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 | VISTA CAPITAL PARTNERS, INC. | $1,121,962 | $2,656,805,764 | — | $2,656,805,764 |
| 102 | RESOURCE CONSULTING GROUP | $1,006,759 | $2,642,742,586 | — | $2,642,742,586 |
| 103 | THE BURNEY COMPANY | $630,921 | $2,625,894,633 | — | $2,625,894,633 |
| 104 | COBBLESTONE CAPITAL ADVISORS, LLC | $975,663 | $2,621,772,328 | $60,324,573 | $2,682,096,901 |
| 105 | DONALDSON CAPITAL MANAGEMENT LLC | $739,409 | $2,616,028,278 | — | $2,616,028,278 |
| 106 | TWIN FOCUS CAPITAL PARTNERS, LLC | $27,770,773 | $2,505,427,928 | $938,147,939 | $3,443,575,867 |
| 107 | MONTAG | $2,167,812 | $2,496,424,305 | $18,237,513 | $2,514,661,818 |
| 108 | LINDBROOK CAPITAL, LLC | $1,355,884 | $2,454,395,565 | $274,999,661 | $2,729,395,226 |
| 109 | YALE CAPITAL CORP. | $20,947,930 | $2,450,907,779 | — | $2,450,907,779 |
| 110 | GOELZER INVESTMENT MANAGEMENT | $1,682,136 | $2,398,781,842 | $16,764,864 | $2,415,546,706 |
| 111 | MORTON WEALTH | $715,087 | $2,375,243,103 | $41,036,045 | $2,416,279,148 |
| 112 | APELLA CAPITAL | $395,536 | $2,357,000,000 | — | $2,357,000,000 |
| 113 | CONFLUENCE FINANCIAL PARTNERS | $405,134 | $2,339,588,415 | $168,998,347 | $2,508,586,762 |
| 114 | VENTURI PRIVATE WEALTH | $944,517 | $2,277,586,606 | $5,309,956 | $2,282,896,562 |
| 115 | ALTAIR ADVISERS, LLC | $8,271,361 | $2,260,995,901 | $4,422,264,069 | $6,683,259,970 |
| 116 | SUMMITRY, LLC | $756,769 | $2,258,898,143 | $123,409,765 | $2,382,307,908 |
| 117 | VIGILANT CAPITAL MANAGEMENT, LLC | $1,460,342 | $2,240,163,925 | — | $2,240,163,925 |
| 118 | HERITAGE FINANCIAL SERVICES, LLC | $436,848 | $2,228,359,850 | — | $2,228,359,850 |
| 119 | SEVEN BRIDGES ADVISORS LLC | $41,858,347 | $2,201,144,724 | $4,370,615,787 | $6,571,760,511 |
| 120 | BAKERAVENUE | $1,245,884 | $2,181,455,628 | $409,983,185 | $2,591,438,813 |
| 121 | THE CLARIUS GROUP, LLC | $4,256,495 | $2,129,568,685 | $1,313,935,882 | $3,443,504,567 |
| 122 | COLORADO FINANCIAL MANAGEMENT LLC | $663,692 | $2,110,459,507 | $12,691,960 | $2,123,151,467 |
| 123 | CAPSTONE FINANCIAL ADVISORS INC | $772,246 | $2,091,903,894 | $7,059,803 | $2,098,963,697 |
| 124 | ROCKY MOUNTAIN ADVISERS, LLC | $6,303,750 | $2,086,541,387 | — | $2,086,541,387 |
| 125 | LEAVELL INVESTMENT MANAGEMENT, INC. | $1,077,877 | $2,066,326,691 | $257,575,138 | $2,323,901,829 |
| 126 | MMBG INVESTMENT ADVISORS CO. | $16,871,414 | $2,041,441,088 | — | $2,041,441,088 |
| 127 | MCKINLEY CARTER WEALTH SERVICES, INC. | $435,800 | $2,038,462,444 | $56,427,104 | $2,094,889,548 |
| 128 | GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT | $156,850 | $2,028,386,000 | — | $2,028,386,000 |
| 129 | MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC | $2,676,572 | $2,010,105,437 | — | $2,010,105,437 |
| 130 | FOSTER & MOTLEY INC | $2,588,170 | $2,009,691,940 | $47,902,895 | $2,057,594,835 |
| 131 | DAKOTA WEALTH, LLC | $626,705 | $1,949,382,348 | $1,551,552 | $1,950,933,900 |
| 132 | LOGAN CAPITAL MANAGEMENT, INC. | $1,724,003 | $1,937,312,923 | $698,687,923 | $2,636,000,846 |
| 133 | BLB & B ADVISORS, LLC | $746,059 | $1,929,670,196 | $135,419,793 | $2,065,089,989 |
| 134 | AVIOR WEALTH MANAGEMENT, LLC | $944,275 | $1,884,736,906 | $429,681,976 | $2,314,418,882 |
| 135 | ACROPOLIS INVESTMENT MANAGEMENT, L.L.C. | $472,073 | $1,864,088,766 | $55,361,721 | $1,919,450,487 |
| 136 | SADOFF INVESTMENT MANAGEMENT LLC | $1,492,650 | $1,859,842,044 | — | $1,859,842,044 |
| 137 | SFMG WEALTH ADVISORS | $557,538 | $1,844,382,981 | $130,975,596 | $1,975,358,577 |
| 138 | FRONTIER ASSET MANAGEMENT, LLC | $1,572,577 | $1,840,424,452 | $5,361,977,070 | $7,202,401,522 |
| 139 | STRATEGIQ FINANCIAL GROUP, LLC | $546,570 | $1,810,353,011 | $15,736,185 | $1,826,089,196 |
| 140 | BATTERY GLOBAL ADVISORS, LLC | $44,195,745 | $1,808,600,000 | $2,345,800,000 | $4,154,400,000 |
| 141 | ARTEMIS WEALTH ADVISORS, LLC | $92,685,283 | $1,753,378,680 | $193,012,263 | $1,946,390,943 |
| 142 | BSW WEALTH PARTNERS | $527,647 | $1,715,025,118 | $28,846,586 | $1,743,871,704 |
| 143 | JOHNSON FINANCIAL GROUP LLC | $2,836,146 | $1,677,347,982 | $486,631,578 | $2,163,979,560 |
| 144 | WEALTHQUEST CORPORATION | $377,110 | $1,669,857,002 | $4,132,792 | $1,673,989,794 |
| 145 | CONSTELLATION WEALTH ADVISORS | $1,651,946 | $1,655,198,313 | $1,362,906,820 | $3,018,105,133 |
| 146 | STOKES FAMILY OFFICE LLC | $1,064,920 | $1,644,236,484 | — | $1,644,236,484 |
| 147 | WEST COAST FINANCIAL, LLC | $906,939 | $1,640,652,188 | — | $1,640,652,188 |
| 148 | BOWIE CAPITAL MANAGEMENT, LLC | $57,962,287 | $1,622,944,040 | — | $1,622,944,040 |
| 149 | SOUND INCOME STRATEGIES, LLC | $137,196 | $1,615,021,641 | $84,145,300 | $1,699,166,941 |
| 150 | RETIREMENT MANAGEMENT SYSTEMS | $456,204 | $1,612,679,618 | — | $1,612,679,618 |
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.
