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 |
|---|---|---|---|---|---|
| 101 | KMH WEALTH MANAGEMENT, LLC | $544,121 | $639,400,430 | $11,368,738 | $650,769,168 |
| 102 | KM CAPITAL MANAGEMENT, LTD. | $940,289 | $192,969,182 | $72,192,201 | $265,161,383 |
| 103 | KINGS PATH PARTNERS LLC | $2,519,936 | $203,264,535 | $542,636,634 | $745,901,169 |
| 104 | KEENER FINANCIAL PLANNING | $494,674 | $212,457,431 | $2,725,966 | $215,183,397 |
| 105 | KEENE & DORCHAK | $541,242 | $166,262,698 | $1,522,228 | $167,784,926 |
| 106 | JASPER RIDGE PARTNERS, L.P. | $716,443,547 | $34,075,670,371 | $1,030,063,447 | $35,105,733,818 |
| 107 | J.K. FINANCIAL, INC. | $438,182 | $168,700,000 | — | $168,700,000 |
| 108 | J.E. SIMMONS & CO., P.C. | $429,592 | $153,794,049 | — | $153,794,049 |
| 109 | IRONBRIDGE PRIVATE WEALTH, LLC | $649,004 | $231,677,647 | $665,901 | $232,343,548 |
| 110 | INVESTMENT ADVISORY SERVICES, INC | $490,158 | $427,908,045 | — | $427,908,045 |
| 111 | INSIGHT WEALTH PARTNERS | $306,106 | $756,316,983 | $1,906,472 | $758,223,455 |
| 112 | IMPERIUM WEALTH MANAGEMENT, LLC | $227,026 | $139,616,014 | $1,367,214 | $140,983,228 |
| 113 | HOWARD FINANCIAL SERVICES, LTD. | $777,089 | $928,483,851 | $9,462,762 | $937,946,613 |
| 114 | HORIZON WEALTH ADVISORS | $539,150 | $319,913,586 | $45,629,911 | $365,543,497 |
| 115 | HFG WEALTH MANAGEMENT, LLC | $412,712 | $525,794,823 | — | $525,794,823 |
| 116 | HERITAGE WEALTH MANAGEMENT | $437,966 | $208,548,000 | $10,435,140 | $218,983,140 |
| 117 | HERITAGE RETIREMENT ADVISORS, LLC | $593,236 | $191,615,164 | — | $191,615,164 |
| 118 | HERITAGE FINANCIAL PLANNING | $520,828 | $262,497,085 | — | $262,497,085 |
| 119 | HAVEN WEALTH GROUP | $403,820 | $260,867,459 | — | $260,867,459 |
| 120 | HARRELL INVESTMENT PARTNERS, LLC | $704,629 | $489,499,622 | $16,423,762 | $505,923,384 |
| 121 | GOODMAN FINANCIAL CORPORATION | $865,767 | $593,050,231 | — | $593,050,231 |
| 122 | GIBSON WEALTH ADVISORS, LLC | $328,521 | $114,653,700 | — | $114,653,700 |
| 123 | GALAPAGOS WEALTH MANAGEMENT, LLC | $28,945,572 | $333,945,185 | $534,421,984 | $868,367,169 |
| 124 | FULCRUM EQUITY MANAGEMENT, LLC | $186,415 | $374,686,086 | $567,601 | $375,253,687 |
| 125 | FRUTH INVESTMENT MANAGEMENT | $894,587 | $373,450,325 | $2,276,310 | $375,726,635 |
| 126 | FREEDOM DAY SOLUTIONS, LLC | $334,687 | $345,076,732 | $21,405,688 | $366,482,420 |
| 127 | FRANKLIN, PARLAPIANO, TURNER & WELCH LLC | $1,849,482 | $693,968,488 | $3,286,342 | $697,254,830 |
| 128 | FOUNDERS CAPITAL MANAGEMENT INC | $1,640,985 | $205,123,133 | — | $205,123,133 |
| 129 | FORTUNE WEALTH MANAGEMENT, LLC | $1,357,498 | $300,006,951 | — | $300,006,951 |
| 130 | FORTITER WEALTH MANAGEMENT, LLC | $2,374,160 | $389,362,280 | — | $389,362,280 |
| 131 | FORTHRIGHT FAMILY WEALTH ADVISORY LLC | $1,345,688 | $223,384,150 | — | $223,384,150 |
| 132 | FOCUS WEALTH ADVISORS, LLC | $614,313 | $217,083,128 | $3,455,086 | $220,538,214 |
| 133 | FMP WEALTH ADVISERS | $447,611 | $895,814,000 | $45,959,000 | $941,773,000 |
| 134 | FINANCIAL SYNERGIES | $1,610,188 | $1,112,640,025 | — | $1,112,640,025 |
| 135 | FINANCIAL LIFE ADVISORS | $500,078 | $281,565,731 | $78,990,591 | $360,556,322 |
| 136 | FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | $167,691 | $192,676,571 | — | $192,676,571 |
| 137 | FCA CORP | $885,621 | $467,872,061 | $53,758,978 | $521,631,039 |
| 138 | FARRIS CAPITAL MANAGEMENT INC. | $166,261 | $112,656,548 | $2,396,227 | $115,052,775 |
| 139 | EUBANK, HUTSON & ASSOCIATES, LLC | $247,887 | $137,329,198 | — | $137,329,198 |
| 140 | EQUISTAR WEALTH MANAGEMENT LLC | $691,488 | $202,862,688 | $2,509,256 | $205,371,944 |
| 141 | ENZI WEALTH | $379,409 | $262,457,661 | $5,784,619 | $268,242,280 |
| 142 | EARLY MCCLINTIC & MCMILLAN, LLP | $852,798 | $264,314,721 | $184,257,174 | $448,571,895 |
| 143 | DURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC | $1,116,232 | $1,582,134,460 | $23,006,736 | $1,605,141,196 |
| 144 | DIESSLIN GROUP, INC. | $570,904 | $606,515,680 | $123,670,084 | $730,185,764 |
| 145 | DELOS WEALTH ADVISORS | $513,924 | $129,660,011 | $876,800 | $130,536,811 |
| 146 | DBA STONE WEALTH MANAGEMENT | $423,792 | $306,873,271 | $4,614,118 | $311,487,389 |
| 147 | DANIELS & ERICKSON FINANCIAL ADVISORS, LLC | $944,636 | $118,079,541 | — | $118,079,541 |
| 148 | CYPRESS POINT WEALTH MANAGEMENT, LLC | $886,428 | $626,232,809 | $101,524,292 | $727,757,101 |
| 149 | CULTIVAR CAPITAL, INC. | $400,895 | $319,112,724 | — | $319,112,724 |
| 150 | CORPS CAPITAL ADVISORS, LLC | $4,897,966 | $113,838,000 | $28,203,000 | $142,041,000 |
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.
