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 | WEALTHCOLLAB | $436,808 | $109,202,080 | — | $109,202,080 |
| 2 | WAYFINDING FINANCIAL, LLC | $267,073 | $260,948,676 | $515,930 | $261,464,606 |
| 3 | WAYCROSS INVESTMENT MANAGEMENT CO | $506,313 | $158,476,095 | — | $158,476,095 |
| 4 | VICKERMAN INVESTMENT ADVISORS, INC. | $420,941 | $343,067,000 | — | $343,067,000 |
| 5 | UNIONVIEW WEALTH PARTNERS | $528,255 | $265,112,755 | $2,712,738 | $267,825,493 |
| 6 | TRUENORTH WEALTH ADVISORS | $439,528 | $201,743,225 | — | $201,743,225 |
| 7 | TRELLIS ADVISORS, LLC | $387,969 | $458,354,046 | $3,717,501 | $462,071,547 |
| 8 | TRADEWINDS CAPITAL MANAGEMENT, LLC | $213,106 | $492,913,967 | — | $492,913,967 |
| 9 | THE PLANNER'S EDGE LLC | $657,177 | $147,864,886 | — | $147,864,886 |
| 10 | THE CLARIUS GROUP, LLC | $4,256,495 | $2,129,568,685 | $1,313,935,882 | $3,443,504,567 |
| 11 | TFS ADVISORS, LLC | $352,438 | — | $121,591,218 | $121,591,218 |
| 12 | TEN CAPITAL WEALTH ADVISORS, LLC | $402,766 | $700,810,236 | $43,904,807 | $744,715,043 |
| 13 | SURIENCE PRIVATE WEALTH LLC | $340,927 | $134,469,209 | $878,718 | $135,347,927 |
| 14 | STOLZ & ASSOCIATES, PS | $401,954 | $149,581,047 | $20,043,373 | $169,624,420 |
| 15 | STAPP WEALTH MANAGEMENT, PLLC | $470,550 | $120,460,735 | — | $120,460,735 |
| 16 | SOVEREIGN WEALTH ADVISORS, INC. | $393,285 | $295,032,409 | $43,585,786 | $338,618,195 |
| 17 | SOUNDVIEW ADVISORS | $320,523 | $287,832,119 | $26,600,804 | $314,432,923 |
| 18 | SOUNDMARK WEALTH MANAGEMENT, LLC | $482,365 | $411,939,374 | — | $411,939,374 |
| 19 | SOUND FINANCIAL, LLC | $153,599 | $103,376,265 | $16,123,438 | $119,499,703 |
| 20 | SNIDER FINANCIAL GROUP | $378,662 | $329,435,663 | — | $329,435,663 |
| 21 | SMART PORTFOLIOS, LLC | $529,161 | $213,465,564 | $844,797 | $214,310,361 |
| 22 | SENESCHAL ADVISORS, LLC | $406,982 | $227,503,103 | — | $227,503,103 |
| 23 | SELKIRK WEALTH ADVISORS, LLC | $1,687,306 | $104,612,994 | — | $104,612,994 |
| 24 | SECURITY FIRST ADVISORS | $216,174 | — | $378,737,196 | $378,737,196 |
| 25 | S. R. SCHILL & ASSOCIATES, INC. | $439,619 | $262,196,390 | $255,917 | $262,452,307 |
| 26 | ROBINSWOOD FINANCIAL | $419,319 | $409,523,469 | $3,086,619 | $412,610,088 |
| 27 | RAMSEY & ASSOCIATES INC | $763,544 | $65,429,827 | $197,992,711 | $263,422,538 |
| 28 | QUANTUM FINANCIAL PLANNING SERVICES, INC. | $226,168 | $429,164,546 | $28,146,176 | $457,310,722 |
| 29 | PRIVATE ADVISORY GROUP LLC | $514,587 | $685,773,975 | $1,714,545 | $687,488,520 |
| 30 | PREVAIL WEALTH MANAGEMENT | $249,497 | $127,393,313 | $848,100 | $128,241,413 |
| 31 | PERSONAL INVESTMENT MANAGEMENT INC | $407,209 | $533,851,522 | — | $533,851,522 |
| 32 | PARCION PRIVATE WEALTH LLC | $1,882,126 | $2,113,627,547 | — | $2,113,627,547 |
| 33 | PACIFIC SAGE PARTNERS, LLC | $319,891 | $696,082,978 | — | $696,082,978 |
| 34 | OLIVER CAPITAL MANAGEMENT | $217,643 | $37,080,875 | $297,653,396 | $334,734,271 |
| 35 | NORTHERN CAPITAL MANAGEMENT, INC. | $223,965 | $387,950,295 | $405,763 | $388,356,058 |
| 36 | NEWGROUND SOCIAL INVESTMENT | $853,333 | $128,000,000 | — | $128,000,000 |
| 37 | NEWGROUND SOCIAL INVESTMENT | $853,333 | $128,000,000 | — | $128,000,000 |
| 38 | MY PERSONAL CFO, LLC | $875,937 | $206,721,226 | — | $206,721,226 |
| 39 | MOULTON WEALTH MANAGEMENT, INC | $260,456 | $147,157,917 | — | $147,157,917 |
| 40 | MOSS ADAMS WEALTH ADVISORS LLC | $922,923 | $2,813,638,922 | $747,921,943 | $3,561,560,865 |
| 41 | MOSER WEALTH ADVISORS | $497,853 | $228,514,676 | — | $228,514,676 |
| 42 | MONSON WEALTH MANAGEMENT, INC. | $126,841 | $109,717,842 | — | $109,717,842 |
| 43 | MCILRATH & ECK, LLC | $249,373 | $645,376,243 | — | $645,376,243 |
| 44 | MCCUTCHEN GROUP LLC | $3,296,143 | $2,724,580,249 | $1,184,644,920 | $3,909,225,169 |
| 45 | MARTEL WEALTH ADVISORS INC | $340,509 | $832,797,102 | $178,175,409 | $1,010,972,511 |
| 46 | MARSJEWETT FINANCIAL GROUP | $372,079 | $602,796,329 | $2,204,860 | $605,001,189 |
| 47 | MAINSAIL FINANCIAL GROUP | $188,737 | $102,295,575 | — | $102,295,575 |
| 48 | LESA SROUFE & COMPANY, INC. | $690,007 | $158,263,250 | $17,688,581 | $175,951,831 |
| 49 | LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C. | $257,428 | $662,188,226 | $22,054,445 | $684,242,671 |
| 50 | LAKESIDE ADVISORS INC | $592,506 | $369,438,559 | $10,950,269 | $380,388,828 |
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.
