,888
30WEALTH MANAGEMENT CONSULTANTS COLORADO, LLC$1,619,611$235,910,275$58,858,987$294,769,262
31CAERUS INVESTMENT ADVISORS, LLC$561,612$149,010,444$55,416,430$204,426,874
32CORDA INVESTMENT MANAGEMENT, LLC$556,491$1,445,659,872$54,084,429$1,499,744,301
33FCA CORP$885,621$467,872,061$53,758,978$521,631,039
34M.C. BYRD WEALTH MANAGEMENT, LLC$270,484$184,284,080$53,471,206$237,755,286
35ACKERMAN CAPITAL MANAGEMENT$939,608$457,468,346$51,799,183$509,267,529
361900 WEALTH$2,574,573$1,567,692,630$46,564,670$1,614,257,300
37FMP WEALTH ADVISERS$447,611$895,814,000$45,959,000$941,773,000
38HORIZON WEALTH ADVISORS$539,150$319,913,586$45,629,911$365,543,497
39APEIRON$210,948$563,000,000$42,000,000$605,000,000
40WHITEROCK WEALTH MANAGEMENT CO.$692,051$202,207,676$39,318,066$241,525,742
41WILLIS JOHNSON & ASSOCIATES, INC.$635,766$877,175,805$37,691,773$914,867,578
42TRINITY LEGACY PARTNERS, LLC$553,329$325,609,741$37,374,141$362,983,882
43LUCIEN STIRLING & GRAY ADVISORY GROUP INC$208,402$93,099,607$37,151,393$130,251,000
44STARFOX FINANCIAL SERVICES, LLC$323,887$162,381,500$35,513,349$197,894,849
45ALLRED CAPITAL MANAGEMENT, LLC$441,490$367,458,220$35,180,922$402,639,142
46MILLS WEALTH ADVISORS, LLC$223,355$260,787,437$32,031,411$292,818,848
47VAQUERO PRIVATE WEALTH, LTD.$853,045$314,119,385$28,804,661$342,924,046
48CORPS CAPITAL ADVISORS, LLC$4,897,966$113,838,000$28,203,000$142,041,000
49TRUE NORTH ADVISORS, LLC$862,127$2,843,576,801$28,167,053$2,871,743,854
50THE RUDD COMPANY, LLC$337,873$152,168,295$23,863,788$176,032,083
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Showing 1 to 50 of 185 entries

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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.