RIA Data Center

Use this interactive rankings tool to find key information on fee-only registered investment advisory firms*.

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      Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
      401WARBURTON CAPITAL MANAGEMENT, LLC$478,984$490,839,502$1,076,719$491,916,221
      402NAVALIGN, LLC$306,731$490,462,316—$490,462,316
      403MONARCH CAPITAL MANAGEMENT INC$1,842,282$490,046,937—$490,046,937
      404HARRELL INVESTMENT PARTNERS, LLC$704,629$489,499,622$16,423,762$505,923,384
      405REQUISITE CAPITAL MANAGEMENT LLC$2,199,514$489,190,675$559,977,584$1,049,168,259
      406WEDMONT PRIVATE CAPITAL$937,062$488,911,422$12,416,752$501,328,174
      407JAMES R. MARTIN CONSULTING, INC$703,083$487,939,464—$487,939,464
      408BRAY CAPITAL ADVISORS, LLC$1,913,007$487,816,737—$487,816,737
      409STUDIO INVESTMENT MANAGEMENT$1,169,160$487,539,608—$487,539,608
      410OGOREK WEALTH MANAGEMENT, LLC$2,707,953$487,431,467—$487,431,467
      411PERENNIAL$908,326$485,306,310$5,189,689$490,495,999
      412SMITH & HOWARD WEALTH MANAGEMENT, LLC$830,314$484,073,078—$484,073,078
      413COLUMBIA RIVER ADVISORS$487,266$483,104,437$12,932,297$496,036,734
      414BLACK DIAMOND FINANCIAL, LLC$949,190$481,004,570$70,474,985$551,479,555
      415COPPER HARBOR INVESTMENT ADVISORS, LLC$2,262,222$480,140,000$8,500,000$488,640,000
      416BGM WEALTH PARTNERS$691,010$479,859,106$3,847,694$483,706,800
      417WILSEY ASSET MANAGEMENT INCORPORATED$348,077$479,650,469—$479,650,469
      418KENDALL CAPITAL MANAGEMENT$423,253$479,545,821—$479,545,821
      419VON BORSTEL & ASSOCIATES$253,762$478,849,136—$478,849,136
      420SOURCE FINANCIAL ADVISORS, LLC$1,418,370$478,449,065$81,807,076$560,256,141
      421CAPITAL ADVISORS WEALTH MANAGEMENT$368,445$476,356,339$137,473,836$613,830,175
      422SEVENBRIDGE FINANCIAL GROUP, LLC$531,320$475,000,000—$475,000,000
      423CADENT CAPITAL ADVISORS, LLC$461,303$474,993,977$77,646,801$552,640,778
      424HARPSWELL CAPITAL ADVISORS, LLC$4,067,738$471,857,659—$471,857,659
      425SKYOAK WEALTH$418,308$471,851,536—$471,851,536
      426HAMEL ASSOCIATES,INC.$2,201,036$471,392,458$37,046,844$508,439,302
      427KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC.$260,361$469,150,367$19,026,212$488,176,579
      428EPSILON FINANCIAL GROUP, INC.$904,051$468,298,226—$468,298,226
      429OARSMAN CAPITAL, INC$331,947$468,039,499$1,001,510$469,041,009
      430SILICON VALLEY WEALTH ADVISORS, LLC$438,206$467,055,632$12,341,354$479,396,986
      431CONTRAVISORY INVESTMENT MANAGEMENT, INC.$1,174,091$466,889,684$82,584,755$549,474,439
      432WOOSTER CORTHELL WEALTH MANAGEMENT, INC.$477,917$466,446,674—$466,446,674
      433FOUNDATION WEALTH MANAGEMENT, LLC$381,139$466,005,521$63,396,054$529,401,575
      434TRAVERSO CHAMBERS PRIVATE WEALTH MANAGEMENT, LLC$453,498$465,226,086$3,690,625$468,916,711
      435WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC$347,884$464,816,430$69,184,860$534,001,290
      436WEST FINANCIAL ADVISORS, L.L.C.$338,560$463,900,000$11,100,000$475,000,000
      437AMERICA FIRST INVESTMENT ADVISORS LLC$849,115$463,616,637—$463,616,637
      438JEPPSON WEALTH MANAGEMENT, LLC$673,173$463,586,458$98,512,705$562,099,163
      439LGG FINANCIAL$651,463$463,508,312$10,756,923$474,265,235
      440FREEDOM ADVISORY$752,754$462,943,992—$462,943,992
      441MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC$261,658$462,873,543—$462,873,543
      442HOGANTAYLOR WEALTH$572,973$462,394,422$100,838,196$563,232,618
      443SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$272,742$461,504,590$14,430,187$475,934,777
      444BIECHELE ROYCE ADVISORS, INC.$857,473$460,790,312$42,546,372$503,336,684
      445HI-LINE CAPITAL MANAGEMENT, LLC$2,327,955$459,504,502$31,693,996$491,198,498
      446RIVERVIEW CAPITAL ADVISERS LLC$1,019,312$457,834,696$44,685,998$502,520,694
      447THE GOFF FINANCIAL GROUP$824,419$457,552,800—$457,552,800
      448ACKERMAN CAPITAL MANAGEMENT$939,608$457,468,346$51,799,183$509,267,529
      449PEDDOCK CAPITAL ADVISORS, LLC$1,390,751$455,511,061$18,734,874$474,245,935
      450WJ INTERESTS, LLC$592,841$455,302,000—$455,302,000
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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.